- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through education and experience to provide advice and guidance on technical fiduciary issues in support of sales efforts and the Pre-Acceptance Committee ("PAC") ... **Essential Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Job Summary:** Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a ... resource to Financial Advisors (FAs) and their clients regarding qualified and nonqualified retirement plans, as well as, institutional investment consulting issues which may include plan design review, investment policy consultation, regulatory updates, plan… more