- Citigroup (Miami, FL)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and ... degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** Miami… more
- Citigroup (Miami, FL)
- Job Description The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application ... degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** Miami… more
- Citigroup (Miami, FL)
- The Investment Counselor is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** Miami… more
- Bank of America (Coral Gables, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Miami, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Truist (Miami, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Bank of America (Hialeah, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. *… more
- Edward Jones (Miami, FL)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM) Qualified applicants with arrest or conviction records… more
- Deloitte (Miami, FL)
- …Appraisers) + CRE ( Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel ... up to 10%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax or JD and/or LLM. + Previous consulting experience from a large property tax organization. + Thorough… more
- Deloitte (Miami, FL)
- …Appraisers) + CRE ( Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel ... up to 10%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM. + Previous consulting experience from a large property tax practice. + Thorough understanding… more