- PulteGroup (Orlando, FL)
- …a team driven by purpose. Since 1972, we've helped over 700,000 families finance their dream homes through innovative lending solutions and a commitment to doing ... serving as a back-up for pre-approvals and supporting Mortgage Financing Advisor functions. Management Responsibilities + Not applicable Scope + Decision Impact:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying issues and ... and procedures. **Essential Duties and Responsibilities** + Perform review of license applications, appointment requests, product training and requirements + Perform… more
- KeyBank (Naples, FL)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Bank of America (Tampa, FL)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... * 10+ years' experience in broad based commercial lending/corporate finance /relationship management experience * Demonstrates management capability of an extensive… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …solutions. + Increase operational efficiency, improve productivity and strengthen the advisor /client relationship through the use of technology. + Address the needs ... materials to reflect enhancements and new releases. **Skills/Previous Experience:** + BS in Finance , Education, or Computer Science is preferred. + A minimum of 3… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …negative-on affiliate products and industry trends. + Serve as a trusted advisor and intellectual contributor to the institutional community. + Collaborate with the ... Experience Requirements** **Education/Previous Experience** + Bachelor's Degree (BA) in Finance or Business with at least 10 years of...or grandfathering cannot be applied. + FINRA Series 7 License . **Travel** **Travel Required:** Yes, 75 % of the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …between partners, and miscellaneous RJFS business expenses. * Consult with financial advisor 's tax professionals to explain how RJFS FAs are compensated via 1099. ... Fundamental concepts of financial markets and products. * Fundamental concepts of finance and accounting. Skill in: * Strong interpersonal skills for interfacing… more
- Truist (Tampa, FL)
- …reviews conducted by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure compliance with regulation. ... + Strong team building skills. **Preferred Qualifications:** + Bachelor's degree in Finance or Business. + Minimum 2 years of regulatory experience + Experience… more
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