- Raymond James Financial, Inc. (Weston, FL)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... duties and responsibilities as assigned. **Knowledge of** + Software necessary for portfolio analysis. + Investment concepts, practices and procedures used in… more
- Arrowroot Capital (Miami, FL)
- …The Associate will work collaboratively with management teams at portfolio companies to help build value through efficient sales & marketing operations, ... agencies on this role.* Job Summary: Arrowroot Capital seeks a Miami-based Associate with 1-3 years of post-undergraduate experience in technology investment … more
- JPMorgan Chase (Miami, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in… more
- UKG (Weston, FL)
- …outbound outreach to acquisition targets as well as inbound solicitations from investment bankers + Update / maintain acquisition target database with current deal ... to inform financial forecasts + Manage cross-functional diligence process to build investment layer / cost synergies / operational budgets for valuation models +… more
- 1000heads (Miami, FL)
- SUMMARY OF ROLE We're looking for an Associate Motion Director with a strong foundation in motion design and a keen eye for crafting clean, branded content across ... elevating ideas into polished, effective, and culturally relevant visual storytelling. As Associate Motion Director, you'll play a key role in shaping how brands… more
- JPMorgan Chase (Miami, FL)
- …the opportunity to take your career to the next level. As a Private Banker Associate in the US Private Bank, you are responsible for providing support to a Senior ... to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate… more
- Truist (Miami, FL)
- …(United States of America) **Please review the following job description:** Manages a portfolio of Medical or Legal clients, either physicians and their practices or ... Wealth Advisors and Specialty Relationship Managers Typically manages a portfolio of Medical clients or legal clients with total...are met where needed. 3. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial… more
- Abbott (Hollywood, FL)
- …that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and ... you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent… more
- First Horizon Bank (Coral Gables, FL)
- …opportunities with Wealth partners. + Assists Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients. Monitors ... required; 2 - 4 years preferred. + Proficiency with MS Office Suite + Applicable Investment Licenses - Series 7 / 66 and insurance within first 6 months + Good… more
- Regions Bank (Coral Gables, FL)
- …a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + ... of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the… more
- Marriott (Fort Lauderdale, FL)
- …efforts. Shares responsibility for achieving group revenue goals, guest and associate satisfaction. Implements the brand's service strategy and applicable brand ... performance by increasing revenues, controlling expenses and providing a return on investment for the owner and Marriott International. * Implements the brand's… more
- Regions Bank (Coral Gables, FL)
- …At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth ... services industry experience in commercial banking, consumer banking, trust investment , wealth management, or related **Skills and Competencies** + Anticipates… more
- University of Miami (Miami, FL)
- …University of Miami has an exciting opportunity for a full time for an Associate Vice President. The Associate Vice President (AVP), Marketing Operations and ... engagement. This key leader oversees budget managers, and marketing portfolio leaders across the organization. The AVP leads relationship/account management,… more