- JPMorgan Chase (Tampa, FL)
- …role in delivering innovative solutions and exceptional client experiences across the Securities Services organization. As a Client Solutions and Implementations ... end-to-end project delivery for new and incremental business within Securities Services . You'll work with a wide.... You'll work with a wide range of clients-including asset managers, hedge funds, private equity, pension funds, banks,… more
- Truist (St. Petersburg, FL)
- …of retail solutions including banking, mortgage, planning, investments, and insurance services . Leverage the Truist referral network to generate client acquisition ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should… more
- MyFlorida (Tallahassee, FL)
- …for sales , purchases, maturities, and other transactions of investment securities in the Treasury's investment accounting system. + Reconcile the daily cash ... E-Verify Website (http://www.dms.myflorida.com/workforce\_operations/human\_resource\_management/for\_job\_applicants/e\_verify) . Requisition No: 865913 Agency: Financial Services Working Title: FINANCIAL EXAMINER/ANALYST SUPV - SES -… more
- TD Bank (New Smyrna Beach, FL)
- …investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial ... role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts with ... + Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events. + Answers… more
- Guardian Life (Tallahassee, FL)
- The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing ... owner clients. **You will** Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Knowledge of:** * Fundamental concepts, principles and practices of the securities industry and asset management products. * Broker/dealer operations. ... regional wire houses, financial advisors/brokers and agents to generate required production/ sales revenue from financial products throughout a given territory. Leads… more
- JPMorgan Chase (Tampa, FL)
- …banks + Understanding of diverse financial products such as trade, escrow, treasury services , custody, and securities & collateral management + Proficiency in ... KYC Operations Reviewer team, part of Digital and Platform Services , you will lead a team of Reviewers in...with the WKOR Production Team and key partners across Sales , Reference Data, Credit, Legal, and Compliance. Your responsibilities… more
- Edward Jones (Lecanto, FL)
- …experience within the securities /financial services industry + Financial services and/or sales experience + Financial services registration, ... fee was required for consideration 2 As your new asset compensation and commissions increase over the first five...a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning… more
- JPMorgan Chase (Miami, FL)
- …of related experience + Strong understanding of Commercial Banking products and services + Understanding and interest in high growth software, payments, ecommerce ... and marketplaces + Excellent sales management and business development skills + Proficiency in...get things done + FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within… more