- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to consult with Financial Advisors (FAs) and their clients regarding overall financial planning issues which may include social security rules & strategies, ... Extensive contact with internal and external customers to provide detailed financial planning consultative services. **Essential Duties and Responsibilities** +… more
- MetLife (Tampa, FL)
- …and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of ... of the program, you will transition into the role of Client Service Consultant (CSC), where you will provide administrative support and client service to MetLife… more