- Deloitte (Miami, FL)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... and be connected to a strong support system from Firm Leadership to ensure you are set up for...diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide… more
- M&T Bank (Naples, FL)
- …Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal and ... external resources, including fiduciary, planning, investment , and banking partners, as well as external accountants,...client needs. + Prepare targeted prospecting lists and other sales support to support an organized sales … more
- First Horizon Bank (Naples, FL)
- …grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' ... the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping...of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your connectivity in… more
- TD Bank (Aventura, FL)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- BMO Financial Group (Winter Park, FL)
- …have significant contacts among typical Asset Based Lending referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus ... an outstanding and continuous record of significant revenue generation from self-generated sales along with extensive experience structuring asset based loans to fit… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of a comprehensive compliance program for Capital Markets, encompassing Equity Investment Banking, Equity Research, Institutional Equity Sales & Trading, ... with an emphasis on finance and operations, within an investment advisory or management firm . + Ten (10) years of compliance experience preferred. ~or~… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... talents for the benefit of clients, your career, our firm , and our communities. Raymond James is an equal...beyond traditional brokerage services by offering clients not only investment products, but also a comprehensive array of lending… more
- Citigroup (Boca Raton, FL)
- …client profiling and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of solutions using ... firm models & research. + Master referral opportunities to...years of experience + Experience in a proactive, successful sales and service role in the financial services industry… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellent service. + Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures. + Supervises daily trading and other ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...Participates in community affairs as a representative of the firm . + May service clients in his/her own book… more
- Thrivent Financial (Destin, FL)
- …expert financial advice with heart. Thrivent is a different kind of financial services firm , one that puts generosity at the center of saving and investing. Here, ... have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. Skills acquired… more