NewPrivate Wealth Advisor Professions IncPrivate Wealth AdvisorSarasota, FLAs a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.
Senior Wealth Advisor The Vanguard GroupSenior Wealth AdvisorTampa, FloridaRemoteWealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. .
Chief Financial Officer (CFO) YMCA of Greater St PetersburgChief Financial Officer (CFO)St. Petersburg, FL$125,000–$140,000 / yearWorking closely with the CEO, Board of Directors, Finance Committee, and executive leadership team, the CFO develops financial strategies that strengthen organizational performance and support the YMCA's continued growth. Reporting to the President & CEO, the CFO provides strategic financial leadership that supports the YMCA's mission while ensuring the association's long-term financial health, sustainability, and operational excellence.
Staff Product Manager- Integrations & Advisor Platform RobinhoodStaff Product Manager- Integrations & Advisor PlatformClearwater, FL$191,000–$225,000 / yearGenuinely technical and a proven builder - comfortable as the primary point of contact with external partner engineering teams, able to reason through API design, auth (SSO/SAML/OAuth), and data models, with a track record of shipping developer-facing platform capabilities (documentation, sandboxes, versioning) in a regulated or enterprise B2B environment. Be the primary, outward-facing product owner for our technology-partner ecosystem - leading commercial and technical conversations with PMS/CRM vendors and AI-native advisor tools, scoping statements of work, setting production-access requirements, and representing Robinhood at industry events and with key RIA-industry influencers.
Investment Advisor LutzInvestment AdvisorLutz, FloridaAs an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program.
Associate Advisor - BMO Bank LPL FinancialAssociate Advisor - BMO BankSarasota, Florida$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Sarasota, FL would allow you to join the Investment Program at BMO Bank as an Associate Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Associate Advisor - BMO Bank LPL Financial ServicesAssociate Advisor - BMO BankSarasota, FL$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Sarasota, FL would allow you to join the Investment Program at BMO Bank as an Associate Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Consultant, Truist Investment Services, Clearwater. FL Truist BankFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. JOB SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorSarasota, FLThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
NewManager, Advisor Experience OsaicManager, Advisor ExperienceSt. Petersburg, FL$100,000–$120,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Group Facilitation - ability to facilitate and guide groups, helping them find the answer and engage in co-creation of solutions, promoting understanding of how their roles are critical in delivering on the brand promise.
Sr. Cloud Technical Account Manager - Financial Services, ES - SI - Financial Services Amazon.com IncSr. Cloud Technical Account Manager - Financial Services, ES - SI - Financial ServicesTampa, FLMore importantly you will work proactively as part of the AWS Unified Operations (UOps) delivery model to help craft and execute strategies to drive our customers" adoption and use of AWS services, including EC2, S3, DynamoDB & RDS databases, Lambda, CloudFront CDN, IoT, and many more. Work proactively as part of the AWS Unified Operations (UOps) delivery model to help craft and execute strategies to drive our customers" adoption and use of AWS services, including EC2, S3, DynamoDB & RDS databases, Lambda, CloudFront CDN, IoT, and many more.
Business Change Advisor/Business Change Advisor Sr. Elevance HealthBusiness Change Advisor/Business Change Advisor Sr.Tampa, FL$64,676–$136,482 / yearMay be responsible for assisting the senior leadership team within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results. will be responsible for assisting the management within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results.
Financial Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
J.P. Morgan Wealth Management - Private Client Advisor - Bradenton, FL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bradenton, FLBradenton, FLUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P.Morgan Wealth Management - Private Client Advisor - Greater Sarasota JPMorgan Chase & CoJ.P.Morgan Wealth Management - Private Client Advisor - Greater SarasotaSarasota, FLUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central Sarasota JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central SarasotaSarasota, FLUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South Tampa JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South TampaTampa, FLUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Palm Harbor, FL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Palm Harbor, FLPalm Harbor, FLUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Advisor Consultant DoubleLine Income Solutions FundAdvisor ConsultantTampa, FLWorking closely with the Global Relationship Manager (GRM), the Internal Wholesaler helps penetrate key advisor channels including wirehouses, independent broker-dealers, banks, and RIAs. The Internal Wholesaler's performance is measured by net fund flows, assets under management, development of new advisor relationships, and retention of existing assets.
Wealth Advisor, Director BMO (Bank of Montreal)Wealth Advisor, DirectorTampa, FL$91,800–$171,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.