- Truist (Doral, FL)
- …overnight. Preferred Qualifications: 1. 5 years of previous banking or other financial institutional experience 2. Strong fiduciary and investment management ... following job description:** * This is a in-office position* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
- Truist (Tampa, FL)
- … financial institutional experience 2. Strong working fiduciary and investment management knowledge **General Description of Available Benefits for Eligible ... at Truist Tampa, FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing...Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent… 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
- Bank of America (Destin, FL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary...of Financial Advisor expenses. + Creates reports to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax ... a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred.… more
- KeyBank (Naples, FL)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment … more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators… more
- JPMorgan Chase (Palm Beach, FL)
- …of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will ... role will be crucial in maintaining our reputation as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic and ... supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory… more