13 Raymond James Financial jobs in Largo

**Job Profile Summary** Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long-term value.
**Responsibilities:**
+ Lead deal creation and execution for private equity investments in financial advisory firms.
+ Conduct in-depth financial analysis, including financial analysis of advisors' practice, valuation modeling, cash flow scenarios of debt and equity investments.
+ Structure transactions that optimize returns and support the firm's overall investment and retention strategy.
+ Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.
+ Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.
+ Oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.
+ Monitor market trends, regulatory developments, and competitive positioning to inform investment decisions.
+ Build and maintain relationships with financial advisors, routinely presenting and explaining the offering to advisors.
+ Act as a thought partner on Practice Capital Solutions program evolution.
**Skills:**
+ Expertise in equity investing, financial modeling, and valuation methodologies.
+ Knowledge of financial advisors' financials and business operations, M&A transactions, capital structuring, and investment risk assessment.
+ Strong ability to analyze data trends and market dynamics to guide investment decisions.
+ Strong communication skills to engage with stakeholders, negotiate transactions, and present investment cases.
+ Proficiency in financial analysis tools and software to support complex deal structuring.
+ Proven ability to lead investment initiatives and navigate complex financial transactions independently
**Educational/Previous Experience Requirements**
+ Bachelor's Degree (B.A) in related field with eight (8) to ten (10) years of relevant experience in the financial services industry.
**Licenses/Certifications:**
None required

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Achieving sales goals while serving the clients' best interests.
+ Plan and conduct individual and group coaching sessions with retail bank employees.
+ Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
+ Handle daily client needs and problems and prioritize and delegate tasks to resolve.
+ Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
+ Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
+ Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
+ Ability to delegate tasks and follow-through.
+ Prepare necessary internal reports for sales tracking.
+ Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
+ Conduct internal and external seminars to focus on business development and growth.
+ Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
+ Serves as a coach and mentor for licensed bank employees.
+ Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
+ Guide and promote progress toward established goals for team.
+ Recognize and reward achievement of goals.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Prior Brokerage Industry Experience.
+ Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
+ Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
+ Ability to motivate others in a team environment.
+ Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
+ Demonstrated ability to simplify and communicate complex financial concepts.
+ Proven experience in building strong internal and external client relationships.
+ Highly developed knowledge of the securities business, investment products and financial solutions.
+ Highly developed sales and presentation skills.
+ Travel required within assigned territory.
#LI-ML1
Investment Executive (Financial Advisor) Southwest, FL
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Fort Myers, Florida 33966
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Job Description
Insight Global's customer in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis to service the Citrus Park/Countryside/Downtown St. Pete/South St. Pete/Roosevelt region. As a Financial Advisor, you'll work with credit union branches to acquire and grow member relationships. You'll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solutions.
Key Responsibilities:
- Advise on investments, insurance, and financial planning
- Build and manage a book of business across advisory, brokerage, and insurance
- Deliver excellent member service and identify opportunities for growth
- Develop new relationships through networking and referrals
- Collaborate with branch staff to drive financial education and results
- Monitor financial plans and adjust as needed
- Track pipeline and sales activities to meet revenue goals
- Stay current on market trends, regulations, and products
- Ensure compliance with broker-dealer and credit union policies
- Attend training and maintain required certifications
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Bachelor's degree in business, finance, or related field
2+ years in financial planning or wealth management
Minimum of $125K Revenue/Commissions/GDC in the trailing 12-months
FINRA Series 7 & 66 (or 63 & 65)
Florida 2-15 License
Clean FINRA U4 record CFP, ChFC, CRPC Certified

**Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.**
At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 22 N Safford Ave, Tarpon Springs, FL
This job posting is anticipated to remain open for 30 days, from 15-Sep-2025. The posting may close early due to the volume of applicants.
**If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
**We'll give you the support you need.**
**Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
+ A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
**What characteristics would make you a successful Associate Financial Advisor?**
+ Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
+ Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
+ Resiliency and adaptability in a nimble learning environment
+ Attention to detail, strong organizational and time management skills
**Can you see yourself.**
+ Providing personalized investment and financial solutions to clients?
+ Cultivating relationships in your local community to grow the business?
+ Contributing to the branch business plan to increase branch effectiveness?
**As a salaried professional, you can also expect.**
+ A culture of continuous improvement and professional development
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**You'll be competitively compensated.**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
**Hiring Minimum:** $
**Hiring Maximum:** $
Read More About Job Overview
**Skills/Requirements**
**Key responsibilities with existing and newly created clients**
Responsibilities may include:
+ Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
+ Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
+ Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
+ Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
+ Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
+ Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
+ Continually develop yourself to grow personally and professionally.
**Job Requirements**
+ High School Diploma/Equivalent required; Bachelor's degree preferred
+ Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
+ At least 3-5 years of relevant experience in securities industry preferred
+ FINRA licenses required within three months. State insurance licenses required
+ As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

**We're bullish about your future here.**
Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
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. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ( .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator ( Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final- .pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

As one of the nation's largest consumer finance organizations, OneMain serves more than 1 million customers with personal loans, automobile loans, and other credit-related products. "Lending Made Personal" reflects our commitment to putting customers first. For 90+ years, we've made the OneMain promise of friendly, fast and affordable financing a reality for our customers. You can also expand those opportunities by demonstrating a willingness to relocate. Relocation benefits are based on position eligibility and IRS guidelines. Business development and full cycle sales of personal loans, automobile loans and other credit related products

~ Follow up on leads from customer inquiries (online or through customer service)

~ Assist customers in making financial decisions to help them achieve their financial goals.

~ Learn credit underwriting techniques and skills

~ Manage servicing and collections activities

~ Provide referral or walk-in customers with the proper loan products to fit their needs

~ Educate customers on the terms and conditions of the loan to ensure a clear understanding

~ Network within the community to gain referral business

~ Bachelors degree or some college preferred

~ Relevant work experience in Retail Sales or Customer Service a plus

~ 1+ Years full-time, relevant work experience

~ Sales experience (e.g. retail sales, sales goals, commission sales, account executive); Management/Supervisory - in a sales/service industry



Bilingual English/Spanish skills a plus in certain areas

One Main team members benefit from competitive pay and sales driven incentive programs, relocation benefits, health, dental, vision, 401K, profit sharing, paid time-off, paid volunteer time, tuition reimbursement and much more. Our Team Members work in a collaborative manner to support one another to create a great work environment.

Relevant Tags: Sales, Retail, Loan Sales, Customer Service, Business Development, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer Experience, Credit

OneMain Financial

**Job Summary:**
Under general supervision, uses knowledge and skills obtained through education, experience, training and/or certification to conduct audits of limited scope and complexity. Develops risk profiles of assigned processes within a functional area. Recommends process improvements for internal audit processes and procedures to improve internal controls. Guidance is provided to perform varied work that is difficult in nature and requires some evaluation, originality and ingenuity to make moderately complex decisions. Resolves or recommends solutions to complex problems. Results are evaluated at agreed upon milestones for effectiveness. Maintains regular contact with internal and external customers to identify, research and resolve problems.
**Responsibilities** :
+ Lead and support audit activities such as: risk assessments, audit testing, control evaluation, work paper documentation, follow-up and issue closure verification.
+ Partner with colleagues, clients and control community members to evaluate the control environment. Make recommendations to strengthen internal controls.
+ Stay up-to-date with evolving regulatory changes and market events that impact the business.
+ Perform ongoing analysis of risk trends through business monitoring and audit coverage execution.
+ Partner with other groups within Audit to ensure complete coverage to deliver an integrated audit program.
+ Develop and maintain an in-depth understanding of business areas, financial products, and supporting functions.
+ Perform continuous monitoring of various business groups.
+ Perform data collection and analysis in compliance with audit program requirements to identify, analyze and recommend changes to core business processes.
+ Assist in performing design reviews over assigned audit areas to identify key controls.
+ Independently perform tests of operational effectiveness to validate controls.
+ Identify, review, assess and document risk management and control issues of assigned business processes.
+ Assist with the preparation of written recommendations regarding the effectiveness of assigned business processes. Prepare follow-up plans to ensure aforementioned recommendations are addressed.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Fundamental concepts, practices and procedures of auditing and risk assessment.
+ Fundamental concepts of financial markets and products.
+ Fundamental concepts of finance and accounting.
+ Operational risks and related controls of regulations.
**Skill in**
+ Working well individually and in a team.
+ Assessing the probability and impact of an internal control weakness.
+ Planning, organizing and conducting audits.
+ Identifying key business processes.
+ Identifying and documenting risk management issues.
+ Testing key controls within business processes.
**Ability to**
+ Share information, supports colleagues and encourage participation.
+ Present complex and sensitive issues to Senior Management.
+ Build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
+ Multi task, complete projects on time and within a budget, and adapt to changing priorities.
+ Demonstrate enthusiasm, self-motivation, and effectiveness under pressure.
+ Prepare written reports and deliver oral presentations.
**Education/Experience**
+ Bachelor's Degree in Business Administration, Finance, or Accounting and a minimum of two (2) years of experience in the financial services industry.
+ OR ~
+ Any equivalent combination of education, training or experience approved by Human Resources.
**Certifications:**
CAMS, CFE, CGSS, or equivalent experience is required, or a commitment to obtain a relevant certification aligned to a timeline agreed upon with management.

Financial Solutions Advisor - Pinellas County Market
Weeki Wachee, Florida;Largo, Florida; Trinity, Florida
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
- 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 recommended
**Required Qualifications:**
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance 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 Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.