- Raymond James Financial, Inc. (Clearwater, FL)
- …Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or financial ... advisor request. + Open new client accounts. + Ensure...+ Perform other tasks as assigned. Knowledge of: + Company 's working structure, policies, mission, and strategies. + General… 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
- Anywhere Real Estate (Miami, FL)
- …Director, Mergers & Acquisitions **Location:** Remote **Reports To:** SVP Growth, M&A ** Company Overview:** **Anywhere Real Estate Inc.** (NYSE: HOUS) is a global ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships… more
- Bank of America (Venice, 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)
- …management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ensuring accuracy and ... to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers,… more
- M&T Bank (North Palm Beach, FL)
- …needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ... as well as industry standards and practices. + Understand and adhere to the Company 's risk and regulatory standards, policies, and controls in accordance with the … more
- Lenovo (FL)
- …All, Lenovo has built on its success as the world's largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, ... software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable,… more
- World Insurance Associates, LLC. (Tampa, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... broad range of solutions means you can prospect any company of any size to provide value to your...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- First Horizon Bank (Coral Gables, FL)
- …Word, Microsoft Excel, etc. -Relevant certifications -2-4 years of Trust or Investment Advisor experience or the equivalent in education and experience. ... law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills… 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