- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax ... a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred.… more
- Bank of America (Pensacola, 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
- Citizens (Naples, FL)
- …other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding RJ SI ... for structured investments and provides timely execution reports to financial advisors. Guides financial advisors and Management...with the conservative nature of the firm, and escalates advisor or client questions to other team members or… more
- City National Bank (Tallahassee, FL)
- …in RBC Rochdale 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
- Bank of America (Pensacola, FL)
- …sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the ... the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions...+ Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory… 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 ... conducting quantitative and qualitative due diligence, investment analysis (eg, financial modeling, risk analysis, validating investment merits, etc.), and making… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gathering on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying ... with insurance companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated cases + Monitors and works… more
- Sedgwick (Jacksonville, FL)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Project Management Advisor **PRIMARY PURPOSE OF ... THE ROLE** : Manages software development projects associated with Sedgwick's Client Facing Applications (viaOne, mySedgwick and Smart.ly). The project manager is responsible for organizing, defining, and overseeing all facets of the project ensuring timely… more
- Sedgwick (Miami, FL)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more