- Raymond James Financial, Inc. (St. Petersburg, FL)
- …bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production ... as any other special arrangements. + Reviews and processes all financial advisor compensation changes and ensures they are compliant with policies procedures… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and user-friendly documentation that supports technology initiatives for a primarily financial advisor audience. This role combines hands-on writing and ... + Translate complex technical concepts into clear, concise language tailored for financial advisors and other non-technical users. + Collaborate with subject matter… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills. You can expect to enhance presentation skills, experience client and financial advisor interactions with seasoned members of the alternative investments ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your… more
- Logitech (Tallahassee, FL)
- …investment optimization discussions. + **Business Partnering:** Serve as a trusted financial advisor , providing proactive financial guidance, challenging ... a critical leadership role responsible for overseeing and optimizing the financial planning, analysis, and management of Logitech's operational expenses (OpEx)… more
- First Horizon Bank (Boca Raton, FL)
- …closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies ... the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you… more
- Edward Jones (West Palm Beach, FL)
- …branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's ... a strong background in the many complex needs of financial planning as well as a deep desire to...branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted… more
- Insight Global (Tampa, FL)
- …regulations, and internal company standards. In this role, you will be managing financial advisor and regulator inquiries through multiple platforms such as a ... Job Description A large broker-dealer and registered investment advisor firm local to the Tampa area is...Requirements -3 years of experience within compliance in a financial environment -Series 7 & 24 registrations -- must… more
- ADP (Maitland, FL)
- …to personal production and networking, ADP corporate generated lead activities, the financial advisor community and ADP payroll sales force generated leads. ... promotes the benefits of partnering with ADP through the advisor community to drive sales within the 401k market....but candidates with a great sales acumen and a financial background will be considered pending appropriate licensing within… more
- First Horizon Bank (Fort Lauderdale, FL)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- Hilton (Fort Lauderdale, FL)
- …Ensure compliance with all Generally Accepted Accounting Principles \(GAAP\) + Serve as financial advisor to hotel management and ownership + Monitor and approve ... a DoubleTree by Hilton** is responsible for overseeing, directing and administering all financial operations of the hotel in the hotel's continuing effort to deliver… more