Investment Consultant Jobs in Tampa, Florida

60 jobs

Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Ora...

Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investm...

Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investme...

Financial Sales Consultant - Tampa, FL At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities •Offer a broad range...

*Job Summary:* Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their practices to various Raymond James Financial divisions. Extensive contact with internal and external customers is ...

Portfolio Consultant - PCG-1501934 Description Job Summary: Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with high net worth client portfolios and make appropriate recommendations when warranted. Detailed instructions, procedures and guidelines are p...

Business Dev Consultant III-RIA-1501824 Description Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their practices to various Raymond James Financial divisions. Exten...

Associate Financial Consultant - Tampa, FL At Regions, the Associate Financial Consultant will assist a Financial Consultant to establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice. Primary Responsibilities Establish joint appointments with Financial Consultants and customers Work with Financial Consultant on prepar...

Job ID: 20150603-2033 Description: Tampa - FL, BRFLTB, 4830 W. Kennedy Blvd, 33609-2522We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strat...

Detailed Description THE COMPANY E*TRADE Financial is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first‐ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of offering easy‐to‐use solutions for individual investors and stock plan participants. Founded on the principle of inn...

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance,...

Florida’s largest credit union, Suncoast Credit Union, is looking for a Retirement Plan Consultant in Hillsborough County to add to its growing trust and investment program. This position will educate and advise school board employees on retirement planning and saving through the use of 403(b) and 457(b) tax-sheltered savings account. The individual will be responsible for increasing new enrollmen...

Job Location Tampa, FL Job Description This position reports to the manager of the Derivatives GAAP Accounting and Financial Reporting team, which is responsible for the GAAP accounting and financial reporting related to MetLife Inc.’s investments in derivatives Functional Responsibilities: Responsible for GAAP accounting research for new guidance and existing derivative strategies. Responsib...

Job Location Tampa, FL Job Description The Senior Tax Consultant will be involved in the preparation, review and documentation of US Domestic Income tax calculations, supporting workpapers and tax disclosures related to investments. This position will be involved in researching tax issues as needed, and assist in developing and coordinating tax packages in response to inquiries from others in T...

Job Location Tampa, FL Job Description This position is a member of the Strategic Investment Initiatives Unit which is responsible for implementation of special initiatives supporting Investment Financial Management. Typical initiatives include investment acquisition integrations, new investment accounting system implementations and investment accounting process improvements. Project management...

Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.Oracl...

Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.Oracl...

*Job Summary:* Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to facilitate the creation and implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to Raymond James and Associates (RJA) and Raymond James Financial Services (RJFS). Fosters...

Our client, a leading global financial services company, hasapproximately 200 million customer accounts and does business in more than 140countries. They provide consumers, corporations, governments and institutionswith financial products and services, including consumer banking and credit,corporate and investment banking, securities brokerage, transaction services,and wealth management.Oracle fun...

Transition Consultant II-1502194 Description Job Summary: Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to facilitate the creation and implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to Raymond James and Associates (RJA) and Ra...