Investment Banker Jobs in Gulfport, FL

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 165 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. Our mission is to empower our advisors and clients to reach their dreams. In a company with such a long and storied history, this is an exciting time to be a part of our firm. We are growing, and we want you to grow with us! Lamar Edwards is a dedicated professional who has been making a positive impact in the financial industry for over seven years. In his current role as the Growth and Development Director at Northwestern Mutual, Lamar brings his wealth of experience and expertise to guide and mentor a team of talented advisors. He is passionate about fostering a collaborative and supportive environment, where every team member has the opportunity to grow both personally and professionally. Lamar's leadership style is rooted in his belief in the power of teamwork, hard work, and a shared commitment to excellence! Northwestern Mutual enjoys premiere national recognition including: · Ranks 111 on the FORTUNE 500 list · One of the "World's Most Admired" life insurance companies (FORTUNE , 2020) · One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019) Position Overview We are actively seeking new Financial Representatives to join our growing practice in our Tampa Westshore office on Lamar Edward's Team. **No prior finance experience required, career changers welcome! As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future so they can live more and worry less. As a business owner with unlimited earning potential, you will experience the power of independence and flexibility - with the freedom to craft a workday around your life. Ideal candidates are entrepreneurially minded and values-driven leaders who believe in the value of financial planning and have a desire to make an exponential impact in the community. Through a holistic planning approach that integrates insurance and investments inside a comprehensive financial plan, Northwestern Mutual Financial Representatives help their clients navigate their financial lives through a wide range of financial planning services including: · Asset and Income Protection / Insurance Planning · Retirement Planning · Education Funding · Investment Advisory Services · Fee-Based Financial Planning · Business Planning · Estate Planning Financial Representatives at Northwestern Mutual enjoy continued support through our best-in-class Advisor Support Platform: · A nationally recognized Training and Development program with a well-defined leadership path that integrates education and experiential learning · Ongoing development, mentors, joint work, and product specialists · Comprehensive personal and business planning analysis tools · Insurance and investment operations team · Product sales support and client servicing · Aggregated client account software · Financial support for professional designations and certifications Preferred qualifications We are interested in candidates with a wide variety of work experience, including but not limited to: financial services, business development, career changers, hospitality, banking, sales, marketing, management, educators, athletes, logistics, communications, real estate, entrepreneurs, military veterans, lawyers, attorney, brokers, and community influencers. · Bachelor's degree from a four-year institution · An entrepreneurial spirit and desire to create an impact in the community · Strong interpersonal and networking skills · Self-starter and highly motivated · History of high achievement demonstrated by rapid growth and consistent, measurable results · Prior sales and/or business experience preferred Benefits · Medical, Dental and Vision Insurance · Two company-funded retirement plans · Group Life Insurance · Group Disability Income Insurance · Flexible Spending Account (FSA) · Sponsorship and training for licenses and professional designations · Leadership Opportunities · Sponsorship of licenses and other professional designations (including Florida 2-15 Life, Health, and Variable Annuity Agent License and FINRA licenses) Additional Details Location: 1511 N West Shore Blvd, Suite 800, Tampa, FL 33607

Associate, Project Structuring and Investment The Company Plenary Americas is a leading specialized developer of, and equity investor in, long-term Public-Private Partnership (PPP) infrastructure projects. Since its inception in 2005, we have built a portfolio of 60 projects and more than USD $23.5 billion / CAD $30.3 billion in North American assets under management. We are determined in our approach to deliver first-class infrastructure, build the right delivery solutions for the projects we work on and inspire people with our vision for transformational spaces. Why work for Plenary? Recognized as a Great Place to Work in the US and Canada, we pride ourselves on our workplace culture. Our focus is on empowering our employees, driving results, building strong camaraderie, and celebrating our wins as a team. Our people and our workplace culture are our driving forces to bring infrastructure to life. Learn more about us by visiting *********************** The Role As an Associate in the Project Structuring and Investment (PSI) Group, you will be part of a team leading our pursuit of P3 projects across North America. Working closely with senior management, you will be responsible for helping to structure and deliver debt and equity financing solutions, assisting with negotiating commercial arrangements, managing technical delivery strategies, and supporting the entire PSI Group in its general business activities. The ideal candidate is a lateral thinker with the ability to identify solutions to complex problems and be interested in a career within the private equity environment. You must demonstrate strong attention to detail, time management, communication, ownership mentality, organization of data/information, self-initiative, work ethic, and integrity. Reporting to the Group Co-Head, Project Structuring and Investment, your primary responsibility will be to build and manage the financial model for P3 projects in the US and Canada and support the business in all activities including traditional and new P3 procurement processes, the development and implementation of new PSI business initiatives and general corporate initiatives. Responsibilities Financial modeling and analysis, including development and execution of detailed bank and capital markets funding solutions. Supporting finance workstream on pursuits including model auditor, lenders' technical advisor, lenders' insurance advisor and rating agencies. Review, understanding, and application of commercial structures for potential transactions. Assist bid lead in developing team's response to requests for qualifications and requests for proposals. Preparation of documents including research papers, executive reviews, investment summaries, ratings papers, client communications, presentations, project management plans, progress reports, bid forms and other bid deliverables. Internal communication and external communication with consortium partners, consultants and advisors. Support senior management in other PSI activities and corporate initiatives as required. Required Qualifications & Experience Minimum Bachelors degree preferably in Finance, Economics, Accounting, Mathematics or Engineering or equivalent combinations of education and experience will be considered. Minimum two (2) years' work experience in a structured transactional environment in investment banking, advisory, development, or accounting, together with a general understanding of project finance and related accounting and taxation principles. Prior experience in a P3 infrastructure development and investment environment will be highly regarded. Strong analytical skills with the ability to create, complete and manage complex Microsoft Excel financial models. Excellent organizational and coordination skills with the ability to effectively manage time, priorities, data, and multiple deliverables. Solid communication skills (both written and oral) with the ability to make and create bid submission documents, credit papers and contract reviews and explain them in a clear and concise manner. Ability to work independently with minimal direction, but also work cohesively in a small team environment. Ability to work in a fast-paced, iterative, entrepreneurial environment. Understanding of general business law with the ability to review and comprehend legal documents. Advanced Microsoft Excel skills and experience with other Microsoft Office tools. What we offer Competitive salary with annual bonus potential. Comprehensive benefits package including medical, dental and vision, and 401k/RRSP plan with employer contribution. Four weeks' vacation plus public holidays and other discretionary leave. Long-term development opportunities and ability to be part of an exciting and growing industry. Note: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest. We are committed to continuous improvement and a diverse and inclusive workplace for all. Plenary Americas is an Equal Employment Opportunity employer and employment decisions are based on merit and business needs only. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! What is the Alternatives group responsible for? Franklin Templeton began the decade under the leadership of Jenny Johnson, who became President and CEO in February of 2020 and led the acquisition of several companies to propel the firm into a new phase of growth, including the largest and most significant acquisition in the company's history, Legg Mason. Legg Mason and its specialist investment managers added differentiated capabilities to Franklin Templeton's existing investment strategies, bringing notable leadership and strength in core fixed income, active equities, multi-asset solutions, and alternatives, a key growth area. A concentrated focus on alternatives led to the more recent announcement of Franklin Templeton's acquisition of Lexington Partners, a leader in secondary private equity and co-investments. With the closure of the Lexington and Alcentra transactions, the firm includes top-tier specialist investment managers across all key alternative categories: private and alternative debt, unconstrained and hedge strategies, real assets, real estate, infrastructure, private equity, and venture. As of November 1, total alternative assets under management total $260 billion. In addition to Lexington, Franklin Templeton's diverse collection of alternative specialist investment managers (SIMs) includes: * Benefit Street Partners (BSP) -- a leading credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies; * Clarion Partners -- a pure-play real estate investment manager offering strategies across the risk-return spectrum; * K2 Advisors (K2) -- a global investment manager covering all aspects of hedge fund and liquid alternatives investing; * Templeton Private Equity Partners -- provides capital to small and mid-sized companies in emerging markets. What is the Associate, Alternatives Investments responsible for? The Associate, Alternatives Investments plays a key role within the Franklin Templeton (FT) Alternative Sales organization by helping to drive sales and build relationships with Financial Professionals selling Franklin Templeton Alternative Investment products. As a partner to a Director, Alternatives Investments the Associate, Alternatives Investments will develop and maintain existing relationships and identify and acquire new business within their assigned territory to meet sales goals. Our team thrives on collaboration, creative competitions, and thoughtful communication with clients and prospects. With an incredibly supportive environment, this team is perfect for someone who is competitive but eager to have an approachable team around them. What are the ongoing responsibilities of an Associate, Alternatives Investments? * Increases FT assets under management (AUM) by engaging with Financial Advisors (FAs) through phone and digital mediums to attract new assets and retain existing assets. * Establishes new relationships and maintains and grows existing relationships with FAs by providing investment advice, recommendations, and ideas; information on FT Alternative Investment products and solutions; portfolio manager perspectives; and market/industry products. * Demonstrates how FT's Alternative Investment products fill identified gaps in client business needs. * Collaborates with a sales team, including a Senior Advisor Consultant, Sales Coordinator, analyst, and other business partners to develop a business plan and optimal contact strategy for top priorities. * Builds internal relationships and knowledge of firm-specific requirements to help position our Alternative Investment products and drive sales across product lines. * Utilizes a variety of resources, including portfolio construction, hypothetical, and optimization tools, to consult with FAs on their portfolio needs and opportunities. * Engage internally and externally produced market and product updates to incorporate thematic ideas and talking points into conversations. * Participates in ongoing training to support market and product analysis. * Embraces campaigns to take advantage of changes in market conditions and product-related opportunities by providing value-added advice. * Demonstrates proficiency of the sales process. Keeps accurate, complete records of contacts with customers and prospects through use of CRM (training provided). * Serves as a liaison to all operational and service issues, working with internal partners to help successfully resolve appropriate issues. Essential Business Acumen: * Improves knowledge of capital markets and FT's Alternative Investment product line by participating in internal meetings and learning events. * Adapts Alternative Investment product presentations, improves needs-discovery abilities, and refines the sales process with guidance from sales leadership team. * Engages in daily/weekly team training and completes industry training curriculum. * Learns basic public speaking skills and participates in presentation training programs. We would love to hear from you if… * You're eager to find yourself among a diverse group of competitive peers, always learning from each other. * You have obtained a bachelor's degree or equivalent required. * You have FINRA Series 7 and 63 licensing (required with training provided for eligible candidates) * You possess two to five years equivalent sales experience. * You are an excellent communicator and have keen interpersonal skills, both over the phone and in person. * You are self-motivated, organized, and have exceptional time management skills. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $75,000 to $85,000 USD. #LI-Onsite #ASSOCIATE Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Reimbursement for certain education expenses * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, we power the growth of independent RIAs through a variety of different ways. The Investment Banking Analyst will join Dynasty's Investment Banking team and be an integral member supporting our clients on buy-side and sell-side M&A mandates, tucking in new advisors that want to join one of our clients and the underwriting of Dynasty's private equity and debt investments. Additionally, the Experienced Analyst will play a significant role in (i) working with our business development team to model startup P&Ls for new advisor teams seeking independence, (ii) helping to monitor our current portfolio of investments and (iii) supporting Dynasty's corporate development activities for Dynasty as a whole. The candidate will be expected to learn, understand and collaborate across departments to deliver best in class service to our clients. Dynasty's Investment Banking division is led and staffed by former senior investment banking and private equity professionals. This role is intended to be dynamic and demanding with the potential for growth and advancement. Responsibilities of the candidate will include the following: * Financial Modeling. Exceptional financial modeling skills used in M&A, valuation and credit analysis as well as P&L modeling during the sales cycle to recruit new advisors onto the Dynasty platform. The candidate should have strong technical proficiency using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of materials, and often times will serve as the first line of defense in reviewing a potential transaction. * Valuations. The candidate will support the M&A team to conduct valuations for wealth management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations. * Equity & Credit Analysis. The candidate should be familiar with equity & credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and creating and managing KPIs post underwrite. * Corporate Development. Work with other members of the team to periodically evaluate strategic opportunities applicable to Dynasty * Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the Wealth Management industry and help participate ideas into our quarterly newsletter publication. In addition, they will track transactions in the industry and manage communication of the transactions to the team. Requirements Successful candidates will have the following: * Recent finance major (other majors will be considered as applicable) * Investment banking, private equity, credit training or leverage finance experience from a major financial institution a plus * Comfortable building discounted cash flow analyses and creating 3-statement operating models * Demonstrated track record of academic success and/or in prior roles * Enthusiastic self-starter with strong communication and interpersonal skills * Desire to learn to contribute to an entrepreneurial culture * Familiarity with financial services technology and databases such as FactSet, SNL, Capital IQ and Discovery data * Excellent writing, presentation, and organizational skills * Strong attention to detail with the ability to execute complex projects * Interest in working in a fast-paced, small team environment, with a willingness to learn new skills and concepts * Comfortable being in a client facing role * Series 79 license required * Interest to live in and/or relocate to the Tampa / Saint Petersburg, FL area Preferred Technical Skills * Strong proficiency with Microsoft Office Suite, particularly Excel and Powerpoint * Strong working knowledge of corporate finance * Ability to use Salesforce reporting tools * Ability to multi-task and prioritize

Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Summer Analyst internship is a 10-week immersive program beginning in early June 2026 Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Successful candidates will be dedicated to the Distribution Group Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2026 - June 2027 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.

Benchmark International is now looking for business professionals to fill roles on its sell-side mergers and acquisitions teams.Our analysts begin learning negotiation skills, valuation metrics, and the entire M&A process from their first day on the job. They engage clients and potential acquirers on a daily basis; generating buyer interest in our clients, negotiating the terms of non-disclosure agreements, and initiating the response to the buyer's due diligence investigation into their team's portfolio of businesses for sale.This is a role requiring the ability to hold your own against business owners, private equity associates, and business development professionals from Fortune 500 companies. You will work on multiple files, across a variety of industries, every day. As an entry-level position, you will not be expected to have any particular M&A knowledge but must have a keen interest in growing your knowledge-base in this exciting field of business. All aspects of the company sale process will unfold on the trading floor within easy earshot of your workstation. As you gain experience, your involvement and responsibilities will progress further through the process. As there is more than enough work to go around on our teams, those with the interest and ability will be given additional responsibilities on a case-by-case basis after first proving their ability to go toe-to-toe with the various constituencies involved in the process and come out with favorable results for our clients.Our deal teams have been closing between one and two transactions per month over the last several years. They rely on their analysts to continually restock the pool of interested buyers in order to continue that success.Client origination, general firm marketing, and similar operational distractions are taken off the teams' plates, keeping to Benchmark International's model. This allows a more focused approach on operations and portfolio management. The teams' obligations regarding each client commence with a signed engagement letter and detailed file, prepared by the separate Deal Origination Department, and continue through every aspect of the transaction (other than legal and accounting services) to the closing and collection of the resulting success fee.Job Responsibilities: Analysts will work together in pairs, under the direct supervision of an associate serving in the role of Senior Deal Associate. The role of the Senior Deal Associate serves as the next logical step in the analyst's advancement and they will thus have clear visibility into future potential career opportunities.Your specific duties as an analyst will include: Developing and building relationships with Benchmark International's clients (business owners pursuing the sale of their business) and pool of potential acquirers for those businesses. This is a front-line role involving frequent communication with seller-clients and buyers, primarily via phone and email. Managing early stages of each acquirer-seller relationship from introduction to preliminary negotiations including (i) performing research to uncover potential companies and individuals interested in acquiring businesses owned by Benchmark's clients, (ii) reaching out to potential acquirers via phone and email, (iii) managing client's profiles on third party and proprietary online portals and responding to inquiries on such portals, (iv) negotiating nondisclosure agreements (NDAs) with potential acquirers, (v) preparing executed NDAs and acquirer profiles for clients, (vi) obtaining clients' approval of NDA's and potential acquirers' access to client's marketing materials which contain sensitive business data, (vii) fielding approved potential acquirers' additional questions about clients, replying where possible and seeking additional data from clients where required, (vii) arranging meetings and conference calls between clients and acquirers, occasionally moderating such calls, (vii) following up on conference calls and on site visits, and (viii) driving approved potential acquirers to submit offers for clients' businesses. Developing relationships with private equity funds, venture capital funds, family offices, and active trade buyers. Assisting associates in preparation and revision of clients' marketing materials, primarily through requesting additional information from clients and assembling lists of potential acquirers. Filing and keeping Benchmark International's networked customer resource management system up-to-date for all of the above. Communicating effectively with clients by phone and electronic means to obtain client information and convey results of analysis. Researching industries and M&A market segments. Preparing reports of findings, illustrating data graphically, and translating complex findings into written text. Job Requirements: As an analyst, you must be a highly energetic and passionate individual with a positive and highly motivated can-do attitude. You must have the strong desire and ambition to succeed in this rewarding industry. It is also vital for your role as an analyst that you possess excellent verbal and written communication, analytical, mathematical, and interpersonal skills, as well as presentation abilities.Our analysts deal only with existing clients. As a client-facing role, each analyst must be able to convey bad news and deal with clients' unique sensitivities while keeping each client moving through the company sales process at a steady pace.Specific qualifications for the Deal Analyst include: Experienced in professional business writing. Prioritization and organization skills. Proficiency in Word, Outlook, and Excel. Communication skills: written and verbal; delivering information in an empathetic, yet persuasive manner. Proficiency with online research including proprietary sources such as Hoovers, IBISWorld, DealNexus, PrivCo, Corpfin, Pitchbook, OneSource, and First Research. Commercial understanding and awareness of business. Possession of a valid and current driver license. Associate degree (A.A.) or higher preferred, one-year related experience and/or training; or equivalent combination of education and experience. Ability to consistently present yourself in a professional manner in keeping with Benchmark International's image (as shown, for example, on the company's web site). Availability and willingness to work outside normal business hours at times, whether early or late, as required by client schedules and expectations. Availability and willingness to travel for occasional overnight trips on short notice (rarely, if ever, longer than two days). Ability to obtain a Florida real-estate sales associate license within 90 days of employment (For employment in our Florida office). Ability to obtain a Texas real-estate sales associate license within 7 months of employment (For employment in our Texas office). Ability to obtain a Tennessee real-estate sales associate license within 90 days of employment (For employment in our Tennessee office). Ability to obtain a Colorado real-estate sales associate license (For employment in our Colorado office). Absence of any unfavorable history with FINRA, the SEC, or any state regulatory agency. Must be able to work in the office each and every day as this is not a remote or hybrid position. Compensation: Analysts receive a bi-weekly salary in the range of $42,500 to $52,500 and commissions equal to a percentage of revenue obtained from closing transactions with an additional end-of-year bonus if the team's target is achieved. As a result, overall compensation can vary from year to year based on success and on target performance could result in total compensation in the range of $51,500 - $78,375.Benefits: All Benchmark International positions offer paid time off, standard holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending accounts; and flexible dependent care assistance accounts. Quarterly team outings and standing desks are employee favorites at present.Social Responsibility: Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees as a result of their personal passions for supporting particular needs. In addition, each employee is encouraged to use two paid work days per year to provide their labor and skills to the community. Company Overview: Benchmark International is one of the world's leading merger and acquisitions firms, specializing in the sale of mid-market companies. We are looking to recruit some of the most talented and exceptional individuals. With offices throughout the world, we are in touch with all the major acquirers and consolidators who are constantly seeking both on and off market opportunities across all sectors. Our unique and dynamic international offering presents our clients with unparalleled global coverage, allowing them access through our exclusive databases and business intelligence facilities to both international markets and local representation. Our clients include entrepreneurs and owner managed businesses. Our US headquarters in Tampa opened in mid-2012 and we continue to grow as our domestic client base and international buyer-contacts expand. We offer our clients a unique business proposition that has resonated well with the US market as it has previously with markets in other countries. Recognizing that the US M&A markets are the most robust in the world, particularly in this coveted middle-market range, we are planning to continue to grow our US presence in the coming years. Coming on board now presents employees with the opportunity to ride this wave of growth. Benchmark International has always promoted from within and we look forward to bringing talent onboard as the next generation of Benchmark International's leaders. Unfortunately, Benchmark International is not in a position to sponsor work visas for candidates at this time. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

JobID: 210613879 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

About the job Tampa International Forest Products is a significant player in the wood products industry, and we have been recognized as one of the premier commodity trading companies to work for. We are currently seeking a highly driven and competitive individual to join our growth-oriented team as a trader trainee! As a trainee, you will start out in our trader trainee development program, which is designed to provide you with a deep understanding of our industry and equip you with the necessary tools that pave the way for a rewarding career at TIFP. As a lumber trader, you will play a pivotal role in buying and selling lumber, cultivating client relationships, managing risk and margin and actively engaging in a dynamic market. If you are a highly motivated, self-starting individual who has a passion for developing customer relationships and a desire to thrive in a competitive environment, we encourage you to apply for this exciting opportunity! **This is not a remote opportunity** Responsibilities: Start learning the ins and outs of the industry through our logistics department by growing our transportation network and negotiating freight rates Network, cold-call, and qualify prospects to start building your own book of business Continuously generate new trading ideas by identifying market trends and opportunities Build relationships with clients and provide value through market intelligence. Travel to visit with clients on a quarterly basis. Keep a constant up-to-date knowledge of the markets to ensure continuous real-time price discovery. To thrive in this role, you are: Bilingual in English and Spanish Willing to travel to Mexico. A natural salesman with 2-5 years B2B sales experience. High energy with an entrepreneur spirit Ambitious, driven and achievement-oriented Excellent problem solving, analytical and mathematical skills Possess strong interpersonal and communication skills Ability to prioritize and perform multiple activities A strong desire to succeed and manage your own business.

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Responsible for the retention and expansion of existing business relationships, the development of new business, making referrals to other bank areas and the servicing of commercial real estate loans to professional homebuilders and land developers. Identifies client needs and works with clients to offer appropriate bank products and services. Effectively partners with Commercial Real Estate Portfolio Manager/Underwriters as well as Credit Administration on all client credit opportunities. ESSENTIAL DUTIES & RESPONSIBILITIES: * Develops and executes a business development plan to achieve established goals and objectives. Implements a disciplined contact schedule to promote client satisfaction, retain existing clients, cross-sell products and services, and obtain new customer relationships. * Cultivates prospects independently through customer referrals, networking, and participation in professional organization, social contacts and relationships built in the community. * Actively participates in all stages of loan origination * Participates in Credit Underwriting * Works directly with the Commercial Real Estate Portfolio Manager/Underwriter to assess the customer's credit risk and structure a credit solution that fits the customer's needs while remaining within acceptable risk guidelines * Uses automated business development system to manage individual calling program, schedule appointments, develop customer profiles or cross-sales opportunities, follow-up with customers and book new businesses * Obtains appropriate credit approval and related documentation to ensure portfolio quality and yield are maintained * Makes a variety of commercial real estate loans that have varying degrees of difficulty * Stays informed of changes and maintains a very good understanding of all bank products, services, credit standards, bank pricing parameters, business development programs and automated systems. * Proactively seeks knowledge and mentorship from more Senior Relationship Managers to develop a thorough understanding of bank products, services, credit standards, and bank pricing parameters, business development programs/automated systems. * Keeps abreast of industry, competitor, financial market and other changes that may impact their portfolio or department * Represents the bank in civic, community and industry functions to further enhance the bank's image and develop additional business * Performs other related job duties and special projects as assigned * Complies with all applicable federal, state and local banking and industry related laws and regulations including, but not limited to, Bank Secrecy Act. * Responsible for organizational integrity and business ethics as it related to this position, and communicating this commitment to any applicable subordinates. * May have access to cash, customer accounts and/or sensitive and confidential information SUPERVISORY RESPONSIBILITIES: * None MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Basic Qualifications * Bachelor's degree in Business Administration, Finance, Accounting or a related field. * Formal Credit Training * 5-7 years of commercial real estate lending experience including management of a commercial loan portfolio Preferred Qualifications * Master's degree ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: * Ability to work under stress and meet deadlines * Ability to operate related equipment to perform the essential job functions * Ability to read and interpret a document if required to perform the essential job functions * Ability to travel if required to perform the essential job functions * Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Job Family: Finance & Accounting Consulting, Financial Management (FIN) Travel Required: Up to 10% Clearance Required: Ability to Obtain Secret What You Will Do: Our Finance consultants help clients optimize all elements of their finance organization. This high performing team guides clients in effective overall financial management as well as corporate performance management. The Advisory Financial Management team possesses knowledge of core operating environments of finance functions for a wide range of companies - start-ups through large multi-international organizations. Individuals typically have experience with improving companies' transactional and decision support processes, enhancing underlying technologies, and refining organizational designs required to make each individual process more effective and operate in an efficient matter. Other core competencies include strong written and presentation skills as well as change management capabilities. What You Will Need: * Ability to OBTAIN and MAINTAIN a SECRET Federal or DoD security clearance * Bachelor's degree * TWO (2) years experience in finance, ( i.e., budgeting, accounting, auditing) or business related field. What Would Be Nice To Have: * An ACTIVE and MAINTAINED SECRET Federal or DoD security clearance * CPA, CGFM, CDFM * Demonstrates knowledge of federal accounting and auditing standards and guidance in relation to: Federal financial statement auditing, Internal controls, Audit liaison, Financial reporting, Financial business process reengineering, Data analytics, Demonstrates a thorough level of knowledge of finance and accounting processes * Demonstrates a thorough level of knowledge regarding process improvement in areas, such as shared service and outsourcing, finance transformation, performance management, financial systems optimization, and talent management. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system. 5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. 6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts. 7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications: 1. Master's degree in business, accounting, finance, or banking. 2. Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS , Certified Trust and Financial Advisor CTFA, Chartered Life Underwriter CLU, CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant. 4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Are you interested in financial services ? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses . In This Role You Will : * Provide excellent customer service by identifying customer needs and determining the best solution for them. * Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. * Show us your determination to drive sales by engaging customers and identifying new opportunities. * Follow processes and manage your time efficiently throughout the day. * Continually learn about investments and the financial markets to address the individual client's investment needs . * Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. * Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. * Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). * Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes : * Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests . * Following up with customers regarding outstanding account related items . * Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative * Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions . * Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . * Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley . * Enjoy a hybrid work environment that enables employees to thrive . * Competitive base salary and a wide range of additional benefits including. * paid time off * savings programs * health care (medical, dental, vision) * insurance plans * tuition and licensing reimbursement along with student loan refinancing * fitness subsidy * 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program * family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments * generous parental leave * Commitment to Diversity and Inclusion . * Employees are encouraged to give back to your community. .What You Bring to the Table: * You've successfully passed the Securities Industry Essentials(SIE) Exam * A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) * You've spent at least 2 years working in a customer-facing role * MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: * Have at least 2 years' experience working in a call center environment or within a financial institution * You can articulate your experience working on a team and in a highly collaborative environment * You have previously been in a role where you had to meet sales goals either through full time work or college internships * You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Details Experienced St Petersburg , FL Full TimeDescription Why have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's "Best Places to Work." MIDFLORIDA offers a positive team culture, an open-door management style, a commitment to diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members! Relationship Bankers perform the following functions: Improve the financial well-being of our members and provide excellent service by identifying and recommending appropriate MIDFLORIDA Credit Union products and services to create fully engaged financial relationships with our members. Complete signature card, loan, IRA, and other documentation in a timely and accurate manner. Manage a cash drawer and assist in daily branch balancing as needed. Present a neat and professional personal appearance, in accordance with credit union professional image standards. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll members in self-service options. Proactively identify ways to improve employee and member experiences. Perform other duties as assigned. Qualifications Why have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's "Best Places to Work." MIDFLORIDA offers a positive team culture, an open-door management style, a commitment to diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members! Relationship Bankers perform the following functions: Improve the financial well-being of our members and provide excellent service by identifying and recommending appropriate MIDFLORIDA Credit Union products and services to create fully engaged financial relationships with our members. Complete signature card, loan, IRA, and other documentation in a timely and accurate manner. Manage a cash drawer and assist in daily branch balancing as needed. Present a neat and professional personal appearance, in accordance with credit union professional image standards. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll members in self-service options. Proactively identify ways to improve employee and member experiences. Perform other duties as assigned.

What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. This position is on-site. This position requires travel to branches as needed within the market. How You Will Make An Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. Education * High school diploma required; college coursework preferred. Experience * Previous banking or demonstrated sales experience in business, retail or other industries preferred. * 2 + years of cash handling experience in a banking or retail environment preferred. Characteristics * Regular and reliable attendance. * Works cooperatively with others. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration. If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive

EXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work, with great attitudes, and a willingness to learn about financial services! What we provide: Training bonus Sponsored licenses Daily trainings Competitive commission structure. Opportunities for career advancement and professional development. Supportive and collaborative work environment. Join our team and take your sales career to the next level! If you're passionate about driving results and delivering exceptional customer service, we want to hear from you. Qualifications: MUST HAVE A CLEAN BACKGROUND 18 YEARS OR OLDER & MUST be living and authorized to work in the US MUST BE WILLING TO STUDY AND TAKE STATE EXAM FOR LICENSE This is a career opportunity where you are able to earn exactly equal to the amount of hard work and dedication you put in! We're looking for a results-driven sales representative to actively seek out and engage customer prospects. You will provide complete and appropriate solutions for every client. All of our team is home grown and starts as a sales person. We are always opening up more offices and need leaders, so this is chance to make high six-figure income without a degree. Just by sheer merit and willingness to learn and improve. Key Responsibilities: 1.Generate New Business: Proactively identify and pursue new business opportunities through networking, and other lead generation methods. 2. Build and Maintain Relationships: Cultivate strong relationships with prospective and existing clients to understand their needs and provide tailored solutions. 3. Product Knowledge: Develop a deep understanding of our products and services to effectively communicate their value proposition to clients. 4. Sales Presentations: Deliver persuasive sales presentations and demonstrations to potential clients, showcasing the benefits and features of our offerings. COMMISSION ONLY!

Come join our GTE Financial team! We are looking for a customer-focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating leads, building new and maintaining existing member relationships while providing a great member experience. What does GTE look for in a Member Relationship Officer? Business Development/Sales: Effective negotiation, sales, and relationship-building skills are a must. Proven success prospecting, building a pipeline, and closing on sales opportunities. Identify, recommend, and sell appropriate GTE Financial products and services to create fully engaged financial relationships. Originate new members through various sources to ensure continued growth for the credit union. Work within a teamwork environment to develop a retention strategy for new and existing members. Generate referrals for credit union services: Investment Insurance Business Services Mortgages Experience: Effective negotiation, sales, and relationship-building skills are a must. Proven success prospecting, building a pipeline, and moving sales opportunities. Professional demeanor with co-workers to build a proactive team environment. Operational: Salesfloor management, by greeting members, directing them to the appropriate areas and ensuring that the member's needs are met. Gather information, analyze facts and educate members on appropriate products/services to provide one-point resolution. Demonstrate sound judgment when deciding on loan applications by reviewing and underwriting in a clear and detailed authorization. Adhere to audit/compliance procedures of the Community Financial Center, while maintaining the highest level of service to our members. Identify risk for credit union losses through observations of transactions involving potentially fraudulent activity. Work in union with the respective Community Development Officers to develop and strengthen relationships within the community and with the community partners (Select Employee Groups). Conduct member financial transactions; including originate, process, and closing any consumer loan products. Mortgages: identifying the right product for the member needs; initializing the process; gathering information for the processors and underwriters; establishing follow-up with internal partners and member(s); providing a good member experience throughout the process. Observe Credit Union guidelines, policies, and procedures to adhere to compliance regulations, and security standards. Ensure the completion of regulatory compliance and training specific to sales and service responsibilities for staff. Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members. Participate in meetings, conference calls, and events as assigned Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act Qualify for NMLS registration according to the Safe Act. Required Qualifications: High school diploma or equivalent from an accredited institution. Some college preferred. 1-2 years of previous experience in the financial industry or related field or a combination of education and experience. Bilingual preferred (English/Spanish). Position Details: Location: Community Financial Center Hours: Monday - Friday (9:00 am to 6:00 pm) Full-time hours are required, with additional hours as necessary to accomplish objectives, goals, and projects. Come and join our award-winning team! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 1101 Pasadena Ave S SAINT PETERSBURG, FL 33707 @RWF22 Posting End Date: 14 Apr 2025 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.