- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...changing business landscape. **Responsibilities:** + Act as a trusted advisor to senior leadership and address high impact strategic… more
- JPMorgan Chase (Palm Beach, FL)
- …oversee the administration of the trust. **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our ... develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.… more
- JPMorgan Chase (Jupiter, FL)
- …their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, ... issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …comprehensive operational, compliance, and financial audits for Raymond James Internal Audit's Wealth Management Team. Manages the work of other auditors to conduct ... FINRA, SEC), especially those associated with broker-dealer and registered investment advisor business models. + Planning, organizing and conducting audits. +… more
- PNC (Palm Beach Gardens, FL)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in Palm Beach ... proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by delivering proactive… more
- Citigroup (Boca Raton, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (Plantation, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Edward Jones (St. Petersburg, FL)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Citizens (Naples, FL)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth … more