- JPMorgan Chase (Jupiter, 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...+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Develop and implement corporate strategy to drive growth, optimize investment performance, and expand distribution networks. + Lead investment ... oversight, and risk governance to ensure strong client outcomes and financial success . + Lead sales and distribution strategy, identifying new channels and… 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
- JPMorgan Chase (Jacksonville, FL)
- …and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships ... + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- Edward Jones (Orlando, 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 ... partners, and we credit much of our success to their unique experiences and professional backgrounds. We...branch team to serve clients and contribute to the firm 's purpose. They deeply understand the client's goals and… more
- Edward Jones (Fort Lauderdale, 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...part of our firm , and we credit much of our … more
- 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
- Cherry Bekaert (Tampa, FL)
- …different backgrounds and with different cultures. + Supportive partnership group with a "one firm " mentality and a commitment to colleagues' success + Big ... closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development… more
- JPMorgan Chase (Boynton Beach, 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...relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering… more
- Citigroup (Jacksonville, FL)
- …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 ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...and complaints are handled in accordance with FINRA and firm policy. + Ensures that KYC/AML and other compliance… more