- Citizens (Naples, FL)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...then construct a tailored financial plan that meets the client 's goals. The Citizens PCFA is a branch-based advisor… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge and expertise by communicating with and educating other departments within the Private Client Investment Products Group and within the firm, ... financial advisors. + Provide general education, product specific education, and support on client cases in a manner consistent with the conservative nature of the… more
- Citigroup (Boca Raton, FL)
- …procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance … more
- Citigroup (Plantation, FL)
- …procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to obtain… more
- Citigroup (Miami, FL)
- …Securities Industry Exam (SIE is a prerequisite to the S7) - **Job Family Group :** Private Client Product Services **Job Family:** Investment Counselor ... clients. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working...investments, but also to the strategic management of the group . + Help support the senior members of the… more
- Deloitte (Miami, FL)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Jacksonville, FL)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Maxim Healthcare Services (Deland, FL)
- …Responsibilities: + Utilizes the nursing process to plan, implement, and evaluate patient/ client care and/or services provided to client (s) receiving contracted ... and established goals + Intervenes as applicable in response to changes in patient/ client condition and reports such changes to appropriate physician or supervisor +… more
- Citigroup (Miami, FL)
- …reference Job ID #25862347. EO Employer. Wage Range: $230,800 to $230,800 Job Family Group : Private Client Product Service Job Family: Investment Portfolio ... of current macroeconomic trends and developments. Monitor risks involving client accounts, and utilize quantitative tools to analyze portfolio...Management **Job Family Group :** **Job Family:** **Time Type:** Full time **Primary Location:**… more
- Citigroup (Boca Raton, FL)
- …procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations...Series 7, 66 (or 63 and 65) licenses + Group 1 insurance + This position requires the employee… more
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