- Citigroup (Jacksonville, FL)
- …within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, ... providing exceptional service, making investment /banking referrals, as well as managing and fulfilling banking...to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , Digital Wealth Solutions, etc.) + Manage client follow-up… more
- City of Lakeland (Lakeland, FL)
- …City. + Develops requests for proposals for the procurement of Investment Managers, Financial Services, Custodial Services, Actuarial Services, and other services ... and submission to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security trading activity,… more
- MyFlorida (Orlando, FL)
- …skills that meet a critical need of the agency's mission. *NOTE: Correctional Officer and Correction Probational Officer Certifications DO NOT meet the ... hours of paid sick leave annually + Pension and investment retirement plan options (MyFRS (https://www.myfrs.com/) ) + Flexible...duties of this position require a constituted law enforcement officer subject to be on call 24 hours a… more
- First Horizon Bank (Coral Gables, FL)
- …of various types of accounts including Trusts, retirement accounts, investment management accounts, estates, etc. **Responsibilities** + Various aspects of ... of various forms under the guidance of the Trust Officer . + Processing various cash transactions using Trust and...serving as a liaison between the client and Trust Officer as well as other departments of the bank.… more
- Scotiabank (Tampa, FL)
- …in an inclusive and high-performing culture. **Director - US Regulatory Compliance Officer - Global Banking & Markets - Tampa, FL** **Global Transaction Banking** ... committed to results, in an inclusive and high-performing culture. **Purpose** The Compliance Officer will serve as the primary point of contact for BNS' Tampa… more
- MyFlorida (Lauderdale Lakes, FL)
- …offender photographs for the department's website. + This is not a probation officer position. Join us in this dynamic role where your attention to detail ... Retirement System: + + Pension Plan (Traditional Retirement Pension Plan) + Investment Plan (401(K)-Type Retirement Plan) + Deferred Retirement Option Program (Drop)… more
- First Horizon Bank (Coral Gables, FL)
- …wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction as the ... law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills… more
- TECO Energy (Tampa, FL)
- …completion of deliverables. Oversee the preparation of presentations to Tampa Electric Officer team, the Board of Directors, and Key Stakeholders. Lead the ... key stakeholders and Emera Investor Relations in support of credit and investment analyst requests. Perform research on industry and competitor trends, benchmark our… more
- Cherry Bekaert (Tampa, FL)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more
- Citigroup (Boca Raton, FL)
- …client profiling and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of solutions using ... but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral leads. + Manage… more