- Raymond James Financial, Inc. (St. Petersburg, FL)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts with ... sufficient to administer personal trusts and estate settlements + Fundamental investment concepts, practices and procedures used in the securities industry. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts with ... beneficiaries, their advisors and Financial Advisors in the personal trust administration process. + May participate as a voting member of the Trust Administrative Committee. + Exercises discretionary personal trust administrative authority as may be allowed… more