- Fifth Third Bank, NA (Miramar, FL)
- …Highly developed sales and presentation skills. + Travel required within assigned territory. Investment Executive ( Financial Advisor ) Southeast Florida ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint… more
- Lincoln Financial (Miami, FL)
- …opportunity. **Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and ... capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg… more
- Paychex (Miami, FL)
- …+ Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more. + We value your time: From paid… more
- Bank of America (Miami, FL)
- …when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Bank of America (Fort Lauderdale, FL)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Deloitte (Miami, FL)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Miami, FL)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Fort Lauderdale, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Miami, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more