- Citigroup (Miami, FL)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
- Navy Federal Credit Union (Pensacola, FL)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** This role reports to the Senior Investment Strategists and is chiefly responsible for assisting in the development and refinement of our asset ... (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are essential… more
- Truist (Tampa, FL)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... below. Specific activities may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term financial goals. 2.… more
- Citigroup (Miami, FL)
- …and Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales ... + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood **Relationship Management**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management practices, methodologies, and internal control concepts. + Financial markets, banking , and investment products. + Regulatory expectations and industry ... part of the firm's evolving risk management structure and represents a strategic investment in strengthening our risk capabilities within the trust business. As Risk… more
- Charles Schwab (Tallahassee, FL)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and… more
- Truist (Ocala, FL)
- …a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those ... the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking , or equivalent education and related experience. 2. 4 years professional… more
- KeyBank (Naples, FL)
- …to serving our clients' financial needs through expert advice and personalized banking , borrowing and investment solutions. The Relationship Manager is at ... + Acts as the primary client advisor by recommending banking , borrowing and investment solutions that will help the client achieve their financial… more
- Deloitte (Miami, FL)
- …business" issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media ... and Energy & Resources. Our OTT team brings clients the knowledge of industry leaders who understand the relevant processes and technologies for their industry-and apply them with a process and mindset that tailors transformational change to their specific… more