- Comerica (Fort Lauderdale, FL)
- Business Transition Planning Strategist The Business Transition Planning Strategist is responsible for supporting and enhancing client relationships through the ... tax and estate planning issues. Position Competencies: Support and expand wealth management business by providing consultative and advisory services through… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. ... They utilize exceptional writing, project management and communication skills to develop and ensure on-time delivery of compelling, compliant proposals in response to formal Requests for Proposals (RFPs), Requests for Quotes (RFQs), Requests for Information… more