- Deloitte (Jacksonville, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or large CPA firm equivalent +… more
- Wells Fargo (St. Petersburg, FL)
- …industry experience + Experience in branch office supervision, compliance, broker -dealer governance, sales supervision + Experience supporting independent Advisors ... Indiana 46802 + 100 2nd Ave S - Saint Petersburg, Florida 33701 + Preferred location(s) listed above. Other locations within Florida and Indiana may be considered.… more
- Humana (Tallahassee, FL)
- …approval of all language within marketing materials - includes member, broker /sales, and provider communications + Operationalize the experience in partnership with ... Enterprise leaders by sharing meaningful insights through synthesis of data ** Preferred Qualifications** + Bachelor's Degree or military experience + Experience in… more
- Evolent (Tallahassee, FL)
- …using advanced MS SQL Server tools, including SSIS, SSAS, XML, and Service Broker . + Conduct deep data analysis using SQL, proprietary applications, Azure App ... detail-oriented + Team player with a low ego and high accountability Preferred Experience: + SQL Server Certification (Querying) + Experience with Microsoft Dynamics… more
- HUB International (Coral Gables, FL)
- …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, ... work experience. + Must have a valid Florida state 4-40 license; 2-20 license preferred . + 2+ years of experience in insurance client support. + Excellent customer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Administer commission based employee salary charge, transfer pay, broker book succession, and professional partner compensation agreements. **Responsibilities:** ... guidance (but not constant supervision). **Knowledge Of:** + Payroll Software (Workday Preferred ) or ability to learn specific applications. + Wage and Hour Law.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …relevant regulations (eg FINRA, SEC), especially those associated with broker -dealer and registered investment advisor business models. + Planning, organizing ... education, experience and/or training approved by Human Resources. **Licenses/Certifications** + SIE, Series 7, CIA, CPA, or CISA Auditing Certification(s) preferred more
- Paychex (Sarasota, FL)
- …through virtual interactions. + Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users. + Conduct outbound ... national meetings. Qualifications + HS Diploma - Required + Bachelor's Degree - Preferred + 2 years of experience in Relevant sales/sales management experience or… more
- CVS Health (Tallahassee, FL)
- …sales, account management, and operations to resolve any problems and ensure client, broker , consultant and provider needs are being met. + Evaluates new business ... Strong leadership, collaboration and teamwork **Education** + Bachelor's degree preferred /specialized training/relevant professional qualification **Pay Range** The typical pay… more
- Lincoln Financial (Tallahassee, FL)
- …Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). _Nice to have experience ( Preferred )_ : + Prior external audit experience in the insurance industry ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more