- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Summary** Under limited supervision, the Associate utilizes knowledge of finance and investment concepts obtained through education and work experience in order to ... provide clients with a platform of investment opportunities. Primary functions include conducting quantitative and qualitative...those funds on the "Recommended Funds" list for financial advisor use. + Playing a pivotal role in decisions… more
- Truist (Ocala, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive… more
- City National Bank (Lake Mary, FL)
- …Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. ... advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors *… more
- Deloitte (Jacksonville, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… 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 ... updates and dashboards, and help create field tools and advisor snapshots that will be piloted and delivered throughout...to 40 hours per week. **Duties and Responsibilities** + Advisor Relationship Data Project - Help document and organize… more
- Bank of America (Ponte Vedra Beach, 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
- Bank of America (Pensacola, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained ... work experience and formal training to develop and maintain an alternative investment operational due diligence program designed to provide high net worth clients… more
- Deloitte (Jacksonville, FL)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more