Senior Consultant - Grants Management (Government Sector Services Advisory) EisnerAmperSenior Consultant - Grants Management (Government Sector Services Advisory)Fort Myers, FLRemoteEisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more.
Advisory | Accounting | Audit | Tax | Payroll Itc WorldwideAdvisory | Accounting | Audit | Tax | PayrollFort Myers, FloridaUnderstand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues. ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally.
Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Daniels Crossing Financial CenterFort Myers, FloridaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Senior Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Senior Consultant - Grants Management (Government Sector Services Advisory)Fort Myers, FLRemoteAbout our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
Director - Infrastructure, Value and Risk Advisory Jones Lang LaSalle IncDirector - Infrastructure, Value and Risk AdvisoryFort Myers, FLRemoteThe successful candidate will complete assignments in connection with commercial real estate valuation and consulting projects which may include analyzing complex highest and best use scenarios, estimation of cash flows utilizing discounted cash flow models, analyses of comparable sales and cost analyses. Our Value and Risk Advisory platform is part of a global network comprised of experienced, licensed, qualified commercial real estate appraisers who use local insights and their years of expertise to deliver accurate, reliable and prompt valuations.
Tax Credits & Incentives Advisory Senior Associate - R&D Cherry, Bekaert & Holland, L.L.P.Tax Credits & Incentives Advisory Senior Associate - R&DSarasota, FL$83,700–$135,400 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Understand common software development methodologies, programing concepts, architectural design patterns, and popular computer software terms, such as programming languages, backend database schema, messaging ques and techniques, etc.
Director, Fiduciary Advisory Services Bank of MontrealDirector, Fiduciary Advisory ServicesSarasota, FL$102,000–$190,000 / yearProvides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Deal Advisory Manager (Healthcare) Cherry Bekaert LLPDeal Advisory Manager (Healthcare)Sarasota, FL$117,800–$183,100 / yearPerform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Account Manager, WM Advisory Northern TrustAccount Manager, WM AdvisorySarasota, FLAssists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Commercial Real Estate Appraiser - Infrastructure, Value And Risk Advisory JLLCommercial Real Estate Appraiser - Infrastructure, Value And Risk AdvisoryFort Myers, FLThe successful candidate will complete assignments in connection with commercial real estate valuation and consulting projects which may include analyzing complex highest and best use scenarios, estimation of cash flows utilizing discounted cash flow models, analyses of comparable sales and cost analyses. Our Value and Risk Advisory platform is part of a global network comprised of experienced, licensed, qualified commercial real estate appraisers who use local insights and their years of expertise to deliver accurate, reliable and prompt valuations.
Tax Credits & Incentives Advisory Senior Associate - R&D Cherry Bekaert LLPTax Credits & Incentives Advisory Senior Associate - R&DSarasota, FL$83,700–$135,400 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Understand common software development methodologies, programing concepts, architectural design patterns, and popular computer software terms, such as programming languages, backend database schema, messaging ques and techniques, etc.
Advisor, Commercial Risk - Insurance Advisory Solutions BRP Group, Inc.Advisor, Commercial Risk - Insurance Advisory SolutionsFort Myers, FLLicense(s): Maintains a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
HFA Financial Advisor Senior -Branch Huntington Bancshares IncHFA Financial Advisor Senior -BranchSarasota, FLCoach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
Financial Advisor Regions Financial CorpFinancial AdvisorSarasota, FL$43,888–$150,000 / yearThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
NewIntern, Financial Planning- Sarasota, FL MarinerIntern, Financial Planning- Sarasota, FLSarasota, FloridaThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Merrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST MarketFort Myers, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Solutions Advisor - Ft Myers-Naples Market Bank of AmericaFinancial Solutions Advisor - Ft Myers-Naples MarketFort Myers, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Center Gate Bank of AmericaFinancial Solutions Advisor - Center GateSarasota, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West Florida Market (South)Punta Gorda, FLBack to search results Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Sarasota, Florida; Bradenton, Florida; Punta Gorda, Florida; Venice, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.