- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trading, and administrative duties. + Provide general and product-specific education; support advisor and branch professional education through events and ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Truist (Weston, FL)
- …is 1200 Weston Road, Weston, FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support ... a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of… more
- M&T Bank (Naples, FL)
- …for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support , inclusive of reporting that supports ... risk controls following Company or regulatory standards and policies. Complete investment -related compliance reviews and any other compliance support that… 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
- Citigroup (Tampa, FL)
- The Apps Support Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... the performance of the individual. **Responsibilities:** + The Application Support Senior Analyst provides technical and business support...while adhering to Service Level Agreements. + Acts as advisor or coach to new or lower-level analysts. +… more
- Truist (Winter Park, FL)
- …with support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for ... review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service, sales and operations support … more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other ... new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; ... risk management; and health and wellness planning. + Provide fully engaged support to financial advisors in developing a financial planning blueprint for their… more
- KeyBank (Naples, FL)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- JPMorgan Chase (Miami, FL)
- …and mobile suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with ... the future of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan… more