- Raymond James Financial, Inc. (St. Petersburg, FL)
- …uses specialized knowledge and skills obtained through experience, specialized training and/or certification to administer trusteed IRA programs. Leads defined ... of accounts with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other… more
- Cisco (Maitland, FL)
- …deep technical relationships with key customer team members and be a trusted advisor + Conduct workshops for customers on new and existing product capabilities + ... support teams to unblock customer issues + Help create workshops, training material, reference architectures, product documentation, and any relevant artifacts that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, ... and administrative duties. + Provide general and product-specific education; support advisor and branch professional education through events and showcases. +… more
- Deloitte (Lake Mary, FL)
- …as required to gather information to complete their tax returns. + Training , mentoring, and supervising new and experienced-level tax staff, and attending required ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- HSBC (Miami, FL)
- …various areas of the Bank as well as external referral sources. Conducts ongoing training for Bank segment employees with respect to the full suite of insurance ... to develop wealth planning strategies + Position himself/herself as a key advisor by providing compliant, client-centric insurance solutions + Educate partners and… more
- Acosta Group (Jacksonville, FL)
- …and internal policies. Maintain accurate records of risk-related expenses and exposures. Training & Communication: + Lead training initiatives for business ... claims reporting, return-to-work programs, and risk awareness. Serve as a key advisor to senior leadership on risk-related matters. + Team Development: Develop and… more
- Deloitte (Miami, FL)
- …supervise tax consultants, and attend required Deloitte Tax LLP and sector-specific training . The team As global leaders in providing professional services to the ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Adecco US, Inc. (Orlando, FL)
- …customer needs. **Key Responsibilities** 1. Act as a strategic reimbursement advisor and primary liaison for healthcare providers, proactively identifying and ... 6. Plan and facilitate high-value site engagements, including manufacturer-sponsored training and regional educational forums, to enhance provider readiness and… more
- Deloitte (Tampa, FL)
- …and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training . The Team As global leaders in providing professional services to the ... eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to… more
- Anywhere Real Estate (Jacksonville, FL)
- …marketing efforts in collaboration with the brand marketing teams and coordinate training with Solutions Hub teams 4. **Global Agent Education & Resources** : ... agents and brokers through powerful marketing, sales support systems, training , mentorship, and tools & technology that help to...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more