Financial Planner Jobs in Florida
Amerant Bank
Coral Gables, FL
Seeks 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, FA-IC I 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.
Amerant Bank
Tampa, FL
With support from Client Associates, periodically reviews 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. Applies investment profiling interview to facilitate portfolio selection, prepare and explain proposals on recommended model portfolios, provide periodic performance information and remain aware of changes in portfolio performance or customer profile by maintaining and documenting regular contacts with customers.
Amerant Bank
Miramar, FL
This position supports the process of: (i) compliance with periodic financial reporting requirements of Federal banking regulators (Federal Reserve, OCC, FDIC) and other bank regulatory authorities as needed, (ii) compliance with periodic public company financial reporting requirements of the Securities and Exchange Commission (SEC) and preparation of consolidated and stand-alone financial statements in accordance with USGAAP; (iii) review of periodic financial statement consolidations, preparation and analyses of periodic financial reports for use of senior management and others charged with governance, and (iv) compliance with Company’s policies and procedures regarding Internal Controls over Financial Reporting (ICFR) based on criteria established in Internal Control – Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). This position also supports team members as expert in matters requiring specialized regulatory banking and non-banking technical accounting and reporting expertise, and on the fulfillment of periodic requests from internal and external auditors and other stakeholders.
Amerant Bank
Miramar, FL
Prepare documentation, memos, and/or presentation (i.e. Term Sheet, PowerPoint presentations, etc.) as needed on behalf of the Relationship Manager; On-going review of future maturities for timely disposition; Manage third-party reports, review, and collections; Operate the software systems for loan originations and annual reviews; Conduct annual review of existing credit relationships; recommend changes in risk rating as deemed appropriate. Reports to Portfolio Team Leader and Head of Specialty Finance all issues found in this area; Responsible for managing the process for all newly assigned Treasury functions including Accounts Receivable and Supply Chain Programs, Merchant Cash Advance Programs with partnerships like Raistone, Libertas among others.
New York Life
Fort Lauderdale, FL
As a Financial Advisor, you will be meeting with clients, working together to come up with insurance & financial solutions and maintaining long-term relationships with your clients. New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor.
Finemark National Bank
Fort Myers, FL
Portfolio management accountabilities include, but are not limited to: Analyzes clients complete financial picture and works with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection.
Finemark National Bank
Fort Myers, FL
Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels.
Finemark National Bank
Fort Myers, FL
Portfolio management accountabilities include, but are not limited to: Analyzes clients complete financial picture and works with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection.
Finemark National Bank
Fort Myers, FL
Portfolio management accountabilities include, but are not limited to: Analyzes clients complete financial picture and works with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection.