- City National Bank (Tallahassee, FL)
- …firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is ... years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth...to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of… more
- Truist (Tampa, FL)
- …source for investment communication. Assists the Wealth Advisor in acquiring Reserve- level , prospective clients. 2 . Assist Wealth Advisors with information ... review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors...resources, problem solve, and deliver to clients the highest level of client service. * Is intensely focused on… more
- Truist (Tampa, FL)
- …and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2 . ... accounting, finance, banking or equivalent financial services experience and related training. 2 . Minimum of five years of financial services experience working with… more
- Oracle (Tallahassee, FL)
- …modeling/analysis. + Partner closely with senior executives (SVPs, EVPs, President level ) to translate complex financial and operational concepts into concise, ... leaders. + Strong executive presence and communication skills; able to produce Exec level materials and present to SVP, EVP, and President- level leaders with… more
- Truist (Orlando, FL)
- …emphasis on balance sheet drivers such as loans outstanding and deposits outstanding. 2 . Develop a business plan annually to include marketing and client acquisition ... Participate in campaigns or volunteer at committee or board level within legal-focused non-profits within local market. 13. Support...disabilities to perform the essential functions. 1. Bachelor's Degree 2 . 5 years or more of commercial banking &… more
- Oracle (Tallahassee, FL)
- …finance, accounting or consulting (3+ years) + Experience with financial modeling, CFA candidates preferred + Advanced Microsoft Excel - specifically data tables, ... analytical and problem-solving skills + Strong written and oral communications with level of details appropriate towards target audience + Attention to detail and… more
- Elevance Health (FL)
- …Underwriter** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility ... or strategic finance. **Preferred Skills, Capabilities, and Experiences:** + ASA/FSA, CFA , or CEBS credentials preferred. For candidates working in person or… more
- University of Miami (Coral Gables, FL)
- …nor offers health benefits. Job duties will include teaching one (1) or two ( 2 ) undergraduate or graduate level courses subject to the candidate's credentials, ... corporate finance, financial management, and related areas. A Chartered Financial Analyst ( CFA ) is a plus. Salary is contingent upon qualifications and experience.… more
- Deloitte (Miami, FL)
- …Data Scientist + DocuSign (Workflow Manager, E-signature, CLM, etc.) + iCertis + Onit Product Suite ( Level 2 and above) + Conga CLM + Agiloft, + Sirion Labs + ... within a hybrid work model that requires US Tax professionals to co-locate in person 2 -3 days per week + Ability to travel up to 50%, on average, based on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and with external business contacts. + Provide a high level of customer service. **Educational/Previous Experience Requirements** **Education/Previous Experience** + ... Bachelor's degree and a minimum of two ( 2 ) years of fixed income experience in a trading...FINRA Series 7 license, Series 52 license + A desire to pursue the CFA is encouraged **Travel Required:**… more