- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more
- Guardian Life (Tallahassee, FL)
- …opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities. + Work closely with Guardian's broker ... on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a… more
- Bank of America (Destin, FL)
- …+ Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) ... + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or… more
- Citigroup (Tampa, FL)
- … funds , structures involving third party lenders, Special Purpose Vehicles, mutual funds and the like **Education:** + Bachelors/University degree, Master's ... degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. You will be a member of Prime Finance team and work closely with stakeholders to support a rapidly growing… more
- Florida Atlantic University (Boca Raton, FL)
- …requisition/order processes and telecom/phone. + Review all expenditures to ensure adequate funds and appropriate use of funds and an appropriate audit ... a culture of strategic and collaborative community engagement that results in mutual benefit to the institution and the various internal and external communities… more
- Mayo Clinic (Jacksonville, FL)
- …**Responsibilities** **$20k sign-on bonus available for qualified candidates, plus relocation funds !** At Mayo Clinic, you will experience: + The highest quality ... and research. You'll discover a culture of teamwork, professionalism, and mutual respect. Competitive Total Compensation & Benefits Package: + Competitive salary… more
- Charles Schwab (Orlando, FL)
- …work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. ... We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will… more
- Bank of America (Bradenton, FL)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions * ... Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as… more
- Charles Schwab (Orlando, FL)
- …will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds , separately managed accounts, option trading), setting you up for success ... to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and operations. + Knowledge of products, including equities, ADRs, ETFs, UCITs, and Mutual Funds . + Financial markets and investment products and services. + ... Mathematical ability sufficient to calculate transactions accurately and efficiently. + Intermediate Excel experience. + Advanced analytical skills: analyze data to draw logical conclusions and interpret results for use in decision-making. + Personal… more