- M&T Bank (Naples, FL)
- …and Trust advisement for prospects and clients. Assists Wealth Advisors and Senior Wealth Associates to provide support in the identification and expansion of ... 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. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy. GWS offers… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... framework for investment advisory programs. + Monitor regulatory changes and ensure...to team members. + Deliver presentations and reports to senior leadership and stakeholders. + Lead or contribute to… 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
- First Horizon Bank (Orlando, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.… more
- Citigroup (Miami, FL)
- …skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their...to multiple AMS divisions and have personalized collaboration with senior -level leaders across AMS. **Job Summary** As part of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Trust and RJ Trust Company of New Hampshire. + Serve as a **trusted advisor and business partner** to senior leaders, providing credible challenge and guidance ... part of the firm's evolving risk management structure and represents a strategic investment in strengthening our risk capabilities within the trust business. As Risk… more