- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; ... **Knowledge of** + Advanced concepts of private wealth management planning; investment management; and specialized products. + Advanced principles of banking, trust… more
- Robert Half Finance & Accounting (Fort Lauderdale, FL)
- …candidate will have extensive experience in real estate accounting, investment analysis, property management finance, and development projects. Key Responsibilities ... relationships, and debt compliance. + Manage capital calls, distributions, and investment accounting for real estate funds and partnerships. Team Leadership &… 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
- Bank of America (North Port, 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
- Raymond James Financial, Inc. (Boca Raton, FL)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...platforms. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities… more
- Regions Bank (Tampa, FL)
- …range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an ... Bachelor's degree in a business related field o Thorough understanding of Investment Services and Banking Industry o Solid understanding of Wealth Management… more
- Bank of America (Tampa, 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
- 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
- BMO Financial Group (Winter Park, FL)
- …have significant contacts among typical Asset Based Lending referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus ... and revenues for the bank via multiple sources of business including investment banks, private equity sponsors, and non-sponsor owned private and public companies… more
- M&T Bank (Naples, FL)
- …Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal and ... external resources, including fiduciary, planning, investment , and banking partners, as well as external accountants, attorneys, and other professionals to assist in… more