- Raymond James Financial, Inc. (Boca Raton, FL)
- …structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Investment concepts, practices ... team environment to provide crucial support to the financial advisors and branch office . + Onboards new clients, opens new client accounts and researches client and… more
- 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
- Bank of America (Coral Gables, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...work environment. Bank of America is committed to an in- office culture with specific requirements for office -based… more
- Stetson University (Deland, FL)
- …the Accounting team, including the daily activities of the Controller's office while ensuring compliance with policies, procedures, regulations and statutes. ... sufficiency of funds + Supervise and review bank and investment account reconciliations and related journal entries + Assist...promote development + Flexibility to work outside of regular office hours; some travel may be required + Demonstrated… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …structure, policies, mission, and strategies. * Managed account platforms. * General office practices, procedures, and methods. * Investment concepts, practices ... team environment to provide crucial support to the financial advisors and branch office . * Onboards new clients, opens new client accounts and researches client and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …candidate to work 2-3 days a week at our Saint Petersburg, FL corporate office ._ **Job Summary:** You will utilize the skills you've gained through experience and ... to assist with issues concerning various broker-dealer trades and investment products. + Collaborates with cross-functional teams, including portfolio managers,… more
- MyFlorida (Fort Lauderdale, FL)
- …for projects after requisite coordination with the Tallahassee Freight and Aviation Office . Reviews plans and specifications to ensure compatible land use around ... JPA/Work Program procedures and Department goals. Coordinate changes with Program Management Office staff for updates to the District Work Program. Assists with the… more
- MyFlorida (Tallahassee, FL)
- …on current actuarial valuation; review actual contributions for adequacy * review investment portfolio for compliance with Chapters 175/185 or Local Ordinance * ... necessary. Knowledge, Skills, and Abilities: Ability to analyze audit, bank, investment and insurance company statements; ability to analyze actuarial valuations and… more
- City National Bank (Miami, FL)
- …Develops relationships with prospects to increase overall level of business done by office or region. * Calls on prospective clients within the framework of a ... * Minimum 3 years of experience working with MS Office (Word, Excel, Power Point, etc.). *Skills and Knowledge*...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... Fiduciary laws and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. *… more