- M&T Bank (Naples, FL)
- …Experience sharing knowledge and skills with team members **Education and Experience Preferred :** CFP (Certified Financial Planner ) and/or CTFA (Certified ... Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of...and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills… more
- Truist (Winter Park, 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
- Raymond James Financial, Inc. (Fort Myers, FL)
- …processing securities typically gained by working for a brokerage firm, trust company, financial planner or bank + Exceptional communication skills + Exceptional ... Uhler Vertich White Advisors is a highly successful, comprehensive financial planning practice. Our Financial Planning Assistant plays the critical role in… more
- JPMorgan Chase (Palm Beach, FL)
- …that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for certain clients ... identify the banker's best wealth management prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions.… 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
- 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
- Carnival Cruise Line (Miami, FL)
- …Engineer (CDRE) preferred + Certified Business Resilience Manager (CBRM) preferred + Business Continuity Management Certified Planner (BCMCP) preferred ... and services needed by the team. Adhere to all purchasing, invoicing, and financial policies, and processes. Collaborate to develop and execute strategic plans. *… 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 ... and client landscape changes + Effective change management skills + Effective financial management skills ** Preferred Knowledge, Skills, and Abilities:** +… 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 ... internal teams to align strategy with business objectives and requirements ** Preferred Knowledge, Skills, and Abilities:** + Knowledge of software-defined networking… 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 ... with internal stakeholders, such as finance and management, to align financial transactions to the General Ledger + Evaluates and recommends improvements… more