NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantSandestin, FLOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Investment Consultant Estero, FL The Charles Schwab CorpInvestment Consultant Estero, FLBonita Springs, FLYou'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
Investment Consultant Coral Gables, FL The Charles Schwab CorpInvestment Consultant Coral Gables, FLCoral Gables, FLYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumJacksonville, FLWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach.
Investment Consultant City National BankInvestment ConsultantFLRemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
NewInvestment Consultant - Ft. Lauderdale, FL FidelityInvestment Consultant - Ft. Lauderdale, FLFort Lauderdale, FloridaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerPonte Vedra Beach, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Investment Consultant - Relationship Manager/CPA Morgan StanleyInvestment Consultant - Relationship Manager/CPACoral Gables, FLProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Consultant, SS&C Genesis / Advent Investment Suite SS&C Technologies Holdings IncConsultant, SS&C Genesis / Advent Investment SuiteFLGet To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Financial Consultant, Truist Investment Services, Ponte Vedra Beach, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FLPonte Vedra Beach, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Daytona Beach, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Daytona Beach, FLDaytona Beach, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Lakeland, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Lakeland, FLLakeland, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Ponte Vedra Beach, FL Truist BankFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FLPonte Vedra Beach, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist BankFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Daytona Beach, FL Truist BankFinancial Consultant, Truist Investment Services, Daytona Beach, FLDaytona Beach, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Lakeland, FL Truist BankFinancial Consultant, Truist Investment Services, Lakeland, FLLakeland, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Tampa, FL Truist BankFinancial Consultant, Truist Investment Services, Tampa, FLTampa, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpMiami, FL$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Associate, Fund Investments Starwood Capital GroupAssociate, Fund InvestmentsFLThis individual will work closely with the broader investment team to help construct allocation strategies, source and evaluate new manager relationships, underwrite new fund commitments and re-ups with existing managers, and lead reporting across the existing funds portfolio. Jaws is currently seeking an Associate to join its team, with a primary focus on fund investments across venture capital, private equity, hedge funds, and other alternative investment strategies.
Senior Analyst Investments KettlerSenior Analyst InvestmentsTampa, FLThe Senior Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Create, manage and update pro-forma cash flow models for new multifamily and mixed-use acquisitions, existing investments and new development projects.
Director, Investment PrologisDirector, InvestmentOrlando, FloridaPartner and collaborate with the Market Officer, Development and Leasing teams to identify and proactively advance capital deployment initiatives and pursuits (including green-field land acquisitions, speculative and build-to-suit developments, value-add redevelopments, portfolio and single asset acquisitions of industrial buildings and support M&A and entity investments). Leverage existing professional relationships and develop new strategic contacts to generate business opportunities with potential real estate partners, private sellers, brokers, investment bankers, owners, developers, consultants and high net-worth individuals.
Senior Director, Finance and Investments ChenMed LLCSenior Director, Finance and InvestmentsMiami, FL$166,652–$238,075 / yearPartners with senior leadership to identify, align, and execute opportunities to improve business performance and meet or beat plan, including effective communication and alignment with key stakeholders across finance, operations, clinical leadership, COEs, and central business teams. Manages and directs the efforts of assigned managers, analysts, or other finance team members and is responsible for hiring, training, coaching, disciplining, managing performance, developing, and engaging personnel to maintain a skilled and productive workforce that meets or exceeds business goals.
Senior Analyst - Investments UNAVAILABLESenior Analyst - InvestmentsTampa, FLThe Senior Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Create, manage and update pro-forma cash flow models for new multifamily and mixed-use acquisitions, existing investments and new development projects .
Sales Director Insurance Investment Accounting SS&CSales Director Insurance Investment AccountingFloridaRemoteLead the entire sales process from prospecting through closing, including conducting discovery to qualify opportunities, preparing subject matter experts and other team members, developing presentations, providing quality and timely follow-up to prospects, creating pricing proposals, and negotiating contracts. SS&C sells innovative technology and value-add services to insurance companies that need timely, accurate accounting and reporting for the public and private investments they hold in their General Account and through Separately Managed Accounts.
Call Center Associate - Investment & Retirement Services SGA Inc.Call Center Associate - Investment & Retirement ServicesJacksonville, FLAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Senior Analyst - Investments Kettler Enterprises, IncSenior Analyst - InvestmentsTampa, FloridaFull timeOverview: The Senior Investment Analyst will provide analytical support to the Investments, Asset Management and Development teams by primarily producing financial pro forma models, conducting property due diligence and financial reporting for multifamily and mixed-use investments. Responsibilities: Create, manage and update pro-forma cash flow models for new multifamily and mixed-use acquisitions, existing investments and new development projects.
NewCampaign Manager - Raymond James Investment Management Raymond James Financial IncCampaign Manager - Raymond James Investment ManagementSaint Petersburg, FLThis role will partner closely with Sales, Product Marketing, Digital Marketing, Marketing Operations, Compliance, Data, and external vendors to deliver campaigns that drive engagement, lead generation, pipeline growth, and business impact across financial advisors, intermediary platforms, and institutional investors. Educational/Previous Experience Requirements: Bachelor's degree in Marketing, Communications, Business, or a related field and a minimum of five (5) years of experience in integrated marketing, campaign management, demand generation, or channel marketing within asset management, wealth management, financial services, or a similarly regulated industry.
Director, Investment Prologis IncDirector, InvestmentOrlando, FL$140,000–$180,000 / yearKey responsibilities include: Partner and collaborate with the Market Officer, Development and Leasing teams to identify and proactively advance capital deployment initiatives and pursuits (including green-field land acquisitions, speculative and build-to-suit developments, value-add redevelopments, portfolio and single asset acquisitions of industrial buildings and support M&A and entity investments). Leverage existing professional relationships and develop new strategic contacts to generate business opportunities with potential real estate partners, private sellers, brokers, investment bankers, owners, developers, consultants and high net-worth individuals.
Call Center Associate - Investment & Retirement Services Software Guidance & AssistanceCall Center Associate - Investment & Retirement ServicesJacksonville, FLAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Associate Financial Consultant Southstate BankAssociate Financial ConsultantOcala, FloridaEnsures the efficient ongoing operations of the financial consultant by: Managing, coordinating, and maintaining appointment and referral opportunities, providing assistance in the scheduling of appointments and follow up tickler system for the financial consultant. Is expected to possess the ability to identify, research and solve problems quickly and accurately, ability to interact with co-workers, broker/dealer, referral sources and customers in a highly professional manner.
Securities / Investment Operations Analyst (Bilingual - English & Spanish) StratAcuity Staffing Partners IncSecurities / Investment Operations Analyst (Bilingual - English & Spanish)Miami, FL$30–$36 / hourProcedure for processing Transactions that do not Flow from 360: Investigate securities purchase and sale transactions that are blocked in the Middle office screen in Globus, advise bankers/assistants of the issue, and contact all departments that can assist in unblocking the transactions in question. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
VP, Financial Consultant Coral Gables, FL The Charles Schwab CorpVP, Financial Consultant Coral Gables, FLCoral Gables, FLOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantTampa, FL$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Financial Consultant Wells Fargo & CoFinancial ConsultantCoral Gables, FLThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
VP, International Financial Consultant Asia Pacific Region The Charles Schwab CorpVP, International Financial Consultant Asia Pacific RegionFLExtensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers. Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network.
NewFinancial Consultant - Ft. Myers, FL FidelityFinancial Consultant - Ft. Myers, FLFort Myers, FloridaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
NewFinancial Consultant - Jacksonville, FL FidelityFinancial Consultant - Jacksonville, FLJacksonville, FloridaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Financial Consultant Flagstar Bank NAFinancial ConsultantNaples, FLIndirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.
Loan Officer, Real Estate Investments LendingOneLoan Officer, Real Estate InvestmentsBoca Raton, FLPosition Overview: Loan Officers assist both LendingOne and potential borrowers in assessing the borrower’s business ventures, analyzing the borrower’s income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, have a sense of urgency, initiative and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process.
Acquisition Consultant Acquisition NetworkAcquisition ConsultantMiami, FLRemote$150,000–$200,000You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.
Financial Consultant Brown & Brown IncFinancial ConsultantFLEvaluates proposed pricing and negotiating with vendors to ensure fair and competitive costs for our clients; Makes complex and accurate claim picks, developing reserves, and calculating expense factors and components; Prices self-insured products using complex data extracts; Supports the Account teams with ad-hoc financial analysis; Provides ROI analysis and exhibits; Creates client-ready reports and presentations; Develops new reports and tools; Participates in client meetings and conference calls as needed to provide underwriting and financial expertise; Monitors the SNS book of business, identifying trends by product, industry, account team, and vendor; Develops client-specific statutory feasibility analysis. Serves as the primary financial expert and contact for the account teams and is responsible all financial aspects of SNS' clients' programs, including RFP, renewal negotiations, statutory feasibility, ad-hoc analysis and providing experience analysis on a regular cadence.
Practice Management Consultant Raymond James Financial IncPractice Management ConsultantFL$110,000–$120,000 / yearDevelop close relationships with Branch Managers and work with them in supporting Financial advisors with practice management best practices; Partner with the VP, Practice Management in working with select Financial advisor teams opting for more in-depth personalized practice management support; Act as a trusted partner to Financial advisors by identifying innovative opportunities to enhance business performance and practice growth; Participate in expanding our internal resources available to Financial advisors; and. '','''','''','''',''Private Clients Solutions'',''Private Clients Solutions'',''CA-ON-Ottawa-Ottawa'',''CA-ON-Ottawa-Ottawa'',''CA-BC-Vancouver-Vancouver, CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver, CA-ON-Toronto-Toronto'',''PCG Admin'',''PCG Admin'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''657641'',''657641'',''true'',''657641'',''false'',''Submission for the position: Practice Management Consultant - (Job Number: 2600387)'',''false'',''657641'',''false'',''true''.
Business Consultant Social Capital Resources LLCBusiness ConsultantTampa, FLIn this senior-level role, you will serve as a coach, consultant, and strategic partner to help advisors strengthen their businesses, improve operational efficiency, enhance their growth strategies, and better serve their clients. Deliver guidance, resources, and strategic insights that help advisors grow efficient, scalable, and client-focused practices.
Sr Manager, Technology Consultant Advisor Services The Charles Schwab CorpSr Manager, Technology Consultant Advisor ServicesOrlando, FLRemoteThe Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. The team's success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.
Senior Consultant (Technical), Geneva SS&C Technologies Holdings IncSenior Consultant (Technical), GenevaFLGet To Know The Team: SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Deliver high-quality consulting services as part of implementation projects, build strong relationships with clients and internal teams to drive client satisfaction and continuous improvement.
Bilingual Wealth Advisor and Education Consultant (Spanish) Hub International InsuranceBilingual Wealth Advisor and Education Consultant (Spanish)Ft. Lauderdale, FloridaHUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Bilingual Wealth Advisor and Education Consultant is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor in both English and Spanish.
Succession & Acquisitions Consultant Raymond James Financial IncSuccession & Acquisitions ConsultantFLCompletes comprehensive technical valuations of advisor practices and therefore must have thorough understanding of valuation approaches, discount rates, internal and external drivers of valuation, cost of capital, business sustainability and client transferability and the respective impact on a practice's valuation. Works independently with a large degree of autonomy in partnership with financial advisors, senior management, branch management, and other firm stakeholders to execute on succession strategies and protect advisor's practices.
Retirement Plan Consultant II - Pasco County, FL Corebridge Financial IncRetirement Plan Consultant II - Pasco County, FLTampa, FLCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.