- Citigroup, Inc. (Miami, FL)
- …product experts to develop long-term solutions to strengthen relationships with the firm . Help clients achieve broad financial/ investment goals related to the ... management of wealth. Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. Set challenging goals, regularly… more
- Charles Schwab Inc. (Coral Gables, FL)
- …multi-faceted organization. We are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We ... inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be...passion for leadership to a new role with a firm that will value your contributions and champion your… more
- TD Bank Group (Miami, FL)
- …Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and ... advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to… more
- HBK CPAs & Consultants (Fort Myers, FL)
- …Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion ... HBK is a top 50 accounting and business consulting firm . As an industry leader and innovator, HBKS is...financial advisor/planner Industry related professional designations such as CFP preferred The ideal candidate will possess the Series 65… more
- Florida Southern College (Lakeland, FL)
- …required. Working knowledge of Technolutions Slate Enrollment Software and MS Office Suite strongly preferred . Must be able to demonstrate a firm commitment to a ... admissions or a related field required. Private college experience preferred . Must possess a valid driver's license. Must be...to participate or not. The account has a comprehensive investment portfolio and allows the employee to control their… more
- Citigroup, Inc. (Tampa, FL)
- The Business Risk Manager, based in New York, will join the global Wealth Investment Solutions Business Risk Team as a Senior Vice President, and will report to the ... and transaction controls, with an eye toward simplification/automation Input into firm wide process and risk/control framework enhancements Responses to, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Description 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
- Raymond James Financial, Inc. (FL)
- …individual investment teams with the strength and stability of a full-service firm . Together with our boutique investment managers - Chartwell Investment ... professional designation preferred . + 15+ years of leadership experience in investment management, asset management, or wealth advisory services, with a focus on… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... 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… more
- Citigroup (Miami, FL)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
