- Bank of America (St. Petersburg, FL)
- …excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Citigroup (Miami, FL)
- …profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client ... credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High touch, face-to-face… more
- Deloitte (Tampa, FL)
- …Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Jabil (St. Petersburg, FL)
- …the world's top brands, offering comprehensive engineering, manufacturing, and supply chain solutions . With over 50 years of experience across industries and a vast ... with local expertise to deliver both scalable and customized solutions . Our commitment extends beyond business success as we...globe. This role: + Serves as the primary legal advisor on compliance matters related to government business, with… more
- BMO Financial Group (Jacksonville, FL)
- …improvement. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... + Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts. + Provides accurate financial analysis and… more
- Deloitte (Jacksonville, FL)
- …work directly with clients, building a relationship as a trusted tax specialist and advisor - the "go-to" tax professional. You will collaborate daily as part of ... high-performing teams, developing solutions to complex tax issues through research, use of...to uncover valuable business insights and arrive at smarter solutions to business challenges. Our team members work collaboratively… more
- Zurich NA (Fort Lauderdale, FL)
- …SpearTip 126450 SpearTip is the cyber business of Zurich Resilience Solutions . The business provides Advisory, Managed Security and Incident Response services ... and maintain trusted relationships with key clients, acting as a senior advisor on cybersecurity matters, capture and elaborate customer feedback + Oversee delivery… more
- Robert Half Accountemps (Palm Beach Gardens, FL)
- …calls professionally, providing clear and helpful responses to client and advisor questions Requirements * Proven experience in administrative assistance, preferably ... a plus. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great… more
- CVS Health (Miami, FL)
- …are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital ... + Seek out customers to ensure they have a world class beauty advisor experience. + Provide personalized sales service based on customer needs, productive upselling… more
- Deloitte (Lake Mary, FL)
- Are you ready to take on the challenge of being a trusted business advisor with the opportunity to influence business strategy at one of the world's leading ... develop clear, effective, and consistent content. + Strategize and Innovate: Brainstorm solutions , providing tactical advice to drive strategy and solutions ,… more