- PNC (Fort Lauderdale, FL)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... clients. Actively identifies and mitigates different types of risk, such as regulatory , reputational, operational and credit risks. + Focuses on client opportunities… more
- Citigroup (Miami, FL)
- …client/firm by complying with relevant policies, procedures, and country legal/ regulatory requirements. **Job Requirements** **New Client and Business Development** ... understood **Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create,… more
- Deloitte (Tampa, FL)
- …supporting files, memoranda, and IRS audit responses + Monitor legislative and regulatory tax developments and work with the team to present potential opportunities ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- JPMorgan Chase (Tampa, FL)
- …by helping to drive key initiatives. You will act as a trusted advisor and counterweight to Business/Group Heads, and will be responsible for identifying, ... the platform and drive resolution of mitigating controls + Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables… more
- MyFlorida (Davie, FL)
- …skills through training and professional organizations. Serves as radiation technical advisor when answering radiation workers and public concerns. Serves on ... 691-24.001, Florida Administrative Code. The incumbent is considered to have regulatory responsibilities and is subject to the provisions of Chapter 60L-36.003,… more
- MUFG (Tampa, FL)
- …intent * Always acts with integrity * Iterative problem-solving * Serving as a trusted advisor The typical base pay range for this role is between $110K - $181K ... not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major… more
- Deloitte (Miami, FL)
- …with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Deloitte (Tampa, FL)
- …with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of ... eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to… more
- Deloitte (Tampa, FL)
- …supporting files, memoranda, and IRS audit responses + Monitor legislative and regulatory tax developments and work with the team to present potential opportunities ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Deloitte (Jacksonville, FL)
- …with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more