Saint Petersburg, FL

Finance Jobs in Saint Petersburg, FL

3 jobs found

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26d ago

Virtual Financial Advisor

Raymond James Financial, Inc. Saint Petersburg, FL

Saint Petersburg, FL

26d ago

Full time Associate Financial Advisor Client Service Financial Advisor

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Job Description

In a hybrid call-center environment, this role supports clients through a combined Financial Advisor and Service Associate approach. Under limited supervision, you will help manage account activity, provide guidance on portfolios and service questions, and support risk-aware client outcomes for annuity contract owners and other brokerage clients.

Role Overview

Work in a team setting to provide financial services across the full client experience, combining front-line advisory support with operational and service functions. The position emphasizes fiduciary process alignment, escalated client guidance, and continued familiarity with capital market developments that may affect client accounts.

Key Responsibilities

Complete timely entry of initial applications.
Stay current on product changes and applicable deadlines.
Coach and mentor less experienced Investment Central associates.
Coordinate with other Virtual Financial Advisors to oversee over $3 billion in client assets, ensuring fiduciary processes and procedures align with business practices to mitigate business risk.
Provide escalated support and guidance for client portfolios and customer inquiries.
Notify appropriate management of client account issues that may involve or expose the business to potential liability.
Support management in implementing adequate controls and quality assurance processes to address potential liability.
Maintain working knowledge of current capital market news and how it may impact client accounts.
Research, interpret, and translate portfolio investments; educate clients on proper asset allocation and modern portfolio theory.
Handle sensitive client situations involving AML or other supervisory alerts generated by the firm.
Understand complex business models and continuously evolving practices.
Assist clients, branches, advisors, and back-office operations with general questions across business areas.
Support sales practices, including oversight of the account opening process and execution of client unsolicited orders, with guidance and supervision related to associated sales activities.
Manage, review, and approve client activity; educate and guide clients on available services and products.
Establish and manage client brokerage accounts while maintaining complete client information in accordance with internal and external regulations.
Contact clients to review portfolios, complete the Investment Policy Questionnaire, and provide investment information and suitable recommendations.
Work to acquire additional assets held away from the firm.
Place trades, including large volume trades, while performing due diligence and mitigating business risk.
Ensure firm and regulatory policies are followed to meet compliance standards.
Perform other duties and responsibilities as assigned.

Required Qualifications

Knowledge of post-issue product details across various products.
Understanding of concepts, practices, and procedures of the securities and banking industry.
Fundamental investment concepts used in the securities industry.
Principles of banking and finance and securities industry operations.
Experience with financial markets and products including annuities, UITs, structured products, alternative investments, mutual funds, and stocks.
Strong organizational and time management skills to prioritize workload, handle multiple tasks, and meet deadlines.
Detail orientation to maintain quality standards without impairing workflow.
Follow-up skills to ensure task resolution and completion.
Ability to review trades and disbursements that may expose the firm to potential liability.
Research client queries related to various types of brokerage accounts.
Ability to gather information and prepare oral and written reports.
Capability to prepare and deliver written and oral presentations.
Ability to investigate relevant irregularities.
Ability to identify portfolio gaps based on client objectives using modern portfolio theory.
Effective, concise client communication (oral and written).
Proficiency with standard office equipment and required software applications to research and produce emails, memos, spreadsheets, and reports.
Effective questioning and listening techniques to identify customer needs.
Ability to execute instructions and request clarification when necessary.
Independent judgment on monetary issues with potentially significant liabilities to the firm.
Ability to work independently and collaboratively in a team environment while maintaining confidentiality.
Ability to establish and maintain effective working relationships at all organizational levels.
Review a client’s financial profile and determine product appropriateness for risk tolerance, income needs, and goals.
Bachelor’s Degree (B.A. / B.S.) in a related discipline and a minimum of four (4) years of experience in the financial services industry.
Minimum of three (3) years’ experience in variable annuities and life insurance products.
OR equivalent combination of experience, education, and/or training approved by Human Resources.
SIE required, unless an exemption or grandfathering applies.
FINRA Series 7 required.
FINRA Series 66 or 63 & 65 required.

Education

Bachelor’s Degree (B.A. / B.S.) in a related discipline.

Experience

Minimum of 3 years of experience.
Minimum of three (3) years’ experience in the areas of variable annuities and life insurance products.

Work Location and Travel

Location: Saint Petersburg, FL (hybrid)
Travel: Less than 25%

Benefits

Medical, dental, and vision
Life insurance
Critical illness insurance and accident insurance
Disability benefits
Retirement savings
Paid time off (including vacation, holidays, and sick leave)
Parental leave

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

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27d ago

Financial Sales Manager II Target

First Citizens Bank Saint Petersburg, FL

Saint Petersburg, FL

27d ago

Full time Manager Account Management Business Development

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Job Description

Lead sales and branch execution in a boutique business location while driving outbound calling to generate new business opportunities.

Responsibilities

Manage performance and personnel functions for a team to maintain operational soundness and deliver results aligned to customer value and the bank’s financial expectations.
Hold associates accountable to role expectations, responsibilities, and authorities; provide one-on-one feedback and coaching to support development and performance.
Proactively leverage expertise from bank partners, other managers, and team resources.
Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
Engage customers, prospects, and referral sources through proactive outreach.
Represent the bank in the community when appropriate by participating in civic and community events to generate additional business and identify potential CRA opportunities.
Conduct sales activities in ways that create value for both customers and the bank.
Support appropriate partnering, planning, and preparation to ensure conversations include relevant financial guidance for informed decisions.
Build collaborative partnerships that create value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities.
Listen to understand customer needs and preferences; take prompt actions to address immediate needs.
Optimize performance by seeking coaching, supporting bank initiatives, and using tools to strengthen sales activities.
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal areas tied to interactions, transactions, and financial exposures.
Complete required training by established deadlines.
Perform general office management duties as assigned to support operational efficiency.
Support transaction accuracy and operational efficiency for deposit-related functions where applicable to defined associate roles.
Maintain accountability for individual contribution and team performance.

Requirements

Application of a structured sales process.
Provide financial guidance and expertise with strong financial literacy and financial analysis skills.
Knowledge of business banking products and services.
Business development experience.
Networking and building centers of influence.
Education and experience: Bachelor’s Degree and 4 years of experience OR High School Diploma or GED/Equivalent and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory.
Valid driver’s license.
Frequent driving to other offices and bank customers is required.
Bank car is not provided.

Position Specific Skills

Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Financial analysis
Knowledge of business banking products and services
Business development
Networking and building centers of influence

Benefits

Benefits are part of total rewards. First Citizens Bank offers a competitive, thoughtfully designed benefits program. More information is available at https://jobs.firstcitizens.com/benefits.

Location: Saint Petersburg, FL (onsite)

Experience: 4+ years required

Education: Bachelor’s Degree

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7mo ago

Investment Advisor Representative

Client Focused Financial Saint Petersburg, FL Hybrid

Saint Petersburg, FL

7mo ago Closed

$70k+/yr Full time Advisor Assets Under Management CFP

This position is no longer accepting applications (closed Apr 22, 2026).

Job Description

Job Summary

Join Client Focused Financial as an Investment Advisor, playing a key role in guiding clients toward achieving their financial goals through tailored investment strategies. You will apply your expertise in wealth management, financial planning, and financial analysis to deliver exceptional service and build lasting relationships. This role offers a dynamic environment where you help clients navigate complex financial landscapes with clarity and confidence. A proactive approach to client service and a solid understanding of investment management and financial planning will ensure clients receive comprehensive guidance aligned with their individual needs.

Duties

Develop personalized investment plans by evaluating clients’ financial situations, goals, and risk tolerance using advanced financial analysis tools.
Grow your book of business and client base by leveraging leading technology and robust investment analysis.
Cultivate strong client relationships through regular communication, educational sessions, and tailored financial planning advice.

Experience and Qualifications

Series 65, 66 license or CFP designation
3+ years of IAR experience
Current AUM $5M+

Compensation and Employment Type

Job Types: Full-time, Contract
Salary: From $70,000.00 per year

Location

Hybrid remote in Saint Petersburg, FL 33701

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Finance Jobs in Saint Petersburg, FL

Virtual Financial Advisor

Financial Sales Manager II Target

Investment Advisor Representative

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