- JPMorgan Chase (Jupiter, FL)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with SEC regulations and ... guidelines as well as firm policies governing advisory accounts. A Senior Advisor, general investment advisory is expected to conduct reviews which can include -… more
- Navy Federal Credit Union (Pensacola, FL)
- …appointment by the sponsoring insurance company , broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …individuals and institutions. Raymond James Financial is a diversified holding company , headquartered in St. Petersburg, FL. Raymond James provides financial ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- JPMorgan Chase (Jacksonville, FL)
- …and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships ... + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Neuberger Berman (FL)
- …and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and ... and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida. This is… more
- Edward Jones (Orlando, FL)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are valued ... and accountability. 1 For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious… more
- Edward Jones (Fort Lauderdale, FL)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are a valued ... products, services and support. And the stability of a firm built on a long-term investment philosophy...contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 9 million… more
- Grant Thornton (Miami, FL)
- …efficiently meet business objectives and ensure a return on investment . Develop recommendations that leverage artificial intelligence, strategic enterprise ... logical design for organizational business hierarchies and dimensions in a multi- company environment. + Leading and coordinating business and technology capability… more
- Deloitte (Jacksonville, FL)
- …when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related ... a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and...and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general… more