- JPMorgan Chase (Miami, FL)
- …of wealth management including, but not limited to: investment management, trusts and financial planning + Expert knowledge of and proven success with complex credit ... the sale and asking for referrals JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers,… more
- Navient (Tallahassee, FL)
- …make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so ... they can get on the right financial track, fast. We build tools that help people...tools that help people feel in control of their financial future, including: + **Private student loans** - low… more
- USAA (Tampa, FL)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... USAA our employees enjoy best-in-class benefits to support their physical, financial , and emotional wellness. These benefits include comprehensive medical, dental… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …computer systems and software applications. + Concepts, principles, and practices of financial advisor registration. + Rules and regulations of the Financial ... the securities industry. + Principles of securities industry operations. + Financial markets and products. **Skill in:** + Professional communication. + Integrating… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...processes in a regulatory environment * Experience in the financial services industry preferred FUNCTIONAL SKILLS * Proven ability… more
- SCI Shared Resources, LLC (St. Johns, FL)
- …and effective staff, and exceeding client family expectations **JOB RESPONSIBILITIES** ** Financial Management** + Develop annual business plan. Work with local and ... Market Leadership to develop annual business plan and budget as well as financial , production and revenue goals. + Accountable for monitoring and achieving annual … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …reporting and problem solving. + Establishes and maintains relationships with financial institutions to manage placement of business and leveraging for services, ... contact with regard to external parties including auditors, regulators and examiners, affiliates, financial product vendors, etc. + Manages financial risk as it… more
- Fiserv (Coral Springs, FL)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... a successful Counsel do?** A successful Counsel at Fiserv supports our Financial Institutions business unit within the Merchant Solutions division. You will focus… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * Onboards new clients, opens new client accounts ... responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other materials for client meetings. * Inputs orders… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of ... requirements to technical specifications. + Partner with stakeholders such as financial advisors, operations, and legal and compliance to research, analyze and… more