- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …or related field + Series 7 and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees are_ ... This position blends financial planning support with client service excellence. You'll...and follow-up tasks + Maintain CRM records and ensure compliance documentation is complete + Serve as a liaison… more
- Bank of America (Sarasota, FL)
- …of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role ... Advisor Development Program Client Associate Sarasota, Florida **To proceed with your application,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue… more
- TD Bank (Port Richey, FL)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering ... and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across… more
- Equitable (Orlando, FL)
- …client engagement, negotiation, and asset evaluation * Legal Professionals, experienced in compliance , trust management, and client advocacy * Business Owners, ... Wealth Management Associate - Career Transition Opportunity - FL (Tampa,...leverage existing skills to establish a successful practice in financial services. **Key Responsibilities** * Build and manage relationships… more
- Cherry Bekaert (Orlando, FL)
- As a Senior Associate in CFO Advisory Services, you will play a critical role in delivering accounting advisory engagements to state and local governments, higher ... and not-for-profits clients. You will support clients in navigating complex financial reporting, operational challenges, and value creation initiatives. This role… more
- Cherry Bekaert (Coral Gables, FL)
- As a **Senior Associate in FP&A Advisory Services** , you will play a critical role in delivering financial planning and analysis engagements to middle-market ... to drive value creation and operational efficiency. **Key Responsibilities** As a Senior Associate , you can expect to support the following types of projects: +… more
- Stryker (Weston, FL)
- The ** Associate Legal Counsel, Acute Care,** is primarily responsible for proactively handling a broad range of legal and compliance matters associated with the ... + Provide analysis and timely counsel on legal, regulatory and compliance issues, including with respect to litigation, medical device regulations, intellectual… more
- Grant Thornton (Jacksonville, FL)
- As the Transaction Tax Senior Associate you will lead innovative tax planning, consulting, and compliance expertise on M&A projects for your multiple clients - ... divestments, advising clients on tax efficient restructurings, reviewing taxes in financial models, and reviewing transaction documents + Be involved in researching… more
- Lumen (Tallahassee, FL)
- …building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. We're looking for top-tier talent and offer ... Privacy Officer (CPO), this role is a primary legal contact for the Procurement and Trust and Safety Teams. This is a critical role within the Privacy Team that… more
- Coinbase (Tallahassee, FL)
- …that makes these launches possible, ensuring stakeholders get their tokens on time, in compliance , and without error. As an Operations Associate , you will be a ... as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want… more