- 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...to provide exceptional client service, operational marketing, and administrative support . You will play a key role in supporting… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job 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
- 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
- Deloitte (Miami, FL)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost… 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...specialized training to perform analytical and related assignments in support of Senior Bankers and clients in an assigned… more
- JPMorgan Chase (Jacksonville, FL)
- …Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth ... + Work as a team with other associates to support a group of Advisors book of business including...operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and… more
- Edward Jones (Fort Lauderdale, FL)
- …your branch. World-class products, services and support . And the stability of a firm built on a long-term investment philosophy that has helped our clients ... offices in the US and Canada than any other investment firm , serving over eight million clients....firm -provided branch office in the community. + Client support to help lighten the load so you can… more
- 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 ... and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida. This is… 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 ... branch team to serve clients and contribute to the firm 's purpose. They deeply understand the client's goals and...a difference in your community. **We'll give you the support you need. Our team will be there every… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …scenarios of debt and equity investments. + Structure transactions that optimize returns and support the firm 's overall investment and retention strategy. + ... Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment … more
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