Compliance Officer- Webull Advisors

Compliance OfficerWebull Advisors is seeking a talented Compliance Officer to join our compliance department in St. Petersburg, Florida. As a key member of our team, you will play a critical role in ensuring our investment advisory services comply with regulatory requirements.Key Responsibilities:Contribute to the development and implementation of our...

About Webull Financial At Webull, we believe that everyone should have an equal opportunity to control their own financial future. In order to make this a reality, we work tirelessly to make sure all the key trading features (a comprehensive news cycle, real-time market data, and analytical tools) are completely free. We pride ourselves on our consistent...

{"title": "Client Services Associate", "content": "Client Services AssociateAt Webull, we're committed to delivering exceptional client experiences. As a Client Services Associate, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Provide top-notch support to clients across various product lines, including...

Tax Compliance Specialist Position at SBF AdvisorsBecome a vital part of SBF Advisors, a premier public accounting and consulting firm. We are on the lookout for a talented individual to take on the role of Tax Compliance Specialist. The successful candidate will play a crucial role in guiding clients through their tax obligations and offering insightful tax...

Join Our Team as a Financial Advisor At Bayfront Health, we are seeking a dedicated Financial Advisor to support patients and their families with financial services. In this pivotal role, you will be responsible for: Delivering outstanding customer service while accurately collecting patient information. Verifying insurance benefits and managing payment...

Family Office Fiduciary AdvisorOur client is looking for a strong fiduciary and investment management professional who is experienced providing superior client service to UHNW clients $20MM+ that has worked with families $20MM+. They need someone that can manage the dynamics of a family relationship, coordinate services needed which generally means now and...

Family Office Fiduciary AdvisorOur client is looking for a strong fiduciary and investment management professional who is experienced providing superior client service to UHNW clients $20MM+ that has worked with families $20MM+. They need someone that can manage the dynamics of a family relationship, coordinate services needed which generally means now and...

Job Summary Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training and/or certification in securities and/or banking industry compliance to ensure compliance with all securities and/or banking rules and regulations. May be responsible for coordinating compliance functions, developing training...

Job Overview Are you dedicated to cultivating thriving neighborhoods and ensuring resident satisfaction? Join our vibrant team at Associa, a premier property management firm committed to enhancing the living experience in our managed communities. We are currently in search of two proactive and motivated Community Compliance Officers to assist with our...

Senior Fiduciary Advisor for Family OfficesWestport One is seeking a highly skilled fiduciary and investment management expert who excels in delivering exceptional client service to ultra-high-net-worth individuals with assets exceeding $20 million. The ideal candidate will have a proven track record of working with affluent families and managing the...

Suncoast Wealth Solutions (SWS) has a new and exciting opportunity available for a Financial Advisor located in Tampa, Florida.If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals; then perhaps this is the opportunity you’ve been waiting for.While focusing on State Employees and...

Job Title: Security OfficerAt Kobie Marketing, we are seeking a highly skilled Security Officer to join our team. As a Security Officer, you will play a critical role in ensuring the security and compliance of our programs and processes.About the Role:This is a challenging and rewarding role that requires a strong understanding of security protocols and best...

Job SummaryThe Senior Compliance Analyst – Regulatory Affairs conducts independent reviews related to regulatory inquiries and examinations. The Senior Compliance Analyst will gather and validate data to draft responses for regulatory and/or examination requests. The Senior Compliance Analyst brings closure to business issues and questions or requests...

Job DescriptionThe Operations Coordinator role at SBF Advisors plays a pivotal part in streamlining our workflow by serving as a liaison between various departments, employees, and clients.Key Responsibilities:Collaborate with department leaders to ensure timely project completion and adherence to promised deadlines across multiple office...

Job OverviewSBF Advisors is a reputable public accounting and advisory firm seeking a highly skilled Tax Preparer to join our team. As a key member of our client service efforts, you will play a crucial role in handling administrative duties and ensuring accurate preparation and review of individual tax returns.Key ResponsibilitiesPrepare and File Tax...

About the RoleWe are seeking a highly skilled Security Compliance Officer to join our team at Kobie Marketing. As a key member of our organization, you will play a critical role in ensuring the security and compliance of our programs and processes.Key ResponsibilitiesEnsure Kobie Marketing's programs and processes comply with Governance, Risk and Compliance...

Job Summary:We are seeking a highly skilled Security Compliance Officer to join our team at Kobie Marketing. As a key member of our organization, you will be responsible for ensuring that our programs and processes comply with Governance, Risk, and Compliance (GRC) requirements, as well as contractual and regulatory standards across our systems and...

Position OverviewSalary:The tax division at SBF Advisors is on the lookout for a driven and meticulous professional to enhance our expanding team. We are in search of an individual who is eager to contribute to our firm's positive atmosphere and is dedicated to the growth of our tax services.Master firm software: Gain proficiency in navigating essential...

Customer Accounts Advisor St. Petersburg, Florida Overview A Customer Account Advisor plays a key role in assisting the Customer Accounts Department with lease agreement renewals. In this role you will also support the overall needs of the store by assisting other team members. You will have direct contact with customers and will act as a...

Overview Stifel Financial is in search of an experienced Chief Compliance Officer (CCO) to oversee and direct the compliance operations within our banking and trust divisions. Reporting to the Enterprise Chief Compliance Officer, the CCO will be instrumental in strategic planning and ensuring adherence to both Federal and State regulations, alongside...