- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with traders and team members to identify specific securities consistent with investment objectives + Support portfolio managers in delivering top service to RIA ... portfolio reviews, including credit assessments to determine continued suitability of investment consistent with risk tolerance and portfolio objectives. + Learn all… more
- Citigroup (Tampa, FL)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management....responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Mentor colleagues/peers on internal AML policies, rules and regulations. * Inform senior management about issues that may involve rule violations or potential ... reviews. * Rules and regulations of the US PATRIOT Act. * Fundamental investment concepts, practices and procedures used in the securities industry. * Principles of… more
- KeyBank (Naples, FL)
- …(preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...(preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD… more
- Fifth Third Bank, NA (Boca Raton, FL)
- …for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held ... and implementation of advanced planning techniques: (estate, tax, insurance, option, investment , retirement). + Reviews all client deliverables for which planner is… more
- MetLife (Tampa, FL)
- …its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee benefits, and asset management ... Join us! The Finance Technology team partners with the Financial Management Group (FMG) and Global Technologies Organization (GTO)...application. As a member of the GDI team, the Senior Technology Liaison acts as a liaison between business… more
- Oracle (Tallahassee, FL)
- …for our customers around the world who provide patient care. As a Systems Analyst III, your primary task will be to provide mission critical incident management ... Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:...12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including… more
- Oracle (Tallahassee, FL)
- …and workflows. Position Overview: We are seeking a highly experienced Nursing analyst to collaborate directly with clients at a prominent academic medical center ... Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:...12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including… more
- Oracle (Tallahassee, FL)
- …- Portfolio Manager and the roles within the pods (eg, Business Analyst , Integration Specialist, QA, etc.) and contribute to strategic planning, direction, and ... goal setting for the department or function in collaboration with senior management. + Drive the deployment of Customers workloads to Oracle Cloud by providing… more
- Citigroup (Miami, FL)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. +… more