- 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
- Comerica (Fort Lauderdale, FL)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the ... visibility and enhance the business development function. * Be viewed as an advisor by serving as a resource speaker for related activities. Client Management *… more
- Bank of America (Fort Lauderdale, FL)
- …Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Spanish Preferred - Port Everglades Fort...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Truist (Boca Raton, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Deloitte (Boca Raton, FL)
- …deliver on our issues and help create value for our clients. Life Actuary Senior Consultant Deloitte Consulting's actuarial practice is a leading advisor and ... leveraging actuarial skills. Work you'll do As a Deloitte Consulting Life Actuary Senior Consultant in the Actuarial & Insurance Solutions group you will bring… more
- Deloitte (Boca Raton, FL)
- Deal Strategy, Contracting, and Risk Support Senior Manager, Government & Public Services (GPS) The Government & Public Services (GPS), State, Local, and Higher ... team is seeking a Deal Strategy, Contracting, and Risk Senior Manager with extensive experience in supporting deal and...legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize… more
- NextEra Energy (Juno Beach, FL)
- …will be accepted through 12/01/2024. **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:** Oct 24, 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
- Microsoft Corporation (Fort Lauderdale, FL)
- …market (TAM) in the Small, Medium, & Corporate (SMC) customer segment. The Senior Finance Manager, Global Channel Sales will work closely with the Channel Sales ... segment's impact and contribution within GPS/commercial, and become a trusted advisor + Drive the development of new analytics, including forward-looking business… 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)
- …Minimum of 3 years' estates and trust experience CTFA (Certified Trust and Financial Advisor ) certification Ability to read and interpret governing instruments ... administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience, or… 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
- RELX INC (Boca Raton, FL)
- …to business owners where they will leverage their position as a trusted advisor by constantly keeping their finger on the pulse of the customer. Responsibilities: ... customers environment to foster a partnership as a trusted advisor + Governs and ensures work is well defined,...deliverables are submitted for all projects owned by the Senior Professional Services Engagement Manager + Understanding customer use… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …growth and satisfaction of our people. You may also serve as a Career Advisor to our service line senior resource coordinators. **What you will bring ... least, you are a key contributor to the practice's financial performance by effectively aligning resources to clients' needs...the project assigned. + Serve as a Trusted Business Advisor to the leaders in the practice along with… more
- NextEra Energy (Juno Beach, FL)
- …communicate and interact with clients at all levels of the organization, including senior management, and become a trusted advisor with respect to all ... on wholesale fuels and power transactions, as well as complex structured financial transactions. The successful candidate will have some experience with structured… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the Company. Capable to lead ... This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg… more
- West Marine (Fort Lauderdale, FL)
- …their needs and provide relevant business insights. + Serve as a trusted advisor to senior management, offering expertise in data-driven decision-making. + Build ... as needed. + Present PRO pricing insights, forecasts, and recommendations to senior leadership. Collaboration and Stakeholder Management: + Work closely with … more
- KPMG (Fort Lauderdale, FL)
- …your future as we are, join our team. KPMG is currently seeking a Senior Director, Strategy & Portfolio Management to join our Digital Nexus technology organization. ... recommendations to resolve issues + Operate as a key advisor to clients and proactively initiate ideas to significantly...to innovation that has impact and creates a high financial , client value, and efficiency impact within the department;… more