• Sr. Advisor , Compliance PCG Branch Exams

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …+ Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation of ... testing in branch exam system and related work papers + Ensure prescribed sample methodologies are used and resulting sample sizes provide an adequate reflection of the activity being tested + Use professional judgement to know when to "ask the next question"… more
    Raymond James Financial, Inc. (10/15/25)
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  • Wealth Support Specialist II - Coral Gables, FL.

    Truist (Coral Gables, FL)
    …of America) **Please review the following job description:** ​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 (12/11/25)
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  • SVP, Division Director, ICD Northeast

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …contractor division, with a focus on delivering an exceptional client and advisor experience. This role is responsible for driving high-impact initiatives that ... fostering partnerships, and delivering measurable outcomes in a dynamic, advisor -centered and compliant environment. The ideal candidate combines strategic vision… more
    Raymond James Financial, Inc. (12/19/25)
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  • Registered Branch Associate

    Edward Jones (St. Augustine, 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
    Edward Jones (12/17/25)
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  • Employee Benefits Account Manager- Select

    HUB International (Tallahassee, 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
    HUB International (12/16/25)
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  • Summer Associate - Independent Contractor Division…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …develop strategy updates and dashboards, and help create field tools and advisor snapshots that will be piloted and delivered throughout the division. Throughout ... to 40 hours per week. **Duties and Responsibilities** + Advisor Relationship Data Project - Help document and organize... Relationship Data Project - Help document and organize advisor profiles, personal facts, and interests to support the… more
    Raymond James Financial, Inc. (12/04/25)
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  • Branch Office Administrator

    Edward Jones (Orlando, 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
    Edward Jones (12/31/25)
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  • Centralized Registered Client Service Associate

    Truist (Orlando, 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
    Truist (12/27/25)
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  • Cross Asset Solutions Associate

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational support to provide a ... and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding...with the conservative nature of the firm and escalates advisor or client questions to other team members or… more
    Raymond James Financial, Inc. (12/19/25)
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  • Community Engagement Leader

    Thrivent Financial (Tampa, FL)
    …This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and ... deliver integrated strategic plans tailored to growth markets and individual advisor growth priorities. + Develop centers of influence relationships in communities… more
    Thrivent Financial (12/06/25)
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