- Wells Fargo (Sarasota, FL)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such...Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships +… more
- 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
- 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
- First Horizon Bank (Orlando, FL)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... effectively work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, … more
- Bank of America (Winter Park, 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 (Naples, FL)
- …client engagement across all roles. Through the leverage created by a strong market support team, the Market Executive will focus their time going deeper with teams, ... through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well...Executive would also be supported by a local Business Support Manager. Series 7, 63, 65 or 66, and… more
- Deloitte (Tampa, FL)
- …research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax seniors build relationships ... training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Deloitte (Jacksonville, FL)
- …research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax Manager build relationships ... development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …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… more