Investment Consultant jobs in United States, Florida, Tampa

What you’ll achieve

As an AI/ML Software Engineer, you will join a global team focused on leveraging AI/ML to drive innovation in our storage products and enhance efficiency across organizational processes.

You will:

• Collaborate with architects, senior engineers, product managers and business stakeholders to understand complex problems in enterprise data storage products and engineering processes (e.g., testing, CI/CD) and identify opportunities for AI/ML solutions

• Assist in the entire machine learning lifecycle, including data collection, cleaning, pre-processing, feature engineering, model training, evaluation, and deployment

• Implement, optimize, and experiment with various AI and Machine Learning algorithms and models

• Develop and maintain robust, scalable, and efficient AI/ML pipelines and infrastructure

• Perform rigorous model testing, validation, and interpretability analysis to ensure accuracy, fairness, and reliability

• Stay up-to-date with the latest advancements in AI, Machine Learning, and deep learning research and technologies

• Document technical designs, code, and experimental results clearly and concisely

• Contribute to a culture of continuous learning, innovation, knowledge sharing, and best practices within the team

Essential Requirements:

• Technical Proficiency:

  • Solid theoretical understanding of core AI and Machine Learning concepts, including supervised, unsupervised, and reinforcement learning, LLMs, and common ML algorithms

  • Proficiency in major programming language used in AI/ML ( e.g., Python )

  • Experience with popular ML frameworks and libraries (e.g., TensorFlow, PyTorch, Scikit-learn, Pandas, NumPy)

  • Familiarity with data manipulation, analysis, and visualization techniques

• Problem-Solving: Demonstrated ability to approach complex problems, break them down, and propose innovative AI/ML-driven solutions

• Adaptability: Eagerness to learn new tools, technologies, and adapt to evolving project requirements in a fast-paced enterprise setting

• Communication: Strong verbal and written communication skills to articulate technical concepts to both technical and non-technical audiences

Desirable Requirements:

• Education: Bachelor's with 2 + year of experience or Master's degree with 2+ years of experience in Artificial Intelligence, Machine Learning, Computer Science, Data Science, or a closely related quantitative field with a strong emphasis on AI/ML

• Experience in AI/ML in an enterprise or large-scale data environment

• Experience with MLOps principles and tools (e.g., Docker, Kubernetes, CI/CD for ML)

• Knowledge of distributed computing frameworks (e.g., Spark) for large datasets

• Software development experience in C/C++

•Bachelor’s degree

In this role you will:

• Participate in soliciting residential mortgages from various sources

• Produce high quality loans which are compliant and provide excellent customer service

• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans

• Understand real estate appraisals, title reports, and real estate transactions

• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Basic Microsoft Office skills

• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

• Excellent verbal, written, and interpersonal communication skills

• Mortgage industry experience

• Knowledge and understanding of sales prospecting and generating referrals

• Experience developing and cultivating professional relationships

• Customer service experience

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)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

• 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

• Ability to lift 20+ pounds

• Reliable transportation

• Ability to work nights, weekends, and/or holidays as needed or scheduled

:

• 13304 Bruce B Downs Blvd, Tampa FL 33612

• 2350 34TH Street N, St. Petersburg FL 33713

• 639 S Fort Harrison Ave, Clearwater FL 33756

• 6076 N Lockwood Ridge Rd, Sarasota FL 34243

• 1510 Cortez Rd W, Bradenton FL 34207

• 6013 State Road 54, New Port Richey FL 34653

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.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

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.

3. Assist clients with trades, requests for information, research, account problems, etc.

4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

5. Participate in the preparation for and delivery of client presentations and engagements.

6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 4 years professional experience, including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Willingness to pursue additional credentials in the wealth and investment fields.

In this role you will:

• Participate in soliciting residential mortgages from various sources

• Produce high quality loans which are compliant and provide excellent customer service

• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans

• Understand real estate appraisals, title reports, and real estate transactions

• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Basic Microsoft Office skills

• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

• Excellent verbal, written, and interpersonal communication skills

• Mortgage industry experience

• Knowledge and understanding of sales prospecting and generating referrals

• Experience developing and cultivating professional relationships

• Customer service experience

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)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

• 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

• Ability to lift 20+ pounds

• Reliable transportation

• Ability to work nights, weekends, and/or holidays as needed or scheduled

:

• 13304 Bruce B Downs Blvd, Tampa FL 33612

• 2350 34TH Street N, St. Petersburg FL 33713

• 639 S Fort Harrison Ave, Clearwater FL 33756

• 6076 N Lockwood Ridge Rd, Sarasota FL 34243

• 1510 Cortez Rd W, Bradenton FL 34207

• 6013 State Road 54, New Port Richey FL 34653

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.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Regular or Temporary:

English (Required)

As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, and Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, and Skills

• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

In this role you will:

• Participate in soliciting residential mortgages from various sources
• Produce high quality loans which are compliant and provide excellent customer service
• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Basic Microsoft Office skills
• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
• Excellent verbal, written, and interpersonal communication skills
• Mortgage industry experience
• Knowledge and understanding of sales prospecting and generating referrals
• Experience developing and cultivating professional relationships
• Customer service experience

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)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
• 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
• Ability to lift 20+ pounds
• Reliable transportation
• Ability to work nights, weekends, and/or holidays as needed or scheduled

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.