- Raymond James Financial, Inc. (St. Petersburg, FL)
- … financial advisors to drive department sales objectives and to increase financial advisor utilization. * Delivers effective presentations to large audiences. ... * Meets specific objectives related to financial advisor interaction including meetings, phone calls, zoom meetings, client meetings, in person meetings, and… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... of Financial Advisor expenses. + Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to… more
- Wells Fargo (Sarasota, FL)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Bank of America (Tampa, FL)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning,… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …+ Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or ... financial advisor request. + Open new client... financial advisor request. + Open new client accounts. + Ensure...reports and agenda for upcoming client meetings for the financial advisor . + Create notes and other… more
- Bank of America (Destin, FL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- City National Bank (Tallahassee, FL)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Friday, up to 40 hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act as a ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act as a… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic ... align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a...12+ years of Supervision experience, preferably in a retail financial services firm + ~or~ + Any equivalent combination… more