- Raymond James Financial, Inc. (Coral Gables, FL)
- …experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when ... industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. Regular… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular ... to plan sponsors. Key responsibilities include effectively positioning Raymond James Investment Management and its affiliates' strongest capabilities in front of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with SEC regulations and ... as well as firm policies governing advisory accounts. A Senior Advisor, general investment advisory is expected to conduct reviews which can include - fiduciary and… more
- CBRE (Tampa, FL)
- Investment Sales Manager Job ID 218765 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets, Sales Support ... - Florida - United States of America **About The Role:** As a CBRE Investment Sales Manager, you will oversee a small team responsible for developing business and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of:** + Advanced investment concepts, practices, and procedures used in the securities industry. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with developments and trends in areas of expertise. **Skill in:** * Identify and understand issues, problems and opportunities; compare data from different sources ... to draw conclusions. * Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message. * Use effective approaches for choosing a course of action… more
- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- Santander US (Miami, FL)
- …* Check daily account movement reports. * Identify and cover overdrafts. Investments * Update client's investment profile. * Assist in the preparation and ... Investments Department. **Operations** Keep 360 updated * Process investment proposals, prepare activity reports, upload documents to secure inbox, verify… more
- Bank of America (Pensacola, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Cherry Bekaert (Tampa, FL)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community ... and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income… more