- Fifth Third Bank, NA (Parrish, FL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Bradenton/Sarasota, FL ... 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
- 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
- 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
- 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