Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)Tampa, FL$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewInformation Governance Advisor Senior USAAInformation Governance Advisor SeniorTampa, FL$114,080–$205,340 / yearSupport and Enable stewardship of data across bank data domains across data management activities including governance of Sensitive Data, Information Sharing, Critical Reports, Critical Data, Data SLAs, User Developed Applications, Enablement Zones, Data Asset Inventories, Data Risk Management, PRCI/RCSA. Oversee governance activities for affiliate agreements supporting data and analytics services, including monitoring contractual obligations, key deliverables, SLA performance, governance scorecards, and opportunities to strengthen service oversight and operational effectiveness.
NewInformation Governance Advisor (Mid-level) USAAInformation Governance Advisor (Mid-level)Tampa, FL$85,040–$162,550 / yearSupport and Enable stewardship of data across bank data domains across data management activities including governance of Sensitive Data, Information Sharing, Critical Reports, Critical Data, Data SLAs, User Developed Applications, Enablement Zones, Data Asset Inventories, Data Risk Management, PRCI/RCSA. Minimum 4 years’ experience in Information or Data related practices to include: information governance, information management, Risk, Audit, information architecture, IT, analysis and reporting OR Advanced degree in Information Architecture, Information Management, Information Studies, Risk, Audit, Information Technology or a related technical field with 2 years’ experience in Information or Data related practices as noted above.
NewSenior Estate Planning & Probate Attorney Golm Law FirmSenior Estate Planning & Probate AttorneyBradenton, FLRemoteLed by attorney Crystal D. Golm, our firm has built a reputation for excellence in title work, closings, and contract law, and we're growing rapidly to meet increased demand in Florida's dynamic real estate market.\n\nWhat sets us apart:\n●\tFocused Expertise – We specialize in estate planning, probate, real estate transactions and business law, making us a trusted legal partner for realtors, lenders, investors, and business owners\n●\tGrowth-Oriented Culture – We offer opportunities for advancement, ongoing training, and a supportive team environment where your work is recognized and rewarded\n●\tCompetitive Compensation – We provide contributions to health and dental insurance, paid time off, and bonus opportunities in addition to a competitive base salary What sets us apart: ●\tFocused Expertise – We specialize in estate planning, probate, real estate transactions and business law, making us a trusted legal partner for realtors, lenders, investors, and business owners.
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.
Merrill Advisor Development Program - Financial Advisor: Tampa Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Tampa MarketClearwater, FLEffectively 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.
NewMerrill Advisor Development Program - Financial Advisor: West Florida Market (South) Bank of AmericaMerrill Advisor Development Program - Financial Advisor: West Florida Market (South)Sarasota, FloridaEffectively 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 skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewFILLED - Merrill Advisor Development Program - Financial Advisor: Tampa Market Bank of AmericaFILLED - Merrill Advisor Development Program - Financial Advisor: Tampa MarketTampa, FloridaEffectively 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 skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor - Grow Financial Federal Credit Union LPL Financial ServicesFinancial Advisor - Grow Financial Federal Credit UnionTampa, FL$60,000–$80,000 / yearThis 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.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorTampa, FloridaRemoteSupported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves , you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. . Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
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.
Financial Advisor Northwestern MutualFinancial AdvisorClearwater, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorValrico, FLAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
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, Truist Investment Services, Palm Harbor, FL Truist Financial CorporationFinancial Advisor, Truist Investment Services, Palm Harbor, FLPalm Harbor, 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Advisor Florida Financial AdvisorsFinancial AdvisorTampa, FLFlorida Financial Advisors, a leading financial services firm, is seeking a talented and passionate Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help our clients achieve their financial goals by providing expert advice and personalized financial planning strategies.
NewFinancial Advisor Ascend Partner FirmsFinancial AdvisorTampa, FloridaBacked by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance.
Financial Advisor, Truist Investment Services, Palm Harbor, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Palm Harbor, FLPalm Harbor, 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor - Clearwater, FL TD BankFinancial Advisor - Clearwater, FLClearwater, FloridaEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor Associate - Sarasota Synovus Financial CorpFinancial Advisor Associate - SarasotaSarasota, 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.