- Truist (Orlando, FL)
- …a team. **Preferred Qualifications:** + Advance degree or related industry designation ( CFA , CFP, etc). + Knowledge of relevant legal, regulatory and compliance ... issues. + Solid legal and loan structuring fundamentals. + Ability to operate independently with minimal supervision. + Ability to manage multiple deals simultaneously and different constituents depending on deal stage. + Strong organizational skills. +… more
- Citigroup (Miami, FL)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced judgment ... and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. + US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities… more
- JPMorgan Chase (Tampa, FL)
- …+ FINRA Series 7, 63 **Preferred qualifications, capabilities and skills** + CFA , CAIA JPMorganChase, one of the oldest financial institutions, offers innovative ... financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment… more
- US Bank (Sarasota, FL)
- …independently and act as a business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, which ... means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring process,… more
- US Bank (Naples, FL)
- …Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location:** The role offers a hybrid/flexible schedule, ... which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring… more
- US Bank (Fort Lauderdale, FL)
- …Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, ... which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.* Preferred: CAIA, CFP, CFA , CIMA, or MBA **Travel Requirements** 50-75% ... + Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective… more
- Vaco (Orlando, FL)
- …Experience in a staffing, recruiting, or consulting role highly preferred. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + Must ... have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
- JPMorgan Chase (Palm Beach, FL)
- …the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical thinking ... to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with… more
- Citigroup (Tampa, FL)
- …these standards. **Qualifications:** + 5-8 years of relevant experience + Chartered Accountant/ CFA /MBA + Experience in accounting or related field + Knowledge of ... funds services and its process + Knowledge of relevant technical systems + Previous supervisory experience + Demonstrated leadership and project management skills + Consistently demonstrates clear and concise written and verbal communication + Demonstrated… more