- Wells Fargo (Sarasota, FL)
- …Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors . Learn more about the career areas and business divisions at wellsfargojobs.com ... (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written… more
- Bank of America (Tampa, FL)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience… more
- Grant Thornton (Fort Lauderdale, FL)
- …(CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, ... including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit… more
- Cherry Bekaert (Tallahassee, FL)
- …including recurring annual processes Talent, Performance Management and Development + Educate Career Advisors on the scope and impact of their role in developing and ... retaining talent; collaborate to deliver tailored training as needed. + Provide advice to leaders and employees on performance related concerns; including performance improvement, development of talent and succession planning. + Provide observations related to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and long-term capital market assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and ... market research that are essential to guiding our long-term investment forecasts and views across all asset classes. The incumbent will collaborate with the CIO, economists, and investment strategists to develop and message our multi-asset class views,… more
- Deloitte (Miami, FL)
- …role ends on 7/31/2025. Work You'll Do Our Senior Consultants serve as trusted advisors to their clients in both the corporate and private equity space. M&A Human ... Capital (HC) Due Diligence (DD) Senior Consultants deliver client engagements that identify, design, and implement M&A services, with a focus on Organization Transformation and HR Strategy & Excellence. They play a critical role in assessing the… more
- HUB International (Tallahassee, FL)
- …follow up to the client; following HIPAA rules and HUB procedures. + Keep Advisors , and supervisor fully informed of all important activities on client accounts. + ... Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials. + Schedule all Open Enrollment Meetings and Webinars. + Update Online Enrollment system for Open Enrollment. + Train… more
- UMB Bank (Tallahassee, FL)
- …with UMB._ **_Who we are_** We are more than a company. We are advisors , consultants, problem solvers, friends, community members, experts, and we are here to help ... you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf) Check out the road to a career at UMB more
- WSP USA (Orlando, FL)
- …local communities, we are engineers, planners, technical experts, strategic advisors and construction management professionals. WSP USA designs lasting solutions ... in the buildings, transportation, energy, water and environment markets. With more than 15,000 employees in over 300 offices across the US, we partner with our clients to help communities prosper. www.wsp.com WSP provides a flexible and agile workplace model… more
- Grant Thornton (Fort Lauderdale, FL)
- …(CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, ... including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit… more