- Navy Federal Credit Union (Pensacola, FL)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...or 66 registration required + Life & Health Insurance License preferred (or the ability to obtain within 90… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and guidelines as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory is expected to conduct reviews which can ... **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with SEC regulations… more
- Fifth Third Bank, NA (St. Petersburg, FL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor ) Southwest, FL LOCATION -- Fort ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- JPMorgan Chase (Boynton Beach, FL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Edward Jones (Tarpon Springs, FL)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- Regions Bank (The Villages, FL)
- …the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial ... is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of … more
- JPMorgan Chase (Jupiter, FL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and skills** + A valid and active Series 7 license is required or may be obtained within a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... **Job Summary:** Raymond James is hiring a Supervision Senior Advisor to review and analyze account disclosures and transaction...is a plus. + Series 7 required, Series 24 License (within 90 days of join), Series 66 (within… more
- TIAA (Coral Gables, FL)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs… more
- TD Bank (Aventura, FL)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a draw, for financial advisors or ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...and partners; up to 75% of time + Driver's License required **Customer Accountabilities:** + Understands and supports the… more