Top 27 Investment banking Jobs in Hudson, Fl

Financial Advisor
Maggi Tax Advisory & Financial Group —Oldsmar, FL
- $5,000 a month
- Full-time
- Background check
- Research
- Mid-level
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Spring Hill, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Spring Hill, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Wesley Chapel, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Banker Business Specialist
PNC Financial Services Group —Wesley Chapel, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Relationship Banker - Clearwater New Port Richey Market
Bank of America —Palm Harbor, FL
- Extended hours
- Office
- Finance
- High school diploma or GED
Part Time (20 Hours) Associate Banker Hanley and Waters Branch, Tampa, FL Bilingual Spanish Required
JPMorganChase —Tampa, FL
- Part-time
- Spanish
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
12d
Portfolio Service Manager - Avilla Suncoast - Odessa, FL
Bryten —Land O' Lakes, FL
- $33 - $36 an hour
- On call
- Word processing
- Basic math
- English
- Health savings account
- Paid holidays
Quick Apply
6d
Part Time (30 Hours) Associate Banker, Dale Mabry and Stall Branch, Tampa, FL Bilingual Spanish Required
JPMorganChase —Tampa, FL
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
12d
Compliance Risk Management Senior Officer - Associate
JPMorganChase —Tampa, FL
- Full-time
- Research
- Office
- 3 years
- Health insurance
- Tuition reimbursement
9d
Sr Commercial Lending Underwriter
Achieva Credit Union —Dunedin, FL
- 5 years
- Writing skills
- Data analysis skills
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
AI Venture Capital Investor
Alfa AI —United States
- $100,000 - $1,000,000 a year
- Full-time
- Remote
- Research
- Senior level
3d

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Wealth Management Trainee (FL)
Bankers Life —Spring Hill, FL
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Wesley Chapel, FL
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
9d
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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investment banking jobs near hudson, fl

Financial Advisor

Maggi Tax Advisory & Financial Group -
Oldsmar, FL

Quick Apply

Job Details

Full-time
$5,000 a month

Benefits

Paid training
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Teamwork
Research
High school diploma or GED
Business development
Life & Health Insurance License
Experience practicing in the securities industry
Account management
Marketing

Full Job Description

About Us

Maggi Tax Advisory & Financial Group is a boutique financial planning, tax, and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are opening a new office location in Oldsmar, FL! We are seeking a motivated and detail-oriented Financial Advisor to join our team.

As we continue to grow, we are seeking a motivated and detail-oriented Financial Advisor to join our team who will work closely with senior advisors to support the delivery of comprehensive financial planning and investment management services. This role is ideal for someone who has prior Financial Advising experience, is passionate about helping consumers achieve their financial goals, and has an entrepreneurial mindset.

Why Join Us?

You’re feeling capped where you are now and want independent opportunities
We are a growing firm looking to have someone grow in success with us
Opportunity to work in a collaborative and supportive environment.
Mentorship and professional development opportunities.
Competitive base salary plus a lucrative variable compensation model.
Marketing budget and top-notch administrative support.

Key Responsibilities:

Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections
Hold client and prospective client meetings to provide support and ensure follow-up on action items
Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients
Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives
Help grow the firm’s client base through consumers activities and company-funded marketing efforts
Support marketing and business development initiatives, including vendor research
Stay current on industry trends, financial products, and regulatory requirements
Provide support to existing clients by answering inquiries and performing account service requests
All other duties as assigned

The Expertise We Are Looking For

Investment licensure: Series 65 or equivalent (Required)
Life & Health Insurance licensure (Required)
2+ years of experience in financial planning or investment advisory services (Required)
A high level of professionalism and a commitment to client service (Required)
High school diploma (Required)

What’s In It For You

Pay: $5,000 Monthly Draw + Commission/Fee Structure
PTO + Paid Holidays
401(k) + Company Match
Medical
Dental
Vision
Long-Term and Short-Term Disability
Life Insurance
Career Growth and Professional Development Opportunities

Check Us Out!

Website: https://maggitax.com/
TV & Radio: https://maggitax.com/in-the-media/
Community Engagement: https://maggitax.com/services/philanthropic-efforts/

If you feel you would be a good fit, apply today!

Pay: $5,000.00 per month

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Vision insurance

Experience:

Financial Planning: 2 years (Required)

License/Certification:

Life & Health Insurance License (Required)
Series 65/66 (Required)

Ability to Commute:

Oldsmar, FL 34677 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment banking jobs in hudson, fl

Financial Advisor

Wealth Management Trainee (FL)

Financial Services Professional - Hybrid Remote (FL)

Wealth Management Trainee (FL)

Relationship Banker Business Specialist

Relationship Banker - Clearwater New Port Richey Market

Part Time (20 Hours) Associate Banker Hanley and Waters Branch, Tampa, FL Bilingual Spanish Required

Portfolio Service Manager - Avilla Suncoast - Odessa, FL

Part Time (30 Hours) Associate Banker, Dale Mabry and Stall Branch, Tampa, FL Bilingual Spanish Required

Compliance Risk Management Senior Officer - Associate

Sr Commercial Lending Underwriter

Relationship Manager – Private Wealth & Tax Solutions

AI Venture Capital Investor

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