- Deloitte (Boca Raton, FL)
- …may be available Preferred Qualifications: + Finance Acumen: Familiarity with financial principles, statements, and metrics; previous experience supporting ... you'll work alongside a team of accomplished professionals, delivering impactful financial planning and advanced analytics for our Strategic Analytics function in… more
- Oracle (Tallahassee, FL)
- …management and sales enablement. Has profit and loss responsibility or financial /expense management of practice. This position will manage financials, operations, ... stakeholders. They will have strong business acumen and ensure financial targets are met. **Basic Qualifications:** 8+ years of... targets are met. **Basic Qualifications:** 8+ years of experience relevant to this position including 4 years of… more
- Deloitte (Tallahassee, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... passion for renewable energy and sustainability and have relevant experience , Deloitte Tax LLP ("Deloitte Tax") may be the...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Santander US (Miami, FL)
- …Degree or equivalent work experience : - Required . + 3+ Years Experience in financial services preferably in a client facing operations role. - ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more
- Principal Financial Group (Tampa, FL)
- …or BA degree or 8 years of equivalent experience + 0+ years of professional experience + Life & Health insurance license required within 90 days of hire with ... of Group Life, Disability, Dental, Vision, and Critical Illness solutions through financial advisors (ie, brokers) for employer groups ranging from 3 to 499… more
- Truist (Tampa, FL)
- …work-related experience 2. Five years of previous banking or other financial institution experience with an emphasis in operations or administration 3. ... offerings Preferred Qualifications: 1. Six years of previous banking or other financial institution experience with an emphasis in operations or administration… more
- Coinbase (Tallahassee, FL)
- … in post-merger integration within a company or premier consulting firm * Experience in financial services and/or consumer Internet, especially if focused on ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your ... and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg,… more
- Bank of America (Lake Mary, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Jacksonville, FL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... client first mindset ** Required Qualifications:** + Minimum of one year of experience working in a client servicing operations capacity or in the banking/ … more