- City National Bank (Tallahassee, FL)
- …services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the ... Worth or Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues (aka "continual learner") and the ability to… more
- Regions Bank (Orlando, FL)
- …services including financial planning , asset management, personal trust and estate planning , insurance and risk management services, consumer and mortgage ... utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates… more
- Regions Bank (Naples, FL)
- …services including financial planning , asset management, personal trust and estate planning , insurance and risk management services, consumer and mortgage ... utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates… more
- USAA (Tampa, FL)
- …needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. ... volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For… more
- Navy Federal Credit Union (Pensacola, FL)
- …& People Analytics team is responsible for managing the staffing needs of the Real Estate division. The Capacity Planning & Intelligence team - members of the ... Overview The Real Estate Lending division has more than four thousand...by supporting the achievement of strategic goals through predicting, planning , & optimizing workforce needs. Our objectives: + Improve… more
- Charles Schwab (Naples, FL)
- …for helping individuals and families with their financial goals, including retirement planning , charitable giving, estate planning , active investing or ... managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. **What you have** **Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A… more
- Williams Parker (Sarasota, FL)
- …+ Strategic Thinking & Problem Solving: Applies analytical thinking to complex estate planning and tax matters. Proactively identifies and resolves issues, ... adapting to evolving regulations and client needs. + Business Development & Initiative: Shows enthusiasm, initiative, and reliability. Contributes to the firm's growth through a strong work ethic and drive for results. + Leadership & Time Management: Plans,… more
- Robert Half Finance & Accounting (Tequesta, FL)
- …requests, and wire transfer requests. * Coordinate with external family advisors for estate planning updates and monthly service calendar creation. * Administer ... trust-related transactions, such as processing checks, managing life insurance premiums, and preparing Crummey letters. * Execute bill-paying services for multiple LLCs, including payments to contractors and payroll taxes for employees. * Collaborate on… more
- Williams Parker (Sarasota, FL)
- …largest and oldest law firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota, Florida. As Sarasota's largest and ... and families through a variety of specialties. Our Real Estate practice group is looking for a motivated attorney...are already licensed to practice law in Florida or planning to relocate and willing to sit for the… more
- Publix (Lakeland, FL)
- **34014BR** **Position Title:** Lead Software Engineer - Real Estate (SAP) **Department:** Publix Technology **Location:** Lakeland, FL **Description:** **_Please ... Payables/Receivables, Asset Accounting, General Ledger, Payments Processing, Project Systems, Real Estate , Tax and FI integration with Logistics modules. In this… more