- Raymond James Financial, Inc. (St. Petersburg, FL)
- … Investment Group (eg, operations and marketing) in addition to direct financial advisor communication. + Composing and disseminating due diligence and ... Primary functions include conducting quantitative and qualitative due diligence, investment analysis (eg, financial modeling, risk analysis, validating… more
- JPMorgan Chase (Orlando, FL)
- …in Practice Management **Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. ... advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be...educate advisors who have a wide array of abilities, investment /capital market knowledge, and financial planning experience… more
- Edward Jones (Valrico, FL)
- …Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate ... visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner,… more
- Bank of America (Miami, FL)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors...for performing a variety of specialized functions across a Financial Advisor team such as: Business Management,… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment ...passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained ... work experience and formal training to develop and maintain an alternative investment operational due diligence program designed to provide high net worth clients… more
- TIAA (FL)
- The Divisional Director, Advisor Consultants leads and develops a team of Advisor Consultants by implementing strategies across all channels to build ... relationships with financial advisors with a focus on building sustainable organic...This job leads strategy implementation, ensures talent development of Advisor Consultants and serves as a mentor and manager… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets ... products; prepare comprehensive reports and dashboards. + Conduct thorough research on financial markets and investment opportunities; assist in developing and… more
- JPMorgan Chase (Miami, FL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make recommendations regarding how… more
- Truist (Weston, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing...transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to… more