- Truist (Jupiter, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Citigroup (Miami, FL)
- …the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, ... the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments,… more
- NextEra Energy (Juno Beach, FL)
- …energy - NextEra Energy. The group is responsible for engaging with the investment banks and counterparties during the deal process in order to negotiate terms ... structuring of complex transactions + Build relationships with industry executives, investment banks, and financial advisors + Oversee financial and strategic… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …month following the date of hire + Florida Retirement System: Pension or Investment retirement plans + Anticipate 40+ hours per week + Opportunities for voluntary ... of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the... Plan are eligible for renewed membership in the Investment Plan only. FRS reemployment rules apply for both.… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …+ Paid sick and vacation leave + Florida Retirement Systems: Pension or Investment retirement plans + Life insurance and short/long-term disability + Training to ... of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the... Plan are eligible for renewed membership in the Investment Plan only. FRS reemployment rules apply for both.… more
- Deloitte (Tampa, FL)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...of Investment Management companies. Our clients include investment advisers and administrators from every sector of the… more
- Deloitte (Miami, FL)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- Scotiabank (Tampa, FL)
- …of deposit acquisition strategies and ensure a complete range of deposit and investment products exists in each market and optimized pricing is maintained to ensure ... influence strategies, support product innovation, inform clients on drafting or revising investment policies and educate sales teams on deposit and investment … more
- Deloitte (Jacksonville, FL)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...of Investment Management companies. Our clients include investment advisers and administrators from every sector of the… more
- Charles Schwab (Delray Beach, FL)
- …or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles ... on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and… more