- PNC (Vero Beach, FL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor II within the PNC Private Bank organization, you will be ... the manager's discretion. **Job Description** + Supports accounts in accordance with investment objectives that have been developed with the client. Depending on… more
- Sands Investment Group (Fort Lauderdale, FL)
- …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Fifth Third Bank, NA (Pembroke Pines, FL)
- …developed sales and presentation skills. + Travel required within assigned territory. Investment Executive (Financial Advisor ) Southeast Florida LOCATION -- Fort ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with advisor managed portfolios and make appropriate ... practice in order to tailor solutions related to the investment management of their advisor managed portfolios,...related to the investment management of their advisor managed portfolios, including education and adoption of firm… more
- Navy Federal Credit Union (Pensacola, FL)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- JPMorgan Chase (Venice, FL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- PNC (Rockledge, FL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Rockledge, FL. ... advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Bank OZK (Fort Lauderdale, FL)
- … investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide ... & Scope Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement… more
- Truist (Tampa, FL)
- …7 years investment experience, which should include experience as an investment advisor , portfolio manager, or other investment -related activities with ... partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective… more
- Citigroup (Miami, FL)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- JPMorgan Chase (Jupiter, FL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …duties and responsibilities as assigned. **Skills:** + Industry best practices around investment management and advisor education. + Advanced concepts, practices ... 2-3 days a week at our Saint Petersburg, FL corporate offices._ Drive advisor business development with a focus on technology and education through consulting and… more
- Santander US (Miami, FL)
- …existing AIS accounts as well as the growth of new accounts. The Senior Advisor AIS proactively provides tactical investment ideas to professional clients based ... business development opportunities and acts as primary resource for investment communication. The Senior Advisor AIS report...primary resource for investment communication. The Senior Advisor AIS report to the Director of Portfolio … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Performs initial review of assets, and works with financial advisor in determining the proper asset allocation/ investment objective, security ... During annual review, identifies accounts that need action per investment policies. Works with financial advisor to...action per investment policies. Works with financial advisor to resolve these matters. * Attends client and… more
- Truist (Naples, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Robert Half Finance & Accounting (Boca Raton, FL)
- …will have a business degree and experience coming from an RIA (Registered Investment Advisor ), Private Equity Firm, Broker Dealer or similar. Knowledge of ... or a related field. + Experience coming from an RIA (Registered Investment Advisor ), Private Equity Firm, Broker Dealer or similar. Knowledge of reporting to… more
- Insight Global (Tampa, FL)
- Job Description A large broker-dealer and registered investment advisor firm local to the Tampa area is looking for 2 Compliance Associates to sit within the ... securities brokerage and investment advisory organizations. This person ensures that all retail...standards. In this role, you will be managing financial advisor and regulator inquiries through multiple platforms such as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …that all viewpoints, ideas and problems are addressed. + Interpret and apply investment advisor regulations and identify and recommend changes in policies and ... (OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and procedures used in the securities industry. +… more
- Paychex (St. Petersburg, FL)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... secure referrals to end users. + Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources. + Analyzes the… more
- Citigroup (Tampa, FL)
- …statements, regulatory filings, and board materials + Communicate cash position to the investment advisor as well as research cash and funding holdings ... differences with custodian + Assist with processing, balancing, and reconciling shareholder activity with transfer agent + Calculate daily net asset value and market value of portfolio holdings + Provide assistance on audits and review work for adherence to… more