- Truist (Ocala, FL)
- …problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. ... Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified...professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4.… more
- Citigroup (Miami, FL)
- …in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and ... to clients based on client profiling and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number… more
- Citigroup (Tampa, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …database is required. * General principles of banking and finance and securities industry operations is preferred. * Federal Reserve entity reporting requirements ... connection with corporate governance/entity management responsibilities. * Assisting legal counsel in connection with various corporate governance activities (eg,… more
- MyFlorida (Naples, FL)
- …lice. This position must always assure compliance with Florida Department of Health securities policy . This position will assist with outreach clinics and outbreak ... Knowledge, Skills, and Abilities: + Ability to effectively educate and counsel clients regarding health-related information + Ability to maintain confidential… more
- MyFlorida (Tallahassee, FL)
- …cases under state and federal antitrust laws, Florida False Claims Act, Florida securities law, Civil Racketeering and as needed civil complex enforcement of the ... taking and defending depositions, document discovery, negotiations with opposing counsel , inspections and copying of documents, interrogatories, stipulations and… more
- Citigroup (Tampa, FL)
- …relationship, entering into transactions or services with Citi, documenting trading in securities between two or more parties). This role requires a pragmatic, ... efficient manner + Collaborates with the firm's institutional clients and their internal/external counsel as well as Citi's first line, legal, second line and other… more
- First Horizon Bank (Tampa, FL)
- …+ FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance ... clients, communities and associates unlock their full potential with capital and counsel . Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank… more
- Citigroup (Jacksonville, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts… more