Personal Financial Counselor; Homestead, FL Magellan Health ServicesPersonal Financial Counselor; Homestead, FLHomestead, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Pfc-Miami Magellan Health ServicesPersonal Financial Counselor, Pfc-MiamiHialeah, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Blackstone Private Wealth - Investor Services, Associate BlackstoneBlackstone Private Wealth - Investor Services, AssociateMiami, FloridaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.
Financial Solution Advisor - South Miami Bank of AmericaFinancial Solution Advisor - South MiamiCoral Gables, 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 Representative Trainee (Sales) - Miami, FL Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Miami, FLMiami, FL$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Associate-Level Financial Wellness Planner (Remote) Traction Forge FinancialAssociate-Level Financial Wellness Planner (Remote)Miami, FLRemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for ambitious, high-energy individuals ready to build a lifestyle-driven career in financial services. Backgrounds in hospitality, education, luxury sales, fitness, customer service, real estate, or entrepreneurship are highly transferable and encouraged.
Manager - Financial Due Diligence RSM US LLPManager - Financial Due DiligenceMiami, FL$112,100–$225,500 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. 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.
Personal Financial Counselor, PFC-Miami Magellan Health IncPersonal Financial Counselor, PFC-MiamiHialeah, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Homestead, FL Magellan Health IncPersonal Financial Counselor; Homestead, FLHomestead, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Blackstone Private Wealth - Investor Services, Associate Blackstone IncBlackstone Private Wealth - Investor Services, AssociateMiami, FL$130,000–$175,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.
Senior Analyst Financial Operations ApolisSenior Analyst Financial OperationsMiami, FL$50–$53 / hourThe position will also contribute to high-priority projects and initiatives focused on improving payment systems, operational controls, processes, and overall efficiency. We are seeking an experienced Senior Analyst – Financial Operations to support payment acceptance and day-to-day financial operations.
Associate Vice Provost, Business Services Miami Dade CollegeAssociate Vice Provost, Business ServicesMiami, Florida$127,563–$159,455Candidates must possess one of the following combinations of education and experience: Master's degree in Business Administration, Finance, Accounting, Management, or a related field and seven (7) years of management experience in budgeting, financial management, risk management, auxiliary services, or a related administrative area; OR Bachelor's degree and eleven (11) years of progressive management experience in the respective fields. This executive leadership position oversees a diverse portfolio that includes purchasing, risk management, auxiliary services, property and asset management, and real estate, with a strong focus on operational excellence, fiscal stewardship, compliance, innovation, and revenue optimization.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficePrinceton, 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Sales Manager (External Business Development- Retail Branch Manager) First Citizens BankFinancial Sales Manager (External Business Development- Retail Branch Manager)Coral Gables, FloridaFull timeQualifications: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
Relationship Banker - Homestead Financial Center - English and Spanish Language Required Bank of America CorpRelationship Banker - Homestead Financial Center - English and Spanish Language RequiredHomestead, FLOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Relationship Banker - Sunset Financial Center - English and Spanish Language Required Bank of America CorpRelationship Banker - Sunset Financial Center - English and Spanish Language RequiredMiami, FLOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Asst Director (Financial Education), Law Admissions University of MiamiAsst Director (Financial Education), Law AdmissionsCoral Gables, FLThis position integrates financial literacy into recruitment strategies and requires proficiency in Customer Relationship Management software, excellent analytical and interpersonal skills, and the ability to use sound judgment, tact, and diplomacy in a professional setting. The College Recruiter (Assistant Director of Admissions) supports Miami Law's recruitment, admissions, and financial education efforts by counseling prospective and admitted students on the law school application and institutional aid process.
Firm Account and Engagement Finance Services Specialist Deloitte Touche Tohmatsu LtdFirm Account and Engagement Finance Services SpecialistMiami, FL$66,200–$121,800 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Miami, FL$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateHialeah, FloridaGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.