- First Horizon Bank (Orlando, FL)
- …from commercial, middle market, and commercial real estate segments + Acts as a financial advisor by educating the client about financial strategies (eg ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- Oracle (Tallahassee, FL)
- …microservices, event-driven architectures, and streaming technologies. Your hands-on experience will ensure customers have secure, scalable, and resilient ... effective adoption of OCI's cloud-native capabilities. + Serve as a technical advisor and advocate for best practices related to security, scalability, and… more
- Citigroup (West Palm Beach, FL)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a...frequently seek strategic advice regarding financial matters. + Build relationships with client families that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Due Diligence utilizes specialized knowledge and skills obtained through direct work experience and formal training to develop and maintain an alternative investment ... cash management, valuation practices, and NAV analysis. * Review financial statements and any other relevant reports on the...and execute an annual project plan to cover all required ongoing operational due diligence reviews. * Willingness to… more
- USAA (Tampa, FL)
- …OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree. + Minimum 6 years' project ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...respond to customer needs + Serve as a trusted advisor to internal teams, helping define needs and architect… more
- Black & Veatch (Orlando, FL)
- …all matters of the proposed PFAS regulations and will serve as a technical advisor to internal and external clients. The PFAS Regional Lead will provide subject ... and amendments Project Execution: + Serve as a technical advisor with a deep understanding of PFAS regulations, rapid...civil, environmental, or chemical engineering. * 11 years of experience in drinking water treatment with at least 5… more
- Duke Energy (Orlando, FL)
- …+ In addition to required degree, minimum two (2) years relevant work experience + In lieu of bachelor's degree, High School/GED and minimum nine (9) years work ... + Experience working in utility regulatory environment + Comprehensive financial and business acumen + Analytics capability/ proven ability to analyze market… more
- JPMorgan Chase (Miami, FL)
- …Degree required + One plus years of industry related experience + Exceptional follow-up and follow-through skills **Preferred Qualifications, Capabilities, and ... team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and...Connect, DDR/KYC or ability to learn proprietary software + Experience and interest in financial markets and… more
- JPMorgan Chase (Palm Beach, FL)
- …Bachelor's Degree required * One plus years of industry related experience * Exceptional follow-up and follow-through skills * PowerPoint and Excel expertise ... team * Work with Team Leader to monitor Client Advisor loadings. * Submit and monitor fee schedules and...Connect, DDR/KYC or ability to learn proprietary software * Experience and interest in financial markets and… more
- Santander US (Miami, FL)
- …Administration Department of Santander Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative ... Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact...their FA partners. A CSA candidate should have sales experience since they are frequently tasked with working with… more