- KeyBank (Naples, FL)
- …**Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified ... (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred)… more
- Regions Bank (Orlando, FL)
- …Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment ... Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret and… more
- Truist (St. Petersburg, FL)
- …Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …The ability to obtain a necessary license if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private ... and wellness planning. + Provide fully engaged support to financial advisors in developing a financial planning...support to financial advisors in developing a financial planning blueprint for their clients to identify planning… more
- Regions Bank (West Palm Beach, FL)
- … financial and economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified ... in Business, Finance and/or Economics + Technical training in estate planning and financial and economic markets + Ten (10) years in investment management or… more
- Equitable (Tampa, FL)
- …to building your business + Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** ... your team + Coaching from your experience & training to develop new Financial Professionals + Collaborating with local leadership to strengthen values, mission and… more
- Regions Bank (Orlando, FL)
- …and economic markets + Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Skilled in applicable computer software programs + Verbal and written… more
- Deloitte (Miami, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Tampa, FL)
- …Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Jacksonville, FL)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more