- Charles Schwab (Naples, FL)
- …area:** + **Naples, FL** The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for ... broader solutions, and industry trends. Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners,… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …costs in our area. Lee County's benefits package is offered to both regular Full- time positions and Part - time positions that are regularly scheduled to ... Salary $22.00 Hourly Location Fort Myers, FL Job Type Full- Time Regular Job Number 07637PC Department DOT Operations Opening...of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the… more
- Bank of America (North Port, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …costs in our area. Lee County's benefits package is offered to both regular Full- time positions and Part - time positions that are regularly scheduled to ... Salary $22.00 Hourly Location Fort Myers, FL Job Type Full- Time Regular Job Number 07502KL Department Animal Services Opening...of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the… more
- Marriott (Miami Beach, FL)
- …**Schedule** Full Time **Located Remotely?** ... including physical plant with attention to protection of the investment and plans to increase its value through superior...employee stock purchase plan at 15% discount, accrued paid time off (including sick leave where applicable), life insurance,… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …costs in our area. Lee County's benefits package is offered to both regular Full- time positions and Part - time positions that are regularly scheduled to ... Salary $20.00 Hourly Location Fort Myers, FL Job Type Full- Time Regular Job Number 07620PC Department DOT Operations Opening...of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the… more
- Bank of America (Boca Raton, FL)
- …their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, ... must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must...and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential… 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 ... complete the internship program have the opportunity to transition into a full- time role at Raymond James after graduation. **Department Overview** Asset Management… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …costs in our area. Lee County's benefits package is offered to both regular Full- time positions and Part - time positions that are regularly scheduled to ... of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the... Plan are eligible for renewed membership in the Investment Plan only. FRS reemployment rules apply for both.… more
- Raymond James Financial, Inc. (Ponte Vedra Beach, 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...deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take… more