- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Licenses/Certifications:** * 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
- Insight Global (Orlando, FL)
- …skills to positively represent the bank to clients. *Experience settling estates and working with unique assets. *Preferred: JD, CTFA, and/or CFP certification. ... A typical day involves managing trust accounts to ensure compliance with legal and company standards, making timely distributions to beneficiaries, and maintaining accurate records. You'll work closely with clients to understand their financial goals, explain… more
- Edward Jones (Panama City, FL)
- …State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... Retirement Planning Counselor (TM) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have… more
- Fifth Third Bank, NA (Boca Raton, FL)
- …accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required. + CFP , JD, or CPA, or LLM required. + 10+ years in financial and/or ... estate planning related work, preferably at a high quality professional financial services company or firm. + High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. + Advanced… more
- American Heart Association (St. Petersburg, FL)
- …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 competitive base… more
- Charles Schwab (Miami, FL)
- …- financial planning and investment planning **Preferred Qualifications** + CFP (R) designation or MBA equivalent. + Understanding of traditional investment ... styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences,… more
- PNC (Pensacola, FL)
- …and will need to have served in a similar role in the market. A CFP is preferred for this position. PNC will not provide sponsorship for employment visas or ... participate in STEM OPT for this position. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients.… 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 ... + 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 communications skills The wage… more
- UMB Bank (Tallahassee, FL)
- …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 full earning potential for this role. Please… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of ... designations and experience approved by the Wealth Planning management team and hiring manager. more