- Bank of America (Tampa, 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
- 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:** + Fully accountable for servicing and supporting… more
- Truist (Jupiter, FL)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- Bank of America (Naples, FL)
- …and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk ... Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the Market Executive is...would also be supported by a local Business Support Manager . Series 7, 63, 65 or 66, and 24… more
- Citigroup (Miami, 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:** + Clearly articulate business value proposition… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …+ Paid sick and vacation leave + Florida Retirement Systems: Pension or Investment retirement plans + Life insurance and short/long-term disability + Training to ... the general supervision of the Transit Supervisors and the Operations Manager . Education, Experience, Licensing Minimum Requirements + Requires any combination of… more
- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- BMO Financial Group (Winter Park, FL)
- …have significant contacts among typical Asset Based Lending referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus ... and revenues for the bank via multiple sources of business including investment banks, private equity sponsors, and non-sponsor owned private and public companies… more
- TD Bank (Doral, FL)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Private Wealth Advisor (CPWA) preferred . Other combination of designations and experience approved by the Wealth Planning management team and hiring manager . ... strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services;… more