• KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …+ FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
    KeyBank (08/04/25)
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  • Sr . Healthcare Occupancy Planner

    CBRE (Tallahassee, FL)
    Sr . Healthcare Occupancy Planner Job ID 229644 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting Location(s) ... States of America **About The Role:** As a CBRE Sr . Healthcare Occupancy Planner , you will provide...calculate complicated figures such as percentages, fractions, and other financial -related calculations **Why CBRE:** When you join CBRE, you… more
    CBRE (07/25/25)
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  • Senior Product Owner, Insights

    NASCO (Tallahassee, FL)
    …+ Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term Disability ... **Overview** NASCO is seeking a skilled and strategic Senior Product Owner to join our Product Management team focused on driving insights through innovative data,… more
    NASCO (08/15/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Miami, FL)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
    Deloitte (08/21/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Tampa, FL)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
    Deloitte (08/21/25)
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  • Tax Senior - Strategic Partnership…

    Deloitte (Miami, FL)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
    Deloitte (08/26/25)
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  • Wealth Senior Client Associate

    M&T Bank (Naples, FL)
    …knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner ) and/or CTFA (Certified Trust & Financial ... Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of...and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills… more
    M&T Bank (07/18/25)
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  • Tax Senior , Private Equity

    Deloitte (Tampa, FL)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
    Deloitte (08/20/25)
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  • Senior Application Engineer (M365)

    NASCO (Tallahassee, FL)
    …+ Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term Disability ... **Overview** Under general direction, the Senior Application Engineer is responsible for providing advanced...package is designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… more
    NASCO (08/20/25)
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  • Senior Corporate Counsel, Compliance…

    NASCO (Tallahassee, FL)
    …+ Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term Disability ... **Overview** The Senior Corporate Counsel, Compliance & Commercial operates under...package is designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… more
    NASCO (06/27/25)
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