- First Horizon Bank (Fort Lauderdale, FL)
- …closely with other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies ... the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you… more
- University of Miami (Coral Gables, FL)
- …student organizations on Engage, the University's student organization management software program . + Coordinates training and marketing efforts for graduate ... DUTIES AND RESPONSIBILITIES: Advising, Advocacy, and Student Governance + Serves as co- advisor for the Graduate Student Association, acting as a liaison between the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge and skills obtained through direct work experience and formal training to develop and maintain an alternative investment operational due diligence ... program designed to provide high net worth clients with...cash management, valuation practices, and NAV analysis. * Review financial statements and any other relevant reports on the… more
- First Horizon Bank (Homestead, FL)
- …in job posting. **SUMMARY:** The Senior Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... financial goals and align on solutions that meet their...by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...execution of the Incident Management (IM) planning and testing program , including review of test results and remediation of… more
- Deloitte (Jacksonville, FL)
- …not 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
- LCEC (North Fort Myers, FL)
- …+ Flexible Spending Accounts + Paid time off and paid holidays + Wellness program with financial rewards + Tuition reimbursement + Group life insurance + ... administration, and records management, and serves as a key advisor to executive leadership and the Board of Trustees...relationships, and cost analysis + Manage the records retention program in coordination with counsel and IT teams to… more
- Veterans Affairs, Veterans Health Administration (West Palm Beach, FL)
- …the Secretary of Veterans Affairs in an accredited core specialty Psychiatry Residency Training Program leading to eligibility for board certification. (NOTE: VA ... is made. Responsibilities This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program . You must meet… more
- TD Bank (Jacksonville, FL)
- …**Job Description:** The Lead Business Insights Specialist acts as an advisor to business leaders and stakeholders. This role provides comprehensive analytical ... tools (eg SQL, Visual Basic, Alteryx, Power BI, Python) + Strong analytical and program solving skills are required to interpret data and draw conclusions + Strong… more
- NASCO (Tallahassee, FL)
- …data architecture / technical teams through transformations + 3 years of financial budget management and forecasting **Required Training , Certification and ... direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts,… more
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