- JPMorgan Chase (Miami, FL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make...and circumstances in order to prudently carry out the firm 's fiduciary duties and to provide superior client service… more
- Deloitte (Miami, FL)
- …and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Robert Half Finance & Accounting (Boca Raton, FL)
- …public accounting firm . + Solid understanding of GAAP; exposure to investment management, financial services, or private equity a plus. + Strong technical and ... Description We are a fast-growing private equity firm driven by innovation, collaboration, and a strong...and accounting team that is as forward-thinking as our investment strategy. This is an exciting opportunity for a… more
- 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 ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...trust, shared ownership and accountability. We act as one company and believe when we work together, we best… 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
- Edward Jones (Tarpon Springs, FL)
- …serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the ... your branch office and includes headquarters assistance via phone, email and firm intranet resources **What characteristics would make you a successful Associate… more
- JPMorgan Chase (Melbourne, 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...in all states. Chase is a leading financial services firm , helping nearly half of America's households and small… more
- JPMorgan Chase (Tampa, FL)
- …working in an environment alongside Advisors preferred + Ability to understand new investment products and firm wide policies and procedures JPMorganChase, one ... team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. 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
- 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