- Edward Jones (Alachua, FL)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Gainesville, FL)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...65 in lieu of 66) licenses** + Two years' experience working in the financial service industry… more
- Bank of America (Jacksonville, FL)
- Financial Solutions Advisor - Bilingual Spanish (Series 7 required ) Jacksonville, Florida **Job Description:** **Position Description** Financial ... (FSAs) are phone-based licensed advisors (Series 7 and 66 required ) that provide clients with holistic financial ...meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will… more
- Edward Jones (Gainesville, FL)
- …+ Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- University of Florida (Gainesville, FL)
- … Advisor II Apply now (https://secure.dc4.pageuppeople.com/apply/674/gateway/default.aspx?c=apply&lJobID=533650&lJobSourceTypeID=796&sLanguage=en-us) Job no: 533650 ... Advising/Support Department: 17070100 - BA-ISOM BUSINESS OFFICE Classification Title: Academic Advisor II Job Description: Student Advising for the MSISOM and MSBA… more
- Citigroup (Jacksonville, FL)
- …to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment ... The Wealth Solutions Advisor SAFE Act position is a developing professional...professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within… more
- PNC (Jacksonville, FL)
- …following qualifications: - Strong analytical and strategic skills required . Prior experience needed. - Banking and financial industry experience ... and abilities for a role. Listed below are skills, competencies, work experience , education, and required certifications/licensures needed to be successful in… more
- Bank of America (Jacksonville, FL)
- …requests. ** Required /Desired Skills:** + 1-3 years of prior Banking experience , knowledge of Treasury Management products, loans, and prior customer service ... Treasury Service Advisor Jacksonville, Florida **Job Description:** **About Us:** At...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- EFI Global (Jacksonville, FL)
- …related and practical work experience or equivalent combination of education and experience required . **Requires experience in Phase I Environmental Site ... & Licensing** Bachelor's degree in a related field from an accredited college or university preferred. Licenses as required . ** Experience ** + Six (6) years of… more
- Truist (Jacksonville, FL)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... to time. 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective… more
- Bank of America (Jacksonville, FL)
- …advantage. ** Required Qualifications** + 10 or more years' professional experience in Financial Crimes Compliance/Bank Secrecy Act (BSA) Anti-Money ... guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR")...learning, and big data technologies + Strong understanding and experience in designing and development in financial … more
- TD Bank (Jacksonville, FL)
- …+ Bachelor's degree required + Advanced degree preferred + 8+ years related experience required + PC skills (MS Office Suite) + Excellent oral and written ... years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...As a Tax Senior Manager, you will draw on experience in accounting and taxation to provide tax compliance… more
- TD Bank (Jacksonville, FL)
- …at the division level, industry conferences, workshops, etc. **Education & Experience Required :** + Undergraduate degree or relevant professional certifications, ... accounting designations, or equivalent education required + 10+ years of relevant experience ...experience or are just starting your career in financial services, we can help you realize your potential.… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...will work within an engagement team and draw on experience in accounting and taxation to provide tax compliance… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...seniors and new and experienced-level staff as well attend required national and sector-specific training for their own development.… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training. The Team… more