- Deloitte (Tampa, FL)
- …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 leveraging technology and exploring new… more
- Deloitte (Jacksonville, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited… more
- JPMorgan Chase (Naples, FL)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT ... AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF… more
- Deloitte (Tampa, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes… more
- Equitable (Tampa, FL)
- …Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** + Unlimited earning potential and comprehensive ... benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group… more
- Equitable (Tampa, FL)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary** : Annual salary for eligible… more
- Regions Bank (Orlando, FL)
- …**Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner ( CFP (R)) + Master's of Law (LL.M.) **Skills and** **Competencies** + Excellent ... problem solving and interpersonal skills + Excellent verbal and written communication skills + JD and/or CPA is highly preferred **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference… more
- Truist (Davie, FL)
- …2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **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 eligibility for specific benefits may be determined by the division of Truist offering the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA, CIMA, or MBA ... * Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm. * Provide reactive and proactive product related phone support. Serve as a primary point of… more
- Deloitte (Tampa, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience +… more