NewPersonal Financial Planner NYL-Jian GuanPersonal Financial PlannerTampa, FLEnsure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given. Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals.
NewField Tech Solutions & Support Cons II Tampa, FL Northwestern MutualField Tech Solutions & Support Cons II Tampa, FLTampa, FLli>Stakeholder Relationship: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them. Operational Excellence: Focuses on lowering operational risks, running costs, and increasing revenues by identifying, designing, and implementing efficient and effective operational processes and systems that drive performance improvement and achieve business goals.
Associate Financial Advisor/Financial Advisor Raymond James Financial IncAssociate Financial Advisor/Financial AdvisorFL655561'',''true'',''655561'',''false'',''Submission for the position: Associate Financial Advisor/Financial Advisor - (Job Number: 2600233)'',''false'',''655561'',''false'',''true'',''Associate Financial Advisor/Financial Advisor'',''2600233'',''!*! Responsibilities: Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior.
Financial Advisor Northwestern MutualFinancial AdvisorTampa, Florida$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Financial Advisor AmeripriseFinancial AdvisorTampa, FloridaProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorTampa, FLp>Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Merrill Advisor Development Program - Financial Advisor: Tampa Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Tampa MarketClearwater, FLli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South) Bank of America CorpMerrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South)FLp>Back to search results Merrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South) Sarasota, Florida; Bradenton, Florida; Saint Petersburg, Florida; Venice, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor Assistant Raymond James Financial IncFinancial Advisor AssistantFL$50,000–$55,000 / yearTo qualify for this opportunity you possess: Minimum 5 years investment industry experience; IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook is preferable; Excellent proficiency with MS Office particularly Word, Excel and Outlook; Experience with Dataphile, Croesus and FactSet is an asset; Excellent verbal and written communication skills; Ability to work in a team environment and demonstrate a professional and friendly manner. Superior customer service skills; Meticulous attention to detail; Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up; Strong organizational skills; Superior problem solving skills; The ability to work within deadlines in a high-volume, pressure-oriented environment; and.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorTampa, FL$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor - Grow Financial Federal Credit Union LPL FinancialFinancial Advisor - Grow Financial Federal Credit UnionTampa, FloridaThis employment opportunity at Grow Financial Federal Credit Union in Tampa, FL would allow you to join the Investment Program at Grow Financial Federal Credit Union as a 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 Grow Financial Federal Credit Union for financial solutions.
NewVirtual Financial Advisor Raymond James Financial IncVirtual Financial AdvisorFLp>Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training, or certification to provide all levels of financial services in a team environment to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. Works in cohesion with other Virtual Financial Advisors to oversee over $3 billion in client assets to ensure proper fiduciary processes and procedures are integrated and aligned with business practices to mitigate risk to the business.
Project Financial Analyst, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdProject Financial Analyst, Engagement Financial AdvisorTampa, FL$66,200–$121,800 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Financial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateTampa, FLPrepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorTampa, FL$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Advisor Suncoast Credit UnionFinancial AdvisorClearwater, Florida$60,000–$90,000 / yearOwn the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Financial Advisor Suncoast Schools Federal Credit UnionFinancial AdvisorFL$60,000–$90,000 / yearli>Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits.
Wealth Financial Advisor - Tampa, FL Corebridge Financial IncWealth Financial Advisor - Tampa, FLTampa, FLWe provide solutions for a brighter future through our client-centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - St Pete Synovus Financial CorpFinancial Advisor - St PeteFLli>Certification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
Investment Executive (Financial Advisor) Indian Shores/Largo, FL Fifth Third BankInvestment Executive (Financial Advisor) Indian Shores/Largo, FLLargo, FloridaInvestment Executive (Financial Advisor) Indian Shores/Largo, FLAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Tampa, FloridaYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
Financial Advisor - Tampa, FL Corebridge Financial IncFinancial Advisor - Tampa, FLTampa, FLRemoteCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Wealth Financial Advisor - Tampa, FL Corebridge FinancialWealth Financial Advisor - Tampa, FLTampa, FloridaWe will consider for employment qualified applicants with criminal histories, consistent with applicable law.To learn more please visit: www.corebridgefinancial.com. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Financial Advisor - Tampa, FL Corebridge FinancialFinancial Advisor - Tampa, FLTampa, FloridaWe will consider for employment qualified applicants with criminal histories, consistent with applicable law.To learn more please visit: www.corebridgefinancial.com. Estimated Travel Percentage (%): Relocation Provided: The Variable Annuity Life Insurance Company.
Financial Solutions Advisor - Pinellas County Market Bank of AmericaFinancial Solutions Advisor - Pinellas County MarketLargo, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Aid Advisor (Online Division) Herzing UniversityFinancial Aid Advisor (Online Division)Tampa, FL$20.54–$27.78 / hourp>Schedule: A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzings Online Division, with one shift with evening hours and minimal Saturday hours required. Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
Financial Advisor-Area Manager Synovus Financial CorpFinancial Advisor-Area ManagerFLp>Required Knowledge, Skills, & Abilities: Broad and varied knowledge of all banking functions, to include M&A activity and new market entry, leading multiple lines of business and support functions, enterprise risk management and credit risk management. Uses objective financial and business analyses to evaluate the returns and risks of lending, credit and investment activities; evaluates short- and long-term implications of decisions and identifies solutions to mitigate risk.
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)Tampa, FloridaAs you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)Tampa, FLp>Your Qualifications: • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting • Bachelor's degree or equivalent combination of education and experience required • Required to pass the Series 65 (we provide robust training and support once you start) • A thoughtful consultative approach with an emphasis on client focus. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
NewFinancial Advisor Synovus Financial CorpFinancial AdvisorPalm Harbor, FLFocus is on assessing client financial needs and providing the appropriate bank products (lending, deposits) as well as introducing clients to SMEs in adjacent areas (wholesale, treasury, wealth, trust, etc.) Meets and exceeds sales goals while delilvering outstanding client service as evidenced by client retention and growth. Provides access to full compliment of commercial depsoit, cash management services, treasury management products and lending services that are tailored to the clients'' specific needs.
Financial Advisor, SVP Synovus Financial CorpFinancial Advisor, SVPTampa, FLFocus is on assessing client financial needs and providing the appropriate bank products (lending, deposits) as well as introducing clients to SMEs in adjacent areas (wholesale, treasury, wealth, trust, etc.) Meets and exceeds sales goals while delilvering outstanding client service as evidenced by client retention and growth. Provides access to full compliment of commercial depsoit, cash management services, treasury management products and lending services that are tailored to the clients'' specific needs.
NewFinancial Advisor-Water Street Synovus Financial CorpFinancial Advisor-Water StreetTampa, FLFocus is on assessing client financial needs and providing the appropriate bank products (lending, deposits) as well as introducing clients to SMEs in adjacent areas (wholesale, treasury, wealth, trust, etc.) Meets and exceeds sales goals while delilvering outstanding client service as evidenced by client retention and growth. Provides access to full compliment of commercial depsoit, cash management services, treasury management products and lending services that are tailored to the clients'' specific needs.
Financial Aid Advisor University of South FloridaFinancial Aid AdvisorTampa, FLUSF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. From their first day on campus to the moment they cross the graduation stage, we help USF Health students navigate their academic journey, build community, take pride in their USF Health identity, and step confidently into their careers ready to make a lasting impact on healthcare.
Business Solutions Advisor - Carrollwood Financial Center - Tampa, FL - Bilingual Spanish Required Bank of America CorpBusiness Solutions Advisor - Carrollwood Financial Center - Tampa, FL - Bilingual Spanish RequiredTampa, FLOn screen copy: One-on-one career coaching with your managers And, when not helping clients, theres often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Helping clients with new digital banking solutions My role is to strategically prioritize my portfolio based on seasonality of the business, client segments and date of last contact to increase connectivity with clients in our portfolio.
Financial Advisor GTE FinancialFinancial AdvisorTampa, Floridali>Maintain a thorough understanding of a broad range of financial products, including investment vehicles, insurance options, retirement plans, and advisory solutions and tailor strategies that address the unique needs of each member. Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies.
Investment Advisor Capital Investment AdvisorsInvestment AdvisorTampa, FloridaOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Financial Planner, Paraplanning Services Raymond James Financial IncFinancial Planner, Paraplanning ServicesSaint Petersburg, FLPlans may require knowledge and expertise regarding overall financial planning issues which may include portfolio design, Social Security, healthcare planning, retirement income planning, long-term care, life insurance and risk management, qualified retirement plans, estate planning, education funding, and small business planning. Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients by building GPM plans and assisting in the presentation to the clients.
Premier Advisor - Tampa Palms, FL Truist Financial CorpPremier Advisor - Tampa Palms, FLTampa, FLli>Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Premier Advisor - Tampa/St. Petersburg, FL Truist Financial CorpPremier Advisor - Tampa/St. Petersburg, FLFLli>Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Premier Advisor - Tampa Palms, FL Truist BankPremier Advisor - Tampa Palms, FLTampa, Floridadiv>General 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. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Premier Advisor - Tampa/St. Petersburg, FL Truist BankPremier Advisor - Tampa/St. Petersburg, FLSaint Petersburg, Floridadiv>General 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. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistSt. Petersburg, FL$135,000–$160,000 / 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. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
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.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistFL$135,000–$160,000 / 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. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Managing Director - Principal Financial Network (Tampa, FL) Principal Financial GroupManaging Director - Principal Financial Network (Tampa, FL)Tampa, Florida$89,300–$171,000 / yearp style="margin-bottom:18.75pt">Nonimmigrant Workers and Green Card for Employment-Based Immigrants. Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted.
Private Wealth Advisor/Client Advisor Private Bank Professions IncPrivate Wealth Advisor/Client Advisor Private BankTampa, 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.
P1 Advisor Non-Exempt Ameriprise Financial IncP1 Advisor Non-ExemptTampa, FLp>Work with an experienced advisor to build a personal book of business and help shape clients financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients.