- Edward Jones (Tallahassee, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we ... services in a team environment to clients of the company by combining the traditional roles of the Financial...our annuity contract owners and financial advisors of the firm . The person in this position must understand all… more
- Grant Thornton (Fort Lauderdale, FL)
- …and 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
- 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 (Palm Beach, FL)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... crucial in maintaining our reputation as a leading global financial services firm . **Job Responsibilities** + Analyze trust documents for legal, tax, administrative… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- **Job Summary** Through distance learning, apprenticeship and training at the firm 's international headquarters, the Advisor Mastery Program (AMP) offers a ... practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Demonstrating a commitment to creating an environment that aligns with the firm 's core values, putting clients' interests first. + Analyzing the investment ... equity funds. + Preparing product approval memos/presentations for use by the Investment Committee, comprised of senior management. + Conducting due diligence for… 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
- TD Bank (Fort Lauderdale, FL)
- …the Compliance Business Oversight Manager will:** + **Ensure ongoing compliance with the Investment Company Act of 1940, FINRA, SEC rules, and other applicable ... of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD… more
- Sands Investment Group (Fort Lauderdale, FL)
- Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company , is officially accepting applications for the highly-selective Junior Broker ... (BOVs) and pull comps on deals Update and maintain company CRM/shared database Actively participate in all team huddles,...Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of… more
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