- Raymond James Financial, Inc. (St. Petersburg, FL)
- …expense sharing between partners, and miscellaneous RJFS business expenses. * Consult with financial advisor 's tax professionals to explain how RJFS FAs are ... planning with new and existing branch owners affiliated with RJFS. Will assist financial advisors during transition to the firm, acting as a liaison between the… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- American Express (Sunrise, FL)
- …commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your ... practical business needs. This role is part of a team that executes a variety of 1Line Of Defense...and emerging risk trends + Act as a trusted advisor to senior leaders, supporting a culture of compliance… more
- M&T Bank (North Palm Beach, FL)
- …technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** ... and meet distribution needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers,… more
- CBRE (Tallahassee, FL)
- …of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data Centre ... hiring of new employees. * Coordinate and manage the team 's daily activities. Establish work schedules, assign tasks, and...people strategy. * Development of projects in line with financial plans for revenue and profit delivery. * Manage… more
- MUFG (Tampa, FL)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...work remotely one day. A member of our recruitment team will provide more details. WORK EXPERIENCE + Deep… more
- BMO Financial Group (Jacksonville, FL)
- …stakeholders to deliver project/program/initiative business results in alignment with overall Financial Crimes group goals. Provides subject matter expertise in the ... case development through execution. + Acts as a trusted advisor to assigned business/group. Focuses primarily on new build...& written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving… more
- Citigroup (Tampa, FL)
- …and incorporate into overall system design + Allocate work, and act as an advisor /coach developers, analysts, and new team members + Influence and negotiate with ... consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …guidance on potential reconsiderations. + **Process Management** + Balance workload, advisor expectations and the underwriting team for effective underwriting. ... classifications based on a comprehensive evaluation of applicants' health, financial background, occupation, travel, and lifestyle. **Key Responsibilities** + **Risk… more