- Deloitte (Tampa, FL)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...spectrum of tax services to a broad range of Investment Management companies. Our clients include investment … more
- Deloitte (Jacksonville, 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 ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or financial ... advisor request. + Open new client accounts. + Ensure...strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …builds and executes multi-channel campaigns that support a wide range of investment products and strategies, including advisor engagement and thought leadership. ... Cloud technologies. + Build and manage campaigns across a range of investment products and strategies, tailoring messaging to drive engagement and support business… more
- Bank of America (Miami, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- M&T Bank (Vero Beach, FL)
- …needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ... and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants,… more
- Anywhere Real Estate (Miami, FL)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- Citigroup (Plantation, FL)
- …Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Citigroup (Miami, FL)
- …Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and financial planning strategies ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- CBRE (Tallahassee, FL)
- …Americas Consulting team. This role is ideal for a strategic advisor with deep expertise in organizational design, process mapping/governance, and enterprise ... distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, design workshops,… more