- 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 (Jacksonville, FL)
- …best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support ... coverage report + Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth + Maintain and… more
- JPMorgan Chase (Jacksonville, 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
- JPMorgan Chase (Palm Coast, 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
- Morgan Stanley (Ponte Vedra Beach, FL)
- …Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 **Job:** ** Wealth Management* **Title:** * Registered Client Service Associate ... *POSITION SUMMARY* Registered Client Service Associates provide exceptional... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more
- Edward Jones (Gainesville, FL)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...of the way, providing:** + Paid training - Get registered and licensed and learn how to be a… more