- Raymond James Financial, Inc. (St. Petersburg, FL)
- …procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic ... Any equivalent combination of experience, education, and/or training approved by Human Resources **Licenses/Certifications** + Appropriate series license(s) for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gathering on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying ... Communicate with insurance companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated cases + Monitors… more
- University of Miami (Miami, FL)
- …departmental unit. Communicates effectively and collaborates with UHealth Compliance, Finance, Human Resources , and other departments on faculty and providers ... for a full time Director, Finance position. The incumbent acts as principal advisor regarding all financial matters which may affect the short-term or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …business development, sales, or financial services. ~or~ * An equivalent combination of experience, education, and/or training approved by Human Resources . ... initiate a high volume of outbound calls to experienced financial advisors with the goal of creating interest in...continue to collaborate in the recruiting process with the advisor (s) and all relationships on a proactive basis. Act… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production ... any other special arrangements. + Reviews and processes all financial advisor compensation changes and ensures they...experience. + OR ~ + An equivalent combination of education, experience and/or training approved by Human Resources… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …field. + Any equivalent combination of experience, education, and/or training approved by Human Resources . + Eligible applicants must be legally authorized to ... financial services environment. The intern will assist with advisor inquiries; help coordinate educational initiatives and contribute to internal communications… more
- ADP (West Palm Beach, FL)
- …Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are you looking for ... friendships here. + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- Insight Global (Tampa, FL)
- …regulations, and internal company standards. In this role, you will be managing financial advisor and regulator inquiries through multiple platforms such as a ... application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …field. + Any equivalent combination of experience, education, and/or training approved by Human Resources . + Eligible applicants must be legally authorized to ... **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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... (4) years of personal trust administration experience ~or~ * Any equivalent combination of experience, education, and/or training approved by Human Resources . more