- World Insurance Associates, LLC. (Miami, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Position Summary + Independently leads client strategy and service on the largest and most complex clients across the company, a typical client generates over $100k in annualized revenue. Clients are often self-funded, with 500+ enrolled EEs. +… more
- World Insurance Associates, LLC. (Titusville, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Personal Lines Inside Sales Representative The Inside Sales Representative for Personal Insurance is a licensed sales professional responsible for generating new business through inbound and outbound sales activity. This individual handles client… more
- World Insurance Associates, LLC. (Miami Lakes, FL)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR ... solutions. Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. Uses… more
- JPMorgan Chase (Miami, FL)
- DESCRIPTION: Duties: Conduct quantitative analyses of information involving investment options and/or financial data for high-net-worth (HNW) individuals and ... and risk tolerance. Analyze market trends and economic conditions to recommend investment opportunities to HNW clients in Argentina, Chile, and Uruguay, monitoring… more
- JPMorgan Chase (Tampa, FL)
- Investment Middle Office Departmental Outline: JPMorgan Chase's Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of ... and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR). As a Investment Book of Record… more
- JPMorgan Chase (Tampa, FL)
- Investment Middle Office Departmental Outline: JPMorgan Chase's Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of ... and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR). As an Investment Book of Record… more
- Bank of America (Pensacola, FL)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- MyFlorida (Ocala, FL)
- …accounts, and various other supplemental insurance options; + Enrollment in the Florida Retirement System (2 plan options Pension or Investment ); + Monthly ... calendar. If you are a retiree of the Florida Retirement System (FRS), please check with the FRS at...are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible… more
- Bank of America (Sarasota, FL)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life… more
- Bank of America (Palm Beach, FL)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more