- LCEC (North Fort Myers, FL)
- …Spending Accounts + Paid time off and paid holidays + Wellness program with financial rewards + Tuition reimbursement + Group life insurance + Critical Illness and ... insurance programs, policy administration, and records management, and serves as a key advisor to executive leadership and the Board of Trustees on risk and… more
- AECOM (Tampa, FL)
- …in steering business and client opportunity and serving as a role and advisor to the overall project team.** Candidates should have demonstrated use of industry ... through project life. + Responsible with Department Manager and/or Principal for financial performance and procedures, ensuring projects are managed to standards and… more
- First Horizon Bank (Orlando, FL)
- …as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout...based on customer profile and financial plan, and matching customer needs with appropriate products… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... **Raymond James** **Overview** **:** **One of the largest independent financial services firms in the country could** **be** **the place** **you build** **a career… more
- BMO Financial Group (Jacksonville, FL)
- …stakeholders to deliver project/program/initiative business results in alignment with overall Financial Crimes group goals. Provides subject matter expertise in the ... from business case development through execution. + Acts as a trusted advisor to assigned business/group. Focuses primarily on new build or significant enhancement… more
- Deloitte (Miami, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,...developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,...developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation… more
- BMO Financial Group (Miami, FL)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... programs of varying scope and type, including readiness assessments, planning , stakeholder management, execution, evaluation and sustainment of initiatives. +… more
- Bank of America (Naples, FL)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Citigroup (Tampa, FL)
- …transparency. **Qualifications:** + 5-8 years experience + Solid understanding of strategic financial planning . + History of academic and professional excellence ... fast-paced, ever changing business landscape. **Responsibilities:** + Act as a trusted advisor to senior leadership and address high impact strategic issues within… more