• Preferred Relationship Manager

    Fifth Third Bank, NA (Orlando, FL)
    …growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service ... + Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience,… more
    Fifth Third Bank, NA (12/24/25)
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  • Regional Director, Structured Investments…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in ... is required to achieve departmental sales goals and increase advisor utilization. This person will be covering the Central...be applied) or ability to obtain within 90 days.* Preferred : CAIA, CFP, CFA, CIMA, or MBA **Travel Requirements**… more
    Raymond James Financial, Inc. (01/03/26)
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  • Brokerage Registered Client Service Associate

    Truist (Orlando, FL)
    …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
    Truist (01/06/26)
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  • Sr Manager, Digital Offer Management

    Charles Schwab (Orlando, FL)
    …the United States on a full-time basis without employer sponsorship.** Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, ... over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center… more
    Charles Schwab (01/07/26)
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  • Cross Asset Solutions Associate

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational support to provide a ... financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding the CAS platform.… more
    Raymond James Financial, Inc. (12/19/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Tallahassee, FL)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in… more
    Deloitte (12/25/25)
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  • Tax Manager - Federal / Corporate Tax

    Deloitte (Tampa, FL)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent… more
    Deloitte (11/25/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (Tampa, FL)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
    Deloitte (10/25/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Tampa, FL)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + US federal income tax partnership experience + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management… more
    Deloitte (10/25/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Tallahassee, FL)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... degree such as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences +… more
    Deloitte (10/25/25)
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