- Regions Bank (Orlando, FL)
- …Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) ... Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance… more
- Microsoft Corporation (Fort Lauderdale, FL)
- …Business Administration, or related field AND 7+ years of technology-related sales or account management experience + OR 9+ years of technology-related sales or ... account management experience. + 2+ years cybersecurity solution knowledge...approach to problem solving, learning, and development. + Purposeful Planner & Executor - Delivers business impact with intentional… more
- Regions Bank (Orlando, FL)
- …experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law (LL.M.) **Skills and** **Competencies** + ... Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance… more
- Edward Jones (Tallahassee, FL)
- …Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account . Financial advisors enjoy flexibility in ... + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM)… more
- M&T Bank (Naples, FL)
- …and the retention and expansion of existing client relationships. + Complete new account opening, collect AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC ... more complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed… more
- Bank of America (Palmetto, FL)
- …exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained ... your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue… more
- Aegon Asset Management (FL)
- …meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders. + Participate in projects ... to quickly learn new systems/technology. Preferred Qualifications + Certified Financial Planner (CFP) Working Conditions + Office environment. + Occasional local… more
- Deloitte (Miami, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of ... M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (Tampa, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD, ... CPA or law firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including… more
- Deloitte (Tampa, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of ... M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more