- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to ensure compliance with all securities and regulations within a specific business unit. May be responsible for coordinating compliance meetings, and/or developing ... of moderate scope and complexity. Serves as a Technical Advisor to teams. Some guidance is provided to perform...+ Assists in overseeing compliance program(s) for an assigned business entity to ensure compliance processes and procedures are… more
- CACI International (Doral, FL)
- Sensitive Activities Advisor Job Category: Intelligence Time Type: Full time Minimum Clearance Required to Start: TS/SCI Employee Type: Regular Percentage of Travel ... * * **The Opportunity:** As a CACI Sensitive Activities Advisor , you will support the Department of Defense and...will be able to provide daily feedback to the team lead and supported unit on product development. +… more
- Truist (Orlando, FL)
- …activities may change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal ... fiduciary advice directly to clients or to the client team , depending on segmentation. 2. Partners with client teams...Partners with client teams to help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client… more
- Cardinal Health (Tallahassee, FL)
- …Drives cost reduction initiatives that facilitate business owners achieving their business unit goals and financial targets. + Directly manages negotiations ... and competitive advantages that benefit customers, suppliers, and patients. The Advisor , Transformation supports the development and execution of strategic projects… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in reviewing registered persons prior to affiliating with/joining Raymond James. The Senior Advisor of this team will work in partnership with Regional ... as they apply to the onboarding process. * Interfaces with specific business platforms and supervision associates to inform them of any supervisory concerns… more
- Equitable (Miami, FL)
- Advisor Support Specialist ( 250000AA ) **Primary Location** : UNITED STATES-FL-Miami **Organization** : Equitable **Schedule** : Full-time **Description** At ... and backgrounds. Those differences make us stronger as a team and a force for good in our communities....operating support to the Branch Managers, Vice Presidents, and financial advisors in this key growth location. This key… more
- Fiserv (Coral Springs, FL)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... make a difference at Fiserv. **Job Title** Client Service Advisor Pod Lead **What does a Great PST** **WFMS...PST** **WFMS POD Lead do at Fiserv?** As a Team Lead for Wells Fargo Merchant Service PST Account… more
- Zelis (St. Petersburg, FL)
- …So, let's get to it! A Little About Us Zelis is modernizing the healthcare financial experience for all by providing a connected platform that bridges the gaps and ... as well as long-term career growth. The Provider Enrollment Advisor role combines high-velocity sales cycles with a mix...back on sales metrics. + Collaborate with the sales team and other departments to optimize the sales process… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …advertising, hard copy correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various communication ... firm policies and procedures. Escalates and partners with senior advisors and management team for highly sensitive or complex issues. Some guidance is provided to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …patterns to ensure adherence to securities industry regulations and limit firm liability. An Advisor for the Packaged Products team would be expected to analyze ... **Job Description** **Job Summary:** The Traditional Product team oversees annuity and insurance transaction exception reviews...* Prepares and delivers written and oral presentations to business units. * May participate in the formation of… more