- Truist (Weston, FL)
- …presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive… more
- JPMorgan Chase (Melbourne, FL)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build… more
- JPMorgan Chase (Tampa, FL)
- …trillion and assets under management of $1.4 trillion. JP Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and ... supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private … more
- Travel + Leisure Co. (Orlando, FL)
- …all daily payment transactions to tight deadlines, including payment campaigns, executing investment settlement transactions, and managing all HOA bank account ... both banking and Treasury system process improvement projects as well as analyzing bank fees for savings opportunities. This role is **hybrid** in office Monday,… more
- PNC (Rockledge, FL)
- …in Rockledge, FL. Bilingual Spanish preferred. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and ... advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Scotiabank (Tampa, FL)
- …of deposit acquisition strategies and ensure a complete range of deposit and investment products exists in each market and optimized pricing is maintained to ensure ... influence strategies, support product innovation, inform clients on drafting or revising investment policies and educate sales teams on deposit and investment … more
- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- Citigroup (Miami, FL)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary… 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 ... + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services + Make...delivery of services + Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee… more
- JPMorgan Chase (Miami, FL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make...delivery of services * Make recommendations regarding how the Bank shall exercise discretionary powers it has as executor… more