- Edward Jones (Tarpon Springs, FL)
- …of applicants. **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity ... for you. With the same licensing as our Financial Advisors, Associate Financial Advisors...More About Awards & Accolades **About Us** Join a financial services firm where your contributions are… more
- Charles Schwab (Orlando, FL)
- …in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Associate loves to learn and excels in a ... and meet their goals. **What you'll do:** The Advisor Services Cost Basis Team services all Schwab...+ Bachelor's degree or 1+ year experience in the financial industry + 6+ months Customer Service … more
- Banco Popular Puerto Rico (Miami, FL)
- …16, 2025 Location: Miami, FL, US, 33156 Company: Popular Workplace Type: On-site Sales and Service Associate Dadeland FL The Sales and Service Associate ... attain growth, profitability, and customer satisfaction. The Sales and Service Associate is responsible for the accurate...backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers… more
- UKG (Ultimate Kronos Group) (Weston, FL)
- …whatever gives you purpose. We're united by purpose, inspired by you. The Associate Trust Accounting Manager oversees the financial operations of trust funds, ... managing accuracy and timely provision of trust accounting, external financial and regulatory ensuring compliance with accounting standards and management… more
- CVS Health (Bartow, FL)
- …do it all with heart, each and every day. **Position Summary** The Associate Manager is responsible for oversight of healthcare management staff including the ... and non-clinical interventions supporting our members. * Accountable for meeting the financial , operational and quality objectives of the unit * Oversees the… more
- Truist (Tampa, FL)
- …4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. ... Charlotte, NC. Responsible for the general servicing and support of the Financial Advisors within our Centralized Group. This includes administrative and operational… more
- Santander US (Miami, FL)
- …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... for governance meetings and risk reporting. **Qualifications** Skills: Knowledge of the financial services sector, particularly the products and services … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Senior Associate of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills ... managed futures funds, and other non-traditional investment opportunities. The Senior Associate is expected to lead onsite diligence meetings and communicate… more
- Magellan Health Services (Hurlburt Field, FL)
- …assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and ... + Provides personal financial counseling and management services directly to service members and their...Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of… more
- Santander US (Miami, FL)
- …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... Sr. Associate , Capital Risk Oversight Country: United States of...preserve Santander US capital adequacy, contributes on meeting its regulatory requirements. As an independent function from management, the… more