- Charles Schwab (Orlando, FL)
- …provider of custodial, operational, and trading support for independent fee-based investment advisors . We have built our business on serving the needs of RIAs ... Advisor Services (AS) Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs....Key responsibilities may include: + Answer in-bound calls from Advisors and internal business partners + Respond to client… more
- Raymond James Financial, Inc. (Naples, 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
- 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
- Bank of America (Jacksonville, FL)
- …assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based conversations that provide education on ... that lead to a promising financial future. The National Financial Solutions Advisors (FSAs)help clients and prospective clients with financial needs and goals that… more
- JPMorgan Chase (Boynton Beach, FL)
- …client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors ... as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and services to holistically support the RJ CAS platform, and the financial advisors and clients who use it. + Provides best-in-class financial advisor service ... with firm and industry requirements. + Coordinates background and compliance checks for advisors and clients prior to executing a transaction + Support audit and… more
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …blends financial planning support with client service excellence. You'll assist advisors in preparing financial plans, managing client communications, and ensuring ... complete + Serve as a liaison between clients and advisors for service-related inquiries + Support advisors ...and advisors for service-related inquiries + Support advisors with research, data entry, and plan implementation +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client portfolios and make appropriate recommendations when warranted. Consult with financial advisors to build a relationship and understand their practice in order ... products, asset allocation, and comparative analysis on portfolios. + Educate advisors on portfolio management and the proprietary technology available to support… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …business problems. Extensive contact with internal customers at all levels and advisors is expected to identify, research, and resolve problems. **Essential Duties ... and Responsibilities** + Work hands-on with internal teams and advisors to understand business processes + Gather process information through interviews,… more
- PNC (Sarasota, FL)
- …valued and have an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an ... assigned book of business. PNC Wealth Management Advisors execute an advice and planning strategy focused on...in branch partners having a vested interest in our advisors ' success. We provide a robust training program, administrative… more