Compliance Officer- Webull Advisors

Compliance- CCOSt. Petersburg, Florida (On-site)Webull Advisors is an SEC registered Investment Adviser focused on robo-advisory services. We are looking for a talented compliance professional in St. Petersburg, Florida to join our compliance department and provide support for our investment advisory services.Responsibilities:Contribute to the regulatory...

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...

Client Services Analyst/AssociateAt Webull, we're committed to delivering exceptional client experiences. As a Client Services Analyst/Associate, you'll play a vital role in helping us achieve this goal.Key Responsibilities:Act as the primary point of contact for clients, providing timely and effective support for account-related inquiries and trading...

{"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...

Database AdministratorAt Webull, we are building the next generation brokerage platform for investors globally. We are seeking a skilled Database Administrator to join our team and contribute to the development of our database infrastructure.Responsibilities:Design, implement, and maintain high-performance database systems to support our growing user...

About WebullAt Webull, we're dedicated to empowering individuals to take control of their financial futures. Our commitment to innovation and customer-centricity drives us to deliver cutting-edge trading features, comprehensive market data, and analytical tools at no cost. We're passionate about creating a platform that fosters informed decision-making and...

Webull is seeking a talented and dynamic Campaign Coordinator to join our high-performing Marketing team. This on-site role, based in St. Petersburg, Florida. distribution. Roles & Responsibilities Collaborate with the Campaign/Activity team to develop and implement strategic plans for online activities, ensuring smooth execution to drive client...

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 Title: Code Enforcement Specialist #### Job Summary Associa is seeking a Code Enforcement Specialist to support our community management initiatives. As a key member of our team, you will play an active role in achieving long-term customer satisfaction in the context of Community Association relationships. #### Key Responsibilities * Inspect...

Job OpportunityWe are seeking a highly skilled and detail-oriented Tax Senior Manager to join our team at SBF Advisors. As a key member of our tax department, you will play a crucial role in helping our clients navigate complex tax issues and achieve their financial goals.Key ResponsibilitiesTechnical ExpertiseDevelop and maintain expertise in tax laws 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...

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 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...

Job OverviewWe are seeking a highly skilled and experienced Audit Senior Manager to join our team at SBF Advisors. As a key member of our audit department, you will be responsible for leading and coordinating auditing activities, developing and implementing internal auditing policies and procedures, and reviewing accounting procedures.ResponsibilitiesLead...

Job OpportunitySBF Advisors is 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.Responsibilities:Prepare and file federal and state individual tax returns (1040s)Review tax...

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...

6 months+ contract with the opportunity for extension or conversionpay rate - 33/h This is an analytical/data entry centric regulatory role.The main duties include:Creation of Preliminary ADV Part 2Bs (disclosure forms regulated by SEC)Assist with daily exception reportsAssist with bi-weekly OBA reports Clean up of ended OBA special projectsRemoval of ended...