Wealth Management Advisor Amerant BankWealth Management AdvisorCoral Gables, FLSeeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.
NewFinancial Analyst Molson CoorsFinancial AnalystMiami, FL$6–$8 / hourTeamed with Tax team and Tax advisors to complete monthly, quarterly, and annual direct and indirect tax returns; work with payroll team to ensure local payroll requirements are met; assist with the statutory audit process where required; work with Legal on intercompany agreements and/or other Legal requests with regards to the secretarial administrative aspect of these entities; work with Tax team on transfer pricing requests. Job Posting Total Rewards Offerings: $69,800.00 -$91,600.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days).
NewSales Development Representative - Financial Services Neil Jesani WealthSales Development Representative - Financial ServicesFort Lauderdale, FLCompany DescriptionNeil Jesani Wealth Management, LLC is a premier boutique financial advisory firm serving an exclusive clientele of high-net-worth individuals, including Fortune 500 executives, entrepreneurs, physicians, and business owners. As Investor Relations, you will serve as a first point of contact for prospective clients, introducing them to our firm’s value proposition and nurturing those relationships through high-touch outreach, events, and one-on-one interactions.
Head of Int'l WM Business Development Amerant BankHead of Int'l WM Business DevelopmentCoral Gables, FLThis role is responsible for managing and growing an individual client book, recruiting and developing Financial Advisors and advisor teams, and providing ongoing leadership and business development support to the broader Financial Advisor group dedicated to the international banking segment. Requires strong knowledge of wealth management products and services, private banking and advisory solutions, and the international client segment, together with the ability to build effective partnerships across business lines and support referral-driven growth.
Head of Rewards Amerant BankHead of RewardsMiramar, FLThe role partners closely with executive leadership, the Compensation and Human Committee of the Board, Finance, Risk, and HR Business Partners to support a high-performance culture and attract, retain, and motivate top talent. Partner with Legal, Finance, and external advisors to manage executive compensation programs, including equity plans, short and long-term incentives, and deferred compensation.
Commercial Relationship Manager III First Horizon BankCommercial Relationship Manager IIICoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .
Senior Business Banking Relationship Manager First Horizon BankSenior Business Banking Relationship ManagerMiami, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.
NewBodily Injury Paralegal-Insurance Defense State Farm Mutual Automobile Insurance CompanyBodily Injury Paralegal-Insurance DefenseFort Lauderdale, FL$56,420–$72,000 / yearPrevious experience required: 2 years of recent civil litigation experience, preferably insurance defense involving bodily injury, medical malpractice, or personal injury Prior paralegal experience, litigation Background in drafting discovery responses, trial preparation, and drafting motions/pleadings Familiarity with Florida court rules and procedures Experience reviewing medical records and preparing medical chronologies Key skills required Strong organizational skills, ability to work independently, prioritize workload, multi-task in a fast-paced environment, and communicate effectively Strong written communication skills, attention to detail Technology/software experience required Strong software/technical skills Experience using Evermap and/or Adobe Bookmarking Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licensing and certifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. Paralegal responsibilities include, but are not limited to: Assist attorneys in discovery and pre-trial matters under attorney supervision Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision Prepare cases for court appearances, depositions, and trial including contacting experts and clients Involvement with medical record collection, medical record and billing summaries, and medical chronologies Draft motions and pleadings Qualifications Please only apply for this position if you meet the minimum requirements.
Financial 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 Northwestern MutualFinancial AdvisorAventura, Florida$61,000–$250,000 / yearNorthwestern 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.
Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Florida Tropics MarketFort Lauderdale, FLEffectively 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.
Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Miami & Islands MarketMiami, FLEffectively 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 Advisor Edward D Jones & Co LPFinancial AdvisorCooper City, FL$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Financial Advisor, Truist Investment Services, Miami, FL Truist BankFinancial Advisor, Truist Investment Services, Miami, FLMiami, Florida2. Banking experience helpfulGeneral 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. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Las Olas, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Las Olas, FLFt Lauderdale, FLGeneral 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Miami, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Miami, FLMiami, FLGeneral 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorMiami, FLFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
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.
Project Financial Analyst, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdProject Financial Analyst, Engagement Financial AdvisorMiami, 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.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteFLRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.
Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorMiami, FL$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The 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.
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.
Financial Solutions Advisor - West Pines Boulevard Financial Center Bank of America CorpFinancial Solutions Advisor - West Pines Boulevard Financial CenterPembroke Pines, FLResponsibilities:• 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• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role View transcript Close transcript [Music in background throughout] [Bank of America logo shown periodically throughout] On screen disclosure: Please see important information at the end of this video.
Associate Private Client Financial Advisor Wells Fargo & CoAssociate Private Client Financial AdvisorFort Lauderdale, FLThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Advisor - First Horizon Bank LPL Financial Holdings IncFinancial 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.
Investment Executive (Financial Advisor) Ft. Lauderdale, FL Fifth Third BancorpInvestment Executive (Financial Advisor) Ft. Lauderdale, FLFort Lauderdale, FLConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance.
Financial Solution Advisor - South Miami Bank of America CorpFinancial Solution Advisor - South MiamiCoral Gables, FLWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Financial Solutions Advisor - Central Broward Market Bank of America CorpFinancial Solutions Advisor - Central Broward MarketFort Lauderdale, FLWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementAventura, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Specialty, Financial Advisor Synovus Financial CorpSpecialty, Financial AdvisorFort Lauderdale, FLConducts full cross-selling of the Bank''s lending, depository and cash management products to new and existing governmental clients, performing the duties as a trusted financial advisor to targeted prospective clients and existing client base. Works in partnership with the local market executive and support teams to promote bank growth and profitability by growing deposits and providing other financial services through either direct or cross-selling efforts.
Financial Advisor - Client Service Advisor Synovus Financial CorpFinancial Advisor - Client Service AdvisorCoral Gables, FLMinimum Education: Bachelor''s Degree in Business Administration, Finance, Accounting, or related discipline Minimum Experience: 8+ years job specific experience Required Knowledge, Skills, & Abilities: Thorough understanding of key planning issues affecting affluent and high net worth individuals Advanced knowledge of investments and financial markets Strong lending and credit experience Ability to communicate effectively and ask difficult personal questions Advanced knowledge of retail banking operational policies, Federal, State and other banking regulations and compliance requirements Advanced knowledge of banking products including lending, deposits and investment areas Proficient in related banking software and Microsoft Office including Word, Excel, PowerPoint Demonstrated competency and experience in developing solutions to problems of diverse scope and complexity Certification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
Financial Solutions Advisor - Broward County Bank of AmericaFinancial Solutions Advisor - Broward CountyMiramar, 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 - 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 Advisor - Miami, FL Coastal WealthFinancial Advisor - Miami, FLMiami, FL$75,000–$125,000 / yearThis entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.
Financial Advisor – Fort Lauderdale, FL Coastal WealthFinancial Advisor – Fort Lauderdale, FLFort Lauderdale, FL$75,000–$125,000 / yearThis entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.
Financial Advisor Synovus Financial CorpFinancial AdvisorDoral, FLnRequired Knowledge, Skills, & Abilities:\n\n Knowledge of commercial loan products, credit analysis techniques, disbursement procedures, and underwriting functions\n Knowledge of commercial loan structures, setting of appropriate loan and financial covenants, and\n Knowledge of universally accepted loan practices\n Sales skills, and the ability to solicit interest in products and/or services\n Negotiation skills and the ability to secure customer relationships\n Strong customer service skills\n Strong verbal and written communication skills\n Ability to effectively and clearly speak in public and group settings\n Ability to gather information and provide appropriate solutions\n Proficiency using Microsoft Office software products\n\n. Job Summary\n \nAs a senior member of the Middle Market Banking team, develops, maintains, and owns long-term and profitable relationships with commercial customers having $35MM to $500MM in revenue.
Financial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateFort Lauderdale, FLRequired Knowledge, Skills, & Abilities: Excellent analytical, time management and organizational skills Ability to communicate effectively with potential, new, and established client groups Strong oral and written communication skills Proficient with Client Relationship Management (CRM) systems Proficient with Microsoft Office Suite including Word, Excel and PowerPoint Preferred Knowledge, Skills, & Abilities: Knowledge of Synovus Bank systems utilized for customer support (e.g., deposit systems, PFP, insite) Knowledge of Synovus Bank policies, products and services with emphasis on commercial depository services * Experience using Salesforce. Minimum Education: Bachelor''s degree in Finance, Economics, Marketing, Communications or a related field, or an equivalent combination of education and experience Minimum Experience: One year as a WRA I; or 3 years of customer service experience in the financial services industry.
Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - South Broward / North Dade MarketHialeah, FLMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once 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.
Financial Aid Advisor HCI CollegeFinancial Aid AdvisorFort Lauderdale, FL$45,000–$50,000 / yearResponsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing, and returning of federal, state, and other financial aid assistance programs. Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook and internet.
Advisor Financial Aid Universal Technical Institute IncAdvisor Financial AidMiramar, FL$24–$26 / hourWhether you're working with future students as they get ready to start school or supporting current students as they continue their journey, your mission is to provide friendly guidance, accurate info, and smart solutions every step of the way. Deliver Excellence: Provide exceptional service with compassion, clarity, and efficiency, helping students overcome any financial hurdles.
Advisor, Financial Systems - SAP FI/CO Cardinal Health IncAdvisor, Financial Systems - SAP FI/COFlorida, FLRemote$80,900–$115,500 / yearFinance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Ensures data integrity, manages system interfaces, completes the chart of accounts, maintains access/controls, owns the financial data warehouse application and creates report building mechanisms and interfaces with IT.
Financial Solutions Advisor Registration Candidate - South Miami Dade Market - Bilingual Fluency in Spanish Required Bank of America CorpFinancial Solutions Advisor Registration Candidate - South Miami Dade Market - Bilingual Fluency in Spanish RequiredDoral, FLOnce 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.
Financial Solutions Advisor Registration Candidate- Central LA Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Central LA MarketHollywood, 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.
Financial Aid Advisor Leslie PrinceFinancial Aid AdvisorMiramar, Florida$26–$28 / hourWhether you're working with future students as they get ready to start school or supporting current students as they continue their journey, your mission is to provide friendly guidance, accurate info, and smart solutions every step of the way. As a Financial Aid Advisor, you'll be a trusted guide-helping students and their families navigate the financial aid process with clarity, compassion, and care.
Financial Aid Advisor West Coast University, Inc.Financial Aid AdvisorDoral, FloridaAssisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.
Financial Aid Advisor FLORIDA NATIONAL COLLEGE INCFinancial Aid AdvisorHialeah, FLCompliance Adherence: Ensure compliance with Title IX of the Education Amendments Act of 1972, as well as FNU Policies, Procedures, Rules, and Regulation, the FNU Code of Ethics, Family Educational Rights and Privacy Act (FERPA), Florida Information Protection Act of 2014 (FIPA), the EU General Data Protection Regulation (GDPR), and all other applicable federal, state, and local laws, rules, and regulations. • Exercises great attention to detail when completing assignments as error in judgment or calculations could result in unintended consequences for the student and/or the institution such as under or over funding of a student, loss of student eligibility, audit findings, fines, damage to school's reputation or loss of institutional eligibility.
Financial Aid Advisor (North Campus) Broward CollegeFinancial Aid Advisor (North Campus)North Campus, FL$36,000–$43,240 / yearEssential Functions: Daily -10%: Provides financial aid advice and counsels students on financial aid programs, eligibility requirements, and application processes while maintaining a level for individualized counseling to provide students with the most equitable financial aid award package. Foreign Transcript: Transcripts issued outside of the United States require a equivalency statement from a certified transcript evaluation service verifying the degree equivalency to that of an accredited institution within the USA.
Financial Aid Advisor Broward CollegeFinancial Aid AdvisorCentral Campus, FL$36,800–$43,240 / yearEssential Functions: Daily -10%: Provides financial aid advice and counsels students on financial aid programs, eligibility requirements, and application processes while maintaining a level for individualized counseling to provide students with the most equitable financial aid award package. Foreign Transcript: Transcripts issued outside of the United States require a equivalency statement from a certified transcript evaluation service verifying the degree equivalency to that of an accredited institution within the USA.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI Consulting IncSenior Advisor, Financial Services | Forensic and Litigation ConsultingMiami, FLWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Financial Programs Advisor United States ArmyFinancial Programs AdvisorMiami, FL$113,356–$147,365 / yearFor each relevant work experience, make sure you include the employers name, job title, start and end dates (include month and year), for qualifications purposes, the number of hours worked per week, and a brief description that show you can perform the tasks at the required level listed in the job announcement. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student; social).