- Regions Bank (The Villages, FL)
- …Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer ... and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + Conducts and/or participates in investment … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** At Raymond James Investment Management, data plays a pivotal role in shaping the future of our sales and marketing landscape. We are seeking a ... Continuous learning and education of Salesforce technologies, Tableau, and investment management industry partners. **Knowledge, Skills, and Abilities:** In-Depth… more
- Bank of America (St. Petersburg, 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
- BlackRock (Miami, FL)
- …position not too long ago. You'll receive formal training on the fundamentals of Investment Management and learn how the firm comes together to serve clients in our ... Summer Internship Program) and **up to two functions within that program** (eg, Investment Research and Analytics & Modeling). You must apply for both opportunities… more
- BlackRock (Miami, FL)
- …hear from senior business leaders, receive formal training on the fundamentals of Investment Management and learn how the firm comes together to serve clients in ... Summer Internship Program) and up to two functions within that program (eg, Investment Research and Analytics & Modeling). You must apply for both opportunities… 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 ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- Bank of America (Palmetto, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...including investment training and in-depth knowledge of investment products and services. * Has at least one… more
- Wells Fargo (Sun City Center, 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...in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only. ... Retirement Plan Options: 1) FRS Pension Plan (Defined Benefit) 2) FRS Investment Plan (Defined Contribution) * Deferred Compensation (457) Plans * Financial… more
- Edward Jones (New Smyrna Beach, FL)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential… more