- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under limited supervision, uses extensive knowledge and skills obtained through education, experience, specialized training and/or certification to administer and ... **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies… more
- Truist (Doral, FL)
- …following job description:** * This is a in-office position* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...point of intake for a majority of requests from advisor (s) and clients, playing a key front-office role in… more
- Truist (Tampa, FL)
- …This position is located at Truist Tampa, FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...point of intake for a majority of requests from advisor (s) and clients, playing a key front-office role in… more
- TIAA (FL)
- The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager...Responsibilities and Duties** + Leads a team of Wealth Advisor Consultants across all channels to build and maintain… more
- Edward Jones (Valrico, FL)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at… more
- Charles Schwab (Orlando, FL)
- …us "challenge the status quo" and transform the finance industry together._ Advisor Services is the leading provider of custodial, trading, technology, and practice ... profitably grow, compete, and succeed in their business efforts. Advisor Services Trading Operations is a team that reviews...all Letters of Authorizations and Fund Documents to ensure Advisor /Client requests are processed in a timely manner. The… more
- Thrivent Financial (Fort Lauderdale, FL)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... to support the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all channel stakeholders… more
- HUB International (Gainesville, FL)
- …accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, ... based on location practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational… more
- Truist (Weston, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Edward Jones (St. Augustine, FL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're… more