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.
NewInvestment 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.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Tampa, FLYou 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. The Day-to-Day: 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.
NewInvestment 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.
NewInvestment 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.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)Tampa, FL$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Financial Advisor Northwestern MutualFinancial AdvisorSt Petersburg, 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.
Service Advisor Raymond James Financial IncService AdvisorFLActs 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 - 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.
J.P.Morgan Wealth Management - Private Client Advisor - Zephyrhills, FL JPMorgan Chase & CoJ.P.Morgan Wealth Management - Private Client Advisor - Zephyrhills, FLZephyrhills, 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 - 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 - Valrico and Sun City Center, FL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Valrico and Sun City Center, FLValrico, FLFull timeUsing 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.
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.
Vice President, Innovation - Raymond James Investment Management Raymond James Financial IncVice President, Innovation - Raymond James Investment ManagementSaint Petersburg, FLThe Vice President, Innovation is responsible for driving practical, scalable innovation across Raymond James Investment Management, with a focus on technology-enabled capabilities, artificial intelligence, and strategic partnerships. The position emphasizes execution, governance, adoption, and change management - translating emerging capabilities into durable solutions that improve investment processes, operational workflows, sales effectiveness, and client outcomes.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociateTampa, FLConsult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Marketing Specialist (Investments) Dynasty Financial PartnersMarketing Specialist (Investments)FLThe Investments Marketing Associate will gain hands-on experience working directly with investment professionals and contributing to high-impact initiatives that support financial advisors and their clients. Dynasty Financial Partners is seeking a motivated and detail-oriented Marketing Specialist to support the development and execution of marketing initiatives across the firm's investment platform.
Financial Consultant, Truist Investment Services, Lakeland, FL Truist BankFinancial Consultant, Truist Investment Services, Lakeland, FLLakeland, 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. 2. 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.
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. 2. 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.
Financial Consultant, Truist Investment Services, Tampa, FL Truist BankFinancial Consultant, Truist Investment Services, Tampa, FLTampa, 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. 2. 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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerFL$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Head of Investment Platform Concurrent Investment AdvisorsHead of Investment PlatformTampa, United StatesRemote$180,000–$325,000 / yearInstead, it owns the governance, structure, scalability, and operational execution of the firm’s investment platform, spanning custodians, portfolio management systems, trading infrastructure, fintech integrations, supervisory controls, and regulatory alignment. Ten or more years of experience in wealth management asset management RIA platform leadership TAMP OCIO or enterprise investment platform environments.
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.
Senior Advisor, Supervision - Wealth Advisory Services Raymond James Financial IncSenior Advisor, Supervision - Wealth Advisory ServicesSaint Petersburg, FLUnder limited supervision, uses extensive knowledge and skills obtained through education, experience, specialized training and/or certification to administer and analyze complex reviews of Financial Planning and Investment Consulting fiduciary services to ensure adherence to securities industry regulations, contractual obligations, and Firm program guides to limit firm liability. Conducts supervision reviews and monitors services rendered versus contractual obligations, the Investment Advisors Act of 1940, and the Raymond James Wealth Advisory Services Program Guide.
NewFinancial Solutions Advisor - Hillsborough and Webb Financial Center Bank of America CorpFinancial Solutions Advisor - Hillsborough and Webb Financial CenterTampa, FLResponsibilities:• 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• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Tampa Market Bank of America CorpFinancial Solutions Advisor - Tampa MarketTampa, FLResponsibilities:• 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• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Investment Sales Coordinator GTE FinancialInvestment Sales CoordinatorTampa, FloridaThey are responsible for the Licensed Banker Program across all locations, developing and coordinating training initiatives with the Financial Advisors, internal partners, and the GTE Talent Team. Partner with leadership, compliance, and advisory teams to identify growth opportunities, improve referral quality, and strengthen investment experience for members.
Financial Solutions Advisor - Lakeland FL Bank of AmericaFinancial Solutions Advisor - Lakeland FLLakeland, 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 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.
Trust Administration Officer (Trust & Wealth Advisor) Citizens Bank & TrustTrust Administration Officer (Trust & Wealth Advisor)Lakeland, FLFull timeCitizens Bank & Trust is seeking an experienced Trust Administration Officer (Trust & Wealth Advisor). Join a team dedicated to helping clients protect, grow, and transfer their wealth with confidence.
Senior Estate Settlement Advisor - Private Bank The PNC Financial Services Group IncSenior Estate Settlement Advisor - Private BankRiverview, FLEngages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Financial Advisor Suncoast Schools Federal Credit UnionFinancial AdvisorFL$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 Credit UnionFinancial AdvisorClearwater, 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 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 Bartow, FL Edward D Jones & Co LPFinancial Advisor Bartow, FLFL$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 - 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 Financial IncWealth Financial Advisor - Tampa, FLTampa, FLCandidates 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 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.
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.
Premier Advisor - Lakeland, FL Truist BankPremier Advisor - Lakeland, FLLakeland, 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 - Tampa Palms, FL Truist BankPremier Advisor - Tampa Palms, FLTampa, 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 - North Tampa Truist BankPremier Advisor - North TampaLutz, 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 - North Pinellas Truist BankPremier Advisor - North PinellasPalm Harbor, 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 - Tampa/St. Petersburg, FL Truist BankPremier Advisor - Tampa/St. Petersburg, FLSaint Petersburg, 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. 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.
Donor Advisor, Major Gifts (Florida) Alzheimer's AssociationDonor Advisor, Major Gifts (Florida)Tampa, FLRemote$103,000–$130,000 / yearEmployees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. The Donor Advisor, Major Gifts plays a pivotal role in advancing the Alzheimer's Association's mission by building and deepening relationships with high‑impact donors committed to creating a world without Alzheimer's and all other dementia.
Trust Officer ( Trust & Wealth Advisor) Citizens BankTrust Officer ( Trust & Wealth Advisor)Lakeland, FLThe Trust Officer plays a key role in cultivating and developing new trust and investment management relationships while overseeing the administration of assigned fiduciary and investment accounts. This position works closely with portfolio managers, compliance professionals, and external advisors to ensure exceptional service and regulatory adherence.
NewFinancial 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.
Premier Advisor - North Pinellas Truist Financial CorpPremier Advisor - North PinellasPalm Harbor, 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 - North Tampa Truist Financial CorpPremier Advisor - North TampaLutz, 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.
Financial Advisor - Grow Financial Federal Credit Union LPL Financial Holdings IncFinancial Advisor - Grow Financial Federal Credit UnionTampa, FL$60,000–$80,000 / yearThis position will offer: • The ability to build a strong client base with the credit union's exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
NewBoutique Wealth Planner & Client Growth Advisor TalentWealthBoutique Wealth Planner & Client Growth AdvisorTampa, FLESSENTIAL FUNCTIONS:• Serve as primary contact in performing a wide range of financial services duties for both newand existing clients, including: retirement modeling, risk management/insurance analysis,educational modeling, reviews of estate plan documents (with assistance), reviews of taxsituation and other applicable financial planning topics. Commitment to strong values, the highest ethical behavior, strong team orientation and• The ability to handle with creativity and flexibility numerous projects simultaneously with a• Demonstrated ability to proactively identify opportunities and solve problems.•
Trust Administration Advisor - Flexible locations (Truist geography) Truist Financial CorpTrust Administration Advisor - Flexible locations (Truist geography)Tampa, FLExperience working with Trust Financial Software\n \nGeneral 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. \nRegular or Temporary:\n \nRegular\n \nLanguage Fluency: English (Required)\n \nWork Shift:\n \n1st shift (United States of America)\n \nPlease review the following job description:\n \nThe locations listed are preferred but will consider other locations within the geography of Truist.