Investment Banker Jobs in Lake Worth, FL

Our client is seeking a Client Service Representative to join their team! This position is located in North Palm Beach, Florida. Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues Handles paying and receiving activities, including cash transactions and daily balancing activities Understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet Develops a strong understanding of the required steps involved with each request, communicating with relationship management and teams as appropriate to obtain necessary information to properly execute the requested activity Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with company and wealth management, risk management and compliance guidelines and procedures, promptly escalating any issues or concerns to management Develops strong knowledge of the various business applications critical to client and account servicing, including online tools, and seeks to expand knowledge of the latest enhancements to company partner and client technology or systems to maintain the highest standards of servicing Assists with maintenance and servicing of safe deposit boxes in offices where available Keeps informed of new or existing company and wealth management products, services, and compliance requirements to respond to client questions and assist in selling services, resulting in the expansion of the overall client relationship Monitors banking reports and provides assistance with banking audits as directed by the Team Leader or Manager Desired Skills/Experience: 2+ years of related experience Knowledge of federal regulation, banking guidelines, banking operations, products, and services, acquired through related work experience is preferred Strong client service skills, problem-solving, and organizational skills are required to identify, research, and/or resolve requests Ability to think critically and to work well independently and as part of a team Strong verbal and written communication skills Benefits: Medical, Dental, & Vision Insurance Plans 401K offered $14.00 - $20.00 (est. hourly rate)

Our client is looking for a Personal Banker for a contract, potential to hire, role that is 5 days onsite in North Palm Beach Responsibilities: Interact with clients in person, via telephone and email, responding to inquiries and providing information as requested Executing and/or submitting various administrative and operational activities related to clients, banking products and services Handles paying and receiving activities, including cash transactions and daily balancing activities Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager Qualifications: 2-3 years of related experience Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred. Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests. Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills. Pay $18-20/hr

Financial Representatives at Northwestern Mutual, The McKernan Financial Group - help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Check out our Day in the Life Video: ************************************************ Compensation & Benefits • Commission structure to support early development • Renewable income • Bonus programs and expense allowances • Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more • Retirement Package and Pension Plan • Medical, Dental, Vision, Life Insurance and Disability Income Insurance • Family Planning You could be right for this opportunity if you are/have: • Local candidate to West Palm Beach, FL area • 4-year degree; or equivalent professional work experience • Entrepreneurial ambitions • History of success in sales, athletics, military, client services, or client-facing roles • Excellent time-management skills • Desire for continuous learning • Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now!

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company

A growing community bank with a strong presence in South Florida is seeking Business Bankers to join their team in the Boca Raton and Fort Lauderdale markets. This role is ideal for bankers with experience in commercial real estate (CRE) lending who also have a passion for serving small business clients. Key Responsibilities: Originate and manage a portfolio focused on Small Business and Commercial Real Estate. Structure CRE financing solutions tailored to small business and middle-market clients Cross-sell deposit, treasury, and cash management products Proactively develop new client relationships through networking and market outreach Monitor credit quality and ensure compliance with bank lending policies Qualifications: 3+ years of experience in commercial real estate lending and business banking Strong credit analysis and underwriting skills for CRE transactions Proven track record of business development and portfolio growth Familiarity with the Boca Raton and/or Fort Lauderdale markets preferred Excellent communication and relationship management abilities Edmond Mintah is a Credit and Lending headhunting specialist at JCW Search. For more information about this or other positions, please contact Edmond Mintah at ******************************* or call 347-293-15

Investment Associate People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our advisors. We have a proven success model that enables you to build a long-term career. If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion & Walsh is an advocate to the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings! Opportunity • Work for a successful investment firm dedicated to performance, integrity, service, and innovation • Gain business expertise and market knowledge through our comprehensive training and mentoring program • Perform in an energetic, open environment • Succeed in an achievement-based culture Qualifications • Bachelor's degree • Personal or professional track record of achievement • Highly professional work ethic • Ability to handle multiple responsibilities and take initiative • Excellent organizational and time management skills Benefits • Competitive compensation • Open and supportive team-based environment • Full medical and dental benefits • 401(k) plan with company match

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.

Our Firm Theorem Fund Services is a award winning multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients' needs and goals. Location Remote in the United States Essential Duties and Responsibilities Investor Relations: Review and process investor subscription and redemption documents Complete KYC and AML verifications Prepare FATCA/CRS filing Generate investment confirmations and capital call letters Manage user access to the interactive investor portal Assist with answering inquiries from investors Banking: Assist clients with the bank account opening process for partner banks Review wire disbursement requests for validity and compliance Setup or review wire disbursements on the bank's portal Provide ongoing support with banking related inquiries Maintain banking master summary file containing contact information for each bank and other key operational details Qualifications Bachelor's Degree Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues Ability to work independently in an organized manner and ensure timely responses to all requests Some experience in hedge fund administration and/or banking/financial services preferred but not required Minimum 1+ years of experience in Investor Relations (at a fund or fund administrator) or AML/KYC. Benefits 4 weeks paid vacation per year 100% company paid health, dental, vision, short term disability, and life insurance for employee Company sponsored retirement plan with company matching contributions

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material for client review meetings. Works independently to support the investment management clients and Investment Advisors. Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of GDWM tool and can run it and begin to contribute in client meetings. Responsible for supporting risk and compliance requirements for the team, including: Working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams' monthly REV and New Account Review processes and documentation (as directed by supervisor). Major Duties: 1. Ensures that portfolio materials are prepared for account review meetings with clients. Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.). 3. Orders reports for portfolio managers or clients as requested. 4. Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests). 5. Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio. 6. Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues. 7. Responds to client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.). Processes physical stock/bond certificates and completes DTC transfers. 8. Follows-up with client on inquiries via the telephone or written correspondence. 9. Processes client cash transfer requests. Determines if funds are available in the investment account. Contacts Investment Advisor if cash needs to be raised. 10. Processes fund trades via CIT or all-in-one bank applications by established deadlines. 11. Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately. 12. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. 13. Begins to proactively make recommendations to support the Investment Advisors. 14. Begins to have a role in client meetings. 15. Demonstrates mastery knowledge of the GDWM tool and can run it in client meetings. 16. Solves problems in straightforward situations 17. Analyzes possible solutions using technical experience and judgment and precedents 18. Impacts quality of own work and the work of others on the team 19. Works within guidelines and policies Knowledge: Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings. Strong analytical, organizational, and communication skills are needed to meet meeting deadlines and solve client or administrative problems. Coursework completion towards obtaining a CFA or CFP designation. Requires expanded conceptual knowledge in own job discipline. Understands key business drivers; uses this understanding to accomplish own work. Explains complex information to others in straightforward situations. Experience: 1-3 years of experience within the financial services industry. Provides informal guidance to new team members Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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.

My client is seeking an Investment & Trade Compliance Associate to assist their Global Compliance Team in the oversight of compliance of the asset management business and specifically the provisions of relevant securities laws. The successful candidate should be able to monitor client portfolios and perform the daily compliance of the asset management business in accordance with the relevant regulatory and internal policies and procedures. Primary Responsibilities: Support the Head of Global Investment Compliance with compliance queries ranging from local, regional and global tasks and projects in order to strengthen the Investment Compliance globalization process. Oversee daily systems checks and ensure the proper Compliance advice is given to both the Traders and Investment Professionals both locally and globally. This includes but not limited to the monitoring Bloomberg systems for Trade Surveillance, Compliance and Violations management. Monitor and resolve Bloomberg AIM (BBG) and Sentry PM post-trade alerts for portfolios and funds. Regularly interact with Portfolio Managers and other staff to assist in resolving compliance-related issues. Work together with Middle Office, BBG Administrators and BBG Representatives to resolve data and system issues. Thoroughly review client documents and extract compliance restrictions from the incorporated guidelines. Code, test and implement BBG and Sentry PM compliance rules derived from client guidelines, regulatory restrictions and internal mandates. Provide support gathering information needed to conduct reviews (internal and external) on client portfolio adherence with investment guidelines and restrictions Review initial contracts/prospectuses and subsequent updates and provide feedback on the monitoring capabilities. Support the Compliance team with general compliance queries ranging from local, regional and global compliance matters in order to continue strengthening the compliance bench. Perform various trade compliance reviews (e.g. fair allocation, trade authorization, account and best execution reviews). Monitor soft dollar activity including periodic requests for approval. Interact with internal and external auditors, and regulators. Assist on special projects, perform analysis, forensic testing and ad hoc assignments Qualifications: Bachelor's degree from an accredited institution. Minimum 1-5 years plus of relevant work experience. Must be familiar with utilizing a portfolio trade monitoring system in the operations of a registered investment adviser, bank, asset management department, hedge fund or other financial institution. Experience with Bloomberg AIM and Sentry PM significant plus. Basic understanding of the Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA or awareness of other federal regulatory statutes and laws. Prior experience reviewing investment management agreements or prospectuses. Good understanding of back-office procedures. Strong proficiency with PowerPoint and Excel required, including experience using MS Office software. Excellent attention to detail with a sense of urgency and follow-through. Strong ability to interact effectively with peers. Excellent communication and interpersonal skills.

About the Job

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material for client review meetings. Works independently to support the investment management clients and Investment Advisors. Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of GDWM tool and can run it and begin to contribute in client meetings. Responsible for supporting risk and compliance requirements for the team, including: Working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams' monthly REV and New Account Review processes and documentation (as directed by supervisor). Major Duties: 1. Ensures that portfolio materials are prepared for account review meetings with clients. Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.). 3. Orders reports for portfolio managers or clients as requested. 4. Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests). 5. Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio. 6. Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues. 7. Responds to client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.). Processes physical stock/bond certificates and completes DTC transfers. 8. Follows-up with client on inquiries via the telephone or written correspondence. 9. Processes client cash transfer requests. Determines if funds are available in the investment account. Contacts Investment Advisor if cash needs to be raised. 10. Processes fund trades via CIT or all-in-one bank applications by established deadlines. 11. Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately. 12. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. 13. Begins to proactively make recommendations to support the Investment Advisors. 14. Begins to have a role in client meetings. 15. Demonstrates mastery knowledge of the GDWM tool and can run it in client meetings. 16. Solves problems in straightforward situations 17. Analyzes possible solutions using technical experience and judgment and precedents 18. Impacts quality of own work and the work of others on the team 19. Works within guidelines and policies Knowledge: Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings. Strong analytical, organizational, and communication skills are needed to meet meeting deadlines and solve client or administrative problems. Coursework completion towards obtaining a CFA or CFP designation. Requires expanded conceptual knowledge in own job discipline. Understands key business drivers; uses this understanding to accomplish own work. Explains complex information to others in straightforward situations. Experience: 1-3 years of experience within the financial services industry. Provides informal guidance to new team members Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Kawa is seeking an Investor Relations Associate to support its institutional capital raising efforts and strengthen relationships with current and prospective investors. This role will play a key part in the firm's fundraising strategy and ongoing investor engagement. The ideal candidate will be responsible for managing investor communications, preparing marketing and due diligence materials, and supporting investor onboarding processes as well as outreach. This is an excellent opportunity for professionals looking to deepen their experience in investor relations and gain exposure to institutional fundraising within a dynamic and growing investment firm. Responsibilities will include: Fundraising & Strategic Capital Acquisition: · Assist with the development of fundraising strategies targeting institutional investors, including pension funds, endowments, foundations, family offices, and sovereign wealth funds. · Help prepare investment proposals, presentations, and marketing materials that effectively communicate the firm's strategies, market position, and portfolio performance. · Collaborate with Investor Experience, Investment, Legal, and Executive teams to ensure consistency in investor messaging and materials. Relationship Management & Investor Engagement: · Support the team in managing relationships with existing institutional investors, ensuring ongoing alignment with investor priorities and effective engagement. · Assist in identifying and researching potential institutional investors to broaden the firm's funding network. · Respond to investor inquiries, providing timely and accurate information while working closely with senior team members to facilitate engagement. Market Insights & Capital Source Diversification: · Conduct market analysis to identify investor trends, competitor activities, and emerging opportunities in institutional fundraising. · Support due diligence by gathering and organizing investment performance data, preparing responses to investor requests, and assisting in compliance processes. · Help coordinate investor reporting, including periodic updates on fund performance, market insights, and capital-raising activities. Skills and Experience: Bachelor's degree in Finance, Business, or a related field. 2-4 years of work experience in institutional fundraising, capital raising, sell-side analysis, banking, or private equity. Excellent written and verbal communication skills. Ability to build and maintain relationships with investors, both current and potential. Strong network and relationship-building skills. Strong analytical skills for interpreting financial data. Strong understanding of financial markets, including key trends, instruments, and market dynamics.

JobID: 210579194 JobSchedule: Full time JobShift: : 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 JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support. You will play a key role in supporting Advisors' business operations, from account opening to investment trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management. This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines. Join us and contribute to fostering our team culture. 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.

#WeAreTradeStation Who We Are: TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation. What We Are Looking For: We are seeking a Client Experience Trader who will be responsible for end-to-end client support. The client base that is serviced consists of sophisticated traders that require a unique level of support. The position will be responsible for supporting clients in all aspects of live and simulated trading support, platform troubleshooting and product support. The candidate will be expected to work as a liaison to Sales, Operations and other departments to ensure resolution to all customer requests and issues in a timely fashion. What You'll Be Doing: Assist clients with executing live orders, providing quotes and information on live balances and positions Provide Order Entry assistance across all asset classes Resolve client inquiries via email, chat, and phone Work in a team-oriented environment Account maintenance (transaction inquiries, commission review, etc.) Software support Ability to work in a fast paced and interactive environment Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations The Skills You Bring: Required to have passed all relevant industry exams Successfully complete order entry training Demonstrate proficiency in providing order entry assistance across all asset classes Complete live trader training and exhibit a thorough understanding of the policies, procedures and systems necessary for assisting clients in a live trading environment Extensive knowledge of multiple trading platforms in order to handle technical questions in regard to trading as well as software support Familiar with customer account procedures to assist with client inquiries Minimum Qualifications: College degree required 4-6 years of financial services experience SIE, Series 7, 63, and 3 licenses Desired Qualifications: Additional licenses may be required as the job role evolves What We Offer: Collaborative work environment Competitive Pay Yearly bonus and generous 401k plan Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan! Generous Paid Time Off plans Flexible working environment TradeStation Account employee benefits, as well as full access to trading education materials Pay Range (US) $60-68K (Countries outside of the US have differing ranges in accordance with local labor markets) TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.

Department Traders Employment Type Full Time Location Florida Workplace type Onsite Compensation Competitive Reporting To Management Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

The Role Under the direction of management, ensures responsible service of alcohol throughout the entire building in accordance with state and company policies. Assist staff with any alcohol related issues. Observes and documents any alcohol related issues. Assist with alcohol cut-off and performs other duties as assigned by management. Will be responsible to monitor all employee's adherence to the Legends Alcohol Policy. Company Overview Legends is a holistic agency that specializes in delivering solutions for legendary brands. We approach each project with our 360-degree service solution. Our Global Planning, Global Sales, and Hospitality service solutions collaborate on every project to ensure success across each of our six verticals including professional sports, collegiate, attractions, entertainment, international, and conventions. Our intellectual property is our people. It's our expertise that makes up Legends. We know what it's like to be on the team, business, or athletic department side, which drives our passion in creating solutions for our partners. Collectively, our leadership has over 300 years of experience in sales and sponsorship, analytics and valuation, hospitality and operations. Responsibilities Under the direction of management, ensures responsible service of alcohol throughout the entire building in accordance with state and company policies. Assist staff with any alcohol related issues. Observes and documents any alcohol related issues. Assist with alcohol cut-off and performs other duties as assigned by management. Will be responsible to monitor all employee's adherence to the Legends Alcohol Policy. * Supervises the serving of alcohol by game day staff * Ensures staff is adhering to Legends' alcohol service policy * Observes and documents all alcohol related issues or violations * Assists with alcohol cut-off and performs other duties as assigned by management * Completes inventory at assigned locations * Must maintain a friendly, positive attitude and a professional demeanor always * Ability to interact with guests and staff to insure guest satisfaction * Must have extensive knowledge of food and beverage menu, specials and services offered * Know the "layout" of the venue and assigned area where you are working * Provide guests with personal service and attention to detail that will exceed expectations * Maintain a clean, neat and safe work area * Ability to assure compliance with all company service standards * Work as a team with fellow associates and other service departments within venue * Ability to work a flexible schedule to meet service demand levels, including days, nights, weekends and holidays * Must meet state and local health requirements for food handlers and alcoholic beverage services. Qualifications * Must have experience working in a fast paced environment * Some alcohol compliance experience preferred * Must be proactive, self-motivated, organized and the ability to prioritize as needed * Must be detail oriented * Ability to work under pressure and adapt to change quickly * Must be punctual and dependable * Ability to move quickly and act on assigned duties within production and service time frames established * Must maintain personal hygiene and a well-groomed appearance standards * Ability to walk long distances and stand for extended periods of time * Must be able to stand, kneel, lift (up to 30 pounds), carry items, push carts, walk at a fast pace, and bend down * Must be able to operate in a fast paced, challenging, and diverse environment efficiently Practice safe work habits, follow all safety policies and procedures and regulations, complete company-wide safety training and any additional job specific safety training. Legends is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, or genetic information.

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union . Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Are you ready to empower firefighters and their families to achieve their financial dreams? If so, this is an exciting opportunity to work with a reputable organization dedicated to serving those who serve our communities. Currently, we have an immediate opening in our West Palm Beach, FL branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is responsible for establishing new member relationships and interfacing with members to provide a full-service experience. Typical responsibilities: Recommend financial products and services to meet members' short and long-term financial needs. Assist members with completing consumer loan applications. Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), and/or opening new and sub-accounts. Process cash transactions for members, maintain cash drawers, and daily balance of vaults and branch cash. Contribute to a positive and collaborative work environment, supporting your colleagues and fostering a culture of teamwork and continuous improvement. Uphold the credit union's values and brand reputation by demonstrating professionalism, integrity, and dedication in all member interactions. Basic Qualifications: Minimum 2 years experience as a personal banker at a credit union or bank setting Proven track record of taking initiative, demonstrating a proactive approach to member interactions, and identifying opportunities for improvement. Experience with consumer loan application and processing. Experience with account opening and teller transactions. A team player mentality, collaborating effectively with colleagues and contributing to a positive work environment. Passion for serving the community High School Diploma or GED Benefits: We offer exceptional benefits to our employees, including: Competitive salary with a pay for performance bonus Fully paid Medical, Dental, and Vision benefits package for employees. Fully paid Life insurance, AD&D, short and long-term disability coverage 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4% Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program Pet Insurance 3 weeks of PTO annually including 2 ½ days of float time. 9 paid holidays plus 2 half days Join our team and make a meaningful impact on the lives of firefighters and their families. We value your skills, expertise, and commitment to serving the community. Apply today to become a part of our mission to strengthen our Fire Family and create a brighter financial future for our members. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ***********************.