- Regions Bank (Coral Gables, FL)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Truist (Jupiter, FL)
- …or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion ... or enrollment in certification programs such as CFA , CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and… more
- JPMorgan Chase (Palm Beach, FL)
- …on 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 +… more
- JPMorgan Chase (Miami, FL)
- …with good business acumen **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Excellent communication skills + Strong ... analytical and quantitative skills + Ability to multi-task and manage priorities effectively + Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP , CFA , or MBA ... Individuals assuming this role will be responsible for representing the Raymond James Private Market and Alternatives platform to financial advisors and clients, with the ultimate objective of driving departmental sales and increasing overall penetration of… more
- UMB Bank (Tallahassee, FL)
- …provide unparallelled customer experience to externa clients andid internal associates + CFA , CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - ... $235,810.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the… more
- Deloitte (Tallahassee, FL)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making… more
- Bank of America (Palm Beach, FL)
- …90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- American Heart Association (St. Petersburg, FL)
- …**Preferred Experience:** + Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA , highly preferred. + Ten (10) years of experience ... preferred. **Compensation & Benefits** The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details. + **Compensation** - Our goal is to ensure you have a… more
- Deloitte (Tampa, FL)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and… more