- Citigroup (Miami, FL)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- WTW (Tampa, FL)
- …leave + Professional membership fee + Reward for exam success Graduates joining the Investment business are expected to study for CFA level 1, providing robust ... of transforming tomorrows. Join us and transform yours.** **The Business** The Investment business aims to create sustainable competitive advantage for clients in… more
- Truist (Fort Lauderdale, FL)
- …shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers ... and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM.… more
- City National Bank (Tallahassee, FL)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Truist (Tampa, FL)
- …States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to ... deliver Investment Management Services to new High Net Worth ($5+MM...required for this position. 7. 8. Preferred Qualifications: 9. MBA/ CFA and/or equivalent professional designation 10. Combination of buy… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervision, the Alternative Investments Analyst utilizes knowledge of finance and investment concepts obtained through education and work experience in order to ... high net worth clients with a platform of non-traditional investment opportunities. Primary functions include conducting quantitative and qualitative...from Date of Hire: + Series 7 w/in 6 months of hire + CFA w/in 4 years of… more
- Deloitte (Jacksonville, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- NextEra Energy (Juno Beach, FL)
- …electric industry's transition to renewable energy. The role primarily includes investment valuation, financial due diligence, and providing expertise to support ... finance, advanced financial modeling skills in Excel, and preferably an MBA, CFA , or Master's in Finance. This role requires superior analytical, communication, and… more
- Deloitte (Miami, FL)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more