- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** : Provide assistance and support to the Operations Counsel Legal team in gathering and researching information, preparing opinions and legal ... of experience in a law firm or legal department in a financial planning, investment management or other financial services environment. * OR ~ * An equivalent… more
- Truist (Orlando, FL)
- …a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those ... problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5.… more
- Citigroup (Fort Lauderdale, FL)
- …Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts ... Preparing and negotiating credit documentation for facilities, including liaison with external counsel as required as well as undertaking the annual review of… more
- MyFlorida (Tallahassee, FL)
- …SENIOR ATTORNEY OFFICE OF EXECUTIVE DIRECTOR OFFICE OF GENERAL COUNSEL **Open-Competitive Opportunity** POSITION SUMMARY: The Florida Department of Law ... Enforcement (FDLE) Office of General Counsel (OGC) works closely with the department's Command Staff,...birth or adoption of a child; + Pension and investment retirement plan options; and + Tax deferred medical… more
- JPMorgan Chase (Miami, FL)
- …oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and address questions raised by beneficiaries, co-executors ... Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make...guidelines (Mandate) * Work with Tax Officers and trust counsel to resolve tax issues * Address questions raised… more
- MyFlorida (Tallahassee, FL)
- …Tool (https://compcalculator.myflorida.com/) SENIOR ATTORNEY OFFICE OF GENERAL COUNSEL **Open-Competitive Opportunity** POSITION SUMMARY: The Florida Department ... of Law Enforcement (FDLE) Office of General Counsel (OGC) works closely with the department's Command Staff,...birth or adoption of a child; + Pension and investment retirement plan options; and + Tax deferred medical… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional ... The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In… more
- JPMorgan Chase (Palm Beach, FL)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services + Make...guidelines (Mandate) + Work with Tax Officers and trust counsel to resolve tax issues + Address questions raised… more
- Aegon Asset Management (FL)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP ... Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and… more