- Unknown (Jacksonville, FL)
- …cfp and client forward client forward investing community financial wellness financial advisor growth investments retirement career development ... Chief of Staff & Executive Assistant to the Chief Operating Officer (COO) About...Chief Operating Officer (COO) About the Company Innovative personal financial management platform Industry Financial Services Type… more
- H&R Block (Jacksonville, FL)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It would be even… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- Oracle (Tallahassee, FL)
- **Job Description** **Sr. Assistant Controller, North America Revenue Controller** When you combine Oracle's **_\#1 ERP financial system_** with its ... of all accounting records for the corporation and end-to-end financial ownership and compliance for the countries and subsidiaries...for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team **What's needed… more
- Truist (Ocala, FL)
- …support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ... maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the appointments'...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- JPMorgan Chase (Sarasota, FL)
- …continually grow them. Generate new business amongst financial sponsor and financial executive community and acquire new client assets, both from existing ... Advise Ultra High Net Worth (UHNW) clients in the Financial Services space on personal balance sheet asset allocation,...in the job offered or as SC Banker, Deals Associate/ Advisor , Mergers and Acquisitions (M&A) Manager, Assistant … more
- Deloitte (Miami, FL)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Parexel (Tallahassee, FL)
- …Manages project engagements (small or large) + Interacts with the assigned Project Assistant to ensure accurate financial management and for general project ... understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor... client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more
