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Investment Banker Jobs in West Palm Beach, FL

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  • Investment Banking Analyst

    Haig Partners

    Investment Banker Job 40 miles from West Palm Beach

    M&A Analyst Job Description Haig Partners, a Mergers & Acquisitions Advisory firm specializing in the sale of automotive, heavy truck, and RV businesses, is currently seeking an Analyst to become a valued member of its team. This is a unique opportunity to join an industry-leading M&A firm in which team members benefit from high deal flow and immediate, hands-on experience. The team at Haig Partners has a passion for helping owners of auto, truck and RV dealerships maximize the value of their businesses and prides itself on its firm culture, offering its junior bankers access to accelerated growth opportunities and competitive compensation. M&A Analyst Responsibilities: Haig Partners is seeking a qualified and motivated Analyst for its Fort Lauderdale, FL office. You will work in a highly collaborative team of automotive retail industry experts including our Analysts, Associates, Vice President, Managing Directors and the President / Founder. This role will have a wide variety of responsibilities in support of business development and transaction execution activities: Key Analyst Responsibilities Include: Prepare, analyze, and explain client/potential client financial statements and key business metrics Develop detailed financial projections for client/potential clients Prepare valuations using multiple valuation methodologies Support the development of offering materials (also known as CIMs), pitchbooks and presentations through PowerPoint to support the sale of a client's business or help the firm win new engagements Support senior bankers by developing lists of potential buyers for our engagements Assist with the transaction due diligence process by working closely with clients and 3rd party advisors to maintain meticulous records Support senior teammates in pitching business and executing transactions as needed, including traveling to assist with client closing activities at the end of a transaction Conduct macroeconomic, industry-specific, and company-level research in the support of the Haig Report, the firm's quarterly reports that tracks trends within the auto retail industry Work with senior bankers to manage weekly deal pipeline report in the firm's Hubspot CRM Travel to sites around the country for closing activities, client meetings and events. Applicants should expect to travel 4-10 times a year, and some of this travel occurs on weekends Basic Qualifications: 1-2 years of full-time professional experience in a similar work capacity, working heavily with Microsoft 365 tools and interfacing with teammates and clients Results-driven individual with a desire to work hard and contribute to the growth of self and the firm A self-starter with a desire to work in a challenging but rewarding small company environment Outstanding collaborator Exceptional written and verbal communication skills Expert in Excel, PowerPoint, and Word Strong research, quantitative and analytical skills Ability to work autonomously in a fast-paced, team-based environment B.A. or B.S. in Finance, Accounting, or Business with demonstrated academic excellence Fundamental understanding of accounting, valuation theory, and methodologies Ability to work in the firm's Ft. Lauderdale office Preferred Qualifications: Experience in investment banking, accounting, finance, or related field (auto-retail industry experience is a plus!) Interest in the transportation/auto dealership industry Experience with CRM database software What Haig Partners Offers You: Direct access to senior team members Involvement and contribution to significant, high-profile client projects Opportunities to travel and interface with clients Accelerated career growth Opportunity for flexible/hybrid work dependent upon experience and considered after time spent learning alongside team Base salary of $100,000-$120,000 depending on education and prior work experience Target bonus of 50% of base salary Haig Partners is a leading buy-sell advisory firm that helps owners of higher-value auto, truck, RV and powersports dealerships maximize the value of their businesses when they are ready to sell. The team at Haig Partners has advised on the purchase or sale of more than 611 dealerships with a total value of over $12 billion. It has represented 28 dealership groups that qualify for the Top 150 Dealership Groups list published by Automotive News, more than any other firm. Clients of Haig Partners benefit from the group's collective experience as previous executives with leading companies such as Ally Financial, AutoNation, Bank of America, Credit Suisse, Deloitte, FORVIS, J.P. Morgan, the Sewell Automotive Companies and Toyota Financial Services. Leveraging its unmatched expertise and extensive relationships, Haig Partners guides clients to successful outcomes through a confidential and customized sales process. The firm authors The Haig Report , the leading industry quarterly report that tracks trends in auto retail and their impact on dealership values, and co-authors NADA's Guide, “Buying and Selling a Dealership.” Haig Partners team members are frequent speakers at industry conferences and are regularly quoted in reputable media outlets, including Reuters, Forbes, The Wall Street Journal, The New York Times, CNBC, BBC, Automotive News, Wards, CarDealershipGuy and CBT News. For more information, visit *****************************
    $100k-120k yearly 4d ago
  • Financial Representative

    Northwestern Mutual 4.5company rating

    Investment Banker Job In West Palm Beach, FL

    About the job 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!
    $44k-74k yearly est. 14d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 49 miles from West Palm Beach

    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
    $43k-79k yearly est. 2d ago
  • Relationship Banker LP - Tamarac

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 37 miles from West Palm Beach

    Job DescriptionWhy 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 a Relationship 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. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers 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 SAFE 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: 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience assessing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance 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) web site ( ************************************************ ) 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 Job posting location: 7005 N. University Dr, Tamarac, FL 33321 Posting End Date: 15 Sep 2024 *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.
    $31k-38k yearly est. 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate -Boca Raton, FL

    224219-Core Engineering Us

    Investment Banker Job 25 miles from West Palm Beach

    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.
    $69k-123k yearly est. 11d ago
  • Senior Investor Relations & Treasury Associate

    Theorem Fund Services

    Investment Banker Job 25 miles from West Palm Beach

    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
    $69k-123k yearly est. 60d+ ago
  • Investment Associate (Financial Services Career Development Program)

    Hennion & Walsh

    Investment Banker Job 25 miles from West Palm Beach

    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
    $69k-123k yearly est. 5d ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate -Boca Raton, FL

    144780-Payments_Us

    Investment Banker Job 25 miles from West Palm Beach

    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.
    $69k-123k yearly est. 60d+ ago
  • Sr Investment Associate

    Ntrs

    Investment Banker Job 35 miles from West Palm Beach

    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. This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. The Investment Associate will be 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 the Goals Driven Wealth Management (GDWM) tool and can run it and begin to contribute to 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). Key responsibilities include: 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 The successful candidate will benefit from having: • 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. • 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.
    $69k-123k yearly est. 3d ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate - West Palm Beach

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job In West Palm Beach, FL

    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.
    $69k-123k yearly est. 11d ago
  • Investment & Trade Compliance Associate

    A.Solomon Recruits

    Investment Banker Job 40 miles from West Palm Beach

    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.
    $69k-123k yearly est. 60d+ ago
  • Sr Investment Associate

    Northern Trust 4.6company rating

    Investment Banker Job 35 miles from West Palm Beach

    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. This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. The Investment Associate will be 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 the Goals Driven Wealth Management (GDWM) tool and can run it and begin to contribute to 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). Key responsibilities include: 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 The successful candidate will benefit from having: * 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. * 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.
    $68k-104k yearly est. 25d ago
  • Trader

    Smartx Advisory Solutions

    Investment Banker Job In West Palm Beach, FL

    We are looking for talented and motivated individuals to join the trading operations team at SMArtX Advisory Solutions to help us build and scale our technology solutions designed to change how wealth is managed. You would be working with our trading and portfolio accounting team members and focusing on managing our trading processes and monitoring our portfolio accounting systems. Our Trading Operations Specialists are responsible for all aspects of our daily trading operations, including trading, risk, data management, accounting, and many other components critical to ongoing operations, and interface with various groups within the firm to ensure that all systems operate properly. This role involves coordinating with the Compliance, Technology, and Customer Service team members at SMArtX and external parties, like custodians, executing brokers, wealth advisors, and asset managers. Day-to-Day Duties Learn and execute the daily trading operations processes from end-to-end Analyze current processes and continually strive to improve them, including increased usability, transparency, and documentation Develop a zero-tolerance attitude for trading and accounting errors, working to reduce risks of errors and quickly eradicate any that may arise Work closely with other internal departments, including Customer Service and Technology to develop workflows, quality assurance processes and product enhancements Communicate frequently and effectively with all internal associates, including other operations personnel and customer service team members Contact vendors and internal associates to resolve data, trading, or any operations problems Interact with internal and external stakeholders in response to their data-related questions Perform other duties as required Skills We Are Looking For 2+ years of experience in roles focused on securities trading and/or portfolio accounting and data management A highly motivated individual who has a desire to learn and an ability to think creatively in a demanding environment Remain calm yet highly focused and effective when under duress, such as when a process fails Advanced analytical skills with the ability to perform complex problem solving Ability to prioritize and complete multiple tasks under strict deadlines Strong communication and collaboration skills Strong organizational skills with acute attention to detail Bonus Items 4-year college degree (or higher) Degrees in finance, math, engineering, or scientific disciplines are preferred. Hiring Company Description We're changing how wealth management is done and need your help. We want you if you are ready to do something that matters and impacts your customers. We need creative problem solvers to help us grow our managed accounts solutions and empower the next generation of financial advisors. Our industry is rapidly evolving. Together, we can change it for the better. Since 2018, SMArtX Advisory Solutions has been developing managed accounts technology that provides access to best-in-breed investment managers and streamlines portfolio construction and management so wealth advisors can focus on what matters most: the client. If you are ready to join a passionate group working on cutting-edge technology solutions in wealth tech, send us your resume!
    $55k-94k yearly est. 40d ago
  • J.P. Morgan Wealth Management- Private Client Investment Associate - Plantation, FL

    260312-South Florida Region Admin

    Investment Banker Job 42 miles from West Palm Beach

    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.
    $69k-123k yearly est. 11d ago
  • Private Client Banker - West Palm Beach Downtown - West Palm Beach, FL

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job In West Palm Beach, FL

    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: **************************************************************************
    $61k-127k yearly est. 11d ago
  • Private Client Banker - West Palm Beach Downtown - West Palm Beach, FL

    Candidate.Guru Inc. 3.2company rating

    Investment Banker Job In West Palm Beach, FL

    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: **************************************************************************
    $39k-74k yearly est. 11d ago
  • Intern - Commercial Banking - East Florida

    Valley National Bank 4.9company rating

    Investment Banker Job In West Palm Beach, FL

    The Intern - Retail/Commercial Lending is responsible for assisting two departments within the bank. On the commercial lending side, they will learn about loan reviews and structures as well as the underwriting process. On the retail banking side, they will learn about all deposit products as well as our treasury management process. Expected work hours 40 Job Description Responsibilities include but not limited to: Learn about Salesforce/nCino. Assist with loan portfolio management. Assist and observe the commercial lending underwriting process. Observe loan discussions and attend sales meetings. Training on all deposit products offered by bank. Learn about our treasury management process. Assist Retail and Lending with analysis of new market. Assist in identifying opportunities for sales in new market. Requirements Required Skills: Excellent verbal and written communications skills. Proficiency in Microsoft Office product suite. Detail oriented and organized. Ability to work independently or in a team setting. Problem solving skills. Displays a high level of confidentiality. Required Experience: High school diploma or GED. Enrollment in a 2 or 4-year degree program. Enrollment in a 4-year college or university with a concentration in Economics, Finance or Business preferred. Pay Range Information Exact compensation may vary based on skills, experience, and location. Salary Grade Minimum - Annual $41,800.00 Salary Grade Maximum - Annual $69,400.00 Salary Grade Minimum - Hourly $20.10 Salary Grade Maximum - Hourly $33.37
    $41.8k-69.4k yearly 12d ago
  • Quant Trader

    Voloridge Investment Management

    Investment Banker Job 14 miles from West Palm Beach

    We are looking for a motivated Quant Trader to join an entrepreneurial environment where collaboration, dedication, ethics, and tenacity are highly rewarded. We seek individuals who have a proven track record of delivering results and willingness to work outside the regular job function when needed. Our traders must remain calm yet highly focused and effective when under duress, such as when a time-sensitive process fails. In this role you will be collaborating proactively with various teams, including management, operations, technology and external brokers / counterparties. This individual will join our team to assist in all aspects of our daily trading operations, which include trading, market research, portfolio analysis, and a host of other activities essential to the ongoing operations. Hours are primarily Asian market hours. Summary of Job Functions This shift is focused on Asia; hours are primarily Asia market hours Learn to perform and execute the daily trading operations end-to-end Develop a zero-tolerance attitude for trading and accounting errors, working tirelessly to reduce risks of errors and to quickly eradicate any that may arise Communicate frequently and effectively with all internal associates, including management, development, accounting, and other operations personnel Assist in strategy team initiatives and projects, including updates to internal apps and processes as well as the development of internal analysis and reporting tools Research trade and any other operational problems, taking appropriate corrective action including contacting vendors and internal associates Monitor systematic trading book and overnight processes Maintain currency in all policies and procedures Perform other duties and responsibilities as assigned Analyze current processes, and continually strive to improve them, including increased automation, usability, transparency, documentation, and QA Minimum Requirements 4-year college degree (or higher) in Computer Science, Mathematics, Engineering or Statistics Advanced knowledge of Python with extensive analytics capabilities The ability to work daily, onsite in our Jupiter, FL office Experience with SQL Server and MS Excel High aptitude for data manipulation and analysis Desire to exhibit ownership and work autonomously while being part of a close-knit team Preferred Skills and Previous Experience 3+ years of proven experience as a Trader, analyst or quantitative researcher, preferably within a quantitative hedge fund, HFT firm or proprietary trading firm In-depth knowledge of equity and futures markets, trading systems, and market data Familiarity with Python Libraries: Pandas, NumPy, Matplotlib Exposure to (or desire to learn) the FIX standard Experience with Tableau or Python dashboarding (Streamlit, Dash) Experience with RESTful APIs or microservice Compensation and Benefits Highly competitive base salary Profit sharing bonus Health, dental, vision, life, disability insurance 401k Licenses Required None initially required. Series 3 is required within 1 year of start date. Additional Information Voloridge Investment Management is an SEC registered investment advisor. A private investment company founded in 2009, our mission is to deliver superior risk-adjusted returns for qualified investors, using advanced proprietary modeling technology, conservative investment tactics and sophisticated risk management. Our market neutral equities strategy takes both long and short positions in the most actively traded equities and is designed to capture alpha while limiting exposure to directional markets risks. Our futures strategy takes both long and short positions in the most actively traded global futures and is also built to maximize alpha captured across all futures markets traded while capping exposure to any sector at a given time. Voloridge Investment Management is an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
    $54k-94k yearly est. 60d+ ago
  • Campus Full Time 2025 - Quantitative Trader - Boca Raton

    Fiveringsllc

    Investment Banker Job 25 miles from West Palm Beach

    About Five Rings Five Rings is a proprietary trading firm founded with a vision of combining strategy, innovation and technology to succeed in today's global markets. With offices in New York, Boca Raton, London and Amsterdam, Five Rings trades in various domestic and international markets, both established and esoteric. Our team constantly seeks new opportunities, analyzes their risks and rewards, and creates strategies and tools to capitalize on them. We have an open culture and encourage the flow of knowledge and ideas between all areas of the firm. About the Role Traders manage their unique strategies in rapidly evolving live markets. They tune model parameters to reflect prevailing conditions, execute trades based on model recommendations, evaluate the real-time feedback provided by market participants' reactions, and reincorporate this information into their models in a continuous feedback loop. Five Rings gives people as much responsibility as quickly as it can be earned. From day one, as a new Quant Trader (QT), you will gain unrivaled experience both on the desk and in the classroom. New hires work closely with senior traders - analyzing risks and rewards, exploring new strategies, collaborating with quants and software developers to build and optimize trading models. Quant Traders work independently and with others to develop ideas and analyses, and integrate them into our trading strategies and systems. About You Quantitatively-focused Thrive in a highly collaborative and fast-paced environment Quick learner Intellectually curious Detail-oriented Self-starter Applicants are able to apply to multiple positions, but we strongly encourage you to only apply to your top choice.
    $55k-95k yearly est. 12d ago
  • Fort Lauderdale Traders

    Seven Points Capital 3.9company rating

    Investment Banker Job 40 miles from West Palm Beach

    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: ********************************************************************
    $60k-108k yearly est. 60d+ ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in West Palm Beach, FL?

The average investment banker in West Palm Beach, FL earns between $88,000 and $270,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In West Palm Beach, FL

$154,000
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