As a Financial Advisor at Lakeland Bank Financial Services/Raymond James, you are responsible for providing comprehensive financial planning and advice to help individuals and families pursue their finance goals. You will work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and brokerage services including wealth management, insurance, and trust services. Your objective is to provide clients ongoing assistance through services and products, to assist them accumulate wealth and safeguard their assets.
LBF is willing to compensate for current book of business
Essential Duties and Responsibilities:
All Lakeland Bank employees must be bondable. FBI background checks are required to confirm eligibility for bonding.
Note: A guilty plea or criminal conviction will not necessarily preclude employment at Lakeland Bank.
Please be sure that you have the availability to work this schedule before applying
Total hours for the week
Overtime as needed