- Citigroup (Jacksonville, FL)
- … and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently ... with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments)… more
- JPMorgan Chase (Miami, FL)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative ... RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through...are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of… more
- Wells Fargo (Miramar Beach, FL)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients… more
- Bank of America (Boca Raton, FL)
- …is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill ... Registered Wealth Management Client Associate Boca...investment advice and guidance._ _Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Citigroup (Jacksonville, FL)
- … and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently ... with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments)… more
- JPMorgan Chase (Melbourne, FL)
- …TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...(JPMS), a registered broker-dealer and investment advisor, member of… more
- Charles Schwab (Orlando, FL)
- … registered independent advisory firms. We provide access to sophisticated wealth -management services that help advisors attract and retain affluent clients, ... on matters relating to regulation, legislation, exemptions, filings and Schwab's Alternative Investment process, services , and policies. **What you'll do:** +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regulations (eg FINRA, SEC), especially those associated with broker-dealer and registered investment advisor business models. + Planning, organizing and ... compliance, and financial audits for Raymond James Internal Audit's Wealth Management Team. Manages the work of other auditors...of six (6) years of experience in the financial services industry. + OR ~ + Any equivalent combination… more
- Fifth Third Bank, NA (Naples, FL)
- …office management support for registered securities representatives (eg, Investment Executives, or Wealth Management Advisors). Responsible and accountable ... opportunities and deepen existing client relationships. + Help with onboarding of Investment Executives, Wealth Management Advisors, or Licensed Investment … more
- Bank of America (Winter Haven, FL)
- Financial Solutions Advisor - Registered Candidate - Lakeland FL Lakeland, Florida;Lakeland, Florida; Winter Haven, Florida **To proceed with your application, you ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lakeland/Financial-Solutions-Advisor Registered -Candidate Lakeland-FL\_25034835) **Job Description:** At Bank of America, we… more