Client Relationship Executive - Office of the CFO Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - Office of the CFO Managed ServicesMiami, FL$122,500–$423,780 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances within our Internal Firm Services practice.
NewClient Relationship Executive - Office Of The CFO Managed Services PwCClient Relationship Executive - Office Of The CFO Managed ServicesMiami, FL$122,500–$423,780 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances within our Internal Firm Services practice.
Patient Financial Service Representative- Thoracic Surgery- FT- Days- MPG South Broward Hospital DistrictPatient Financial Service Representative- Thoracic Surgery- FT- Days- MPGFLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Director, Transaction Advisory Services - Healthcare Financial Due Diligence BDO USA PCDirector, Transaction Advisory Services - Healthcare Financial Due DiligenceMiami, FL$180,000–$280,000 / yearExamines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Job Summary: The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
Patient Financial Corp Cust Service Rep 1, Business Office, FT, 08A-4:30P Baptist Health South Florida IncPatient Financial Corp Cust Service Rep 1, Business Office, FT, 08A-4:30PMiami, FL$18.87–$23.96 / hourResponsible for: Validating patient's identity to comply with HIPAA Regulations, Analysis of patient balances, detail review of services billed, validating correct patient/insurance and demographic information, Identifying customer's concern and assisting with resolution including follow up with other departments throughout BHSF: (i.e. Financial Assistance Program, Financial Assistance Department, Charge Review Department, Patient & Guest Services, Special Handling, UR, CPO and Claims Management Department). Baptist Health is the region''s largest not-for-profit healthcare organization, with 12 hospitals, over 29,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties.
Financial Advisor - First Horizon Bank LPL Financial ServicesFinancial Advisor - First Horizon BankMiami, FLThis employment opportunity at First Horizon Bank in Miami, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.
Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Miami & Islands MarketMiami, FLOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
NewFinancial Advisor Brady FinancialFinancial AdvisorMiami, FLServe as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
Financial Advisor - First Horizon Bank LPL FinancialFinancial Advisor - First Horizon BankMiami, FloridaThis employment opportunity at First Horizon Bank in Miami, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.
Financial Advisor - Ft. Lauderdale/Miami/Boca Raton Thrivent Financial for LutheransFinancial Advisor - Ft. Lauderdale/Miami/Boca RatonMiami, FLThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewFinancial Advisor - Miami Beach, FL TD BankFinancial Advisor - Miami Beach, FLMiami Beach, FloridaEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor with Athletic Background Northwestern Mutual - Lawhon NetworkFinancial Advisor with Athletic BackgroundCoral Gables, FLFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Financial Advisor Synovus Financial CorpFinancial AdvisorDoral, FLProactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
Financial Advisor - Miami Beach, FL The Toronto-Dominion BankFinancial Advisor - Miami Beach, FLMiami Beach, FL$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor Northwestern MutualFinancial AdvisorCoral Gables, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewFinancial Aid Advisor Herzing UniversityFinancial Aid AdvisorMiami, FL$20.54–$27.78 / hourResponsibilities: Meet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds. Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals.
NewCertified Financial Advisor The Vanguard GroupCertified Financial AdvisorMiami, FloridaRemoteSupported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves , you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. . Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Senior Financial Advisor / Senior Private Banker Agius & Partners SASenior Financial Advisor / Senior Private BankerMiami, FloridaThis is a senior front-office opportunity for an accomplished private banking or wealth management professional with a strong track record advising and acquiring high-net-worth and ultra-high-net-worth clients , particularly across South Florida, Latin America, and the Caribbean . Agius & Partners LLC is hiring on behalf of a prestigious international wealth management platform seeking a Senior Financial Advisor / Senior Private Banker to join its team in Miami .
Financial Specialist ($70,000 - $90,000+) Guerra Wealth AdvisorsFinancial Specialist ($70,000 - $90,000+)Miami, FL$60,000–$90,000 / yearIf you thrive in a sales-driven, goal-driven, client-focused environment, and want a clear path to grow into an Advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. This is an Inside Sales position with warm leads provided, NO cold calling , allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.
Sr. Associate, FI Business Development Financial Institutions First National Bank of OmahaSr. Associate, FI Business Development Financial InstitutionsFL$81,662–$134,741 / yearThis role partners closely with the SVP, Business Development to define and execute the FI strategy, including prospecting, partnership structuring, pricing, and go-to-market initiatives that drive new account acquisition, portfolio growth, and fee income. They will also play a key role in shaping FI product strategy, ensuring programs deliver compelling value propositions, differentiated customer experiences, and strong financial performance for both FNBO and its FI partners.