- 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
- Edward Jones (Tallahassee, FL)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...in financial services working with clients, in-depth knowledge of investment products and services with a track record of… more
- City National Bank (Miami, FL)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... platforms, strategies, and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their time to build… more
- KeyBank (Palm Beach Gardens, FL)
- …ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers ... Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client… more
- Coinbase (Tallahassee, FL)
- …develop research and insights from the edges of onchain innovation to drive investment thesis and inform CB product strategy, prosecute multiple investment ... onchain domains (eg, DeFi). You live onchain. * Developed long-term oriented investment judgement and critical reasoning * Excellent analytic, problem solving, and… more
- Coinbase (Tallahassee, FL)
- …you'll be doing (ie. job duties):* * Support all aspects of the Ventures investment lifecycle, including: * Be an external presence in the crypto ecosystem, building ... 3+ years of experience in a highly analytical business role (eg, investment banking, management consulting, VC/PE) focused on emerging technologies AND/OR technical… 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
- City National Bank (Tallahassee, FL)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more