- Citigroup (Boynton Beach, FL)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- JPMorgan Chase (Coral Springs, FL)
- **Summary** As a Sr. Home Lending Advisor , you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your ... You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. **Job responsibilities** You will be the home… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout… more
- NextEra Energy (Juno Beach, FL)
- …will be accepted through 09/13/2024. **Job Overview** Employees in this role act as the senior legal advisor to the company and senior management in a ... ** Senior EPC/Equipment Supply Attorney** **Date:** Aug 27, 2024...high level of professional expertise and experience with major financial implications to the company or a business unit.… more
- Deloitte (Boca Raton, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Deloitte (Boca Raton, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will… more
- Deloitte (Boca Raton, FL)
- …help us position Deloitte as the clear legal technology leader. As a Legal Technology Senior , you will contribute to the growth and success of Deloitte Tax LLP in a ... compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address… more
- M&T Bank (North Palm Beach, FL)
- …technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more
- Morgan Stanley (Palm Beach, FL)
- …SUMMARY:* The Business Development Director is a senior level position on a Financial Advisor / Private Wealth Advisor team who is responsible for ... and elevated standard of care that supports their priorities. Working closely with the Financial Advisor / Private Wealth Advisor team, this industry… more
- M&T Bank (North Palm Beach, FL)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... or Leadership Development Manager-MDP. **Department Description** **When our clients need financial services outside of their core wealth management solutions, we… more
- Black & Veatch (Coral Springs, FL)
- …Opportunity** _As the Chief of Staff, you will function as an executive advisor to the President of Strategic Advisory & Lifecycle Resiliency Services (SALRS)._ You ... in outcomes + Serve as an informed and engaged advisor to business leadership. Engage productively and proactively in...matters in partnership with HR to the President and Senior Leaders to ensure consistent communication and involvement on… more
- Black & Veatch (Coral Springs, FL)
- …analysts, with the expectation to provide industry expertise, and be the trusted advisor for our customers. Consultants in this practice generally work on multiple ... facing team members. Gain access and develop relationship with senior leaders within client organization **Preferred Qualifications** Experience in… more