- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing ... advisory firms. + Conduct in-depth financial analysis, including financial analysis of advisors ' practice, valuation modeling, cash flow scenarios of debt and equity… more
- JPMorgan Chase (Jacksonville, FL)
- …you will have the opportunity to connect consumers with our Home Lending Advisors , ensuring an excellent customer experience. This role offers a dynamic work ... team, you will play a pivotal role in supporting our Home Lending Advisors by managing both marketing and customer application leads. Your passion for exceptional… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …engagement. + Presents to audiences of various levels and sizes (financial advisors , branch professionals, prospective advisors , RJ management) on topics ranging ... of advisor success stories/case studies and manages ongoing relationships with advisors , branch/complex managers, branch professionals, etc. + Supports the Home… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …improve operational due diligence processes. * Interact with Raymond James Financial Advisors to answer questions about the operational infrastructure of funds on ... regulatory/oversight responsibilities. * Develop and/or distribute topical reports to educate advisors on pertinent regulatory updates or industry trends related to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. * Interacts with Financial Advisors ... and approve portfolio changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal...Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May… more
- M&T Bank (North Palm Beach, FL)
- …distribution needs. + Communicate regularly with the client team (Custom Credit Advisors , Investment Advisors , and Commercial and Business Bankers, etc.) ... retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs.… more
- Thrivent Financial (Destin, FL)
- …as business development, marketing, technology, engagement, and experienced advisors -as you build your business. Desired Characteristics Our culture ... generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside… more
- Thrivent Financial (Tallahassee, FL)
- …you can learn from and leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate your career. In this role, training and ... existing client base. The position serves as a resource to established Financial Advisors and supports the daily operations of the practice, including, but not… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trusteed IRAs in accordance with statutes and regulations. + Interacts with Financial Advisors and clients in defining goals and objectives, working along with the ... and approve portfolio changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the trusteed...Interacts with beneficiaries, their advisors and Financial Advisors in the trusteed IRA administration process. + May… more
- Citigroup (Miami, FL)
- …launches. A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global ... for identifying short- and long-term investment opportunities for Citi Global Wealth advisors in the region, and for presenting, commenting, and writing about such… more