- Raymond James Financial, Inc. (St. Petersburg, FL)
- …concepts, practices and procedures used in the securities industry. * Investment advisor and/or financial planner services and products. * Account types, the ... transfer process, and industry operations in general. **Skill in** * Responding to inquiries...within a team environment. * Maintain currency in investment advisor and financial planner services and products. **Educational/Previous Experience… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …+ Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial Advisors to research and ... customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial models to forecast team revenue… more
- Bank of America (Miami, FL)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... practice activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance… more
- ADP (Maitland, FL)
- …Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic ... the direction of the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across functions (GPT, sales,… more
- MyFlorida (Sarasota, FL)
- …coordination for health impact assessments. + Participates as a public health advisor to elected officials and decision makers regarding county and municipal issues ... participates or prepares others to participate as an environmental public health advisor to elected officials, department leadership, decision makers and the public… more
- Deloitte (Tampa, FL)
- …drafting customized contractual provisions and risk review, negotiations, operations , and operational aspects of professional services contracts. Recruiting ... legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize...manage contractual matters and risks and be the trusted advisor to leaders on multiple accounts. + Provide mentoring… more
- Anywhere Real Estate (Miami, FL)
- …capabilities to generate data-driven insights that serve the heart of Anywhere Advisor and Anywhere Brand business. Together with our business counterparts in the ... (AI & BI) for Strategy and AA & AB Operations . We need a talented, creative, and motivated engineer...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- PulteGroup (Orlando, FL)
- …with lending guidelines. + Cross-Functional Collaboration:Build strong partnerships with centralized operations and internal mortgage teams to align on goals, remove ... serving as a back-up for pre-approvals and supporting Mortgage Financing Advisor functions. Management Responsibilities + Not applicable Scope + Decision Impact:… more
- Truist (Orlando, FL)
- …in CSG processes for the respective complex/division. + Primary approval of advisor Regulation Best Interest documentation as it pertains to trigger events assigned ... supervisory observations report which provides a detailed summary of the advisor activities, trends and issues identified by the Centralized Supervision Group… more
- Anywhere Real Estate (Miami, FL)
- …capabilities to generate data-driven insights that serve the heart of Anywhere Advisor and Anywhere Brand business. Together with our business counterparts in the ... (AI & BI) for Strategy and AA & AB Operations . We're seeking a Principal Engineer to join our...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more