- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we ... the traditional roles of the Financial Advisor and Service Associate . The ideal candidate will have a passion for...business or issues. * Coaches and mentors less experienced Investment Central associates. * Works in cohesion with other… more
- Regions Bank (The Villages, FL)
- …Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer ... and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + Conducts and/or participates in investment … more
- Citigroup (Miami, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...issues will be owned end to end by the associate and will be treated with a closed loop… more
- BlackRock (Miami, FL)
- …internship helps MBA students gain insights into the day-to-day life of an Associate . Over the course of your time with us, you'll have real-world responsibilities ... ago. You'll receive formal training on the fundamentals of Investment Management and learn how the firm comes together...and **up to two functions within that program** (eg, Investment Research and Analytics & Modeling). You must apply… more
- BlackRock (Miami, FL)
- …in quantitative-disciplined curriculums to gain insights into the day-to-day life of an Associate . Over the course of your time with us, you'll have real-world ... business leaders, receive formal training on the fundamentals of Investment Management and learn how the firm comes together...and up to two functions within that program (eg, Investment Research and Analytics & Modeling). You must apply… more
- Regions Bank (Tampa, FL)
- …range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an ... in a business related field o Thorough understanding of Investment Services and Banking Industry o Solid understanding of...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Lee County Board of County Commissioners (FL)
- …renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only. ... Options: 1) FRS Pension Plan (Defined Benefit) 2) FRS Investment Plan (Defined Contribution) * Deferred Compensation (457) Plans...High school diploma or GED + Some college + Associate 's degree + Bachelor's degree or higher 02 Do… more
- Edward Jones (Boca Raton, FL)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential… more
- Aegon Asset Management (FL)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Marriott (Miami Beach, FL)
- …condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Areas of ... condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. * Verifies… more