- Bank of America (Miami, FL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Deloitte (Tampa, FL)
- …and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate and/or hedge fund clients? If ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and… more
- First Horizon Bank (Orlando, FL)
- …appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a ... credit and banking needs. + Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in… more
- First Horizon Bank (Miami Beach, FL)
- …perform the essential functions.** + Bachelor's Degree Required + 5 or more years of sales and client management experience in Wealth Management and a ... complex credit and banking needs + Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in… more
- Jacobs (Tampa, FL)
- …governments (FDOT and others) in Central Florida by collaborating and leading our sales and delivery teams to sustain existing workload and to lead strategy ... personal, valuable client relationships between Jacob's personnel and client personnel ( management , technical, functional, delivery) to weave a fabric of broad-based… more
- Bank of America (Lakewood Ranch, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Carrier (FL)
- …communication and business skills necessary to facilitate the integration of sales , engineering, construction management , and operations and maintenance ... executing energy projects: project development, business development support, internal sales , project management support, and organizational strategic planning… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of a comprehensive compliance program for Capital Markets, encompassing Equity Investment Banking, Equity Research, Institutional Equity Sales & Trading, ... experience with an emphasis on finance and operations, within an investment advisory or management firm. + Ten (10) years of compliance experience preferred.… more
- Lincoln Financial (Tallahassee, FL)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Marriott (Tampa, FL)
- …and Restaurant Management , or related major; 8 years' experience in the management operations, sales and marketing, or related professional area. OR * 4-year ... and revenue generation and delivering a return on investment to both Marriott International and property ownership. Drives..., or related major; 6 years' experience in the management operations, sales and marketing, or related… more