- Deloitte (Jacksonville, FL)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… 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...banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and… more
- Truist (Jupiter, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... with clients and prospects * Partners with Truist product specialists, including investments , trust, mortgage, insurance, etc., using a team approach to deliver… more
- Aegon Asset Management (FL)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; ... **Knowledge of** + Advanced concepts of private wealth management planning; investment management; and specialized products. + Advanced principles of banking, trust… more
- KeyBank (Palm Beach Gardens, FL)
- …ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers ... Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client… more
- Coinbase (Tallahassee, FL)
- …develop research and insights from the edges of onchain innovation to drive investment thesis and inform CB product strategy, prosecute multiple investment ... around the world. *What you'll be doing (ie. job duties):* * Lead investments end to end from thesis development, category mapping, sourcing, evaluating, closing and… 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 ... Housing Investments , Fixed Income Sales & Trading, and Public Finance...Holding Company, and state regulatory frameworks. + Financial markets, investment products, and electronic trading risks. **Advanced Skill in:**… more
- First Horizon Bank (Orlando, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... clients and prospects. + Partners with wealth and banking specialists, including investments , trust, mortgage, insurance, etc., using a team approach to deliver… 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 ... trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee… more