Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West Florida Market (South)Punta Gorda, FLBack to search results Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Sarasota, Florida; Bradenton, Florida; Punta Gorda, 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 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 Northwestern MutualFinancial AdvisorSarasota, 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.
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.
Associate Financial Advisor Robert W. Baird & Co. IncorporatedAssociate Financial AdvisorSarasota, FL$59,300–$80,200 / yearTake the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects. About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base.
NewFinancial Solutions Advisor Registration Candidate- Nokomis Village Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate- Nokomis Village Financial Centernokomis, FLOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
HFA Financial Advisor Senior -Branch Huntington Bancshares IncHFA Financial Advisor Senior -BranchSarasota, FLCoach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
Financial Advisor - Bradenton FL Synovus Financial CorpFinancial Advisor - Bradenton FLBradenton, FLProactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
Financial Advisor Regions Financial CorpFinancial AdvisorSarasota, FL$43,888–$150,000 / yearThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Financial Solutions Advisor - Bradenton FL Bank of America CorpFinancial Solutions Advisor - Bradenton FLPalmetto, FLKey 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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Advisor Suncoast Credit UnionFinancial AdvisorBradenton, Florida$60,000–$90,000 / yearFull timeOwn 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 AdvisorBradenton, FL$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 Solutions Advisor - Center Gate Bank of AmericaFinancial Solutions Advisor - Center GateSarasota, 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.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Sarasota, FLThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Business Solutions Advisor - College Plaza Financial Center - Bradenton, FL - Bilingual Spanish Required Bank of America CorpBusiness Solutions Advisor - College Plaza Financial Center - Bradenton, FL - Bilingual Spanish RequiredBradenton, FLJob Description:This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals.
Premier Advisor - Nokomis, FL Truist Financial CorporationPremier Advisor - Nokomis, FLNokomis, FLUtilize 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. 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.
Premier Advisor - Nokomis, FL Truist BankPremier Advisor - Nokomis, FLNokomis, FloridaUtilize 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. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Nokomis, FL Truist Financial CorpPremier Advisor - Nokomis, FLNokomis, FLUtilize 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. 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.
NewBlock Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorSARASOTA, FloridaFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSarasota, FLThe 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. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Financial Professional - Retirement Benefits Group - FL Tampa, St. Petersburg, Sarasota (5239) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - FL Tampa, St. Petersburg, Sarasota (5239)Sarasota, FL415936true415936falseSubmission for the position Financial Professional - Retirement Benefits Group - FL Tampa St. Petersburg Sarasota 5239 - Job Number 2600006Kfalse415936falsetrueFinancial Professional - Retirement Benefits Group - FL Tampa St. Petersburg Sarasota 52392600006KUNITED STATES-FL-TampaUNITED STATES-FL-TampaEquitable AdvisorsEquitable Advisors. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.