- Bank of America (Miami, 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
- Citigroup (Miami, FL)
- …procedures regarding client transactions and suitability + Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), ... Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending +...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
- Wells Fargo (Sarasota, FL)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as… more
- Citigroup (Miami, FL)
- …procedures regarding client transactions and suitability + Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), ... Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending +...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
- Citigroup (Miami, FL)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Bank of America (Naples, FL)
- …and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk ... and compliance standards. The Market Executive is the leader of...Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the Market Executive is… 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 ... compliance with firm policies. + Processes account payables, receivables,...to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …builds and executes multi-channel campaigns that support a wide range of investment products and strategies, including advisor engagement and thought leadership. ... Cloud technologies. + Build and manage campaigns across a range of investment products and strategies, tailoring messaging to drive engagement and support business… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …facility engineering and operations. The Chief Engineer is a key managerial advisor reporting directly to top Medical Center management. This position is a ... aspects of engineering matters. This position is a fully participating technical advisor in all or almost all significant management planning, policy, and… more
- Truist (Jacksonville, FL)
- …Variable Insurance Licensing + 5 or more years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/ Compliance . + Must ... items by ensuring that the advisors, OSJs and/or branch offices are in compliance with industry rules, regulations as well as internal policies and procedures.… more