- Citigroup (Miami, FL)
- …preferred **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Franchise ... other functions or businesses. **Responsibilities:** + Responsible for driving Citi Private Bank Latam strategic priorities and initiatives + Requires strong… more
- Bank of America (Palm Beach Gardens, FL)
- …client goals, risk tolerance, time horizon and objectives + Lead one-on-one and group client facing dialogue and commentary on market trends and overall ... Private Wealth Senior Investment Manager (FP) Palm Beach...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… 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 . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Tampa, 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …business development plans in partnership with the leadership team for the group . + Manage client and prospect relationships specific to business-driven ... to deal tracking, origination timelines, and ongoing interaction detail. + Execute client , prospect, and professional events in the effort to generate new investment… more
- Compass Group, North America (Miami, FL)
- Levy Sector **Position Title:** GROUP SALES COORDINATOR **Pay Range** : $20.23 to $20.23 **We Make Applying Easy!** Want to apply to this job via text messaging? ... assistant that helps you apply to jobs with Compass Group . Message frequency varies. Message and data rates may...at Kaseya Center oversees all planning and communication of private catering events, ensuring full support for internal and… more
- Citigroup (Miami, FL)
- …initiatives **Education:** + Bachelor's/University degree or equivalent experience, **Job Family Group :** Private Client Coverage **Job Family:** ... Client Services **Time Type:** Full time **Primary Location:** Miami Florida United States **Primary Location Full Time Salary Range:** $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary… more
- Citigroup (Miami, FL)
- …the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Financial ... equities and currency markets. + Represent the team's global macroeconomic views in client meetings throughout the region and should be able to express these views… more
- BMO Financial Group (Winter Park, FL)
- …is responsible for facilitating growth initiatives for the Asset Based Lending group through significant business development and excellent management of key ... client relationships throughout the Southeastern United States with specific...referral sources such as investment banks (ie debt advisors), private equity sponsors (who tend to focus on Asset… more