• Sr. Charitable Estate Planning Advisor

    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
    American Heart Association (12/04/25)
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  • Business Development Officer, Schwab Wealth…

    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
    Charles Schwab (12/04/25)
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  • Senior Relationship Strategist - PNC Private Bank

    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
    PNC (12/03/25)
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  • Tax Manager - Federal / Corporate Tax

    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
    Deloitte (11/25/25)
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  • Retirement Client Advisor

    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
    UMB Bank (11/21/25)
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  • Private Wealth Consultant

    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
    Raymond James Financial, Inc. (11/20/25)
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  • Wealth Management Associate with Future Leadership…

    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 (11/19/25)
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  • Director of Institutional Wealth

    Bank OZK (Clearwater, FL)
    …or related field, or commensurate work experience, required. Advanced degree or CFP (R), CFA(R), or AIF(R) certification preferred. + 10+ years of experience in ... institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business… more
    Bank OZK (11/08/25)
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  • Key Private Bank Senior Relationship Manager

    KeyBank (Naples, FL)
    …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric… more
    KeyBank (11/02/25)
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  • Paraplanner, Retirement & Private Wealth

    HUB International (Fort Lauderdale, FL)
    …& 66 licenses are required or series 6 & 63 and 65 licenses + CFP (R) or FPQP (TM) designation or working toward certification + Proficiency with Microsoft Office ... Suite an eMoney Advisor or other financial planning software + Strong attention to detail and organization + Excellent written and verbal communication skills Department Account Management & Service Required Experience: 2-5 years of relevant experience… more
    HUB International (10/31/25)
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