- Citigroup (Miami, FL)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...+ Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… more
- Regions Bank (The Villages, FL)
- …Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer ... and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + Conducts and/or participates in investment … more
- Edward Jones (St. Petersburg, FL)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential… more
- Navy Federal Credit Union (Pensacola, FL)
- Overview To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To ... provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (eg, merchants, 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
- Robert Half Finance & Accounting (Boca Raton, FL)
- …building a finance and accounting team that is as forward-thinking as our investment strategy. This is an exciting opportunity for a talented accounting professional ... + Prepare quarterly and annual financial statements for funds and investment entities. + Support investor reporting, capital calls, and distribution notices.… more
- MyFlorida (Miami, FL)
- …Retirement System: + Pension Plan (Traditional Retirement Pension Plan) + Investment Plan (401(K)-Type Retirement Plan) + Deferred Retirement Option Program (Drop) ... any prior distributions, and you may continue receiving distributions from the Investment Plan or Pension Plan without interruption. REQUIREMENTS: Please note, when… more
- Raymond James Financial, Inc. (Winter Park, FL)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...platforms. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities… more
- Lee County Board of County Commissioners (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