- TIAA (Coral Gables, FL)
- …* Deeply curious with a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks of your character. * ... needs of clients and propose solutions that fit each client 's unique scenario, and unwavering work ethic. * Thrives...Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … client -service oriented, detail-oriented, and can thrive in a team -driven and fast-paced environment. **Essential Duties and Responsibilities** * Develops ... obtained through experience, specialized training or certification to support Equity Analyst in preparing industry and company research by collecting, organizing,… more