- Insight Global (New Smyrna Beach, FL)
- …-Bachelor's degree strongly preferred -2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required -Required to have L&H and ... Job Description The Financial Advisor (FA) role is a three-year program with...who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- Truist (Orlando, FL)
- …(United States of America) **Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. ... to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of … more
- Truist (Fort Lauderdale, FL)
- …below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... Suite of products and ability to learn proprietary bank platforms and software. Preferred Qualifications: 1. JD, MBA, CPA, CFP 2. 10+ years of fiduciary experience… more
- Truist (Miami, FL)
- …client segment definitions by facilitating the migration of clients to the appropriate Advisor on the team as well as makes referrals of new business opportunities ... education requirements are met where needed. 3. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning 4. Solid… more
- Oracle (Tallahassee, FL)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... o Former CISO, Deputy CISO, Security Architect, or compliance executive preferred o Deep understanding of global security regulations and standards applicable… more
- US Bank (Fort Lauderdale, FL)
- …high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a ... high and ultra-high net worth client wealth management activities ** Preferred Skills/Experience** - Excellent relationship management, networking, and business… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** + Effective reporting and communicating complex information. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... (3) years of experience in Compliance and/or the financial services industry preferred . ~or~ + Any equivalent combination of experience, education, and/or training… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial ... can be used instead of the 24 * Additional licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred . more
- Truist (Tampa, FL)
- …7 years investment experience, which should include experience as an investment advisor , portfolio manager, or other investment -related activities with ... partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective… more
- Truist (Orlando, FL)
- …NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, ... Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients...and resolution to inquiries. 5. Assist clients with completing investment forms, transferring funds, and completing distributions. 6. Answer… more