- Fifth Third Bank, NA (Sarasota, FL)
- …career in banking at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for registered securities ... representatives (eg, Investment Executives, or Wealth Management Advisors). Responsible and accountable...deepen existing client relationships. + Help with onboarding of Investment Executives, Wealth Management Advisors, or Licensed Investment… 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
- 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
- JPMorgan Chase (Orlando, FL)
- …Management **Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also ... effectively educate advisors who have a wide array of abilities, investment /capital market knowledge, and financial planning experience + Foundational knowledge in… 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 ... rating. + Attend executive level meetings including the weekly Investment Committee meeting and the monthly Watch or Worse...Project, which includes the preparation and presentation of an Investment Screening Memo to the Investment Committee.… more
- Truist (Tampa, FL)
- …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
- Regions Bank (Orlando, FL)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client… more
- NextEra Energy (Palm Beach Gardens, FL)
- …drive reliability-based maintenance strategies. Ensures asset management technology investments deliver measurable business value. Through seamless coordination ... lifecycle cost optimization + Ensure measurable business value from IT investments by tracking performance against KPIs (asset reliability, maintenance costs,… more
- CACI International (Homestead AFB, FL)
- …Specialist supporting Special Operations Command. South's operations, activities and investments in its area of responsibility. **Responsibilities:** + Assists the ... with other governmental organizations as required to solidify operations, activities, and investments . + Provides verbal or written products for the PBO such as… more
- Humana (Fort Lauderdale, FL)
- …reporting, corporate finance and disclosure, subsidiary management, licensing, investments , executive compensation, employee benefits. + Extensive interaction with ... phases of the transaction lifecycle-evaluating potential acquisitions, divestitures and investments , structuring deals, conducting due diligence, negotiating transaction documents,… more