- Fifth Third Bank, NA (St. Petersburg, FL)
- …developed sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Southwest, FL At ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** + Effective reporting and communicating complex information. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... minimum of three (3) years of experience in Compliance and/or the financial services industry preferred. ~or~ + Any equivalent combination of experience, education,… more
- World Insurance Associates, LLC. (Tampa, FL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...& HR solutions. Sales Executive - Commercial Lines Position Overview World's Client Advisors… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with internal and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax ... a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred.… more
- Elevance Health (Tampa, FL)
- …We are searching for a highly strategic, analytically rigorous, and executive -savvy **Senior Strategy Consulting Director** to join our Digital Platforms and ... will make an impact:** + Designs, authors, and refines high-impact executive presentations articulating enterprise-wide AI and digital platform initiatives that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... and finance and securities industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through personal meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ... and finance and securities industry operations. + Financial markets, products, financial advisory function and investment process. **Skill in** + Personal… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …book of accounts with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes ... finance and securities industry operations. + Financial markets, products, financial advisory function, and investment process. + Directed Trust… more
- Ricoh Americas Corporation (Tampa, FL)
- …of end-to-end print production workflow in commercial environments + Ability to model financial value (ROI, TCO, investment payback) to support business cases + ... and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in...to articulate and deliver a compelling business case to executive -level decision-makers. This is a client-facing role aligned to… more
- MyFlorida (Largo, FL)
- …and seven (7) years of professional experience in accounting and financial management in a large highly computer automated organization. Professional experience ... in accounting and financial management can substitute on a year-for-year basis for...written. + Proven track record as a communicator and advisor . + Proven supervisory skills. + Availability to perform… more
- Deloitte (Tampa, 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 (Tampa, 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