- Bank of America (Tampa, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... talents for the benefit of clients, your career, our firm , and our communities. Raymond James is an equal...rating. + Attend executive level meetings including the weekly Investment Committee meeting and the monthly Watch or Worse… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** This role will materially support the firm 's goal of delivering a menu of high-quality private markets investment opportunities to private ... to drive referral agreement negotiations and operationalizing of private market investment opportunities. Supports the broader private markets platform by reviewing… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...and complaints are handled in accordance with FINRA and firm policy. + Ensures that KYC/AML and other compliance… more
- Edward Jones (West Palm Beach, FL)
- …clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate ... tasks/milestones related to the implementation and execution of a clients financial/ investment plan and deliver ongoing proactive support to ensure a seamless… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... fully contribute your unique talents for the benefit of clients, your career, our firm , and our communities. Raymond James is an equal opportunity employer and makes… more
- Deloitte (Lake Mary, FL)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address...to ASC740 + Previous Big 4 or large CPA firm experience + Excellent research and writing skills +… more
- TD Bank (West Palm Beach, FL)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role...+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (eg OCC,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... talents for the benefit of clients, your career, our firm , and our communities. Raymond James is an equal...and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their… more
- Robert Half Finance & Accounting (Boca Raton, FL)
- …general ledger accounting, and assisting with fund accounting for our diverse investment portfolios. The ideal candidate will bring a strong foundation in public ... financial statements and management reporting packages. * Monitor and record investment activities, including capital calls, distributions, and management fees. *… more