- Wells Fargo (Palm Beach, FL)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... of a trust. + Execute on client requests, including money movement, investment implementation and ongoing account management. + Develop and maintain an in-depth… more
- MyFlorida (Florida City, FL)
- …Retirement System: + + Pension Plan (Traditional Retirement Pension Plan) + Investment Plan (401(K)-Type Retirement Plan) + Deferred Retirement Option Program (Drop) ... any prior distributions, and you may continue receiving distributions from the Investment Plan or Pension Plan without interruption. REQUIREMENTS: Please note, when… more
- MyFlorida (Lawtey, FL)
- …Retirement System: + + Pension Plan (Traditional Retirement Pension Plan) + Investment Plan (401(K)-Type Retirement Plan) + Deferred Retirement Option Program (Drop) ... any prior distributions, and you may continue receiving distributions from the Investment Plan or Pension Plan without interruption. REQUIREMENTS: + A high school… more
- Truist (Weston, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well...of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use… more
- Edward Jones (West Palm Beach, FL)
- …clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate ... clients first in everything they do. We're creating all-new market locations to help us better reach our clients...related to the implementation and execution of a clients financial/ investment plan and deliver ongoing proactive support to ensure… more
- Celestica (Orlando, FL)
- …participating in the decision of whether or not to proceed with the investment . Develop the integration plan for new acquisitions to ensure the realization of ... meet the business model financial and strategic objectives as established during the investment review and commitment. Work with the management team of the acquired… 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 ... arrangements (secured by both Project Secured Loans and facilities to Real Estate Investment Trusts "REITs"), as well as direct lending to RJF clients. **Job… 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 ... shared inboxes and route inquiries to appropriate team members. + Conduct basic market research and compile findings for special projects. + Support coordination of… more
- TECO Energy (Tampa, FL)
- …key stakeholders and Emera Investor Relations in support of credit and investment analyst requests. Perform research on industry and competitor trends, benchmark our ... financial plan, and ad hoc projects such as acquisitions or asset investment /ownership opportunities, includes development of the analysis of earnings, cash flow,… more
- TECO Energy (Tampa, FL)
- …for Distribution system design, operation and maintenance which optimizes our investment and achieves our goals or safety, compliance, performance/reliability, cost ... the proactive mitigation of failures through operational, maintenance and capital investment . (10%) 7) Lead the development of industry benchmarking and engagement… more