- Truist (Orlando, 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
- KeyBank (Naples, FL)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified Investment Management Analyst (CIMA)… 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 (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
- 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. ... and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons… more
- Deloitte (Jacksonville, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more
- Deloitte (Jacksonville, FL)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... 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)
- …+ Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred . Other combination of designations and experience ... strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services;… more
- Citizens (Naples, FL)
- …with sales of banking products and services required. + Experience with investment product referrals and sales preferred . + Knowledgeable of regulatory ... The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R),… more
- PNC (Fort Lauderdale, FL)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in Dallas, TX. PNC Wealth ... tailored advice and strategic planning designed to help clients achieve their savings, investment , and retirement goals. As part of your support team, our Wealth… more