- First Horizon Bank (Plantation, FL)
- …listed in job posting. **SUMMARY:** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking + Proactive Client Outreach: Conduct regular calls… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …demands strategic leadership, regulatory expertise, and a hands-on approach to risk identification and mitigation, especially tailored to banking and fiduciary ... service operations. You will serve as a trusted advisor to senior leadership, acting as both guardian and...FinCEN guidelines, and FFIEC examination requirements + Collaborate with Risk , Legal, and other business partners to embed AML… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ... fast-paced, ever changing business landscape. **Responsibilities:** + Act as a trusted advisor to senior leadership and address high impact strategic issues within… more
- Signature Aviation (Orlando, FL)
- …and security domains. **Strategic Planning and Advisory** + Serve as a key advisor to IT and business leadership on technology strategy, enterprise initiatives, and ... impacts, and propose architecture solutions that deliver value and minimize risk . + Collaborate with enterprise program managers to align architectural direction… more
- Deloitte (Tampa, FL)
- …their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide ... organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and … more
- First Horizon Bank (Coral Gables, FL)
- …and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks ... Microsoft Excel, etc. -Relevant certifications -2-4 years of Trust or Investment Advisor experience or the equivalent in education and experience. **About Us** First… more
- First Horizon Bank (Fort Lauderdale, FL)
- …of service while providing sound asset stewardship through a balance of risk and credit decisions. **Key Responsibilities Include** + Expand existing client ... preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of...and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg… more
- Deloitte (Tampa, FL)
- …organization. Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and ... risk management, including tax credits, government incentives, and tax...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Citigroup (Miami, FL)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events ... ensure all clients have a positive in-branch experience. + Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's… more
- Truist (Miami, FL)
- …description:** Responsible for providing client coverage to institutional capital clients ( private equity and family office), to include driving revenue growth from ... sector 3. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 4. Responsible… more