- 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
- 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
- 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
- Deloitte (Jacksonville, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Deloitte (Lake Mary, FL)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... 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
- Truist (Tampa, FL)
- …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.… 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 ... the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the Market Executive is supported by a… more