- Bank of America (Tampa, FL)
- … Investment Management or Relationship Management. The Private Wealth Management Associate provides quality client service and effective and efficient ... 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)
- …barriers to exceptional service; offers suggestions on process improvement. + React to client needs for investment products by referring such clients to licensed ... issues will be owned end to end by the associate and will be treated with a closed loop... investment representatives. + Complete client contact campaigns as defined by Sales Management +… more
- Regions Bank (Tampa, FL)
- …range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an ... o Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to design, implement and enhance the service experience for independent registered investment advisors and introducing broker dealers for the custodian and clearing ... services platform. Strategic leader who fosters a positive client relationship through proactive service approach. Design, implement and maintain service model that… more
- Regions Bank (Jacksonville, FL)
- …the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments ... growth and asset retention opportunities + Consistently acquires more complex client relationships and expands services to existing clients to meet revenue… more
- Edward Jones (Tallahassee, FL)
- …One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones ... services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century.… more
- BlackRock (Miami, FL)
- …internship helps MBA students gain insights into the day-to-day life of an Associate . Over the course of your time with us, you'll have real-world responsibilities ... position not too long ago. You'll receive formal training on the fundamentals of Investment Management and learn how the firm comes together to serve clients in our… more
- BlackRock (Miami, FL)
- …in quantitative-disciplined curriculums to gain insights into the day-to-day life of an Associate . Over the course of your time with us, you'll have real-world ... hear from senior business leaders, receive formal training on the fundamentals of Investment Management and learn how the firm comes together to serve clients in… more
- Regions Bank (Tampa, FL)
- …management functions. Functions may include private and institutional wealth client service and administration, asset management portfolio management, research, ... Interns will operate as key team members supporting both internal and/or external client initiatives. Summer Interns will be assigned to a specific Private Wealth,… more
- Regions Bank (The Villages, FL)
- …Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer ... and local market/community involvement + Builds and maintains a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning… more