• Advisor Consultant, Northern

    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 ... The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs,...of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida.… more
    Neuberger Berman (07/22/25)
    - Related Jobs

  • Financial Advisor

    Edward Jones (St. Petersburg, 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 ... Financial advisors lead the branch team to serve clients and contribute to the firm 's purpose. They deeply understand the client's goals and why they are important… more
    Edward Jones (09/06/25)
    - Related Jobs

  • Citi Wealth - VP, Portfolio Consultant

    Citigroup (Miami, FL)
    …expand and improve Citi's existing product platform to determine changes in sales , investment , and portfolio construction strategies that isolate and capitalize ... their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive...Product Heads to help them understand and implement the firm 's market views. + Participate in Sales … more
    Citigroup (08/23/25)
    - Related Jobs

  • Virtual Financial Advisor - Annuities

    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 ... our annuity contract owners and financial advisors of the firm . The person in this position must understand all...orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to… more
    Raymond James Financial, Inc. (08/15/25)
    - Related Jobs

  • Junior Broker

    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 ... foundational skills necessary to become successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role...Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of… more
    Sands Investment Group (08/08/25)
    - Related Jobs

  • Financial Advisor Trainee

    Raymond James Financial, Inc. (Lakewood Ranch, FL)
    …build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... **Job Summary** Through distance learning, apprenticeship and training at the firm 's international headquarters, the Advisor Mastery Program (AMP) offers a… more
    Raymond James Financial, Inc. (08/27/25)
    - Related Jobs

  • Technology Modernization - Technology Enablement…

    Grant Thornton (Fort Lauderdale, FL)
    …planning that integrates multiple functional disciplines including accounting, finance, sales , operations, and human capital management and information technology to ... and efficiently meet business objectives and ensure a return on investment . + Develop recommendations that leverage artificial intelligence, strategic enterprise… more
    Grant Thornton (08/20/25)
    - Related Jobs

  • Tax Manager - Mutual Funds

    Deloitte (Jacksonville, FL)
    …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
    Deloitte (06/23/25)
    - Related Jobs

  • Wealth Solutions Advisor

    Citigroup (Jacksonville, FL)
    …within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, ... providing exceptional service, making investment /banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal… more
    Citigroup (08/08/25)
    - Related Jobs

  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative 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 (07/03/25)
    - Related Jobs