- Deloitte (Jacksonville, FL)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Miami, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Citigroup (Tampa, FL)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... responsible and in our clients' best interests. As a financial institution that touches every region of the world...We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development… more
- US Bank (Palm Beach, FL)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to identify potential...you and your family boost your health, protect your financial security and give you peace of mind. Our… more
- Citigroup (Jacksonville, FL)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... responsible and in our clients' best interests. As a financial institution that touches every region of the world...We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development… more
- American Express (Sunrise, FL)
- …driving strong governance around execution + Update BU Risk and Control Assessment based on new and/or revised products **Controls & Issue Management:** + Complaints ... and emerging risk trends + Act as a trusted advisor to senior leaders, supporting a culture of compliance...years of compliance, legal, or risk experience within a financial institution + Deep knowledge of US banking regulations… more
- Truist (Winter Park, FL)
- …support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and ... equivalent work-related experience 2. Five years of previous banking or other financial institution experience with an emphasis in operations or administration 3.… more
- Ascension Health (Jacksonville, FL)
- …to join our team! **Benefits** Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term ... your community _Benefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education,… more
- Parker Hannifin Corporation (Naples, FL)
- …or may not include manufacturing areas. + Acts as the business area advisor to division staff concerning specific detail on program performance and contractual ... development and/or mature programs. + Thorough understanding of business and financial plans and controls, contractual terms and regulatory requirements. +… more
- Truist (Orlando, FL)
- …description:** Job Description Summary Purpose: Mitigate risk for the firm from financial , reputation and regulatory items by ensuring that the advisors, OSJs and/or ... observations, trends and policy oversights + Primary approval of advisor Regulation Best Interest documentation as it pertains to...in lieu of Series 66) + Life/Health and Variable Insurance Licensing + 5 or more years related retail… more