- Truist (Tampa, FL)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....and risk tolerance to determine which investment products and services best meet the client's needs and to implement… 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...degree preferred + 3-5 years of relevant experience in securities/ financial services industry preferred + Series 7… more
- Regions Bank (Orlando, FL)
- …the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary Responsibilities** + ... Planning or relevant experience including direct client interaction to deliver fiduciary services ( financial , tax, philanthropic and estate planning and advice,… more
- Thrivent Financial (Fort Lauderdale, FL)
- …best role at Thrivent to grow. This role should be experienced in the financial services industry with a strong expertise and ability to deliver purpose-based ... college degree strongly preferred. + 5+ Years in the financial service industry attracting and hiring new...and developing financial advisors. + Experience hiring financial advisor on teams. + Once … more
- Truist (Weston, 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
- Edward Jones (Longboat Key, FL)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...Team Collaboration **Role Requirements** + 5+ years of related financial services , banking, or legal experience plus… more
- Edward Jones (Tallahassee, FL)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). +...School Diploma or equivalent and five (5) years of financial services industry service experience,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … financial advisors to drive department sales objectives and to increase financial advisor utilization. * Delivers effective presentations to large audiences. ... * Meets specific objectives related to financial advisor interaction including meetings, phone calls,...a minimum of five (5) years' experience in the financial services industry. * ~ OR ~… more
- Raymond James Financial, Inc. (Clearwater, FL)
- Job Summary: Celebrating more than 30 years of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client ... and with the team to provide support to the financial advisor . + With accuracy process client...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more