- Bank of America (Tampa, FL)
- Financial Solutions Advisor - Consumer Investments - Tampa Market Tampa, Florida **Job Description:** At Bank of America, we are guided by a common ... purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Rules and regulations of the Federal Reserve Banking System (FRB); Consumer Financial Protection Bureau (CFPB); Federal Deposit Insurance Corporation (FDIC); ... areas. May lead projects of moderate scope and complexity. Serves as a Technical Advisor to teams. Some guidance is provided to perform varied work that is somewhat… more
- PNC (Tampa, FL)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in ... this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations.… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- PNC (Tampa, FL)
- …and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... : PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- JPMorgan Chase (Tampa, FL)
- …or Chief of Staff-type role JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, ... Do you enjoy being a trusted advisor ? You have found the right team. As...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Citigroup (Tampa, FL)
- …provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, ... of competitors' products and services. + Acts as an advisor or mentor to junior team members. + Requires...transparency. **Qualifications:** + 10+ years relevant experience in architecting financial services solutions + Proven experience in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and ingenuity to make moderately complex decisions. Resolves and recommends solutions to complex problems. Extensive contact with internal and external customers ... while processors are out of the office. * Manage borrower and/or Advisor escalations. Coordinate with leadership to communicate and find resolution. * Verifies… more