- Deloitte (Lake Mary, FL)
- …from every sector of the industry, including investment managers, broker -dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- TD Bank (Fort Lauderdale, FL)
- …risk management experience + Familiarity with conducting a Compliance Risk Assessment preferred + Experience working with top tier banks in large scale, ... risks and taxonomies related to consumer and commercial banking, securities ( broker -dealer), and wealth management businesses + Excellent written, verbal and… more
- Deloitte (Lake Mary, FL)
- …approval: + Licensed attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... Solutions Developer (MCSD), AWS (Amazon Web Services) or GCP (Google Cloud Platform) Preferred : + Education with SAP focus (any of the following): S/4 or ECC… more
- Trustmark (Tallahassee, FL)
- …the role** **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an ... with 4 - 6 years relevant sales experience. + Active life and health license preferred or must complete within 90 days of hire with company support. + Consultative… more
- Deloitte (Miami, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Deloitte (Tampa, FL)
- …funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications ... on average, based on the work you do and the clients and industries/sectors you serve Preferred : + Advanced degree such as MST, MAcc, JD, or LLM + Previous Big 4… more
- Deloitte (Jacksonville, FL)
- …funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- CenterWell (Orlando, FL)
- …to encourage others in collaborative problem solving. Acting as both a broker and consultant regarding resources, you engage others in problem solving without ... field + Project execution/management experience. + Proficient documentation skills. ** Preferred Qualifications:** + Lean Six sigma training or certification.… more
- Deloitte (Tampa, FL)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- CenterWell (Tallahassee, FL)
- …with the ability to encourage others incollaborativeproblemsolving.Acting as both a broker and consultant regarding resources, you engage others in problem solving ... projects + Proficient in Microsoft Office products: Powerpoint, Excel, Word Preferred Qualifications: + BPS Board Certification (any BPS certification) + Pharmacy… more