- Raymond James Financial, Inc. (St. Petersburg, FL)
- …if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination ... and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg… more
- KeyBank (Naples, FL)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Principal Financial Group (Miami, FL)
- …you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! *Heavy incentive ... internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary Range Information** This position offers a competitive compensation… more
- HUB International (Fort Lauderdale, FL)
- …& 66 licenses are required or series 6 & 63 and 65 licenses + CFP (R) or FPQP (TM) designation or working toward certification + Proficiency with Microsoft Office ... Suite an eMoney Advisor or other financial planning software + Strong attention to detail and organization + Excellent written and verbal communication skills… more