NewLicensed 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.
NewHead of HR JobotHead of HRSt. Petersburg, FL$175,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will lead the people function from end-to-end by providing expertise and guidance in all areas of culture, talent acquisition, people operations, total rewards, employee coaching, development and experience, and organizational design.
Financial Services Litigation Attorney JobotFinancial Services Litigation AttorneySarasota, FL$130,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 3. Advising broker-dealers and financial advisors on a wide range of legal matters, including restrictive covenants and non-compete agreements.
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.
0161 - Investment Advisor Crafted Staff0161 - Investment AdvisorTampa, FLThis is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9.You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Tampa, FloridaFull timeYou 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.
Investment Executive (Financial Advisor) Sarasota, FL Fifth Third BankInvestment Executive (Financial Advisor) Sarasota, FLSarasota, FLConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewInvestment Executive (Financial Advisor) Greater Tampa, FL Fifth Third BancorpInvestment Executive (Financial Advisor) Greater Tampa, FLTampa, FLConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewInvestment Executive (Financial Advisor) The Villages, FL Fifth Third BankInvestment Executive (Financial Advisor) The Villages, FLPinellas Park, FloridaConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)Tampa, FLAs 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, FloridaFull timeAs 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.
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.
Campaign Manager - Raymond James Investment Management Raymond James Financial IncCampaign Manager - Raymond James Investment ManagementSaint Petersburg, FLThis role will partner closely with Sales, Product Marketing, Digital Marketing, Marketing Operations, Compliance, Data, and external vendors to deliver campaigns that drive engagement, lead generation, pipeline growth, and business impact across financial advisors, intermediary platforms, and institutional investors. Educational/Previous Experience Requirements: Bachelor's degree in Marketing, Communications, Business, or a related field and a minimum of five (5) years of experience in integrated marketing, campaign management, demand generation, or channel marketing within asset management, wealth management, financial services, or a similarly regulated industry.
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.
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 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.
NewService Advisor, RCS Raymond James Financial IncService Advisor, RCSSaint Petersburg, FLActs as a liaison between home office departments and clients to research and resolve requests or issues regarding clients' accounts, operations processes and technology applications; follows all the way through resolution and final communications. Leverages specialized knowledge and skills gained through experience, training, and/or certification to provide exceptional service to independent registered investment advisors and introducing broker dealers for the custodian and clearing services platform.
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 - 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 - 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.