- Edward Jones (Winter Haven, 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 ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Edward Jones (Valrico, 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 ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Truist (Winter Park, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for the financial advisor , the client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software tools to provide modeling ... ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management;… more
- General Dynamics Information Technology (Hurlburt Field, FL)
- …care provided to patients to identify opportunities for improvement. + Serves as advisor to the HP program Manager and/or Coordinator in matters related to injury ... sports medicine, rehabilitation, and bridging. + Serves as an advisor to the HP Program Manager and/or Coordinator for...within the first year of employment. + Valid unrestricted license from one of the 50 United States or… more
- General Dynamics Information Technology (Eglin AFB, FL)
- …care provided to patients. Identify opportunities for improvement. + Serve as an advisor to the HP program Manager and/or Coordinator in matters related to injury ... Sports Medicine (SM), and rehabilitation. + Serve as an advisor to the HP program Manager and/or Coordinator for...credentialed through + Licensure: Current, full, active, and unrestricted license as a Physical Therapist in one of any… more
- Edward Jones (West Palm Beach, FL)
- …branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation ... client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's experience with… more
- CRC Insurance Services, Inc. (FL)
- …review the following job description:** This role will serve as a trusted advisor to HR and senior business leaders, providing practical and proactive guidance on ... industry experience a plus **CERTIFICATIONS, LICENSES, REGISTRATIONS** + Active law license in good standing (Required) **FUNCTIONAL SKILLS** + Strong legal research… more
- Truist (Tampa, FL)
- …reviews conducted by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure compliance with regulation. ... with Envestnet, NFS/Wealthscape, Protegent/Prosurv platforms. + FINRA Series 4 license **General Description of Available Benefits for Eligible Employees of… more
- Florida Atlantic University (Boca Raton, FL)
- …sustainability goals, and space utilization initiatives. Serve as a key advisor on infrastructure investment, energy stewardship, and long-term service delivery ... Assistance Program (EAP) and much more. + State retirement options including tax -deferred annuities and Roth 403(b) plans. + State employees Public Service Loan… more