- PNC (Sarasota, FL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC Private Bank organization, you will be based ... the manager's discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …advertising, hard copy correspondence review, social media and e-mail review teams. The senior advisor for this team will administer and analyze various ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …department and AML department. * General understanding of securities markets and investment products including but not limited to mutual funds, unit investment ... compliance efforts in assigned business entity. * Informs and advises appropriate Senior Management about issues that may involve rule violations or potential… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... * Communicates errors, associate performance concerns and data issues with senior managers. * Performs other duties and responsibilities as assigned.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various...and firm policies and procedures. Escalates and partners with senior advisors and management team for highly sensitive or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and… more