- Paulson Investment Company (St. Petersburg, FL)
- … investment banking services , fee-based investment advisory services , trading, marketing making, and financial products to our clients. Paulson is ... Company, LLC is a boutique investment banking, wealth management, execution services , and retail brokerage and advisory firm focused on the micro to… more
- New York Life Insurance Company (Miami, FL)
- …such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services ... Fortune 100 company that is a leader in the financial services industry, New York Life will...insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer… more
- Principal Financial Group (Miami, FL)
- …with field sales and service , advisors, and plan sponsors. + Offer advisory services to large dynamic and small institutional plans on guideline education ... an advocate within the Education COE. Work closely with Service and Sales teams. Focus on benefit event and...+ 4+ years of experience or more in the financial services industry with experience in personal… more
- HSBC (Miami, FL)
- …+ Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US and Brazil ... and revenue generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use in direct client… more
- HSBC (Miami, FL)
- …+ Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network as ... and revenue generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use in direct client… more
- Corporate One FCU (Jacksonville, FL)
- …with Flowgear is a plus. About Corporate One: We are a leading wholesale financial services provider to more than 700 credit unions nationwide. For over ... Server, Azure, Web Services , REST or RESTful services . Experience with iPaaS/Enterprise Service Bus Integration...Alongside our CUSOs – Lucro Commercial Solutions and Accolade Investment Advisory – we’re committed to empowering… more
- Corporate One FCU (Jacksonville, FL)
- …user-friendly and technical documentation. About Corporate One: We are a leading wholesale financial services provider to more than 700 credit unions nationwide. ... thrive. Alongside our CUSOs – Lucro Commercial Solutions and Accolade Investment Advisory – we’re committed to empowering our members’ success. Why Join… more
- Bank of America (Jacksonville, FL)
- …(required) + Minimum of 1-2+ years financial advisory or investment experience in thefinancial service industry and/or a sales environment where goals ... product and service solutions that meet their investment and savings needs. Financial Solutions Advisors...based on knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …field and a minimum of two (2) to five (5) years of experience in the financial services industry. + OR ~ + Any equivalent combination of experience, education, ... together the most appropriate RJIB team to provide exceptional service to the client. + Ensure that any professional,...and management. + Advanced concepts, principles, and practices of Investment Banking. + Financial markets and products.… more
- Ankura (FL)
- …team of excellence founded on innovation and growth. Healthcare Practice (Real Estate Advisory Services ) Practice Overview: Our team advises the nation's leading ... understanding of healthcare industry dynamics (providers, payers, regulations) and financial /operational terminology (eg, DRGs, cost accounting, service lines,… more
