- Raymond James Financial, Inc. (St. Petersburg, FL)
- …per week averaging 12 days per month in our St Petersburg, FL corporate office._ **Responsibilities:** + Manually facilitates trade order processing when required. + ... trading support to financial advisors and responds to inquiries regarding fund suitability, products and services. + Establishes and maintains periodic orders.… more
- Truist (Orlando, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... such as GTC expiration dates and settlement. 3. Process corporate actions where a license is warranted, such as...of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use… more
- Truist (Coral Gables, FL)
- …financial advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... such as GTC expiration dates and settlement. 3. Process corporate actions where a license is warranted, such as...of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use… more
- JPMorgan Chase (Miami, FL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... of the equity and fixed income markets and alternative investments, including Hedge Funds , Private Equity and Real Estate JPMorganChase, one of the oldest financial… more