- AdventHealth (Altamonte Springs, FL)
- …Experience Required **Preferred Qualifications:** . Master's Preferred . Certified Public Accountant (CPA) Preferred This facility is an equal opportunity employer ... and complies with federal, state and local anti-discrimination laws, regulations and ordinances. The salary range reflects the anticipated base pay range for this position. Individual compensation is determined based on skills, experience and other relevant… more
- KeyBank (Naples, FL)
- …+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) ... + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric approach + Demonstrated… more
- Regions Bank (Orlando, FL)
- …Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation) + ... Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies**… more