- Thrivent Financial (Tallahassee, FL)
- …companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, ... financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed… more
- CBRE (Tallahassee, FL)
- …with commercial real estate finance, including commercial appraising, market analysis, and investment analysis. **What you'll do:** + Develop and maintain a robust ... and deliver integrated capital markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client...+ Minimum of five years of experience in mortgage banking with a focus on affordable housing. Exposure to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk ... and Construction Contract Law. + Understanding of partnership and other investment contract documents. + Understanding of Title, Construction, Ownership arid other… more
- Raymond James Financial, Inc. (Orlando, FL)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a particular focus on operationalizing ... to drive referral agreement negotiations and operationalizing of private market investment opportunities. Supports the broader private markets platform by reviewing… more
- NTT America, Inc. (Tallahassee, FL)
- …and risk. + Serve as a strategic advisor within the Global Development, Investment , and Product teams, providing deep regional intelligence on capacity, policy, and ... growth and capacity readiness. + Oversee the preparation and approval of investment cases, ensuring each project's commercial, technical, and financial inputs are… more
- Bank of America (Pensacola, FL)
- …comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Citigroup (Miami, FL)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience… more
- UMB Bank (Tallahassee, FL)
- …communicate recommendations. + Regularly meets with clients for on-going plan/ investment reviews. Educates and communicates with clients about market conditions, ... of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan Services experience strongly preferred + Broad knowledge of financial… more
- Truist (Ocala, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more