- 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/or Federal Deposit Insurance Corporation (FDIC) sufficient to perform the functions of...writing, with all organizational levels. + Work effectively with Financial Advisors as their sales supervisor and enforce company… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying issues ... insurance companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated cases + Monitors and works… more
- Truist (Cape Coral, 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....developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization with a ... a trusted advisor to clients. + Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. + Active Property &… 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 registrations are required within three months. State insurance licenses are also required As an associate, you… more
- World Insurance Associates, LLC. (Tampa, FL)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied… more
- Thrivent Financial (Fort Lauderdale, FL)
- …record of attracting, selecting, and developing financial advisors. + Experience hiring financial advisor on teams. + Once financial advisors are ... and facilitating to drive understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record of solid sales results… more
- Truist (Doral, FL)
- …following job description:** * This is a in-office position* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...Qualifications: 1. 5 years of previous banking or other financial institutional experience 2. Strong fiduciary and investment management… more
- Truist (Tampa, FL)
- …This position is located at Truist Tampa, FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...Qualifications: 1. 10 years of previous banking or other financial institutional experience 2. Strong working fiduciary and investment… more
- Cherry Bekaert (Tallahassee, FL)
- …we'd like to hear from you. Let's grow your career as an ** Insurance Audit Manager** supporting our Louisville practice. **We will consider remote applicants for ... resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in...consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities… more