- Charles Schwab (Orlando, FL)
- …the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of ... RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. _We believe in the importance of in-office… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Fundamental concepts of calculating capital gains and losses. + Fundamental investment concepts, practices and procedures used in the securities industry. ... **Skills:** + Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. + Uses clear and effective verbal communications skills under supervision to… more
- Truist (Miami, FL)
- …education requirements are met where needed. 3. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning 4. Solid ... Credit Knowledge to personally deliver standard commercial credit and consumer credit to assigned clients 5. Possesses very strong Deposit/General Banking knowledge to personally deliver standard bank products such as deposits, credit cards, mortgages, etc.… more
- Oracle (Tallahassee, FL)
- …Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided ... to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days… more
- MUFG (Tampa, FL)
- …of data & reporting needs for Financial Crimes, Compliance, Wholesales Lending, Investment Banking and Transaction Banking businesses. + Develop and maintain strong, ... trust-based relationships with key stakeholders to understand their business challenges and identify how Data Solutions can support their objectives. + Engage with business stakeholders to solicit and manage requests that equitably handle competing priorities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …techniques for writing and developing communications plans and related content + Investment concepts, practices and procedures used in the securities industry + ... Financial markets and products + Microsoft Outlook suite + Publishing systems **Skill in** + Creating communications plans that blend attention to detail with flexibility and effective messaging + Distilling complex legal and regulatory subject matters into… more
- JPMorgan Chase (Tampa, FL)
- …spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing ... and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation,… more
- Raymond James Financial, Inc. (Gainesville, FL)
- …and strategies + General office practices, procedures, and methods + Basic investment concepts, practices and procedures used in the securities industry + Financial ... markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective communication (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and use required… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …formulating plans or policies. + Applies knowledge of financial markets and investment concepts, practices and procedures used in the securities industry. + Applies ... sound news judgement to market, economic and policy developments. + Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions… more
- M&T Bank (North Palm Beach, FL)
- …the facilitation of client services delivery and expand relationships + Serve as support associate to Wealth and Investment advisors as required + Participate in ... within our Wealth Management division to gain experience on becoming a Wealth Associate . When starting with the team you'll learn from Wealth Advisors to learn… more