- 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 ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of a comprehensive compliance program for Capital Markets, encompassing Equity Investment Banking, Equity Research, Institutional Equity Sales & Trading, Affordable ... + Engage with senior business leaders, providing compliance guidance to support decision-making and operational risk management. + Maintain expertise in securities… more
- M&T Bank (North Palm Beach, FL)
- …needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ... ensure timely delivery of quality service and expand client relationships. + Support market efforts to develop new trust business; participate in client… more
- Bank of America (Winter Haven, FL)
- …their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, ... must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only. ... Retirement Plan Options: 1) FRS Pension Plan (Defined Benefit) 2) FRS Investment Plan (Defined Contribution) * Deferred Compensation (457) Plans * Financial… more
- Truist (Jupiter, FL)
- …work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment , trust and fiduciary services, and insurance services) in...updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting… more
- Lenovo (FL)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... competitive analyses, and executive-ready narratives that drive senior decision-making. + Support the design and launch of foundational systems and processes (KPIs,… more
- Lee County Board of County Commissioners (North Fort Myers, FL)
- …renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only. ... Retirement Plan Options: 1) FRS Pension Plan (Defined Benefit) 2) FRS Investment Plan (Defined Contribution) * Deferred Compensation (457) Plans * Financial… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only. ... Retirement Plan Options: 1) FRS Pension Plan (Defined Benefit) 2) FRS Investment Plan (Defined Contribution) * Deferred Compensation (457) Plans * Financial… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only. ... Retirement Plan Options: 1) FRS Pension Plan (Defined Benefit) 2) FRS Investment Plan (Defined Contribution) * Deferred Compensation (457) Plans * Financial… more