- Regions Bank (Orlando, FL)
- …we believe associates deserve more than just a job. We believe in offering performance -driven individuals a place where they can build a career a place to expect ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more
- Bank of America (Miami, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...the role may vary depending on the team's practice. Performance is measured by the FA or FA team… more
- Bank of America (Vero Beach, FL)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... them achieve their financial goals; Conduct clientreviews/presentations,including a review of investment goals and recommended products such as stocks, bonds, mutual… 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 ... and Responsibilities** + Prepare financial spreads used to analyze company performance using public and private financial statements. + Prepare quarterly reviews… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… more
- MyFlorida (Largo, FL)
- …and State Treasury; journal entries and adjusting entries; cash and investment management; schedules for year-end closing of the statewide financial statements; ... to perform, at minimum, as expected, delegates responsibilities and monitors performance to ensure compliance with applicable laws, guidelines and FDVA policies.… 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
- Scotiabank (Tampa, FL)
- …efficiencies, streamline treasury processes, simplify payments, improve working capital performance , and mitigate financial risk. At Scotiabank, we embrace your ... of deposit acquisition strategies and ensure a complete range of deposit and investment products exists in each market and optimized pricing is maintained to ensure… more
- Bank of America (Naples, FL)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk… more
- Henkel (Riviera Beach, FL)
- …/ sell program + **Financial:** 401k matching, employee share plan with voluntary investment and Henkel matching shares, annual performance bonus, service awards ... and student loan reimbursement + **Family Support:** 12-week gender neutral parental leave (up to 20 weeks for parents giving birth), fertility support, adoption & surrogacy reimbursement, discounted child and elderly care, and scholarships + **Career… more