- Truist (Tampa, FL)
- …and licenses required for this position. 7. 8. Preferred Qualifications: 9. MBA / CFA and/or equivalent professional designation 10. Combination of buy and ... States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to… more
- Citigroup (Miami, FL)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Truist (Jupiter, FL)
- …applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...programs such as CFA , CFP, CPWA and CPA * 5 or more… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP, CFA , or MBA ... platform and how those opportunities integrate within the advisors' established investment framework. * Deliver effective presentations to large audiences that may… more
- Arena Investors LP (Jacksonville, FL)
- … banking capacity or direct lending/credit hedge fund role with formal credit training * MBA or CFA a plus *Strong quantitative and qualitative skills *Strong ... Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by… more
- Deloitte (Tampa, FL)
- …the work you do and the clients and industries/sectors you serve Preferred: + An MBA , CPA, CFA , or advanced degree + Recent experience working in a professional ... continuum of advisory services to support mergers, acquisitions, carve-outs, investment and financing structures, disposition alternatives, and post-transaction activities… more
- JPMorgan Chase (Ponte Vedra Beach, FL)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Proactive, takes initiative, ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- NextEra Energy (Juno Beach, FL)
- …us! **Position Specific Description** Corporate Development is responsible for engaging with investment banks and counterparties during the deal process in order to ... + Bachelor's Degree in finance, accounting or technical field highly preferred + MBA , CPA, or relevant graduate degree highly desirable **Job Overview** Employees in… more
- CBRE (Tallahassee, FL)
- …Background in advisory, investment banking, private equity, or institutional capital raising. + MBA , JD, CPA or CFA a plus but not required. CBRE carefully ... and Renewables** CBRE is the world's largest commercial real estate services and investment firm. The CBRE Energy and Renewables group operates like an agile… more
- JPMorgan Chase (Miami, FL)
- …professional with good business acumen **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Excellent communication skills ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more