- CBRE (Tallahassee, FL)
- …projects through capital markets solutionswith an increasing focus on tax credit transactions andstrategiccorporate engagement. We are seeking a high-performing ... will play a pivotalrolein sourcing, engaging, and bringing corporate buyers into transferable tax credit transactions.This role reports to the Head of Tax Equity… more
- JPMorgan Chase (Miami, FL)
- …analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and ... in the gross estate of the decedent for estate tax purposes, it is the Estate Officer's role to...other advisors (attorney, accountant); highly respected by external professional advisor community * Develop, retain and deepen client relationships… more
- Edward Jones (Apopka, FL)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... are two or three people, and in a Client Support Team Professional role, you are a critical member...critical member of that team along with the financial advisor . You are the first voice a client hears… more
- Truist (Winter Park, FL)
- …with support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for ... review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service, sales and operations support … more
- Truist (Weston, FL)
- …is 1200 Weston Road, Weston, FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support ... a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of… more
- ADP (Maitland, FL)
- ADP is hiring a **Client Support Specialist** . + _Are you ready to join a company offering career advancement opportunities throughout your career journey?_ + _Do ... can expect on a typical day: **Be a Trusted Advisor and Problem Solver.** You will work independently or...+ Bilingual in English/Spanish - **please note, you may support non-bilingual clients the majority of the time and… more
- Truist (Orlando, FL)
- …the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for the financial advisor , the client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software tools to provide modeling ... ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management;… more
- US Air Force - Agency Wide (Patrick AFB, FL)
- …the adoption of new capabilities at scale and speed. Serves as the advisor to the AFTAC Commander regarding the strategy, engineering, security, sustainment, and ... of the Center Commander to align all efforts to support the overall cyber strategy. Subject Matter Expert: Serves...interagency, academic, and industry organizations. Serves as a special advisor to the Executive Director, 16th Air Force and… more
- JPMorgan Chase (Palm Beach, FL)
- …oversee the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with beneficiaries and ... services firm. **Job Responsibilities** + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of services +… more