- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Maintains product knowledge to assist with issues concerning various broker -dealer trades and investment products. + Collaborates with cross-functional teams, ... including portfolio managers, operations, and compliance, to execute fee-related tasks and projects. + Ensures adherence to both business continuity and quality assurance standards in all fee-related processes. + Review customer account data for accuracy,… more
- Lincoln Financial (Tallahassee, FL)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Thrivent Financial (Destin, FL)
- …credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides ... Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any… more
- Truist (Tampa, FL)
- …and managerial functions that are routinely associated with those of a retail broker /dealer and RIA. **Essential Duties and Responsibilities** + Manage a team of 4 ... - 10 Supervisors. + Provide coaching and focused training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm policies related to advisory account management.… more
- Lincoln Financial (Tallahassee, FL)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Deloitte (Jacksonville, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Qualifications Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week + 5+ years' experience providing tax planning services or preparing and reviewing client… more
- Broadridge Financial Solutions (Clearwater, FL)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- PulteGroup (Riverview, FL)
- …marketing needs.*Update and monitor MLS listings in conjunction with local broker solution (if applicable).*Participation in monthly field calls and annual marketing ... summit. SCOPE*Decision Impact: Division*Department Responsibility: Single*Budgetary Responsibility: No*Direct Reports: No*Indirect Reports: No REQUIRED EDUCATION(degrees, licenses, certifications, etc.) + Minimum Bachelor's Degree in Marketing or… more
- Anywhere Real Estate (Tampa, FL)
- …**Key Responsibilities:** * Partner Management - Support ownerships of broker -owner relationships, input, and questions from Anywhere franchisees during the ... 3-6 month implementation phase. Own relationships with partners post-launch and develop a programmatic approach for ongoing partner success. * Company Financial Planning: Support the build of high-impact roadmap and viable joint venture entities, including:… more
- Thrivent Financial (Tallahassee, FL)
- …credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides ... Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any… more