- City National Bank (Tallahassee, FL)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- WTW (Tampa, FL)
- …their various sub committees. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, ... manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy… more
- Truist (Fort Myers, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- JPMorgan Chase (Miami, FL)
- …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Palm Beach, FL)
- …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... team * Work with Team Leader to monitor Client Advisor loadings. * Submit and monitor fee schedules and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Oracle (Tallahassee, FL)
- …costs. + **Strategic Advisory:** Act as the primary financial and technical advisor on infrastructure investment proposals, capacity planning, and operational ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more
- Florida Atlantic University (Boca Raton, FL)
- …growth, sustainability goals, and space utilization initiatives. Serve as a key advisor on infrastructure investment , energy stewardship, and long-term service ... delivery models. Facilities Operations and Infrastructure Oversight + Provide oversight of all campus infrastructure and building systems, including HVAC, plumbing, electrical, structural, utility plants, and distribution networks across FAU campuses. + Lead… more
- Santander US (Miami, FL)
- …client's investment profile. * Assist in the preparation and execution of investment proposals as requested by banker or advisor when necessary (Not ... funds from their account(s). * Resolve client's inquiries such as loan request, investment orders, statement reviews, and other, and resolve any complaint. * Respond… more
- Truist (Coral Gables, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial… more
- Truist (Winter Park, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3. For specialty support teammates, commercial… more