- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Raymond James senior leaders, and board members. **Educational/Experience Requirements:** + MBA , CFA , or relevant professional designation preferred. + 15+ ... + Develop and implement corporate strategy to drive growth, optimize investment performance, and expand distribution networks. + Lead investment … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP, CFA , CIMA, or MBA ... industry operations. * Financial markets, products, financial advisory function, and investment process. * Advanced investment concepts, practices, and… more
- NextEra Energy (Juno Beach, FL)
- …or project finance, advanced financial modeling skills in Excel, and preferably an MBA , CFA , or Master's in Finance. This role requires superior analytical, ... electric industry's transition to renewable energy. The role primarily includes investment valuation, financial due diligence, and providing expertise to support… more
- Truist (Orlando, FL)
- …degree in business, accounting, or related field. **Preferred Qualifications** **:** + MBA , CFP, CFA , CIMA **General Description of Available Benefits for ... (United States of America) **Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business.… more
- Truist (Tampa, 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
- 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
- NextEra Energy (Juno Beach, FL)
- …**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
- JPMorgan Chase (Tampa, 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