- Lee County Board of County Commissioners (Cape Coral, 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
- Charles Schwab (Naples, FL)
- …10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + ... Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs,...managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills.… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... Fiduciary laws and principles sufficient to administer trusteed IRAs. + Fundamental investment concepts, practices and procedures used in the securities industry. +… more
- Robert Half Finance & Accounting (Fort Lauderdale, FL)
- …candidate will have extensive experience in real estate accounting, investment analysis, property management finance, and development projects. Key Responsibilities ... relationships, and debt compliance. + Manage capital calls, distributions, and investment accounting for real estate funds and partnerships. Team Leadership &… 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
- Regions Bank (Tampa, FL)
- …range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , etc.) to affluent clients. This role is responsible for rendering an ... Bachelor's degree in a business related field o Thorough understanding of Investment Services and Banking Industry o Solid understanding of Wealth Management… more
- Bank of America (Tampa, 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
- 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
- BMO Financial Group (Winter Park, FL)
- …have significant contacts among typical Asset Based Lending referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus ... and revenues for the bank via multiple sources of business including investment banks, private equity sponsors, and non-sponsor owned private and public companies… more