- Anywhere Real Estate (Tampa, FL)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Truist (St. Petersburg, FL)
- …support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and ... environment with multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings Preferred Qualifications:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... planning and preparation process. * Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts * Fundamental… more
- NextEra Energy (Juno Beach, FL)
- …a deep understanding of SAP systems. You will function as a trusted advisor to the business unit partners recommending and delivering innovative solutions to ... C-level leadership. Maintain healthy working relationship with business partners. + Fiduciary Responsibility: responsible for ensuring monies are spent in the way… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Trust and RJ Trust Company of New Hampshire. + Serve as a **trusted advisor and business partner** to senior leaders, providing credible challenge and guidance on ... assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Trust and fiduciary services operations, regulations, and risk exposures. + Risk management… more
- Deloitte (Jacksonville, FL)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting,… more