- RTX Corporation (Miramar, FL)
- …execution from induction through delivery and closure. Acting as both a trusted advisor and a subject-matter expert, you will manage complex agreements, ensure ... financial alignment, and drive compliance across all stages of...parental leave benefits + Ovia Health, fertility, and family planning + Adoption Assistance + Autism Benefit + Employee… more
- BMO Financial Group (Jacksonville, FL)
- …decision and report on activity that indicates an exposure to financial crimes. Ensures potential threats and investigations are evaluated, documented, managed ... their development, and manages poor performance. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives.… 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...team. Sales acts in two main capacities: 1) the advisor 's primary voice and resource at the home office,… more
- First Horizon Bank (Fort Lauderdale, FL)
- …as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... based on customer profile and financial plan, and matching customer needs with appropriate products...needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer… more
- Deloitte (Lake Mary, FL)
- …to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 12/31/25 Work ... Cash Management, Transaction Management, Hedge Management and Accounting, Liquidity Planning , Risk Analyzers, In-House Cash, SWIFT Integration, and Bank… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the… more
- CBRE (Tallahassee, FL)
- …of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data Centre ... * Oversee all phases of project management including procurement, contracting, planning , tracking, and execution. * Ensure that contract procurement, negotiation,… more
- JPMorgan Chase (Miami, FL)
- …seeking a Business Manager in Miami or New York. This role involves financial planning , sales management, project management, and change management initiatives. ... by promoting key initiatives and acting as a trusted advisor to Business/Group Heads. You will be responsible for...speak Portuguese a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- JPMorgan Chase (Palm Beach, FL)
- …role will be crucial in maintaining our reputation as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax, ... develop strategies for increasing business with current clients; professional advisor cultivation Required Qualifications, Skills and Capabilities + Bachelor's… more