- Lincoln Financial (Tallahassee, FL)
- …securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and ... opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex … more
- Lincoln Financial (Tallahassee, FL)
- …at a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting ... research, analysis and ad hoc internal reporting of Lincoln's investment positions to support strategic investment...Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …ad hoc performance reports. + Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- JPMorgan Chase (Jupiter, FL)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...to provide exceptional client service, operational marketing, and administrative support . You will play a key role in supporting… more
- City National Bank (Tallahassee, FL)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from… more
- Bank of America (Jacksonville, FL)
- Investment Consultant II - Merrill Premium Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Investment -Consultant-II Merrill-Premium\_25024890) **Job Description:** At Bank of America, we… more
- HSBC (Miami, FL)
- …In the Investment Counselor Analyst role, you'll be partnering with Investment Counselors and Relationship Managers to offer support in providing clients ... Investment Counselor Analyst you will: + Assess client needs + Support development of comprehensive investment strategies, coordinating sales and execution… more
- Deloitte (Miami, FL)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost… more
- CBRE (Tampa, FL)
- …needs and investment strategies. + Regularly review sales data, evaluate performance against targets, and generate actionable insights. + Lead by example and ... Investment Sales Manager Job ID 218765 Posted 24-Jul-2025...Role type Full-time Areas of Interest Capital Markets, Sales Support Location(s) Tampa - Florida - United States of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with SEC regulations and ... as well as firm policies governing advisory accounts. A Senior Advisor, general investment advisory is expected to conduct reviews which can include - fiduciary and… more
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