- Elevance Health (FL)
- **National Account Advisor ** **Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing ... and experience which would provide an equivalent background. + Sales license required where necessary. **Preferred Skills, Experience and Capabilities:** +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …hard copy correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various communication reviews and ... minimum of two (2) years of experience in Supervision and/or the financial services industry. ~or~ Any equivalent combination of experience, education, and/or… more
- AdventHealth (Orlando, FL)
- …multidisciplinary, "big picture" approaches that coordinate clinical, psychosocial, payor, financial and other needs. Promotes communication of expected discharge ... . Two years or greater experience as a Physician Advisor . Three years of leadership experience **LICENSURE, CERTIFICATION,...REGISTRATION REQUIRED** **:** + Current, valid State of Florida license as a physician + Board certified and eligible… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities. + Serves as primary educational resource for financial advisors with investment monitoring reporting and investment policy statement ... concepts. + Serves as primary educational resource for financial advisors with state law and local ordinance inquiries for municipal clients. + Conducts investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for leading the Transition Management department which is responsible for assisting financial advisors (and their teams) transition their practices to the firm or ... + Identifies trends and implements corrective action as necessary. + Uses financial data and performance indicators to establish control mechanisms and other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies; ... and in writing, with all organizational levels. * Work effectively with Financial Advisors and enforce company policies and procedures as necessary. * Establish… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in the securities industry. + Principles of banking and finance operations. + Financial markets and products. **Skill in** + Organization + Attention to detail + ... preferred but not required. + Series 24 required. + Series 7/Series 63 License or appropriate series license (s) for assigned functional area, or International… more
- Raymond James Financial, Inc. (FL)
- …investment concepts, practices, and procedures used in the securities industry + Financial markets and products **Skill in:** + Thorough and balanced documentation ... and/or training approved by Human Resources. **Licenses/Certifications:** * Appropriate series license (s) for assigned functional area required or the ability to… more
- 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...FINRA and/or SEC Complete required CE training to ensure license (s) are in good standing Read More About Skills/Requirements… 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 ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more
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