- City National Bank (Tallahassee, FL)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Sands Investment Group (Fort Lauderdale, FL)
- …About SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of net lease properties for private ... Sands Investment Group (SIG), one of the nation's fastest...obstacles hindering growth and specialize in a product type. Support to leverage our best asset: As our brokers… 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
- Citigroup (Jacksonville, FL)
- …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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and education through consulting and development of programs and resources. Provide support for the organization's advisor technologies to ensure they meet advisor ... technology by developing and delivering strategies, programs, and resources that support portfolio construction education, sales, and processes. Serves as the… 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
- 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
- Coinbase (Tallahassee, FL)
- …space!* What you'll be doing (ie. job duties):* * Trade Support (booking, reconciliation, valuation, trade flow management, counterparty relationship management etc) ... * Cash Management and Accounting Support (managing cash flows, margin maintenance, NAV calculation assistance,...back office operations within a hedge fund, asset management firm , fund administrator, or financial services institution * Proven… more
- Edward Jones (Tallahassee, 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