- Bank of America (Lakeland, FL)
- …their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, ... must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must...+ Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management +… more
- Bank of America (Venice, 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
- Marriott (Miami Beach, FL)
- …condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Areas of ... including physical plant with attention to protection of the investment and plans to increase its value through superior...the Owners and employees and provides a return on investment . **Managing the Owner Experience** * Creates an atmosphere… more
- NextEra Energy (Juno Beach, FL)
- …Overview** Employees in this role perform financial due diligence and prepare investment valuations of acquisitions and greenfield projects in the energy industry. ... with limited supervision to identify and analyze the impact of relevant investment , environmental and/or business issues facing NextEra Energy on the company's… 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
- MyFlorida (Orlando, FL)
- …or compliance work experience relating to securities dealers, investment advisers, financial institutions, financial services companies, insurance companies ... working in risk management, compliance, operations, or the front office of an investment adviser or broker-dealer. + Individuals who hold or have held securities… more
- MyFlorida (Tallahassee, FL)
- …on current actuarial valuation; review actual contributions for adequacy * review investment portfolio for compliance with Chapters 175/185 or Local Ordinance * ... necessary. Knowledge, Skills, and Abilities: Ability to analyze audit, bank, investment and insurance company statements; ability to analyze actuarial valuations and… more
- JPMorgan Chase (Tampa, FL)
- Join the Commercial & Investment Banking Finance & Business Management Capacity Planning team as a professional supporting the Client Onboarding & Service ... As a Capacity Planning Analyst within the Commercial & Investment Bank, you will advance the business analysis and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- 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
- Stetson University (Deland, FL)
- …balances and sufficiency of funds + Supervise and review bank and investment account reconciliations and related journal entries + Assist with evaluating our ... banking program and short-term investment portfolio, identifying and implementing strategies for a more effective structure + Assist with university endowment… more