- Deloitte (Jacksonville, 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
- Wells Fargo (Sarasota, FL)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Deloitte (Lake Mary, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- M&T Bank (Naples, FL)
- …for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and ... investment needs to ensure client satisfaction. + Leverage available...present at internal committee meetings. + Assist the Wealth Advisor by attending internal meetings to deepen knowledge of… more
- Bank of America (Miami, FL)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- First Horizon Bank (Orlando, FL)
- …of the team. + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects… more
- JPMorgan Chase (Tampa, FL)
- If you enjoy servicing a portfolio of Commercial and Investment Banking clients with their letter of credit needs, this could be the role for you! As a Senior Client ... for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Friday, up to 40 hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act as a ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act… more
- Citigroup (Miami, FL)
- …long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is ... Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial...objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all… more
- Citigroup (Miami, FL)
- …long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is ... Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial...objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all… more