- UMB Bank (Tallahassee, FL)
- …team provides support to the development of the software used by our Fund Accountants, external Alternative Investment client teams, and Investors to manage ... tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate banking benefits. Benefit offerings and eligibility… more
- Bank of America (Fort Myers, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions * Recommends banking and… more
- Charles Schwab (Naples, FL)
- … investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent oral and ... 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. +… more
- CBRE (Tallahassee, FL)
- …**About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates with the agility ... analytical, communication, and negotiation skills. + Fluency in financial modeling, investment analysis, and understanding of how renewable energy projects are… more
- Deloitte (Jacksonville, FL)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their...4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range… more
- MyFlorida (Orlando, FL)
- …offered + The Florida Retirement System (FRS) offers two retirement plans - the Investment Plan and the Pension Plan + The Florida Deferred Compensation Plan is a ... for the Nursing Student Loan Forgiveness Program. + From funds available, the program may make nursing education loan...Enrollment and payment of awards is based on available funds . Education and employment history must be verifiable. Please… more
- Hilton (Tallahassee, FL)
- …assigned TMC accounts delivering and exceeding performance targets\. + Utilize marketing funds to deliver incremental value with a maximum return on investment ... + Communicate the account's global strategy to peers in other regions\. + Disperse funds to other regions that enable sales and marketing activities to support the… more
- MyFlorida (Daytona Beach, FL)
- …HMO or PPO + Life, Dental, Vision and much more offered + State Pension/ Investment Retirement Plan + Paid vacation and sick leave + Nine paid holidays + Tuition ... designated employment sites for the Nursing Student Loan Forgiveness Program. + From funds available, the program may make nursing education loan repayments of up to… more
- JPMorgan Chase (Miami, FL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... and fixed income markets and alternative investments, including Hedge Funds , Private Equity and Real Estate JPMorganChase, one of...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Huntington National Bank (Naples, FL)
- …procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: + Assists with or leads special ... customers by providing detailed information on specific accounts and disbursing funds as appropriate. + Responsible for identifying, researching, analyzing and… more