- Deloitte (Jacksonville, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or large CPA firm equivalent + ... 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 to skill sets; experience and training;… more
- JPMorgan Chase (Palm Beach, FL)
- …and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading financial services firm, helping nearly half ... of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small… more
- Guardian Life (Tallahassee, FL)
- …of 5+ years wholesaling + Professional designation such as CLU, ChFC or CFP preferred. **Salary Range:** $90,000 - $105,000 The salary range reflected above ... is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role… more
- Raymond James Financial, Inc. (Naples, FL)
- …Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) + CFP (R) designation (or progress toward) strongly preferred. **Work Experience** + 3+ ... years of financial planning or wealth management experience. **What We Offer** + A boutique, client-focused environment where relationships come first. + A supportive, collaborative team culture. + Competitive compensation and benefits. + Professional growth… more
- General Dynamics Information Technology (Tyndall AFB, FL)
- …duty day + Coordinate system downtime requirements with CAOC/ADS "Comm Focal Point ( CFP )" + Monitoring the on-site and remote locations + Perform additions, changes, ... and relocations of ADCS equipment + Performs a range of technical tasks and provides site support. + Modifies, moves, and installs a range of new equipment. + Troubleshoots a range of hardware and software problems and interconnectivity issues. **Principle… more
- Bank of America (Jacksonville, FL)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- Bank of America (St. Petersburg, FL)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client… more
- Edward Jones (Tallahassee, 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
- US Bank (Fort Lauderdale, FL)
- …make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, which means ... there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please… more
- US Bank (Sarasota, FL)
- …and act as a business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, which means there's ... an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to… more