- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional ... scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps… more
- TD Bank (Aventura, FL)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
- Thrivent Financial (Destin, FL)
- …them build, grow and protect financial well-being through purpose-based advice, investments , insurance, banking and generosity. At Thrivent, you'll receive the ... affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments , banking and generosity products and programs. For more than 100… more
- Arena Investors LP (Jacksonville, FL)
- …portfolio companies. *Draft internal memorandum on existing and follow-on investments , account amendments/renewals and other investment committee presentations ... Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by… more
- Citigroup (Miami, FL)
- …consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking ... transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards… more
- JPMorgan Chase (Palm Beach, FL)
- …building, preserving and managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to both advise current clients on ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- Cherry Bekaert (Tampa, FL)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community ... and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as...+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more
- Cherry Bekaert (Tallahassee, FL)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 14,530 direct jobs, served 489,860 clients through nonprofit ... investments , and helped create over 7.1 million square feet...+ Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… 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
- Coinbase (Tallahassee, FL)
- …you'll be doing (ie. job duties):* * Support all aspects of the Ventures investment lifecycle, including: * Be an external presence in the crypto ecosystem, building ... matter expert in multiple themes / verticals to support both Ventures investments and broader Coinbase product strategy, and independently lead investments … more