- Raymond James Financial, Inc. (Boca Raton, FL)
- …helps to provide high quality/high touch critical administrative support to Financial Advisors , their prospective and existing clients and other branch staff team ... team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens...orders and rebalances portfolios on behalf of the Financial Advisors . + Creates and maintains records and files utilizing… more
- Edward Jones (Tarpon Springs, FL)
- …be the right opportunity for you. With the same licensing as our Financial Advisors , Associate Financial Advisors work with an established Financial Advisor to ... communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team,...first. With over 9 million clients and 20,000 financial advisors across the US and Canada, we're proud to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …product related phone support. Serve as a primary point of contact for financial advisors on the RJ SI Platform. * Provides face-to-face support to financial ... advisors and their clients externally through individual or group...* Responsible for building and maintaining relationships with financial advisors to drive department sales objectives and to increase… more
- Bank of America (Pensacola, FL)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining… more
- JPMorgan Chase (Palm Beach, FL)
- …abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. Your new business generation will come from three ... Recommend customized wealth solutions and the right team of advisors to manage the client's portfolio and serve their...with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. + Partner with Chase… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Raymond James Private Client Group and responsible for recruiting successful financial advisors to all divisions at the firm. This takes a detailed and ... PCG is the largest segment within Raymond James supporting financial advisors who provide financial planning, investment advisory and securities transaction services… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for providing excellent customer experience to our annuity contract owners and financial advisors of the firm. The person in this position must understand all ... experienced Investment Central associates. * Works in cohesion with other Virtual Financial Advisors to oversee over $3 billion in client assets to ensure proper… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …pertaining to activities in clients' accounts and activities of financial advisors meet firm requirements and standards. + Communicates findings and manages ... whether that be written or orally. + Interfaces with senior advisors and management to mitigate supervisory concerns regarding branch office managers/financial… more
- Bank of America (St. Petersburg, FL)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This...develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …addresses areas of opportunity with staff, and follows up with advisors /clients as needed; identifies trends and implements corrective action as necessary. ... of the organization + Builds and maintains strong relationships with Financial Advisors (FAs), providing support and resolving complex client escalations + Conducts… more