- Deloitte (Miami, FL)
- …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
- Deloitte (Tampa, FL)
- …with the support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with the client contacts ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (Miami, FL)
- …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (Jacksonville, FL)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other business-related field… more
- Truist (Homosassa, FL)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more
- JPMorgan Chase (Palm Beach, FL)
- …for the client and may serve as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a ... and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading financial services firm, helping nearly half… more
- EPS Corporation (Panama City, FL)
- …Job Type Full-time Education Bachelor's Degree Career Level Experienced (Non- Manager ) Category Information Technology Job Description EPS Corporation is currently ... Expertise in using tools like MECM (Microsoft Endpoint Configuration Manager ) and WSUS for software updates, server rebuilds, and...and generate applicable TCNO status listing and report to CFP weekly. . Vulnerability Scanning: o Must identify and… more
- Bank of America (Coral Gables, FL)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (St. Petersburg, FL)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Equitable (Boca Raton, FL)
- …deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more