- Raymond James Financial, Inc. (St. Petersburg, FL)
- …sharing between partners, and miscellaneous RJFS business expenses. * Consult with financial advisor 's tax professionals to explain how RJFS FAs are compensated ... via 1099. * Manage existing third party vendor relationships that provide services to RJFS independent business owners. * Identify and create new business solutions for independent business owners. * Works with existing branch managers to evaluate branch… more
- CRC Insurance Services, Inc. (Jacksonville, FL)
- …candidates must be able to travel around Georgia and Florida. The Solutions Advisor is responsible for managing the broker experience throughout the new build and ... support, and analyzing client needs to recommend appropriate technology solutions. The Advisor will also contribute to process improvement initiatives and maintain a… more
- Thrivent Financial (Tallahassee, FL)
- …Our well-established, high performing team is currently looking for a Financial Advisor . This position provides support to North Central Florida Group's existing ... tools and platforms like Salesforce, Money Guide Pro, What-If Tax , etc. * Participate in events to attract new...and respond to client inquiries * Collaborate with Lead Advisor on complex scenarios * Schedule, prep, and document… more
- Florida Atlantic University (Boca Raton, FL)
- …Atlantic University's College of Engineering and Computer Science is seeking an Academic Advisor I - Boca Raton, FL. We are committed to fostering a supportive ... Assistance Program (EAP) and much more. + State retirement options including tax -deferred annuities and Roth 403(b) plans. + State employees Public Service Loan… more
- Ascension Health (Jacksonville, FL)
- …offer._ **Responsibilities** **Position Highlights** Ascension St. Vincent is looking for a Physician Advisor to join our team. We are looking for a Physician with ... tennis, and excellent golf courses. Florida has no state income tax . **Requirements** Licensure / Certification / Registration: + Physician MD/DO credentialed… more
- Truist (Ocala, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Miami, FL)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Deloitte (Jacksonville, FL)
- …enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by ... having the right people on your team to combine tax consulting solutions and innovative technology that align the...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Miami, FL)
- Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/ tax and or partnership tax compliance who is frustrated with ... the traditional role in tax compliance? You're not an expert in technology, but...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Deloitte (Tampa, FL)
- Our Business Tax Services ("BTS") practice provides our clients a broad range of tax services across more than 150 countries and regions worldwide. Within the ... renewable energy and sustainability and have relevant experience, Deloitte Tax LLP ("Deloitte Tax ") may be the...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more