- Fisher Investments (Anna Maria, FL)
- …provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the ... investment universe. The Opportunity: You will be supported by...Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive… more
- Creative Financial Staffing (Boca Raton, FL)
- Staff Accountant My client is a vertically integrated real estate investment and management firm which owns and operates commercial real estate on behalf of ... private and institutional capital. Through its affiliates, the firm owns and manages more than 6 million square feet of properties throughout the United States.… more
- Amerant Bank (Coral Gables, FL)
- …service to the bank's affiliated broker dealer and registered investment advisor.Responsibilities:Middle Office Liaison for the front office between Pershing, ... Management business units we serve.Ensure strict confidentiality of client, firm , and employee information.Process document bank storage.Minimum Education and/or… more
- Rose International (Tampa, FL)
- …* Up to 5 years max of experience desired in Financial Services, Consulting or Investment Banking * 1-2 years in a major management consulting firm , or ... equivalent experience in a large Financial Services company * Strong written and verbal communications skills * Worked on large scale transformation or regulatory programs / projects * Familiar with agile / waterfall project management lifecycle with hand on… more
- Creative Financial Staffing (Tampa, FL)
- …Our client has the ability to offer tax planning, financial and investment planning, and client accounting services for individuals and small businesses Competitive ... Planning and conducting audit engagements in accordance with regulatory and firm guidelines Review and analyze financial statements, reports, and accounting records… more
- Creative Financial Staffing (Clearwater, FL)
- …a monthly basis and oversee the transfer of control of banking and investment accounts from the acquired companies.About the company and opportunity: This company ... for acquisition accounting. Collaborate on valuation work with a Valuation Firm . Monitor holdbacks and escrow balances for acquired companies. Perform other… more
- Creative Financial Staffing (Fort Lauderdale, FL)
- …Conduct financial analysis to support decision-making, such as evaluating investment opportunities, assessing profitability, and identifying areas for cost ... in Accounting or Finance required. Prior experience at a Big 4 accounting firm is highly valued. Technical accounting experience is highly valued. A minimum of… more
- Atria Wealth Solutions (Pensacola, FL)
- …to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to ... Investment Advisor Pensacola, FL, United States and 3...of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's… more
- Edward Jones (Port Charlotte, FL)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients.** **Our financial advisors are valued ... Financial advisors lead the branch team to serve clients and contribute to the firm 's purpose. They deeply understand the client's goals and why they are important… more
- Edward Jones (Miami, FL)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are a valued ... products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals… more
