- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Advanced principles of banking, trust and finance and securities broker /dealer operations. + Wealth Planning offerings and partnerships, including longevity, ... Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred . Other combination of designations and experience approved by the Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of the financial services industry. + Bank holding company and retail broker dealer clearing firm operations. **Skill in:** + Experience drafting documents, ... Human Resources. **Licenses/Certifications** + None Required. + Additional licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred… more
- Robert Half Office Team (Albany, NY)
- …and compile reports to meet deadlines, including those related to broker requirements. * Utilize proprietary financial software for various administrative tasks ... Previous experience in administrative, receptionist, or office coordination roles is preferred . * Reliable, punctual, and comfortable working in a structured office… more
- Deloitte (Costa Mesa, CA)
- …from every sector of the industry, including investment managers, broker -dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- HUB International (Chicago, IL)
- …HUB is one of the largest global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk services, ... required + Experience with Kronos and other applicant tracking or HCM systems preferred + Demonstrated ability to design and support scalable solutions across HR… more
- Performance Food Group (Clanton, AL)
- …and cuttings around Brands. + Implements and manages an effective broker /manufacturer "work with" and sampling process around Brands. + Increases knowledge ... support or marketing **Division:** Performance Foodservice **Job Category:** Sales ** Preferred Qualifications:** Bachelors Degree in Business Management/Marketing 6-10 years… more
- Deloitte (Boston, MA)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... Solutions Developer (MCSD), AWS (Amazon Web Services) or GCP (Google Cloud Platform) Preferred : + Experience implementing one or more of the following SAP GTS… more
- Vanguard (Malvern, PA)
- …optimization; CFA Level 1 and familiarity with Barra portfolio optimizer preferred . + Strong foundation in software engineering, systems architecture, and cloud ... + Functional knowledge of the intermediary wealth market (eg, RIA, Broker -Dealer channels). + Experience delivering technology solutions across the front-to-back… more
- HUB International (Chicago, IL)
- …centers of excellence. HUB is a global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk ... on documentation, collaboration, and continuous improvement across cross-functional teams. ** PREFERRED QUALIFICATIONS** + Familiarity with cloud platforms (AWS, Azure,… more
- Citigroup (New York, NY)
- …with the client FDC relationship. + Participate in structured service reviews and/or Broker Votes with follow up detail and action plans + Know Your Client ... + Bachelor's degree/University degree or equivalent experience + Master's degree preferred **Job Family Group:** Institutional Sales **Job Family:** Investor Sales… more