- Edward Jones (Valrico, FL)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...; Bachelor's degree preferred + 3-5 years of relevant experience in securities/ financial services industry preferred +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …contractor division, with a focus on delivering an exceptional client and advisor experience . This role is responsible for driving high-impact initiatives ... as well as collaboratively within a team environment. **Education/Previous Experience ** * Bachelor's Degree (BA) required in...related field with a minimum of fifteen (15) years' experience in the financial services industry; with… more
- Truist (Coral Gables, FL)
- …to prioritize relationship management activities with a focus on the client experience and support of the advisor 's purpose-driven advice delivery, ... overnight **Preferred Qualifications:** + 5 years of previous banking or other financial institutional experience + Strong fiduciary and investment management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory.* Works closely with other ... presentations to large audiences.* Meets specific objectives related to in-person financial advisor interaction as communicated from management.* Maintains… more
- Truist (Orlando, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of internal communications best practices and content management + Understanding of the financial services industry (a plus, but not required ) **Skill in** + ... **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
- Thrivent Financial (Tampa, FL)
- …Charitable, Money Canvas, Church Finance, Thrivent Bank, etc. QUALIFICATIONS & SKILLS: Required : + Bachelor's degree or commensurate experience + 3 or more ... and execution of community events and partnerships with the advisor as well as connections to other regional engagement...business of the role. Preferred: + Knowledge of the financial services industry + Experience in sales… 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 the CAS ... + Assist team members with marketing efforts including presentations, financial advisor /client launch campaigns, and webinars. +...equivalent with a minimum of three (3) years of financial services experience . + Series 7 license;… 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...School Diploma or equivalent and five (5) years of financial services industry service experience , or an… more
- HUB International (Tallahassee, FL)
- …maintain priorities. + Work with little supervision. Department Account Management & Service Required Experience : 2-5 years of relevant experience ... toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **WHAT WE OFFER YOU:** At HUB we… more