- Truist (Tampa, FL)
- …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... team and/or Management . Proactively engage partners within the firm to identify...team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance… more
- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more
- Truist (Fort Lauderdale, FL)
- … Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. ... in presentations to clients and interact with other Truist wealth teammates. + Actively engaged in risk management...oral and written communication skills. + 2+ years of investment management / trading or related experience.… more
- Truist (Orlando, FL)
- …and escalate complex matters to Team Lead and/or Divisional Sales Management . + Review of Electronic Correspondence/Social Media Review to ensure compliance ... Insurance Licensing + 5 or more years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance. + Must have… more
- Truist (Ocala, FL)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...of the Financial Advisor team to increase assets under management , sales and service. 3. Develop and maintain a… more
- HUB International (Coral Gables, FL)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... + High Degree of self-motivation, discipline, and discretion. + Advanced time management and organization skills. + Strong Microsoft Word, Outlook, and Excel… more
- HUB International (Coral Gables, FL)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... + High Degree of self-motivation, discipline, and discretion. + Advanced time management and organization skills. + Strong Microsoft Word, Outlook, and Excel… more
- Truist (Port Orange, FL)
- …knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 6. Plan and execute all team ... events, including functions co-branded with internal partners such as Wealth and Insurance. 7. Oversee the use of contact... and Insurance. 7. Oversee the use of contact management tools to track all business and prospecting activities.… more
- Truist (Orlando, FL)
- …Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. **General Description of Available Benefits ... a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those… more
- HUB International (Tallahassee, FL)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... should be brought to the attention of the CCO. Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel:… more
Recent Jobs
-
Staff Psychologist - Part-Time 20 hours/week
- Veterans Affairs, Veterans Health Administration (Bismarck, ND)
-
Contracted Early College Data Support Specialist
- State of Massachusetts (Everett, MA)
-
RN Manager Telemetry
- HCA Healthcare (Charleston, SC)
-
Hospice Executive Director
- Gentiva (Terrell, TX)