- City of Boynton Beach (Boynton Beach, FL)
- Senior Planner Salary $93,121.38 - $139,676.00 Annually Location Boynton Beach, FL Job Type Full Time Job Number 202500459 Department Planning & Development ... * Tax Deferred 125 Premium Plan * Flexible Spending Account * Direct Deposit * Social Security Student Loan...employees for successful completion of approved courses leading to Associate , Bachelor and Master degrees. Wellness Program The City… more
- M&T Bank (Naples, FL)
- …and the retention and expansion of existing client relationships. + Complete new account opening, collect AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC ... more complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed… more
- HUB International (Tallahassee, FL)
- …offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and ... + Participate in remote client meetings and conference calls, alongside the account services team member(s) and/or producer, to relay compliance requirements and… more
- Regions Bank (Orlando, FL)
- …of trusts, estates, IRAs, IMAs and custody accounts + Ensures that account administration complies with fiduciary principles + Coordinates client service activities ... include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst… more
- Regions Bank (Orlando, FL)
- …Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) ... and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Regions Bank (Orlando, FL)
- …experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law (LL.M.) **Skills and** **Competencies** + ... and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Edward Jones (Tallahassee, FL)
- …in the branch of mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered by the firm and ... Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account . Financial advisors enjoy flexibility in… more
- Aegon Asset Management (FL)
- …meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders. + Participate in projects ... 7. + FINRA Series 63 or obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher… more