- 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
- NextEra Energy (Juno Beach, FL)
- …data, and internal credit rating models in order to establish appropriate counterparty level credit ratings and exposure limits + Perform periodic reviews for all ... Economics, or a related field; professional certification CPA or CFA a plus + Proficiency with MS Excel and.../ GED * Bachelor's or Equivalent Experience * Experience: 2 + years **Preferred Qualifications** + Bachelor's Degree + Chartered… 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
- City of Lakeland (Lakeland, FL)
- …examination. + Must acquire an understanding of LPD Agency General Orders and CFA (Commission for Florida Law Enforcement Accreditation). + Must obtain and maintain ... insurance for an employee on leave at the same level and under the same conditions that existed while...Longevity Pay Tuition Reimbursement Program provides employees up to $ 2 ,500 per fiscal year (October 1 through September 30)… more
- Truist (Orlando, 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
- Travelers Insurance Company (Tampa, FL)
- …in accordance with department guidelines. + Proactively creates Claim File Analysis ( CFA ) by adhering to quality standards. + Utilizes diary management system to ... severity/ complexity protocols that should be transferred to another level of claim professional and refers on a timely...Must Have?** + High School Diploma or GED. + 2 years of liability claim handling experience and/or comparable… more
- Travelers Insurance Company (Tampa, FL)
- …CLAIM HANDLING: + Directly handle assigned severe claims when Travelers has coverage of $ 2 million or less and file exposure is greater than $500,000. + Provide ... tools in accordance with department guidelines. + Proactively review Claim File Analysis ( CFA ) for adherence to quality standards and trend analysis. + Utilize diary… more
- Travelers Insurance Company (Orlando, FL)
- …cash incentive awards. **Salary Range** $91,800.00 - $151,600.00 **Target Openings** 2 **What Is the Opportunity?** Under general supervision, this position is ... in accordance with department guidelines. + Proactively reviews Claim File Analysis ( CFA ) for adherence to quality standards and trend analysis. + Utilizes diary… more
- Datavant (Tallahassee, FL)
- …external point of contact for ESG-related inquiries and communications. + Support Board- level ESG oversight by preparing materials for Board and Committee meetings. ... the company's Scope 3 emissions footprint, with a particular focus on Tier 2 suppliers, and implement initiatives to mitigate impacts across the supply chain. +… more
- ASM Global (Jacksonville, FL)
- …attitude and appearance CERTIFICATES, LICENSES, REGISTRATIONS + MBA or progress toward CFA /CPA is a plus + Experience with event- level financial analysis ... make legends happen! ESSENTIAL DUTES AND RESPONSIBILITIES + Analyze event- level profitability, including ticket sales, concessions, staffing and other… more