- Raymond James Financial, Inc. (Coral Gables, FL)
- …of transactions. * Ensures firm and regulatory policies are followed within compliance standards * Perform other duties and responsibilities as assigned. Skills * ... Fundamental investment concepts, practices and procedures used in the securities...planning. * Company's working structure, policies, mission, strategies, and compliance guidelines. * Delivering clear, effective, and professional presentations.… more
- BMO Financial Group (Tampa, FL)
- …and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending ... checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.… more
- MyFlorida (Tallahassee, FL)
- …retailer compliance with the Americans with Disabilties Act, and marketing information. Ensures compliance with department criteria. Conducts research, ... for basic life insurance + Employer contributions to the Pension Plan or Investment Plan; contribution levels will vary based upon Pay Plans. GENERAL DESCRIPTION… more
- Black & Veatch (Coral Springs, FL)
- …proven business results. Solid understanding of technical skills, risks, financials, economics, sales , and marketing as related to assigned solution portfolio ... operation resiliency services that apply across the client's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory, Industrial Cybersecurity,… more
- Wells Fargo (Sarasota, FL)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... . **In this role you will:** + Assist Financial Advisor(s) with sales , service and operational related activities such as providing service to clients… more
- BMO Financial Group (West Palm Beach, FL)
- Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust ... & Estate account management and administration to ensure compliance . Works collaboratively within the branch and the regional...as appropriate. + Oversees the provision of content and marketing materials for new business proposals eg special fee… more
- JPMorgan Chase (Tampa, FL)
- …on market research and competitive analysis + Support GTM efforts by partnering with Sales / Marketing / Client Solutions to effectively manage prospects and ... Liaise with internal stakeholders (eg, legal, risk, controls) to ensure compliance with both JPMC policy and regulatory commitments **Required qualifications,… more
- American Homes 4 Rent (Jacksonville, FL)
- …and price ranges consistent with company needs, while optimizing the return on investment and minimizing risk to the company. Supports the Land Development team with ... in selected markets to identify land opportunities. + Prepare graphs, maps, marketing boards, and standard features comparisons. + Review and interpret zoning and… more
- Regions Bank (Jacksonville, FL)
- …your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such ... issues involving the scheduling of payments, clients' special requests, and other non- investment matters for basic accounts. This position may assist the Trust Area… more
- Burns & McDonnell (Orlando, FL)
- …for ensuring customer satisfaction goals and expectations are met. + Participate in sales and marketing efforts and identify critical pursuits. + Participate in ... planning, and leading practices to our client's executive leaders to make investment decisions aligned with the organization's long-term vision. This role is… more