- Truist (Ocala, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment ...client financial needs are fulfilled. 9. Conduct investment product educational seminars for clients and prospects. 10.… more
- Fifth Third Bank, NA (St. Petersburg, FL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Southwest, FL LOCATION -- ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
- Truist (Jupiter, FL)
- …sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries ... issues. + Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models… more
- Navy Federal Credit Union (Pensacola, FL)
- …mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal ... Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supplier, and product risk assessments. + Provide compliance support on various investment advisory areas of coverage, not limited to Asset Management Services and ... Investment Advisors Division, including operational businesses. + Manage compilation...of banking and finance and securities industry operations. + Financial markets and products. **Skill in:** + Overseeing compliance… more
- Bank of America (Pensacola, FL)
- …you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors...and guidance through a defined path to become the financial advisor you want to be. You… more
- Bank of America (St. Petersburg, FL)
- …Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors...a defined path to become a successful and independent financial advisor . You will have the opportunity… more
- Bank of America (St. Petersburg, FL)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Madrid Square Financial...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as...scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and… more