- Raymond James Financial, Inc. (Orlando, FL)
- …Responsibilities: Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will provide ... required production. * Provides a high level of client service . * Manages the full scope of a client...and solutions for clients. * Opens, transfers, and closes customer accounts. * Maintains appropriate account records while monitoring… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and influence, motivating and persuading others to achieve desired levels of customer service . + Planning, assigning, monitoring, reviewing, evaluating and ... Advisors in training and accountability initiatives. Serves as a liaison between the Advisor Development Programs group to PCG branch offices and new and existing… more