• Sr . Advisor , PCG…

    Raymond James Financial, Inc. (New York, NY)
    **Essential Duties and Responsibilities** + Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches ... across the country + Detailed documentation of testing in branch exam system and related work papers + Ensure...organized + Gain a thorough understanding and application of PCG policies and procedures + Shift focus from one… more
    Raymond James Financial, Inc. (10/15/25)
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  • Practice Management Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and CRM automation), and customizing personalized (4) Professional Development tracks for branch personnel. + Promote branch manager/ advisor development and ... diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or...financial services industry. + Performance or actions necessary for advisor and branch professionals to build and… more
    Raymond James Financial, Inc. (10/14/25)
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