- Citigroup (Miami, FL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Alternative Investment Group (eg, operations and marketing) in addition to direct financial advisor communication. + Composing and disseminating due diligence ... conducting quantitative and qualitative due diligence, investment analysis (eg, financial modeling, risk analysis, validating investment merits, etc.), and making… more
- Citigroup (Plantation, FL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …due diligence review of legal agreements and other closing documents. + May prepare financial advisor and client communications regarding loan and loan terms. + ... more complex issues to a higher level. May contact financial advisors and clients to obtain, clarify, or provide...receipt of and completeness of legal documents, loan, and financial information. Follows up on missing documentation. + Verifies… more
- HNTB (Miami, FL)
- …cash flow, and contract compliance. The Project Analyst acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such ... our team of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on budgets, profitability,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. * Interacts with Financial … more
- First Horizon Bank (Orlando, FL)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- First Horizon Bank (Fort Lauderdale, FL)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.… more
- Deloitte (Miami, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Tampa, FL)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more