- USAA (Tampa, FL)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... to materially change and improve business performance. + Serves as strategic advisor bringing diverse perspective to leverage multiple ways of thinking while… 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
- Deloitte (Tampa, 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 (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients,… more
- Fiserv (Jacksonville, 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 ... Software Engineer At Fiserv, we are dedicated to transforming financial services technology to benefit our clients. As a...benefit our clients. As a Software Development Engineering - Advisor I, you will play a critical role in… more
- USAA (Tampa, FL)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... to materially change and improve business performance. + Serve as strategic advisor bringing diverse perspective to leverage multiple ways of thinking while… more
- JPMorgan Chase (Miami, FL)
- …risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives ... **Required Qualifications, Capabilities, and Skills** + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to… more
- JPMorgan Chase (Jacksonville, FL)
- …operational marketing and administrative support to the primary Private Client Advisor (s), within JPMorgan Wealth Management. **Job responsibilities** + Work as a ... and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of...as a condition of employment Chase is a leading financial services firm, helping nearly half of America's households… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- First Horizon Bank (Orlando, FL)
- …a financial advisor by educating the customer about financial strategies (eg Financialplanning, investments, insurance , credit, market trends) based on ... needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify newcustomer needs and… more