- Raymond James Financial, Inc. (Memphis, TN)
- …or Southfield, MI Corporate Office. **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the ... product/ service . + Record and process custom/special orders that may...3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent… more
- Truist (Cookeville, TN)
- …Business Banking branches, regional and internal support departments regarding branch /compliance/system policies by providing comprehensive service and internal ... call, ensuring that clients receive the highest level of service and support. Serve as the primary point of...ensure timely follow up and resolution. Premier Client and Branch Advisors serve as client advocates, tracking client complaints… more
- Bank of America (Memphis, TN)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- Edward Jones (Smyrna, TN)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch… more
- Edward Jones (Hixson, TN)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch… more
- Raymond James Financial, Inc. (Franklin, TN)
- …for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Our ideal contributor will:** + Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related ... **Job Description** **Job Summary:** Raymond James is hiring a Supervision Advisor to review and analyze various communication reviews and content to ensure… more
- Raymond James Financial, Inc. (Memphis, TN)
- …hard copy correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various communication reviews and ... leadership to inform them of any supervisory concerns that may arise with branch office managers/FAs and works together with them to address these concerns as… more
- Raymond James Financial, Inc. (Memphis, TN)
- …changes to organizational policies and procedures. * Consults independently with branch managers and recommends actions to ensure compliance with existing rules ... * Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies;… more
- Raymond James Financial, Inc. (Memphis, TN)
- …high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + ... than 60 years of rich history and recognition for service and excellence in the Financial Services...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more