- Truist (Jupiter, FL)
- …job description:** This is a hybrid position with at least 3 days in the office . Office location options are 150 South US Highway 1, Jupiter, Florida; 303 ... related experience. 2. Minimum 5 years of experience in high-net-worth, family office , or trust company operations. 3. Strong General Ledger accounting knowledge… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of ... solid business understanding of Raymond James products and services. + Advanced investment concepts, practices and procedures used in the securities industry. +… more
- RTX Corporation (Largo, FL)
- …a team member for the site metrics team * Participates in site capital investment plan and implementation * Supports Bid and Proposal activities * Support update and ... utilization of business system instruments + A thorough working knowledge of Microsoft Office (Word, Excel, and PowerPoint) + The ability to obtain and maintain a… more
- Citigroup (Tampa, FL)
- …credit risks, and market practices in LATAM. + Knowledge of various investment instruments, including Equity securities, Fixed Income, and Asset-Backed securities. + ... Proficiency in MS Office Suite. + Proven ability to work effectively as a team player in a multicultural environment. **Education:** + Bachelor's/University degree… more
- KeyBank (Naples, FL)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- Regions Bank (Orlando, FL)
- …Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more
- Truist (Winter Park, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… 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 ... obtained through experience, specialized training or certification to support Equity Analyst in preparing industry and company research by collecting, organizing,… more
- Molina Healthcare (St. Petersburg, FL)
- …The ideal candidate will have at least two years of experience as an analyst at an investment bank or similar firm. **Knowledge/Skills/Abilities** * Develop ... adhere to deadlines in a high-paced organization **PREFERRED EXPERIENCE:** + Prior analyst experience in investment banking strongly preferred + Healthcare… more
- Amphenol CIT (St. Augustine, FL)
- …seat on airplanes, deliver mission-critical information from drones to the command office , transfer heart rhythm to paper, route communications from space, connect ... (eg, planning, analysis, strategy). + Lead, manage, and develop financial analyst + Identify and Implement improvements to internal and external financial… more