- Raymond James Financial, Inc. (Boca Raton, FL)
- …presentations. * If Series 7 licensed: Assist with preparation of presentations and portfolio analyses for High Net Worth and institutional clients May assist with ... working structure, policies, mission, strategies and compliance guidelines. * Advanced investment concepts, practices and procedures used in the securities industry.… more
- Marriott (Dania Beach, FL)
- …strategy, managing profitability, managing revenue generation, and delivering a return on investment to both Marriott International and ownership. Leads the team in ... of meeting or exceeding guest expectations and developing strong associate teams. Builds relationships with key customers and is...while having fun. In joining Courtyard, you join a portfolio of brands with Marriott International. **Be** where you… more
- Regions Bank (Fort Lauderdale, FL)
- …At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and… more