- Raymond James Financial, Inc. (St. Petersburg, FL)
- …securities industry. + Advanced concepts, principles and practices of marketing and sales aspects. + Institutional investment management products. **Skill in:** ... is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular… more
- Bank of America (Jacksonville, FL)
- …The role acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Citigroup (Jacksonville, FL)
- …on process improvement. + Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested. + ... **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred. +… more
- CBRE (Tallahassee, FL)
- Manager , Government Financial Compliance Job ID 240421 Posted 03-Oct-2025 Service line Corporate Segment Role type Full-time Areas of Interest ... States of America **About The Role:** As a CBRE Manager of Government Financial Compliance, you will...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Patterson Companies, Inc. (Tampa, FL)
- …that they build a stronger and successful organization. **Job Summary** The District Sales Manager is responsible for managing a defined staff within assigned ... driving record **Preferred Qualifications** + Spanish preferred + 3-5 years of successful sales experience at Patterson + Ability analyze financial information +… more
- Deloitte (Tampa, FL)
- Financial Services Manager - Regulatory & Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and ... services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or… more
- PNC (Rockledge, FL)
- … investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Bank of America (Ponte Vedra Beach, FL)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....Bachelor's degree and/or a minimum of one year of financial services industry or sales experience +… more
- Deloitte (Tampa, FL)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, ... career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and...a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial … more
- Regions Bank (Orlando, FL)
- …+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst ... section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts.… more