• Regional Director, Structured Investments…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …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
    Raymond James Financial, Inc. (01/03/26)
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  • Alternative Investments Consultant

    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
    Raymond James Financial, Inc. (12/19/25)
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  • Retirement Client Advisor

    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
    UMB Bank (11/21/25)
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  • Private Client Advisor II

    Bank of America (Tampa, FL)
    …and within the business community​ **Desired Qualifications:** + MBA or Post-Graduate Degree + 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 +… more
    Bank of America (01/07/26)
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  • Tax Senior - Strategic Partnership Solutions

    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
    Deloitte (12/25/25)
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  • Sr. Charitable Estate Planning Advisor

    American Heart Association (Jacksonville, 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
    American Heart Association (12/04/25)
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  • Tax Manager - Federal / Corporate Tax

    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
    Deloitte (11/25/25)
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  • Director of Institutional Wealth

    Bank OZK (Clearwater, FL)
    …accounting, or related field, or commensurate work experience, required. Advanced degree or CFP (R), CFA (R), or AIF(R) certification preferred. + 10+ years of ... experience in institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a… more
    Bank OZK (11/08/25)
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  • Tax Senior - Sustainability - Renewable Energy

    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 + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for… more
    Deloitte (10/25/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Tampa, 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 + US federal income tax partnership experience + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management experience… more
    Deloitte (10/25/25)
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