• Mid-Level Retirement Income Specialist

    USAA (Tampa, FL)
    …advice, tax -efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. ... financial situation. + Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats… more
    USAA (07/14/25)
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  • Key Private Bank Sr Fiduciary Strategist

    KeyBank (Palm Beach Gardens, FL)
    …determine duties and responsibilities of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment to trust ... (ISSs) and RMs to retain and expand existing client relationships. Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on… more
    KeyBank (08/09/25)
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  • Premier Advisor

    Truist (Jupiter, FL)
    …led financial planning that addresses the following key areas - banking, planning , risk, investments and estate - for mass affluent clients. Preferred ... segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and… more
    Truist (08/28/25)
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  • Manager-Mergers and Acquisitions Financial Due…

    Deloitte (Miami, FL)
    …optimization, restructuring, business design and transformation, infrastructure and real estate , mergers and acquisitions (M&A), and sustainability. The team works ... ability to identify and evaluate business, industry, financial, accounting to tax risk related transactions + Identify potential "deal breakers", industry, country,… more
    Deloitte (08/29/25)
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  • Landscape Inspector

    City of Jacksonville (Jacksonville, FL)
    …Jacksonville, FL Job Type Civil Service Job Number 2025-06358 Department PLANNING AND DEVELOPMENT Opening Date 01/03/2025 Closing Date Continuous + Description ... need to complete your application now. Work for the city you love The Planning and Development Department is actively seeking a Landscape Inspector. Did you know as… more
    City of Jacksonville (07/13/25)
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  • Ultra High Net Worth Insurance Sales Producer

    HSBC (Miami, FL)
    …ongoing training with respect to the value of Life Insurance in estate planning , wealth preservation and liquidity creation + Develop individualized/bespoke ... + Work in conjunction with private bankers, wealth planners, tax advisors and legal professionals to develop wealth ...tax advisors and legal professionals to develop wealth planning strategies + Position himself/herself as a key advisor… more
    HSBC (08/23/25)
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  • FinanceAI Manager

    Deloitte (Miami, FL)
    …Our focus is on enhancing finance, shared services, and real estate operations, while supporting enterprise-wide decision-making. Recruiting for this role ends ... end-to-end AI project lifecycle, from initiation and solution architecture planning through execution, delivery, and post-project review. Solution Implementation:… more
    Deloitte (07/12/25)
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  • Equipment Specialist

    Patterson Companies, Inc. (Orlando, FL)
    …coordinates, and schedules events such as technical demonstrations and co-travels. Sales Planning : + Prepares for sales visits ahead of the meeting; develops general ... of equipment purchases such as return on investment and tax advantages. + Utilizes computer software to draw plans...services provided. + Consult with customers in choosing real estate agents, general contractors and other service providers based… more
    Patterson Companies, Inc. (06/25/25)
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  • Accountant

    Enterprise Mobility (Orlando, FL)
    …work closely with sales and marketing, human resources, risk management, real estate strategy, and more to produce excellence in customer service, growth strategies, ... + May be responsible for preparation and sales and other tax returns _Equal Opportunity Employer/Disability/Veterans_ **Qualifications** + Must have a Bachelor's… more
    Enterprise Mobility (08/30/25)
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  • Employment Security Representative II - 1 1

    MyFlorida (Coconut Creek, FL)
    …of industries, including marine, manufacturing, finance, insurance, real estate , technology, avionics/aerospace, film, and television production. Broward County ... schools. + Within a state having no state income tax for residents of Florida WORKING FOR THE STATE...to listen effectively. + Ability to work independently by planning , organizing, and coordinating work assignments. + Ability to… more
    MyFlorida (08/23/25)
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