• Personal Financial Counselor; Patrick SFB

    Magellan Health Services (Patrick AFB, FL)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). ... - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial… more
    Magellan Health Services (08/08/25)
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  • Planning and PD&E Department Manager - Planning

    HNTB (Tampa, FL)
    …years supervisory experience. + Professional Engineer (PE) or American Institute of Certified Planner (AICP) **Additional Information** Click here for benefits ... information: HNTB Total Rewards Click here to learn more about Equal Opportunity Employer/Disability/Veteran Visa sponsorship is available for this position. \#AJ #EnvironmentalPlanning #LI-AJ . Locations: Bartow, FL, Tampa, FL . . . . . . . . . . . . . . . .… more
    HNTB (07/30/25)
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  • Private Wealth Management Trust Advisor

    Regions Bank (Orlando, FL)
    …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), ... + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of… more
    Regions Bank (06/21/25)
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  • Premier Advisor or Banker

    Truist (Winter Park, FL)
    …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), ... a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and… more
    Truist (08/22/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Tampa, FL)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, ... MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large CPA… more
    Deloitte (08/23/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Tampa, FL)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's ... in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors… more
    Deloitte (08/23/25)
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  • Tax Senior - Real Estate

    Deloitte (Lake Mary, FL)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA… more
    Deloitte (08/23/25)
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  • Financial Solutions Advisor - Kings Highway…

    Bank of America (Vero Beach, FL)
    …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). + Obtained insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline… more
    Bank of America (08/22/25)
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  • Financial Solutions Advisor II - North Port…

    Bank of America (North Port, FL)
    …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). * Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue… more
    Bank of America (08/22/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Miami, FL)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that are… more
    Deloitte (08/21/25)
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