20 Results for

Investment Jobs in Jacksonville, FL

Jobs

Ponte Vedra Beach, FL30+ days ago

Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the clients needs and to implement those products and services as appropriate. Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients.

New!

Jacksonville, Florida6 days ago

SS&C Accord is an AI-driven, end-to-end alternative investment service built for wealth managers and advisors—automating the ingestion of complex data such as capital calls, distributions, and PCAPs, and delivering seamlessly integrated data into downstream reporting platforms. Our team sits at the intersection of cutting-edge technology and deep alternatives expertise, combining intelligent automation with hands-on subject matter specialists to ensure data accuracy and operational excellence for our clients.

Jacksonville, Florida30+ days ago

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs.

Jacksonville, FL30+ days ago

What You Will Bring: Bachelor's and/or Master's degree in Finance, Accounting, Economics or related discipline 2 years or more of supervising 2 or more staff 5-10+ years working experience in financial services Experience/knowledge in fund accounting with an understanding of commitment based vehicles and/or fund of funds The ideal candidate should be highly motivated; a self-starter who can establish priorities, meet deadlines, and work independently in a hybrid environment Strong interpersonal and communication skills Team player mentality with ability to partner with various departments and levels Strong Excel knowledge (Pivot Table, Sumif, V-lookup) Tech savvy, ability to quickly learn new technology. What You Will Get To Do: Lead a team of alternative investment specialists Client ownership and interaction Communicate with clients in a proactive & professional manner Monitoring, retrieving, processing, reporting and reviewing alternative investment data Management of workload queues Project ownership for onboarding of new clients Working with various systems across the SS&C landscape Assisting with researching differences between the alternative investment data and systems Identify potential problems and troubleshoot to resolve issues.

Jacksonville, FL8 days ago

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.

Jacksonville, FL30+ days ago

Recognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.

Jacksonville, FL30+ days ago

The Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems.

New!

Jacksonville, FL6 days ago

Jacksonville, FL24 days ago

Oversee accounting and financial reporting for the investment portfolio, including, Available‑for‑Sale (AFS) and Held‑to‑Maturity (HTM) securities, mutual funds, and other alternative investments, as applicable. JOB SUMMARY: The Investment Accounting Senior Director is responsible for accurate accounting, valuation, financial reporting, and regulatory treatment of the company investment portfolio and derivative instruments.

Jacksonville, FL30 days ago

$155,600–$306,800 Per Year

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Jacksonville, FL30+ days ago

Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue designations e.g. FORTUNE 100 Best Companies to Work For 2025 Yello and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 America''s Best Employers for New Grads Forbes 2025 America''s Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com

Ponte Vedra Beach, Florida25 days ago

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

Jacksonville, FL25 days ago

$96,960–$145,440 Per Year

As a Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you will be responsible for handling end-to-end brokerage account servicing and trading requests for high net worth clients in a contact center setting for domestic and international clients who choose to make investment decisions on their own. Citi Personal Wealth Management (CPWM) provides investment services to clients with brokerage accounts in all stages of wealth, domestic or abroad.

Jacksonville, FL30+ days ago

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. Job Responsibilities: Work as a team with other associates to support a group of Advisors book of business, including but not limited to facilitating accurately and timely operational requests such as account opening, money movement, and investment trades.

Jacksonville, FL30+ days ago

Full-time

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. Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades.

Jacksonville, Florida10 days ago

Rebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.

Jacksonville, FL13 days ago

Jacksonville, FL18 days ago

Required Skills: Preferred Skills: Accelerating, Budgeting, Budget Management, Business Behavior, Communication, Execution Focus, Expense Controls, Financial Analysis, Financial Disclosures, Financial Forecasting, Financial Modeling, Financial Recordkeeping, Financial Reports, Financial Risk Management (FRM), Leverages Information, Process Oriented, Relationship Building. Key Responsibilities: Manage the Selling functional area, including Commissions, Sales Force and Selling Home Office budgets, and partner with the commercial sales/business ops team to develop strategy, perform value analysis, and ensure financial commitments are met.

Jacksonville, FL13 days ago

The Senior Land Analyst partners closely with Land Acquisition leadership and cross-functional teams to provide actionable insights that influence investment strategy, capital allocation, and risk management. This role is responsible for financial modeling, investment analysis, due diligence coordination, and market intelligence to support land acquisition decisions and long-term portfolio strategy.

Jacksonville, FL16 days ago

Remote

$70,000–$120,000 Per Year

Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including: Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level). Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.

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Investment Jobs in Jacksonville, FL

Financial Consultant, Truist Investment Services, Ponte Vedra, FL Truist Financial Corp

Senior Associate, Alternative Investment Specialist SS&C

Investment Consultant II - Merrill Premium Bank of America

Manager, Alternative Investment Specialist SS&C Technologies Holdings Inc

Call Center Associate - Investment & Retirement Services SGA Inc.

Consulting Manager, Asset Investment Planning Black & Veatch Holding Co

Consumer Investments Money Movement Service Representative - Jacksonville, FL Bank of America Corp

Call Center Associate - Investment & Retirement Services Software Guidance & Assistance

Director of Accounting - Loans, Investments, and Derivatives Seacoast National Bank

Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu Ltd

Investment Advisor Navy Federal Credit Union

Financial Consultant, Truist Investment Services, Ponte Vedra, FL Truist Bank

Investment Account Support Specialist SAFE Act Citigroup Inc

J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL JPMorgan Chase Bank, N.A.

Hybrid-Real Estate Investment Representative/Acquisitions Agent Rebuilt

Hybrid Real Estate Investment Representative/Disposition Agent Rebuilt

Commercial Finance Senior Analyst Johnson & Johnson

Sr. Land Analyst Mattamy Homes

Senior Analyst Operations - CRA Ally Financial Inc

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