- Regions Bank (Tampa, FL)
- …business groups and community organizations that promote CRA-qualified lending, investment and service activities. In addition to reviewing assessment area ... and Business Groups to leverage opportunities in CRA Lending, Investment and Service for the bank + Creates CRA...years' of directly related experiencein Community Development, CRA and Banking **Preferences** + Banking experience **Skills and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …packaged products including annuities/insurance, mutual funds, 529 plans, unit investment trusts, and exchange traded products. Provides regulatory and policy-driven ... of:** + Concepts, practices, and procedures of securities industry and/or banking compliance. + Rules and regulations of: Securities Exchange Commission (SEC);… more
- Polk County Public Schools (Bartow, FL)
- …includes accounts payable, treasury, and financial accounting. Analyzes all bank and investment accounts at month end to ensure all general ledger accounts within ... each fund is positive. Works with Senior Accounting Director regarding the investment program of the school district. Initiates cash transfers and wires as needed.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... Fiduciary laws and principles sufficient to administer trusteed IRAs. + Fundamental investment concepts, practices and procedures used in the securities industry. +… more
- Robert Half Finance & Accounting (Fort Lauderdale, FL)
- …candidate will have extensive experience in real estate accounting, investment analysis, property management finance, and development projects. Key Responsibilities ... multiple projects. Treasury & Cash Management + Oversee cash flow management, banking relationships, and debt compliance. + Manage capital calls, distributions, and … 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)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... Fiduciary laws and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- Fifth Third Bank, NA (Orlando, 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 ... implementation of advanced planning techniques: (estate, tax, insurance, option, investment , retirement). + Conducts research related to various advanced planning… more
- First Horizon Bank (Naples, FL)
- …* Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your connectivity in the community to foster ... their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- First Horizon Bank (Coral Gables, FL)
- …of various types of accounts including Trusts, retirement accounts, investment management accounts, estates, etc. **Responsibilities** + Various aspects of ... their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
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