- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Description** **Job Summary:** Under limited supervision , uses specialized knowledge and skills obtained through experience, specialized training or certification ... clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Summary** Raymond James Financial Private Client Group is hiring a Manager within the Advisor Onboarding Supervision team to manage the execution of the plan of ... financial advisors and other staff to Raymond James through the firm's advisor onboarding process. The Manager of Onboarding Supervision reports directly… more
- PNC (Tampa, FL)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist. ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank and our Investment Office. We work with individual and corporate clients who have significant… more
- TD Bank (Tampa, FL)
- …assists in the regulatory oversight for TD Private Client Wealth,(TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth ... trades executed in the TDPCW Broker Dealer and Registered Investment Advisor , as well as our fixed...of Selection documentation on all Managed Accounts for the Investment Advisory Platform in conjunction with the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …within Raymond James supporting financial advisors who provide financial planning, investment advisory and securities transaction services to their clients. ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more