- M&T Bank (Vero Beach, FL)
- …needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ... as well as industry standards and practices. + Understand and adhere to the Company 's risk and regulatory standards, policies, and controls in accordance with the … more
- Bank of America (Jacksonville, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Charles Schwab (Naples, FL)
- …10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + ... Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs,...both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid… more
- Siemens Energy (Orlando, FL)
- …required quantitative analysis and assists in preparing all vital materials for Investment Committee presentations. As the financial modeling expert, you will be ... keytransaction risks, perform sensitivity analyses, estimate potentialreturns related to investment opportunities and determine optimalallocation of capital among prospective… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers, ... processes. + Review customer account data for accuracy, ensuring transactions align with company policies and client agreements. + Maintains a high level of customer… more
- Insight Global (Coral Gables, FL)
- …and reports on key performance indicators to tie results and return on investment back to overall vision. Functions as a servant leader fostering Agile Continuous ... funding / budgets, backlog management, pre-project planning, cost estimation, investment management, and business relationship management activities. Evaluate … more
- Thrivent Financial (Destin, FL)
- …generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). ... strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and...live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial… more
- Thrivent Financial (Tallahassee, FL)
- …generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). ... strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and...live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial… more
- KeyBank (Palm Beach Gardens, FL)
- …ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers ... Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client… more
- Edward Jones (Fort Lauderdale, FL)
- …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. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 9 million… more