Investment Specialist Jobs in Florida

440 jobs

Job Description Investmen t Professional – PCD - Miami JPMorgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion a...

Description THE PRIMARY PURPOSEOF THE POSITION The Inbound Investment Specialist provides proactiveguidance on investment solutions via a needs-based consultative sellingapproach to both current and prospective clients who have placed an inboundcall to T. Rowe Price. In doing so,Inbound Investment Specialists will acquire and retain assets to T. Rowe Price ina manner consistent with the TRP bran...

2-5 years international investments/wealth management experience - prior Private Banking experience a plus focusing on LAMB. NASD Licensed Series 7, 63/ 66 Strong background in discretionary investment (traditional and alternative) and capital markets (equity, fixed income, FX derivatives, structured products) offering. Knowledgeable in broader Private Bank product offerings including: trusts, c...

Overview: About Us The Futurity First Insurance Group (ffig.com) is a nationwide independent distributor of Life insurance, annuities, senior health insurance, LTC, DI and investment products focused on the needs of the pre-retiree and retiree market. Through its two companies, Futurity First Career and Dressander/BHC, Futurity is one of the largest multi-carrier distributors of fixed indexed an...

Senior Investment Representative SUMMARY Produce revenue from the sale of approved non-traditional investments. Provide exceptional service to existing customers of IFS. Offer exceptional sales support of approved non-traditional investments to Platform Annuity Specialists. If applicable, add value to existing relationships of Private Banking and Commercial clientele. Essential Duties and Respon...

JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.1 trillion, $164.7 billion in stockholders' equity and operations in more than 60 countries. Our clients include millions of U.S. consumers and many of the world's most prominent corporations, institutions, and governments. Our Asset Management franchise, which includes J.P. Morgan Private Bank, is one of the large...

Employee Type: Contingent/Temporary Duration: 120 - 180 Days Pay Rate: Negotiable Job ID: 305962-11211-1-366643 Contact: Recruitment Delivery Center 1117 Perimeter Center West, Ste. E-402 Atlanta, GA 30338 Phone: 470/385-3330 Fax: 714/941-1759 Are you crazy about checks and balance procedures and closing on deadlines? If so, this just may be the opportunity you're looking for! Volt is lo...

For over 150 years, PNC has grown into one of America's most respected banks, because we're committed to helping customers and employees reach their goals. You can depend on PNC to provide the training you need, along with an inclusive culture that recognizes your talent, values diversity and cares about social responsibility. Working with us means having an opportunity you can feel good about, wi...

For over 150 years, PNC has grown into one of America's most respected banks, because we're committed to helping customers and employees reach their goals. You can depend on PNC to provide the training you need, along with an inclusive culture that recognizes your talent, values diversity and cares about social responsibility. Working with us means having an opportunity you can feel good about, wi...

The Rollover Specialist will contact existing pension customers to review options including Rollover IRAs and other investment products. This is a salaried, non-commissioned, inside phone sales opportunity, involving warm-calling (no cold calling!) **Candidates must have a currently active FINRA Series 6 (or S7) license, and must be willing to obtain a Series 63 and FL2-15 license. Bachelor's deg...

SUMMARY Franklin Square is a leading manager of alternative investment funds designed to enhance investors’ portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors. The firm’s funds offer “endowment-style” investment strategies that help construct truly diversified portfolios and manage risk. Fra...

Company Confidential
Plaintiff’s Securities Firm seeking Legal Researcher: The role of the Legal Researcher is to investigate potentially fraudulent investments and further examine the sales practices behind those investments. Candidate must be reliable, self-motivated, and reside in the Tampa Bay area. Keys: The ability to take large amounts of information and sift it for what is important An excellent attention ...

Employee Type: Contingent/Temporary Duration: 120 - 180 Days Pay Rate: Negotiable Job ID: 305962-11211-1-366637 Contact: Recruitment Delivery Center 1117 Perimeter Center West, Ste. E-402 Atlanta, GA 30338 Phone: 470/385-3330 Fax: 714/941-1759 Are you a wizard at resolving client issues and working as a liaison between teams? If so, read further to learn about a job opportunity that may b...

Scanco: Scanco is dedicated to providing end-to-end warehouse management solutions for Sage 100 and Sage 500 ERP customers. We help you to leverage your ERP investment by automating and enhancing shipping, receiving, physical counts, route delivery and manufacturing in a real-time environment using mobile applications. Description The Software Sales Specialist has an opportunity to join our tea...

City: Tampa State: FL Postal/Zip Code: 33637 Oldcastle Materials Southeast Division is a part of Oldcastle Materials, Inc., the third-largest aggregates and ready mixed concrete producer, and the number one asphalt producer in the United States. The companies within the Southeast Division are: Preferred Materials – Asphalt & Concrete, Conrad Yelvington Distributors, and Midsouth Paving & Aggreg...

The Account Specialist will be responsible for supporting one or more Investment Advisors in different locations and their book of clients. In this position, monthly investment reports and quarterly client meeting materials will be compiled using holdings and performance information from multiple internal and third party sources. The Account Specialist will learn all aspects of the Investment Advi...

Elevate Your Career at ditech: Ditech Mortgage Corp (“ditech”) is actively seeking production teams that are looking to grow professionally and financially. Take advantage of what we can offer you and your team to elevate your career and income. Our focus is on teams of self-sourcing state licensed loan originators with the skill and experience to generate quality mortgage loans through a network...

Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results,...

Florida Hospital Medical Group (FHMG) neighborhood-based practices are located throughout Central Florida in convenient and easily accessible locations in Lake, Orange, Osceola and Seminole counties. From primary care to robotic surgery and ground-breaking cancer treatment, FHMG doctors and staff provide treatment and care for our patients at their practices and at Florida Hospital’s seven campuse...

As a Financial Specialist for PNC, you will have a unique opportunity to demonstrate our Brand Promise by making it easy for customers to achieve their financial goals with confidence. You will do this by leveraging all PNC Lines of Business, including PNC Investments. You will guide customers to the channel(s) best suited for them, deepen the overall relationships, and grow revenue by increasing ...