- Edward Jones (Mount Dora, 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
- Grant Thornton (Fort Lauderdale, FL)
- …for the Technology Modernization Practice - all with the resources, environment, and support to help you excel. ESSENTIAL DUTIES AND RESPONSIBILITIES + Perfo rm ... finance, sales, operations, and human capital management and information technology to support the client's business strategy and operational plans. + Assist in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained ... work experience and formal training to develop and maintain an alternative investment operational due diligence program designed to provide high net worth clients… more
- TD Bank (Fort Lauderdale, FL)
- …**Conduct periodic compliance testing, surveillance, and risk assessments in line with the firm 's compliance program** + **Provide backup support to other areas ... of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD… more
- Truist (Tampa, FL)
- …advisory Divisional Supervisors tasked with supervisory oversight and monitoring of the firm 's Investment Advisory business. Assist with escalated items as ... requested from the team and/or Management. Proactively engage partners within the firm to identify areas for improvement to processes and procedures. Ensure team is… 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. (St. Petersburg, FL)
- **Job Summary** Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we ... our annuity contract owners and financial advisors of the firm . The person in this position must understand all...business or issues. * Coaches and mentors less experienced Investment Central associates. * Works in cohesion with other… 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...(GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy.… 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 ... practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional… more