- HUB International (Fort Lauderdale, FL)
- …businesses in the community **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Manage the financial planning process: + Collect client data, organizing and creating ... + Be able to speak to and provide information on lower level financial planning questions from clients The essential duties contained in this job description… more
- JPMorgan Chase (Tampa, FL)
- …preserving and managing their wealth. You will use your knowledge of investments, financial planning , credit and banking to both advise current clients on ... on their overall balance sheet, including asset allocation, investment management, wealth planning , credit and banking needs + Partner with internal specialists to… more
- Citigroup (Miami, FL)
- …relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial… more
- HD Supply (Jacksonville, FL)
- …merchandising objectives for a category or categories of merchandise. Drive the financial planning process and manage the process from recommending targets ... product lines. The ideal candidate brings extensive experience in merchandising, strong financial acumen, and the ability to operate effectively in a dynamic,… more
- Truist (Jupiter, FL)
- …and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide ... the team * Stays updated and abreast of changing economic, legal, financial planning , investment trends and general market and business issues impacting affluent… more
- Allegis Global Solutions (Jacksonville, FL)
- …a related field preferred + Minimum of 7 years of progressive experience in financial planning , analysis, and accounting + Demonstrated expertise in financial ... key business functions across QuantumWork Advisory (QWA) by delivering strategic financial guidance and contractual oversight. This position requires deep expertise… more
- Humana (Tallahassee, FL)
- …a team of 15-20 associates, with two direct reports, with responsibilities across financial planning , administrative and an oversight relationship of the PCO ... and help us put health first** Provides executive and financial leadership to Human's Primary Care Organization. The VP...the business. + Plays a key role in enterprise planning through understanding and advocacy of Primary Care economics.… more
- Robert Half Finance & Accounting (Miami, FL)
- …in Miami, Florida. This role involves overseeing cash flow operations, supporting financial planning , and assisting with various treasury activities to ensure ... practices in treasury operations. * Provide insights and recommendations for financial planning and modeling to support business goals. Requirements * Proven… more
- Elevance Health (Tampa, FL)
- …long-term objectives. + Advise the business Presidents and executive teams on financial planning , budgeting, forecasting, and capital allocation. + Participate ... operations, including financial reporting and analysis, budgeting, forecasting, and long-term financial planning . + Ensure compliance with all financial … more
- Cognizant (Miami, FL)
- …standards to mitigate risks and maintain integrity. + Provide expert advice on financial planning budgeting and forecasting to support business objectives. + ... with a strong understanding of industry standards. + Demonstrate proficiency in financial analysis planning and reporting techniques. + Exhibit excellent… more