- Cardinal Health (Tallahassee, FL)
- …segment. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-5 years of experience with SQL coding required + 2-4 ... years of experience with statistical analysis and modeling required **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied… more
- Mass Markets (FL)
- …hold a valid Healthcare Insurance License + Previous call center experience is preferred . + Proficient in Microsoft Word, Excel, PowerPoint, and Outlook. + Excellent ... oral and written communication skills. + Strong organizational abilities and interpersonal skills. + Flexible schedule, strong analytical and problem-solving skills, and the ability to multitask effectively. + Capable of functioning efficiently in a fast-paced… more
- Truist (Jupiter, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...professional etiquette skills + Ability to travel, occasionally overnight ** Preferred Qualifications:** + 5 years of previous banking or… more
- Truist (Winter Park, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...professional etiquette skills 12. Ability to travel, occasionally overnight. Preferred Qualifications: 1. 5 years of previous banking or… more
- Truist (Orlando, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...professional etiquette skills + Ability to travel, occasionally overnight. ** Preferred Qualifications:** + 5 years of previous banking or… more
- Edward Jones (Valrico, FL)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Fiserv (Jacksonville, FL)
- …Title** Senior Software Architect - Multi Active Cloud, Databases & Platform Experience Preferred **About your role:** As a Software Architecture - Advisor II, ... you will play a crucial role in developing and implementing software architecture strategies that support Fiserv's business objectives. Your expertise will ensure the robustness, scalability, and performance of our software systems. You will collaborate with… more
- Truist (Sarasota, 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
- 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 + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide… more
- Deloitte (Miami, 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