- PNC (Fort Lauderdale, FL)
- …PNC Wealth Management you will be a part of one of the fastest growing bank broker-dealers. You may be based in Austin, Dallas, Fort Worth, Houston, or San Antonio, ... strategic planning designed to help clients achieve their savings, investment , and retirement goals. As part of your support...OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development… more
- Santander US (Miami, FL)
- …Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank 's clients with the administrative and service functions of the business. As a ... for the client, both our internal partners and external Bank clients is paramount and central to the role....strong presentation skills and writing ability + Maintains appropriate investment licensing + Preparation and presentation of materials +… more
- Santander US (Miami, FL)
- …stakeholders. **Job Function Description** Monitors activities to minimize the Corporate & Investment Bank 's (CIB) exposure to risk. Activities may include ... services sector, particularly the products and services of a commercial or investment bank . + Advanced understanding of the regulatory environment and how the… more
- Insight Global (New Smyrna Beach, FL)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role...relationships; manages all aspects of the client's relationships with Bank and refers to Retail and Wealth partners &… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Ownership arid other relevant insurance policies. + Thorough understanding of bank policies, procedures, investment , and loan structures. + Familiarity ... professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and Responsibilities** + Lead the launch of new businesses, products, and investment capabilities with a strong focus on delivering positive client outcomes and ... experiences. + Apply deep expertise in Wealth Management, Asset Management, and Investment Banking products to inform product strategy and development. + Manage the… more
- Navy Federal Credit Union (Pensacola, FL)
- …strategies across the credit union. We help Digital make data-driven investment decisions around balancing a nimble technology-based member experience today with ... messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank … more
- Santander US (Miami, FL)
- …Transaction Driven Financial Crime ("TDFC")) and policies of US Santander Corporate and Investment Bank (SCIB). Objectives are to 1) ensure compliance with ... Responsible for supporting TDFC execution in accordance with the Bank compliance policies and procedures. The role plays an...federal and state laws, such as the Antiboycott Law, Bank Secrecy Act (BSA), and the PATRIOT Act. Ensure… more
- Citigroup (Jacksonville, FL)
- **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Citigroup (West Palm Beach, FL)
- …and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and ... CPA's, Builders, etc). to drive mortgage business into the bank . + Introduce clients to segment partners when appropriate...segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc. + Keep… more