- Bank of America (Winter Park, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Destin, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * Onboards new clients, opens ... technologies. * Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. * Processes and monitors the… more
- BlackRock (Miami, FL)
- …Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's ... the chance to have a lasting impact on the firm and contribute to our greater collective purpose of...for **up to two functions within that program** (eg, Investment Research and Analytics & Modeling). You must apply… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …senior management as needed. + Partner with other functional areas to accomplish and support firm objectives and needs. + Foster an engaged team culture through ... to design, implement and enhance the service experience for independent registered investment advisors and introducing broker dealers for the custodian and clearing… 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...We are seeking a motivated and detail-oriented Intern to support various departments within Operations. This internship offers hands-on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and analyzing data on select growth companies. Help to identify and formulate new investment ideas in targeted industry groups to support the generation of new ... and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets...talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal… more
- Arena Investors LP (Jacksonville, FL)
- …on a wide variety of regulatory compliance issues primarily in compliance with the Investment Advisers Act of 1940; . Support the CCO with FINRA broker-dealer ... materials; . Review of compliance policies and procedures; . Administration of firm ( Investment Adviser and Broker-Dealer) annual compliance review (testing and… more
- Deloitte (Miami, FL)
- …access to a collaborative group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success ... local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are… more
- Deloitte (Jacksonville, FL)
- …research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax Manager build relationships ... As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general… more