- Navy Federal Credit Union (Pensacola, FL)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor / agent of ... Overview To provide financial consulting services to assist members and non-members...expertise to client investment consultations and servicing of life insurance and full suite of investment products. + Administer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on behalf of the insurance company, communicating with carriers and financial advisor / agent as necessary throughout the licensing process. Identifying ... review for accuracy + Respond to inquiries received regarding agent licenses and appointments + Send follow up notices...companies regarding submitted business or issues + Work with financial advisor and insurance companies… more
- Anywhere Real Estate (Jacksonville, FL)
- …Senior Manager supports initiatives that connect our global network, enhance agent education, and promote cross-border collaboration. This person will be expected ... with Immobel to expand platform participation, increase awareness, and enhance agent experience. Oversee referral marketing efforts in collaboration with the brand… more
- Anywhere Real Estate (Orlando, FL)
- …M&A, and roll-in events to drive growth. + Drive key metrics: Agent recruiting, retention, per- Agent production, adjusted gross commissions, transaction sides, ... increase market share. + Lead complex consulting engagements involving financial analysis expense management, and business planning to drive...Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance +… more
- Deloitte (Miami, FL)
- …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)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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
- Deloitte (Jacksonville, FL)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients,… more
- Deloitte (Jacksonville, FL)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Tampa, FL)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Jacksonville, FL)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more