- Bank of America (Jacksonville, 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. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening *… more
- Bank of America (St. Petersburg, FL)
- …in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management… more
- Edward Jones (Tallahassee, FL)
- …licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement ... Planning Counselor (TM) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.… more
- Equitable (Miami, FL)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP +… more
- Truist (Ocala, FL)
- …Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking ... experience helpful **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility… more
- Bank of America (Tampa, FL)
- …new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates… more
- Deloitte (Jacksonville, 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 + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that… more
- BMO Financial Group (West Palm Beach, FL)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets ... of wealth management. + In-depth / expert knowledge of Bank products, services and capabilities. + Seasoned professional with a combination of education, experience and industry knowledge. + Verbal & written communication skills - In-depth / Expert. +… more
- Terracon (Jacksonville, FL)
- …+ EPA Certified Lead-Based Paint Inspector and Risk Assessor. + AHERA- Certified Asbestos Building Management Planner and Project Designer. + Florida Licensed ... and team. + Valid driver's license, and insurable driving record. + AHERA- Certified Asbestos Building Inspector. + Solid understanding of EPA, OSHA, and Florida… more
- Terracon (Winter Park, FL)
- …or IH experience **Preferred:** + Florida Licensed Asbestos Consultant (LAC) + AHERA- Certified Asbestos Building Management Planner and Project Designer. + ... Florida Licensed Mold Assessor. + Florida Certified Radon Measurement Technician or Specialist. **Exemption:** Exempt **Requisition ID:** 33034BR **Posting Title:**… more