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.
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.
NewChief Financial Officer (CFO) Contractor Staffing SourceChief Financial Officer (CFO)Sarasota, FL$100–$120 / yearThe company runs on a structured operating system with weekly leadership meetings, scorecards, and clear accountability, and is preparing for its next stage of growth, including a migration from server-based ERP accounting software to a modern cloud ERP platform. Hands-on experience with construction ERP or accounting systems; experience leading or participating in an ERP migration to a cloud platform is a significant plus.
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.
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 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.
NewFinancial Advisor Synovus Financial CorpFinancial AdvisorSt Petersburg, 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.
NewFinancial 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.
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.
Financial Advisor - St Pete Synovus Financial CorpFinancial Advisor - St PeteFLCertification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
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.
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.
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)St. Petersburg, 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.
Financial Solutions Advisor - Bradenton FL Bank of AmericaFinancial Solutions Advisor - Bradenton FLBradenton, 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.
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.
Business Services Representative (External Business Development) First Citizens BankBusiness Services Representative (External Business Development)Belleair Bluffs, FloridaFull timeOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and self-sources new business opportunities.
Sr. Financial Specialist Sr. Universal Banker TampaSt. Pete BankUnited IncSr. Financial Specialist Sr. Universal Banker TampaSt. PeteSt Petersburg, FLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Sr. Financial Specialist Sr. Universal Banker ClearwaterFeather Sound Branch BankUnited IncSr. Financial Specialist Sr. Universal Banker ClearwaterFeather Sound BranchClearwater, FLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.