- 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 ... of Financial Advisor expenses. + Creates reports to...Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry… more
- Ameresco (FL)
- …role with Ameresco Asset Sustainability Group. A keen understanding of capital planning , strategy development , and facility operations will enable the quickest ... appropriate for the markets served; focused on initial introduction of Asset Planning services coupled with downstream financial solutions (Capital Creation… more
- BAE Systems (Jacksonville, FL)
- …and reliability. As a Director of Finance, you will be at the forefront of financial planning and analysis, playing a critical role in shaping the organization's ... the opportunity to work on a wide range of financial projects, from financial planning ... leadership and expertise to drive business growth, optimize financial performance, and support the development of… more
- City National Bank (Tallahassee, FL)
- …CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …issues. + Prepares customized written industry and company specific reports upon request to Financial Advisor . + Assists in development of financial ... written industry and company specific reports + Assists in development of financial models for revenue and...+ Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from… more
- M&T Bank (Naples, FL)
- …Completes operational tasks such as reporting and data input needs for planning , core banking, investments, and Trust advisement for prospects and clients. Assists ... for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning… more
- First Horizon Bank (Orlando, FL)
- …wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on ... who are designated to support client service and business development efforts (eg credit, mortgage, planning , investment,...+ Stays updated and abreast of changing economic, legal, financial planning , investment trends and general market… 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. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... Group is the largest segment within Raymond James supporting financial advisors who provide financial planning...hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... Friday, up to 40 hours per week. **Duties and Responsibilities** + Master financial planning software, conduct competitive analysis, and present findings to… more