• Wealth Advisor III - Tampa / Naples

    Truist (Tampa, FL)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
    Truist (06/03/25)
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  • Vice President, Branch Manager- International

    Charles Schwab (Coral Gables, FL)
    …advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide ... Series 66 (or equivalent Series 63 AND 65 OR CFP ) license(s) required + Active and valid Series 9/10...company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every… more
    Charles Schwab (07/13/25)
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  • Senior Regional Manager, Schwab Wealth Advisory

    Charles Schwab (Orlando, FL)
    …with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager ... asset and service targets are met. **Managing performance** - Part of this role includes the monitoring of client...to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA(R) designation required (may consider 24 month… more
    Charles Schwab (06/04/25)
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  • Financial Advisor, Truist Investment Services

    Truist (Tampa, FL)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… more
    Truist (07/22/25)
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  • Virtual Premier Advisor or Banker - W.

    Truist (West Palm Beach, FL)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… more
    Truist (07/19/25)
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  • Client Advisory Center Financial Advisor I

    Truist (Orlando, FL)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... accounting, or related field. **Preferred Qualifications** **:** + MBA, CFP , CFA, CIMA **General Description of Available Benefits for...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
    Truist (06/06/25)
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  • Trust Administration Advisor

    Truist (Orlando, FL)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
    Truist (05/14/25)
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  • Legal Wealth Advisor II

    Truist (Miami, FL)
    …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP , CTFA, CDFA or similar designation. MBA or other...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
    Truist (04/29/25)
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  • Financial Professional - Retirement Benefits Group

    Equitable (Orlando, FL)
    …: UNITED STATES-FL-Orlando **Organization** : Equitable Advisors **Schedule** : Full- time **Description** ** **Join Equitable Advisors: A Pathway to Possibilities ... services + **Work-Life Balance** : Flexible schedule to maximize productivity and personal time + **Location** : Working outside the office in local schools and… more
    Equitable (07/07/25)
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  • Director, Life/Health/Retirement Income - Life…

    USAA (Tampa, FL)
    …loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** **USAA is seeking a ... Group 1 Life and Health license + CLU or CFP designation + 5 or more years of working...do not apply for this role if at any time (now or in the future) you will need… more
    USAA (06/17/25)
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