- Sands Investment Group (Fort Lauderdale, FL)
- …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Fifth Third Bank, NA (St. Petersburg, FL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor ) Southwest, FL LOCATION -- Fort ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- Navy Federal Credit Union (Pensacola, FL)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- JPMorgan Chase (Melbourne, FL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supplier, and product risk assessments. + Provide compliance support on various investment advisory areas of coverage, not limited to Asset Management Services and ... Investment Advisors Division, including operational businesses. + Manage compilation...businesses. + Manage compilation of CCO quarterly reporting for investment products and advisory services coverage area. + Coaches… more
- Truist (Tampa, FL)
- …7 years investment experience, which should include experience as an investment advisor , portfolio manager, or other investment -related activities with ... partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective… more
- JPMorgan Chase (Jupiter, FL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- Truist (Ocala, FL)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and responsibilities as assigned. **Knowledge of** + Industry best practices around investment management and advisor and staff education. + Advanced concepts, ... 2-3 days a week at our corporate office in Saint Petersburg, FL._ Drive advisor business development with a focus on technology and education through consulting and… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more