• Investment Analyst I

    Truist (Fort Lauderdale, FL)
    …**Preferred Qualifications:** + Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] + MBA [or progress towards MBA ] + Additional ... Professional Designations such as CFP(R), CIMA, CAIA **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are… more
    Truist (08/22/25)
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  • Investment Analyst II

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …develop solutions **Educational/Previous Experience Requirements** + Undergraduate degree in Finance or Economics; CFA or MBA candidates a plus with 6-8 years of ... financial industry experience + An equivalent combination of experience, education, and/or training as approved by Human Resources **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied + Series 7 required more
    Raymond James Financial, Inc. (08/21/25)
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  • Associate Director, Business Development

    Vaco (Tampa, FL)
    …tax, and/or public accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. + Previous experience ... in recruiting or business development a plus. **Location** **: In** **office.** Hybrid/Remote option may be considered with Management approval. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands described are… more
    Vaco (07/24/25)
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  • Citi Private Bank - UHNW Investment Counselor…

    Citigroup (Miami, FL)
    …years 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:… more
    Citigroup (07/09/25)
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  • Principal Financial Analyst-Project Valuation…

    NextEra Energy (Juno Beach, FL)
    …or project finance, advanced financial modeling skills in Excel, and preferably an MBA , CFA , or Master's in Finance. This role requires superior analytical, ... 6+ years **Preferred Qualifications** + CPA (Certified Public Accountant) + CFA (Chartered Financial Analyst) + Master's - Accounting, Finance or Business… more
    NextEra Energy (08/15/25)
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  • Wealth Advisor III - Tampa / Naples

    Truist (Tampa, FL)
    …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 demonstrated ability to manage a… more
    Truist (06/03/25)
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  • VP, Credit Regulatory Response & Reporting

    Synchrony (Altamonte Springs, FL)
    …other techniques + Hyperion Experience + Master's Degree desired with quantitative underpinning, MBA , CFA , CAS or SOA exams, or other relevant certifications or ... designations **Grade/Level: 13** The salary range for this position is **155,000.00 - 260,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be… more
    Synchrony (08/28/25)
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  • Financial Analyst, Capital Stress Testing…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …or other statistical modeling programs is a plus. **Licenses/Certifications** + None required. MBA , CFA , or demonstrated progress toward such is a plus. + ... FINRA NOT required. **Travel Required:** No more
    Raymond James Financial, Inc. (08/22/25)
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  • Investment Manager II

    Truist (Tampa, FL)
    …and licenses required for this position. 7. 8. Preferred Qualifications: 9. MBA / CFA and/or equivalent professional designation 10. Combination of buy and ... sell-side experience **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though… more
    Truist (07/19/25)
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  • US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Palm Beach, FL)
    …works tirelessly 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… more
    JPMorgan Chase (08/22/25)
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