- H&R Block (West Palm Beach, FL)
- …benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate ... well-being programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!… more
- Walmart (Port St. Lucie, FL)
- …to plan for and drive sales improve the service experience and elevate associate engagement utilizing hand held technology and systems to make immediate business ... and wallet! **-Health benefits** include medical, vision and dental coverage **- Financial benefits** include 401(k), stock purchase and company-paid life insurance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for independent broker dealers and as a custodian for independent Registered Investment Advisor firms (RIAs). **Job Summary** The summer associate will gain ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your… more
- Edward Jones (St. Augustine, FL)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...salary increases as you progress in the Registered Branch Associate role. **Hiring Minimum:** $29.08 **Hiring Maximum:** $30.90 Read… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your ... and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg,… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
- JPMorgan Chase (Boca Raton, FL)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Truist (Ocala, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …due diligence and investment updates for those funds on the "Recommended Funds" list for financial advisor use. + Playing a pivotal role in decisions relating to ... **Job Summary** Under limited supervision, the Associate utilizes knowledge of finance and investment concepts obtained through education and work experience in… more