- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Provide a high level of support and training for the firm's financial planning applications. Participate in projects of moderate scope and complexity that ... a resource to Financial Advisors (FAs) and their assistants regarding overall Financial planning strategies. Some of the strategies may include but not… more
- Raymond James Financial, Inc. (Naples, FL)
- …best practices. Skills Strong analytical, organizational, and communication skills. Proficiency in financial planning software and Microsoft Office Suite. ... CFP designation (or progress toward) strongly preferred. Work Experience 3+ years of financial planning or wealth management experience. What We Offer A… more
- Chenega Corporation (Melbourne, FL)
- …security and economic interests of our nation. Responsibilities Develop and support software , including applications, database integration, interfaces, and new ... and uninterrupted availability of INL/A Management Information Systems. This role will provide software engineering support to the Department of State, Bureau of… more
- Santander US (Miami, FL)
- Director, Software Development Engineering in Test Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the ... financial services industry. We believe that our employees are...Talk to You! The Difference You Make: The Director, Software Development Engineering in Test (SDET), is a hands-on… more
- American Heart Association (Jacksonville, FL)
- … and wealth advisors, as well as current and potential individual donors, to support charitable gift planning , and with staff members, to provide technical ... the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, financial planners, and other planning … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... SEC and how they oversee RIAs and Broker Dealers. Fundamental concepts of financial markets and products. Relationship management software and applications is a… more
- BAE Systems (Jacksonville, FL)
- …resource forecasting Provide support for new business development and financial planning Ensure compliance industry regulations, standards and company ... to explore this exciting opportunity at BAE Systems. As planning manager, you will: Provide Guidance and oversight to...and oversee the development and maintenance of schedules in support of program and project managers Lead and mentor… more
- POWER Engineers (Orlando, FL)
- Transmission Planning & Studies Engineer - Senior Level Location Denver Secondary Locations Boise, Freeport, Ft Worth, Minneapolis, Orlando, Portland Job Code 19130 ... settings, critical clearing time, stability (transient & dynamic), long/short range planning studies, short circuit, load flow, motor starting, power factor… more
- Burns & McDonnell (Orlando, FL)
- …and power supply RFP evaluations. Perform forecasts and evaluations utilizing power supply planning software such as capacity optimization and hourly dispatch ... planning , or consulting is preferred. Experience with power supply planning software , preferably EnCompass (zonal and nodal) and Capacity Expansion… more
- Deloitte (Jacksonville, FL)
- …most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Truist (Sarasota, FL)
- …affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and ... needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the...limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client's legal and tax professionals (eg attorney or CPA). Leverages planning software tools to provide modeling guidance for financial advisors and their ... risk management; and health and wellness planning . Provide fully engaged support to financial advisors in developing a financial planning blueprint… more
- Burns & McDonnell (Orlando, FL)
- …and business-related risk assessments. Support developing and performing detailed financial analysis using a variety of computer-based software . Support ... of analysis. Support preparation of client presentations, engineering reviews, financial analysis, and contract administration for the design/ planning of… more
- BMO Financial Group (West Palm Beach, FL)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and ... planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management … more
- Raymond James Financial, Inc. (Miami, FL)
- …Client Relationship Management (CRM) software , or similar contact management software . Goal planning software . Excel, including developing spreadsheets ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and… more
- Burns & McDonnell (Orlando, FL)
- …years managing engineering or consulting projects. Strong knowledge of power supply planning software , preferably PROMOD (zonal and nodal) and Capacity Expansion ... will support electric utilities in generation and power supply planning decisions, including the decisions and justifications of new generation facility… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Client Relationship Management (CRM) software , or similar contact management software . Goal planning software . Excel, including developing spreadsheets ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and… more
- Black & Veatch (Jacksonville, FL)
- …and brackish water desalination. Provide water demand estimates and conservation assessments. Support planning -level estimates of project costs. Support ... career development opportunities. Key Responsibilities Develop water management strategies and planning assessments. Support innovative water planning … more
- Edward Jones (Tampa, FL)
- … financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... are two or three people, and in a Client Support Team Professional role, you are a critical member...a critical member of that team along with the financial advisor. You are the first voice a client… more
- General Dynamics Information Technology (Cape Canaveral, FL)
- …DoD preferred. 2+ years' Asset Management Experience. 2+ years' IT Financial Planning /Tracking. Must demonstrate experience managing materials to include ... IT Support and Information assurance Team researches equipment and software and make recommendations on vendors, manufactures, product, and versions. WHAT YOU'LL… more
