- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; ... wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements. + Extensive collaboration with internal… more
- Regions Bank (Tampa, FL)
- …range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an ... Bachelor's degree in a business related field o Thorough understanding of Investment Services and Banking Industry o Solid understanding of Wealth Management… 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
- MyFlorida (Bonifay, FL)
- …This position is not a telework position and is required to report to the FDC office in the area it serves. JOB DUTIES: + Lead with purpose by providing training and ... Retirement System: + Pension Plan (Traditional Retirement Pension Plan) + Investment Plan (401(K)-Type Retirement Plan) + Deferred Retirement Option Program (Drop)… more
- Charles Schwab (Orlando, FL)
- …and transform the finance industry together._ _We believe in the importance of in- office collaboration and fully intend for the selected candidate for this role to ... on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and… more
- City of Boynton Beach (Boynton Beach, FL)
- …for establishing a healthy and vibrant local economy by attracting investment , servicing businesses and entrepreneurs, developing a diverse and skilled workforce, ... live. Establishes and executes marketing campaigns to attract new businesses and investment to the City. Collaborates closely with the Public Affairs Department on… more
- First Horizon Bank (Orlando, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- First Horizon Bank (Miami Beach, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …workstations for efficient documentation, including a separate deck in the veterinarian's office + A skilled support team of technicians who are committed to ... of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the... Plan are eligible for renewed membership in the Investment Plan only. FRS reemployment rules apply for both.… more
- Anywhere Real Estate (Miami, FL)
- …and homeownership. We're seeking a dynamic **Director of M&A** to join our M&A office and help shape the future of real estate through strategic acquisitions and ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships… more