- Bank of America (Jacksonville, FL)
- …of cash settlement, custody oversight, and dividend distributions for Mutual Fund, Alternative Investment and Money Market positions for US Trust and Merrill ... work impacts other operational units **Line of Business Job Description:** The Investment and Monetary Controls Teams play a significant role within Global Wealth… more
- Bank of America (Jacksonville, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Edward Jones (Fort Lauderdale, FL)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... We're proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of… more
- Citigroup (Miami, FL)
- …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Bank of America (Boca Raton, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Jacksonville, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Truist (West Palm Beach, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Lincoln Financial (Tallahassee, FL)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
- Bank of America (Tallahassee, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Citigroup (Miami, FL)
- …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more