- Oracle (Tallahassee, FL)
- …Global Banking, Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management , Private Wealth Management , and Cash & Profitability ... solutions because we connect thousands of companies with enterprise products they can trust . We are the leader in the Financial Services space globally. The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …consistent service delivery, and strong cross-functional collaboration. **Knowledge of** * Wealth management and financial advisory business models, particularly ... the independent contractor division. * Lead a team of senior relationship management and operational professionals that deliver expert guidance and business support… more
- Citigroup (West Palm Beach, FL)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (Miami, FL)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Truist (Tampa, FL)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more
- Coinbase (Tallahassee, FL)
- …needs of a high-growth and fast paced organization. * Experience in Banking, Wealth Management , Corporate Finance, Asset Management , FinTech or Crypto. ... a best in class experience for our customers through effective stakeholder management , task management , decisive prioritization, and efficient execution. *… more
- US Bank (Tampa, FL)
- …for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). **Basic Qualifications** - Bachelor's degree, or ... excel at-all from Day One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment… more
- JPMorgan Chase (Miami, FL)
- …on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing ... but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized… more
- JPMorgan Chase (Miami, FL)
- …(LATAM) region, and use resulting analyses to provide personalized financial advice and wealth management strategies tailored to LATAM clients' goals and risk ... requires knowledge of the following skills: banking products, credit facilities, trust services, estate planning, and tax planning; Latin America (LATAM) markets,… more
- SCI Shared Resources, LLC (Jacksonville, FL)
- …to detail + Follows through on all customer problems and requests + Builds trust -based relationships to earn the right to ask for referrals + Earns the right ... + Company-Provided Leads - we use the world's #1 lead- management system and other best-in-class technology platforms + Ongoing...well as eight free counseling sessions per incident. BETTER WEALTH : We are committed to providing the means and… more