- BMO Financial Group (West Palm Beach, FL)
- …spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. + Leads change management programs ... preferred. + In-depth / expert understanding of portfolio management principles and asset mix determination. + In-depth / expert understanding of fiduciary law and… more
- JPMorgan Chase (Miami, FL)
- …client acquisition * Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (Miami, FL)
- …of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation , and the selection of investments suitable to the ... securing real estate and tangible property and necessary court filings. . Confirms asset transfers and real estate recordings. . Secures date of death valuations and… more
- Edward Jones (Valrico, FL)
- …information to open new accounts + Research portfolio performance, cost/fees, asset allocation , changes to portfolio construction/investments, and make ... recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts ... with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of the Administrative Committee. * Exercises discretionary personal trust administrative authority as may be allowed by… more
- WTW (Tampa, FL)
- …These services include: strategic setting of investment objectives, strategic asset allocation , investment management structures, manager selection, performance ... measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts ... with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of the Administrative Committee. + Exercises discretionary personal trust administrative authority as may be… more
- Fifth Third Bank, NA (Naples, FL)
- …+ Ensures service standards and metrics are met based on needs, segmentation, asset allocation , and risk management. + Identifies and refers opportunities ... providing for the utilization of advanced planning solutions. + Coordinates and collaborates with client third party advisors (eg, attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals. + Partners and leverages… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …consultation, regulatory updates, plan reviews , proposal management, product analysis, asset allocation analysis, investment & investment manager and vendor ... selection. Leads defined work or projects of moderate scope and complexity. Resolves or recommends solutions to complex problems. Requires extensive contact with internal and external customers to provide retirement planning consultative services. **Essential… more
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