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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

Premier Advisor - Tampa/St. Petersburg

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Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General 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. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Wealth Advisor III - Tampa / Naples

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Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Virtual Premier Advisor - Tampa / St. Petersburg

Premier Advisor - North Pinellas

25% Provide complex analysis ( including link analysis) and interpretation of: 1) Bank and credit card statements, 2) IRS tax returns, both corporate and individual, 3) Target assets subject to seizure, 4) Financial records, including general ledger, trial balance, income statement, balance sheet, and statement of cash flow. Preference will be given to candidates with a bachelors degree or masters degree from an accredited college or university with a major in accounting, finance or a related area, a Certified Public Accountant (C.P.A.) or Certified Internal Auditor (C.I.A.) license.

YEAR

Government of Florida

AUDIT EVALUATION & REVIEW ANALYST - 41001237

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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General 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.

Truist Financial Corp

Daily review of data to identify errors and anomalies, resolving issues related to data inconsistencies and irregularities, prioritizing and managing multiple tasks, analyzing and solving problems logically, communicating effectively regarding assigned tasks, and providing excellent customer service to both internal and external customers. 7-10 years of related experience with SQL Server database development (database design, stored procedures, triggers, etc.), Microsoft SQL Server Reporting Services, Transact-SQL, ETL processes, Data Warehousing and Data Marts.

Holland & Knight LLP

Financial Business Intelligence Senior Developer

Will maintain and manage a caseload and will also work collaboratively on matters with more experienced in-house litigators, and will develop strategy, prepare answers to statements of claim or complaints, engage in discovery and motion practice, engage in settlement negotiations and mediations, and conduct arbitration final hearings. Under direction but with a high level of autonomy, uses knowledge and skills obtained through education and experience to manage or assist with a variety of litigation matters with a significant focus on securities-related matters in FINRA's arbitration forum and in federal and state courts.

Raymond James Financial Inc

Senior Counsel, Litigation

Administer lateral hire process, including conflict search processing, liaising with and maintaining relationships with Global and Local HR recruiting and onboarding teams across the Firm, ensure candidate documents and hiring paperwork is completed and received in a timely fashion, manage communications with HR teams, OGC and AD of Compliance. In addition, the Compliance Lawyer drafts, implements and enforces Firm policies relating to ethical screening, restricted securities and insider lists, and prepares and reviews engagement documentation and waiver terms in coordination with OGC and Conflicts and New Business analysts.

White & Case

Compliance Lawyer

On this particular team, you'll work with clients in the asset management industry with a focus on private equity funds, hedge funds and fund of funds while utilizing top in field technology and national resources. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

Tax Manager - Financial Services/Asset Management

Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

Tax Senior Manager - Financial Services/Asset Management

The role partners with Information Security, IT, Risk, Compliance, Privacy, Legal, and business stakeholders to identify data risks and implement effective controls across endpoints, email, Microsoft 365, cloud applications, collaboration platforms, SaaS environments, and other data channels. As the practice scales, provide technical leadership, mentorship to junior -level team members on casework and evidentiary discipline, and best practices for DLP implementation, testing, maintenance, investigations, and reporting.

Specialist, Data Loss Prevention

Serve as a knowledgeable resource on Individual Retirement Accounts (IRAs), Health Savings Accounts (HSAs), Trusts, Powers of Attorney (POAs), and other specialty accounts. The Senior Branch Advisor serves as a financial guide and trusted resources for our members, helping them navigate both immediate needs and long-term goals.

Banking for GOOD

Sr Branch Advisor

Draft, review, evaluate, summarize, revise and negotiate routine and non-routine contracts, including, but not limited to confidentiality and non-disclosure, consulting, distributor, sales representative, supply, service, software, manufacturing, consignment, non-compete, terms and conditions of sale, terms and conditions of purchase, statements of work and other commercial documents for domestic and international business units in multiple practice areas. The Associate General Counsel- Americas is responsible for providing comprehensive legal service to the Americas region, including oversight of litigation, corporate secretary function and general corporate legal transactions including contracts, real estate, compliance issues, employment matters and supervision of outside counsel as needed.

<p>With over $2B in revenue, 80+ manufacturing facilities across 6 continents and over 9,000 employees worldwide, Signode is a leading manufacturer of a broad spectrum of transit packaging consumables, tools, software, and equipment that optimize end-of-line packaging operations and protect products in transit. Signode brings this extensive product portfolio together under hundreds of trusted brands to offer complete transit packaging solutions to its customers. We produce strap, stretch and protective packaging. We also manufacture packaging tools and equipment used to apply the bulk packaging materials. These commercial packaging products are used to pack, bundle, unitize, protect and secure goods during warehousing and transit. Our company is a pioneer in the industrial packaging sector with a long history of customer-focused innovations in materials, processes and automation technology that have revolutionized the sector. We are proud to be the Transit Packaging Division of Crown Holdings, Inc. We are excited to go to market as Signode and to share the portfolio of products, services and capabilities that make us the world’s premier end-of-line packaging company.</p>

Signode Industrial Group

Associate General Counsel, Americas

As a Tax Senior Manager, you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service: Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building.

Tax Senior Manager - Family Office

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)

General Description: The Client Accounts Specialist will work with Holland & Knight's Billing Attorneys, assistants, and internal teams as a liaison with clients, for the purpose of resolving client non-payment issues to improve collection realization. Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.

Client Account Specialist

This position can be based in our global operations center in Tampa, FL, or at one of the Firm's offices: Atlanta, Austin, Birmingham, Boston, Century City, Charlotte, Chattanooga, Chicago, Dallas, Denver, Fort Lauderdale, Houston, Jacksonville, Los Angeles, Miami, Nashville, Newport Beach, New York, Orlando, Philadelphia, Richmond, San Francisco, Seattle, Stamford, Tallahassee, Tysons, Washington, D.C., or West Palm Beach. Description: As a member of the Firm's Revenue/Legal Project Management Group, the Pricing and Legal Project Management Senior Analyst will work closely with attorneys to develop and track comprehensive and realistic budgets, assist with the finance portion of RFP responses, and prepare and provide client and attorney-requested reports and data.

Securities Attorney Jobs in Tampa, FL

Premier Advisor - Tampa/St. Petersburg Truist Bank

Wealth Advisor III - Tampa / Naples Truist Bank

Virtual Premier Advisor - Tampa / St. Petersburg Truist Bank

Premier Advisor - North Pinellas Truist Bank

AUDIT EVALUATION & REVIEW ANALYST - 41001237 Government of Florida

Virtual Premier Advisor - Tampa / St. Petersburg Truist Financial Corp

Premier Advisor - Tampa/St. Petersburg Truist Financial Corp

Premier Advisor - North Pinellas Truist Financial Corp

Financial Business Intelligence Senior Developer Holland & Knight LLP

Senior Counsel, Litigation Raymond James Financial Inc

Compliance Lawyer White & Case

Tax Manager - Financial Services/Asset Management RSM

Tax Senior Manager - Financial Services/Asset Management RSM

Specialist, Data Loss Prevention White & Case

Sr Branch Advisor Banking for GOOD

Associate General Counsel, Americas Signode Industrial Group

Tax Senior Manager - Family Office RSM

J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist) JPMorgan Chase & Co

Client Account Specialist Holland & Knight LLP

Pricing and Legal Project Management Senior Analyst Holland & Knight LLP

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