- Acosta Group (Jacksonville, FL)
- …reports and analysis from single or multiple systems to support the Company's strategic planning and budgeting efforts. + Evaluate effectiveness of benefits ... **DESCRIPTION** The Sr. Benefits Analyst is a key contributor to the Acosta...for various benefit programs including associate, plan financials for strategic benefits planning and evaluation for data… more
- City National Bank (Tallahassee, FL)
- …"partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of ... clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more
- Truist (Fort Lauderdale, FL)
- …with bankers and product partners to collaborate on opportunities and engage in strategic client planning . 3. Independently manages a portfolio of clients with ... within assigned client group to identify key retention and new client acquisition opportunities 5. Responsible for providing client working capital services and… more