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 - Tampa Palms Truist Financial CorpPremier Advisor - Tampa PalmsTampa, 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.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistSt. Petersburg, FLRemote$140,000–$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.
NewBlock Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorPORT RICHEY, 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.
Managing Director - Principal Financial Network (Tampa, FL) Principal Financial GroupManaging Director - Principal Financial Network (Tampa, FL)Tampa, Florida$89,300–$171,000 / yearFull timeLicenses 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. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
J.P.Morgan Wealth Management - Private Client Advisor - Wesley Chapel and Zephyrhills, FL JPMorgan Chase Bank, N.A.J.P.Morgan Wealth Management - Private Client Advisor - Wesley Chapel and Zephyrhills, FLZephyrhills, 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.
NewChief Financial Officer (CFO) (Full-Time) YMCA of Greater St. PetersburgChief Financial Officer (CFO) (Full-Time)St. Petersburg, FL$135,000–$155,000 / yearFull timeQualificationsBachelor's degree in Accounting, Finance, Business Administration, or a related field required.8+ years of progressively responsible financial experience, including significant senior-level leadership and experience leading finance and accounting teams. Job Title: Chief Financial Officer (CFO) (Full-Time)Description: The YMCA of Greater St. Petersburg is seeking a strategic, mission-driven Chief Financial Officer (CFO) to serve as a key member of the Executive Leadership Team.
Senior Advisor, SBL Solutions - RJ Bank Raymond James Financial IncSenior Advisor, SBL Solutions - RJ BankSaint Petersburg, FLUnder limited supervision and in partnership with Internal Banking Consultants (IBCs), Banking Consultants (BCs), Financial Advisors, branch leadership, and internal lending partners, the Senior SBL Solutions Advisor provides advanced sales-aligned advisory support for complex Securities Based Lines of Credit (SBL) opportunities. This role uses advanced knowledge of SBL products, loan structure, collateral, borrower and pledgor relationships, business and trust documentation, transition-related lending needs, international client lending considerations, non-profit entities, tailored lending, and escalation management to help Financial Advisors and sales partners structure, prioritize, and advance complex SBL opportunities.
Staff Product Manager- Integrations & Advisor Platform Robinhood Markets IncStaff Product Manager- Integrations & Advisor PlatformClearwater, FLGenuinely technical and a proven builder - comfortable as the primary point of contact with external partner engineering teams, able to reason through API design, auth (SSO/SAML/OAuth), and data models, with a track record of shipping developer-facing platform capabilities (documentation, sandboxes, versioning) in a regulated or enterprise B2B environment. Be the primary, outward-facing product owner for our technology-partner ecosystem - leading commercial and technical conversations with PMS/CRM vendors and AI-native advisor tools, scoping statements of work, setting production-access requirements, and representing Robinhood at industry events and with key RIA-industry influencers.
Senior Advisor, Supervision - DR/SARC/Money Movement Raymond James Financial IncSenior Advisor, Supervision - DR/SARC/Money MovementSaint Petersburg, FLThe Senior Advisor, Supervision helps protect Raymond James clients and the firm by reviewing money movement activity, identifying potential fraud or financial exploitation, and resolving supervisory matters that do not always have a straightforward answer. You will independently review and approve day-to-day money movement activity while partnering with financial advisors, branch and regional leadership, Fraud, and other teams to investigate concerns and determine appropriate action.
NewLutz Financial Intern + Summer 2027 LutzLutz Financial Intern + Summer 2027Lutz, 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. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters .
Financial Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorporationFinancial 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.
Financial Consultant, Truist Investment Services, Tampa, FL Truist Financial CorporationFinancial Consultant, Truist Investment Services, Tampa, FLTampa, 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.
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)Tampa, 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.
Advisor Assistant Corebridge Financial IncAdvisor AssistantTampa, FLRemoteThe role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. 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.
Chief Financial Officer (CFO) YMCA of Greater St PetersburgChief Financial Officer (CFO)St. Petersburg, FL$125,000–$140,000 / yearWorking closely with the CEO, Board of Directors, Finance Committee, and executive leadership team, the CFO develops financial strategies that strengthen organizational performance and support the YMCA's continued growth. Reporting to the President & CEO, the CFO provides strategic financial leadership that supports the YMCA's mission while ensuring the association's long-term financial health, sustainability, and operational excellence.
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. JOB SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients.
Staff Product Manager- Integrations & Advisor Platform RobinhoodStaff Product Manager- Integrations & Advisor PlatformClearwater, FL$191,000–$225,000 / yearGenuinely technical and a proven builder - comfortable as the primary point of contact with external partner engineering teams, able to reason through API design, auth (SSO/SAML/OAuth), and data models, with a track record of shipping developer-facing platform capabilities (documentation, sandboxes, versioning) in a regulated or enterprise B2B environment. Be the primary, outward-facing product owner for our technology-partner ecosystem - leading commercial and technical conversations with PMS/CRM vendors and AI-native advisor tools, scoping statements of work, setting production-access requirements, and representing Robinhood at industry events and with key RIA-industry influencers.
Senior Wealth Advisor The Vanguard GroupSenior Wealth AdvisorTampa, FloridaRemoteWealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. .
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.