- Fifth Third Bank, NA (Sarasota, FL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Bradenton/Sarasota, FL ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… 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. + ... minimum of three (3) years of experience in Compliance and/or the financial services industry preferred. ~or~ + Any equivalent combination of experience, education,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …contractor division, with a focus on delivering an exceptional client and advisor experience. This role is responsible for driving high-impact initiatives that ... long-term success of our Northeast Division independent business owners and financial professionals. In addition to direct leadership responsibilities, this position… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax ... a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... and finance and securities industry operations. + Financial markets, products, financial advisory function and investment process. **Skill in** + Personal… more