- Deloitte (Tampa, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Qualifications Required: + 3+ years of experience providing tax planning and/or compliance services + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week + Bachelor's… more
- WTW (Miami, FL)
- …of client-facing Commercial P&C insurance experience required + Active P&C broker license with continuing education + Healthcare industry expertise (eg, Medical ... Malpractice, Hospital Liability) preferred + Strong knowledge of coverage forms, renewal processes, and program design + Excellent communication skills, including presentations and technical discussions + Proven ability to manage work, mentor colleagues, and… more
- JPMorgan Chase (Melbourne, FL)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made ... available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan Chase &… more
- Parker Hannifin Corporation (Miami, FL)
- …item master for HTS, COO, and Licenses + Revises and Updates Customs Broker SOPs as needed + Provides Import Clearance Instructions including master data files, ... and non-standard shipments inquiries + Audit's Customs Entries especially for maximizing Return Goods Declarations (Ch. 98) + Responsible for the proper exporting of the division's products. + Monitors and/or manages Parker compliance systems and tools… more
- Deloitte (Tampa, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Qualifications Required: + 5+ years of experience providing tax planning and/or compliance services. + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week. + Bachelor's… more
- TD Bank (Doral, FL)
- …expertise of other **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. ... May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Advanced principles of banking, trust and finance and securities broker /dealer operations. + Wealth Planning offerings and partnerships, including longevity, ... insurance, and investments relationships. + Detailed and in-depth understanding of Money Guide Pro Elite and Wealth Studios **Skill in** + Excellent problem solving skills to identify the needs of clients through effective questioning and listening. + The… more
- Lincoln Financial (Tallahassee, FL)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- WTW (Tampa, FL)
- …other relevant online tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities as needed + ... Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM) **This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of the financial services industry. + Bank holding company and retail broker dealer clearing firm operations. **Skill in:** + Experience drafting documents, ... including reviewing, and editing. + Drafting policies. + Excellent written and verbal communications skills to professionally address a wide and varied audience, including executive management, both internally and externally. + Organizational and time… more