- Deloitte (Jacksonville, FL)
- …funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (Miami, FL)
- …below based on role requirements and business approval: + Licensed attorney + Enrolled Agent + Other Certifications: + US Customhouse Broker 's License + CUSECO ... (Certified US Export Control Officer) + Where applicable, non-US citizen qualifying credentials: + Foreign equivalent of the above certifications + CUSICO (Certified US Import Compliance Officer) + Professional Accreditation in EU Customs Law (post masters)… more
- Deloitte (Tampa, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Deloitte (Jacksonville, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Lincoln Financial (Tallahassee, FL)
- …administration and reconciliation of multiple (employee, director, and agent ) non-qualified deferred compensation plans, including enrollments, deferrals, ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Deloitte (Jacksonville, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more