- Citigroup (Miami, FL)
- …With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic ... Select, or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(FFIEC); Office of Thrift Supervision (OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and ... **Knowledge of:** + Concepts, practices, and procedures of securities industry and/or banking compliance reviews. + Rules and regulations of the Securities Exchange… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(FFIEC); Office of Thrift Supervision (OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and ... and regulations. + Concepts, practices, and procedures of securities industry and/or banking compliance reviews. + Rules and regulations of the Securities Exchange… more
- Bank of America (Jacksonville, FL)
- …for the fulfillment, servicing and protection of credit offerings for business banking , Global Wealth & Investment Management (GWIM), commercial and corporate ... clients as well as leasing and trade products.This position is responsible for the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing.… more
- Truist (Bal Harbour, FL)
- …an integrated delivery of a broad range of retail solutions including banking , mortgage, planning, investments, and insurance services. Leverage the Truist referral ... for a broad range of fee income and retail banking products and services appropriate to mass affluent clients....analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- Bank OZK (Clearwater, FL)
- Why Bank OZK Founded on a legacy of more than 120 years in banking , Bank OZK is much more than just a company. We're nationally recognized as an industry leader in ... employer-sponsored retirement plans (401(k), 403(b), pension), business IRAs, and institutional investment management and cash solutions. Bridges the gap between the… more
- First Horizon Bank (Palm Beach, FL)
- …Onsite listed in the job posting.** **Summary** : Member of the investment management team. Supports senior investment management staff assisting with ... Duties and Responsibilities** : Supports multiple professionals engaged in investment management, manager due diligence, equity research and marketing support… more
- First Horizon Bank (Tampa, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team… more
- Santander US (Miami, FL)
- …possesses strong organizational and communication skills, strong knowledge of the banking industry, and demonstrated experience in servicing high-net worth clients, ... funds from their account(s). * Resolve client's inquiries such as loan request, investment orders, statement reviews, and other, and resolve any complaint. * Respond… more
- Wells Fargo (Fort Lauderdale, FL)
- …of customers with investment or retirement needs + Provide self-service digital banking options to customers + This SAFE position has customer contact and job ... Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and...limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer… more