- Truist (St. Petersburg, FL)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Aegon Asset Management (FL)
- …+ Ability to quickly learn new systems/technology. Preferred Qualifications + Certified Financial Planner (CFP) Working Conditions + Office environment. + ... than a century ago, we were among the first financial services companies in America to serve everyday people...United in our purpose, we help people create the financial freedom to live life on their terms. What… more
- KeyBank (Naples, FL)
- …+ FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. ... and wellness planning. + Provide fully engaged support to financial advisors in developing a financial planning...support to financial advisors in developing a financial planning blueprint for their clients to identify planning… more
- BMO Financial Group (West Palm Beach, FL)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets of ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- Equitable (Tampa, FL)
- …your business + Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** + Unlimited earning ... your team + Coaching from your experience & training to develop new Financial Professionals + Collaborating with local leadership to strengthen values, mission and… more
- Deloitte (Miami, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Tampa, FL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Jacksonville, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
- NASCO (Tallahassee, FL)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... product innovation, distribution, and market access + Develops business cases and financial models to inform partnership decisions and measure ROI + Manages a… more