- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to obtain a necessary license if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor ... Promote the Wealth Consulting teams through home office visits and public speaking engagements. + Extensive collaboration with internal and external business… more
- Bank of America (Miami, FL)
- …90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Guardian Life (Tallahassee, FL)
- …updating marketing collateral. **You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, ... exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and… more