- TD Bank (Aventura, FL)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- NextEra Energy (Juno Beach, FL)
- …solar, storage, natural gas, and wind acquisitions and greenfield energy projects. Identify and analyze the impact of relevant investment , regulatory, ... in the planning and coordinating of assignments and work without supervision to identify and analyze the impact of relevant investment , environmental and/or… more
- Cherry Bekaert (Tallahassee, FL)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860 clients through nonprofit ... investments , and helped create over 7.1 million square feet...likelihood of successful outcomes + Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit… more
- Aegon Asset Management (FL)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate ... and Construction Contract Law. + Understanding of partnership and other investment contract documents. + Understanding of Title, Construction, Ownership arid other… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service;… more
- Wells Fargo (Jacksonville, FL)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a particular focus on operationalizing ... and direct offerings. Collaborates with PCG and Capital Markets origination, investments research, operational due diligence, sales, and operations teams to… more
- US Bank (Naples, FL)
- …Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. ... a rewarding career. US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically and… more
- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and ... sectors + Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects + Profile, qualify, and convert prospects into… more