- 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 ... and finance and securities industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …facility engineering and operations. The Chief Engineer is a key managerial advisor reporting directly to top Medical Center management. This position is a ... aspects of engineering matters. This position is a fully participating technical advisor in all or almost all significant management planning, policy, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …book of accounts with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes ... finance and securities industry operations. + Financial markets, products, financial advisory function, and investment process. + Directed Trust… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets ... team. Sales acts in two main capacities: 1) the advisor 's primary voice and resource at the home office,...as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Financial markets and investment vehicles. + … more
- Ameresco (FL)
- …key objectives for this role is to be regarded as a "trusted advisor " for our Clients - developing long-term relationships and projects. Relationship Account ... that will translate into being chosen as the successful trusted advisor ; + Maintain customer relationship responsibility and accountability; + Strategically… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
- M&T Bank (North Palm Beach, FL)
- …technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- Guardian Life (Tallahassee, FL)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Insight Global (Tampa, FL)
- Job Description A large broker-dealer and registered investment advisor firm local to the Tampa area is looking for 2 Compliance Associates to sit within the ... securities brokerage and investment advisory organizations. This person ensures that all retail...company standards. In this role, you will be managing financial advisor and regulator inquiries through multiple… more
- University of Miami (Medley, FL)
- …UHealth Finance Department. CORE JOB SUMMARYThe Director, Finance - Central as principal advisor regarding all financial matters which may affect the short-term ... or long-term financial success of the University. More specifically, the Director,...external parties.9. Invests excess short-term and long-term cash and investment portfolios to maximize the return on investment… more