- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies implemented + Acts as the expert in understanding the Prospective Advisor target audience. Crafts the prospect journey throughout the sales funnel, from ... a consistent messaging experience for each target audience - clients and financial advisors. + Prepares cost estimates and oversees budgets for campaigns, vendor… more
- Confluent (Tallahassee, FL)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... for operating and maturing their Confluent subscription. You will also utilize relationship management skills & industry experience to guide the customer on how… more
- Fiserv (Tallahassee, FL)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... Catalyst for Growth: Travel across the assigned territory, partnering with Financial Institutions to bring Clover's cutting-edge solutions to merchants, sparking… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities Will… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities will… more
- Coinbase (Tallahassee, FL)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more
- Bank of America (Winter Park, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- EMCOR Group (Tampa, FL)
- …* Collaborate with internal teams (eg, project management, accounting, Commercial Sales Advisor ) to ensure seamless client onboarding and service delivery. * Track ... * Leverage industry connections to generate leads and build brand awareness. ** Financial Analysis & Reporting** * Analyze client account activity to identify… more
- Fiserv (Miami, FL)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... Catalyst for Growth: Travel across the greater area, partnering with Financial Institutions to bring Clover's cutting-edge solutions to merchants, sparking success… more
- Citigroup (Tampa, FL)
- …practical business-oriented solutions. This individual will be a key legal advisor to business stakeholders and functional partners by providing legal advice, ... their lifecycle. The role requires an attorney with experience with consumer financial protection laws with a strong preference for experience with the Electronic… more