- Robert Half Finance & Accounting (Miami, FL)
- …contributing to operational efficiency. If you have experience in financial sales, investment start up, analysis, reporting, and SPEAK PORTUGUESE, we invite you to ... trends and opportunities. * Prepare accurate and timely sales reports to support business decision-making. * Collaborate with CFO to create financial sales plan… more
- JPMorgan Chase (Tampa, FL)
- …spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing ... a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total compensation… more
- JPMorgan Chase (Tampa, FL)
- …spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing ... a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total compensation… more
- Citigroup (Tampa, FL)
- …procedures and controls, and staying current with LATAM market regulations. + Provide support and coverage for team members during periods of high workload and ... credit risks, and market practices in LATAM. + Knowledge of various investment instruments, including Equity securities, Fixed Income, and Asset-Backed securities. +… more
- KeyBank (Naples, FL)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...(CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)… more
- Regions Bank (Orlando, FL)
- …Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or ... for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and… more
- Truist (Winter Park, 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
- NextEra Energy (Juno Beach, FL)
- …banks, and financial advisors + Oversee financial and strategic analyses to support high-impact investment decisions + Present transaction recommendations and ... Energy. The group is responsible for engaging with the investment banks and counterparties during the deal process in...Qualifications** + Master's - Business Administration + Chartered Financial Analyst (CFA) NextEra Energy offers a wide range of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge and skills obtained through experience, specialized training or certification to support Equity Analyst in preparing industry and company research by ... select growth companies. Help to identify and formulate new investment ideas in targeted industry groups to support... investment ideas in targeted industry groups to support the generation of new business activity. The ideal… more
- CBRE (Tallahassee, FL)
- …their skills in market research, financial analysis, and data analytics to support real estate investment decisions. + **Training and Development Specialist:** ... Centers, Engineering/Maintenance, Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Management, Legal, Marketing, People/Human Resources, Project Management, Property… more