- JPMorgan Chase (Orlando, FL)
- …Management **Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also ... possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through… more
- Deloitte (Miami, FL)
- …and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …individuals and institutions. Raymond James Financial is a diversified holding company , headquartered in St. Petersburg, FL. Raymond James provides financial ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of** + Advanced investment concepts and securities industry procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial ... supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory… more
- Bank of America (Destin, 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
- JPMorgan Chase (Palm Beach, FL)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... Responsibilities** + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services + Make recommendations… more
- M&T Bank (Naples, FL)
- …Trust activities. + Adhere to applicable compliance/operational risk controls following Company or regulatory standards and policies. Complete investment -related ... for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and… more
- Raymond James Financial, Inc. (Coral Gables, 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
- JPMorgan Chase (Tampa, FL)
- If you enjoy servicing a portfolio of Commercial and Investment Banking clients with their letter of credit needs, this could be the role for you! As a Senior Client ... for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be… more
- First Horizon Bank (Orlando, FL)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more