- 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 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication… 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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 +… more
- Deloitte (Jacksonville, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big ... 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to… more
- Truist (Jacksonville, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 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… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and...AMS360, Epic, and sales CRM tools like HubSpot is preferred . + Demonstrated ability to build and present customized… more
- CVS Health (Orlando, FL)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...Spanish. + Must be at least 18 years old ** Preferred Qualifications** + Prior Beauty Sales Experience + Current… more
- Raymond James Financial, Inc. (Tampa, FL)
- …Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or financial ... advisor request. + Open new client accounts. + Ensure...+ Bachelor's degree in business or related discipline, MBA preferred . + 2 or more years' experience in the… more
- Raymond James Financial, Inc. (Tampa, FL)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Anywhere Real Estate (Jacksonville, FL)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...**Qualifications:** What you must have + **Education:** Bachelor's degree preferred + **Experience:** 1 - 3 years of sales… more
- JPMorgan Chase (Orlando, FL)
- …possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through ... partners in the division and region to support new advisor initiatives and updates + Become a subject matter...and investment solutions + Series 7, Series 66 required ** Preferred qualifications, skills, and capabilities:** + CFP preferred… more
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