- Stetson University (Deland, FL)
- …reconciliations and related journal entries + Assist with evaluating our banking program and short-term investment portfolio, identifying and implementing ... related accounting and internal/external reporting + Maintain strong relationships with banking partners, investment advisors, and bond rating agencies +… more
- JPMorgan Chase (Miami, FL)
- …and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all ... you passionate about building and maintaining high-net-worth client relationships across banking , lending, and investments? This is a unique opportunity to manage… more
- Regions Bank (Jacksonville, FL)
- …(8) years of financial services industry experience preferably in commercial or consumer banking , trust investment or wealth management + Or High School Diploma ... years of financial services industry experience preferably in commercial or consumer banking , trust investment or wealth management **Skills and Competencies** +… more
- 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
- 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 (Ocala, 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
- Fifth Third Bank, NA (St. Petersburg, FL)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- Robert Half Finance & Accounting (Palm Beach Gardens, FL)
- …tasks to support team success. Requirements * Proven experience in private banking , investment accounts, or boutique financial services. * Strong customer ... acquisition and communication skills, with a focus on enhancing client experiences. * Proficiency in using CRM systems to manage client relationships effectively. * Familiarity with administrative tasks and office management. * Ability to anticipate and… more
- PNC (Fort Lauderdale, FL)
- …or completing activities across all PNC Private Bank products and services ( Banking , Investment and Fiduciary). The Client Service Associate also partners ... with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective… more
- Regions Bank (Naples, FL)
- …field + Five (5) years of financial services industry experience in commercial banking , consumer banking , trust investment , wealth management, or related ... insurance and risk management services, consumer and mortgage credit, and general banking services + Serves as a focused partner, working closely with internal… more