Financial Advisor - Naples, FL TD BankFinancial Advisor - Naples, FLNaples, Florida$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.
Financial Advisor - N. Wickham/Titusville, FL TD BankFinancial Advisor - N. Wickham/Titusville, FLMelbourne, Florida$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.
Financial Advisor - Merritt Island, FL TD BankFinancial Advisor - Merritt Island, FLMerritt Island, Florida$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.
Financial Advisor - Miami Beach, FL TD BankFinancial Advisor - Miami Beach, FLMiami Beach, Florida$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.
Financial Advisor - Clearwater, FL TD BankFinancial Advisor - Clearwater, FLClearwater, Florida$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 - Boca Raton, FL TD BankFinancial Advisor - Boca Raton, FLBoca Raton, Florida$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.
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.
Financial Advisor - Miami Lakes, FL The Toronto-Dominion BankFinancial Advisor - Miami Lakes, FLMiami Lakes, 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.
Financial Advisor - N. Wickham/Titusville, FL The Toronto-Dominion BankFinancial Advisor - N. Wickham/Titusville, FLMelbourne, 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.
Financial Advisor - Merritt Island, FL The Toronto-Dominion BankFinancial Advisor - Merritt Island, FLMerritt Island, 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.
Financial Advisor - Clearwater, FL The Toronto-Dominion BankFinancial Advisor - Clearwater, FLClearwater, 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.
Senior Financial Analyst AeroVironment IncSenior Financial AnalystSunrise, FLOther Qualifications & Desired Competencies • Advanced degree is preferred • Knowledge of Cobra & MS Project knowledge is desirable • Experience using Oracle EBS preferred • Experience in utilizing Earned Value Management Metrics and Reporting preferred • Knowledge of Government Cost accounting principles and FAR preferred • Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results • Has effective problem-solving, analytical, interpersonal and communication skills • Focuses on teamwork, collaboration and puts the success of the team above ones own interests • Able to excel in a fast-paced, deadline-driven environment, where small teams share a broad variety of duties • Displays strong initiative and drive to accomplish goals and meet company objectives • Takes ownership and responsibility for current and past work products • Is committed to learning from mistakes and driven to improve and enhance performance of oneself, others, and the company. Basic Qualifications (Required Skills & Experience) • Bachelors degree in Finance, Accounting or Business Administration is required or equivalent combination of education, training, and experience • Minimum of 8 - 12 years of relevant experience • Experience in costing and pricing of complex development programs • Working knowledge of ERP, SCM, and CRM software/applications • Current expertise in MS Office Suite (Advanced MS Excel required) • Must be able to effectively work with other users, finance, planners and support staff in achieving results.
Senior Economic and Financial Consultant Water Jacobs Solutions IncSenior Economic and Financial Consultant WaterNorth Miami Beach, FL$123,000–$251,150 / yearAs a Senior Water Economic and Financial Consultant based out of the United States, preferably Florida, you will support the efforts of our clients, including cities, counties, regional authorities, state water agencies, water, wastewater and stormwater utilities to identify appropriate infrastructure investments, develop funding and rate plans to enable implementation of the recommended projects, and supporting clients in implementing the recommended financing plans for those projects. You will collaborate with diverse teams at Jacobs such as our federal grant writing experts, government relations team, transportation and water planners and engineers, fellow economists, resiliency specialists, and many others to understand our clients' infrastructure projects and funding needs, and ultimately to develop technical economic and financial analyses to support competitive federal and state grant applications.
VP, Insurance Growth & Distribution Raymond James Financial IncVP, Insurance Growth & DistributionFLAdministrative & Support Services'',''Administrative & Support Services'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''RJFP'',''RJFP'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''659783'',''659783'',''true'',''659783'',''false'',''Submission for the position: VP, Insurance Growth & Distribution - (Job Number: 2600567)'',''false'',''659783'',''false'',''true''. Proven ability to engage and influence others to drive success without direct reporting relationships; known for earning the confidence of investment advisors and demonstrating how insurance can address protection, estate, tax, retirement, and wealth-transfer needs within a client's broader financial plan.
Private Wealth Consultant Raymond James Financial IncPrivate Wealth ConsultantSaint Petersburg, FLAs a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services; and lead large projects with a significant business impact involving cross-functional teams. Essential Duties and Responsibilities: Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.
Premier Team Director - Ft. Lauderdale, Boca Raton, West Palm Beach Truist Financial CorpPremier Team Director - Ft. Lauderdale, Boca Raton, West Palm BeachBoca Raton, FLCompletion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA). Ensures industry leading service levels are delivered by Premier Bankers/Advisors and that they are meeting or exceeding individual production and growth expectations within deposits, lending, risk management, planning, mortgage and investments.
Premier Team Director - Ft. Lauderdale, Boca Raton, West Palm Beach Truist Financial CorporationPremier Team Director - Ft. Lauderdale, Boca Raton, West Palm BeachBoca Raton, FLCompletion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA). Ensures industry leading service levels are delivered by Premier Bankers/Advisors and that they are meeting or exceeding individual production and growth expectations within deposits, lending, risk management, planning, mortgage and investments.
Wealth Strategist NewEdge Capital GroupWealth StrategistMiami, FloridaThe team operates on a fixed-fee partnership model, offering complete customization across custody, investments, wealth management, legal, and tax matters, along with expanded access to alternative investments and concierge-level administrative services. This role centers on comprehensive wealth planning — spanning cash flow, estate, tax, business succession, and philanthropic strategy — while also acting as a technical resource and eMoney power user for the Aligned Wealth advisory team.
NewWealth Advisor Hancock Whitney CorpWealth AdvisorWinter Park, FLJOB FUNCTION / SUMMARY: Wealth Advisors are responsible for developing comprehensive, integrated, multigenerational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs. Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs and propose solutions.
Tax Manager - Private Wealth DeloitteTax Manager - Private WealthTampa, FL$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. 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.