- 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,...advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax… 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,...advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax… more
- Regions Bank (Orlando, FL)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. **Primary Responsibilities** + Performs… 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 ... personal activities. Our full benefit package is designed to support the physical, mental, and financial health...designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… 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 ... personal activities. Our full benefit package is designed to support the physical, mental, and financial health...designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… more
- M&T Bank (Naples, FL)
- …knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner ) and/or CTFA (Certified Trust & Financial ... individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all… 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 ... personal activities. Our full benefit package is designed to support the physical, mental, and financial health...designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… more
- THOR Solutions, LLC (Panama City, FL)
- …expertise in multidisciplinary engineering, project and program management, business and financial management, technical support , integrated logistics support ... THOR Solutions is seeking a Cyber/Information Technology Analyst, to support the Command, Control, Communications, Computers, Navigation, and Electrical (C4N&E)… more
- Regions Bank (Orlando, FL)
- … Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law (LL.M.) **Skills and** ... to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the… more
- Deloitte (Tampa, FL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, ... streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +...clients + Develop and mentor team members + Provide support with various internal initiatives and special tax related… more