NewFinancial Aid Advisor 4BBCorpFinancial Aid AdvisorFort Lauderdale, FLDaily -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. Daily -25%: Analyzes technical data records, which include accessing data included in federal systems, including but not limited to the National Student Loan Data System, the Federal Common Origination and Disbursement System, and the Federal Central Processing System.
NewHigh School College Advisor North Broward Preparatory schoolHigh School College AdvisorFort Lauderdale, FLAssist in the coordination of informational meetings and presentations, including evening events, financial aid/scholarship presentations, college admission speaker symposium, college essay writing and application workshops. Display patience and creativity when working collaboratively with a diverse student body and parents that include international students as well as students with documented learning disabilities.
NewFull-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual The Freelance Firm, LLCFull-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annualFort Lauderdale, FL$150,000–$180,000 / yearDraft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, intentionally defective irrevocable trusts, and tax-free reorganizations. We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms.
NewProbate & Estate Planning Attorney Ascension Global Staffing & Executive SearchProbate & Estate Planning AttorneyFort Lauderdale, FLThis is an excellent opportunity for an attorney with estate planning and probate experience who is looking to work closely with high-net-worth individuals, families, fiduciaries, and business owners on sophisticated wealth preservation, tax planning, trust administration, and probate matters. Draft sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments.
Financial Advisor Northwestern MutualFinancial AdvisorBoca Raton, 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.
Lead Financial Advisor Ivy Way PlacementsLead Financial AdvisorFort Lauderdale, FloridaMinimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.
Financial Advisor ECG ResourcesFinancial AdvisorDelray Beach, FLWith a team-based advisory model and a comprehensive, planning-first approach to client service, the firm is known for its commitment to delivering an exceptional client experience. This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States.
Merrill Advisor Development Program - Financial Advisor: Palm Beach Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Palm Beach MarketDelray Beach, 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.
Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Florida Tropics MarketFort Lauderdale, 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 Advisor - Vedra Beach/St. Augustine Thrivent Financial for LutheransFinancial Advisor - Vedra Beach/St. AugustineVedra Beach, 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.
Financial Advisor - Pembroke Pines, FL TD BankFinancial Advisor - Pembroke Pines, FLPembroke Pines, 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 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 - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementFort Lauderdale, FloridaIn 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.
Financial Advisor Hancock Whitney CorpFinancial AdvisorBradenton Main - Bradenton, FLESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Financial Advisor - Boca Raton, FL Corebridge Financial Inc.Financial Advisor - Boca Raton, FLBoca Raton, FLCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Boca Raton, FL Corebridge FinancialFinancial Advisor - Boca Raton, FLBoca Raton, FloridaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Investment Executive (Financial Advisor) Ft. Lauderdale, FL Fifth Third BankInvestment Executive (Financial Advisor) Ft. Lauderdale, FLFort Lauderdale, FloridaConduct 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. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Solutions Advisor - Central Broward Market Bank of AmericaFinancial Solutions Advisor - Central Broward MarketPlantation, 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 - E. Palmetto Area Bank of AmericaFinancial Solutions Advisor - E. Palmetto AreaBoca Raton, 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 - 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.