- City National Bank (Tallahassee, FL)
- …management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition… more
- JPMorgan Chase (Miami, 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
- Sands Investment Group (Fort Lauderdale, FL)
- …increase their production, we build a business around them to foster continued success . Investment possibilities: Most brokers get into the business to invest ... Collaborate with other brokers and support staff to ensure success across all levels of the business About SIG...Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of… 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
- 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 ... 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 (Tallahassee, 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 (Palm Beach, FL)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... crucial in maintaining our reputation as a leading global financial services firm . **Job Responsibilities** + Analyze trust documents for legal, tax, administrative… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- **Job Summary** Through distance learning, apprenticeship and training at the firm 's international headquarters, the Advisor Mastery Program (AMP) offers a ... training for technical and sales skills to fully position new Advisors for success . In conjunction with a Mentor, Branch Manager, and/or a team of Financial… 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