- Thrivent Financial (Destin, FL)
- …and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability ... companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years,… more
- American Express (Sunrise, FL)
- …development on a portfolio of products including consumer and commercial banking , commercial card, marketing capabilities, partner integrations, and the virtual ... as well as business development initiatives to support our banking scale. The core of our company is not...as the central point of contact for Small Business Investment Planning and ensure alignment on related deliverables and… more
- Raymond James Financial, Inc. (Boca Raton, 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
- Bank of America (Miami, 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
- 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. (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
- City of Lakeland (Lakeland, FL)
- …City. + Develops requests for proposals for the procurement of Investment Managers, Financial Services, Custodial Services, Actuarial Services, and other services ... and submission to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security trading activity,… more
- Bank of America (Palmetto, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; ... private client banking ; and private placement insurance offerings). + Comprehensive understanding...of** + Advanced concepts of private wealth management planning; investment management; and specialized products. + Advanced principles of… more
- Bank of America (North Port, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments… more