Sr Financial Planner ECG ResourcesSr Financial PlannerMiami, FLThe individual will leverage financial planning software tools to develop and present actionable insights, support multigenerational wealth planning, and contribute to building scalable capabilities for the family office. The Senior Wealth Planner is a key member of the Principal Services team, responsible for delivering proactive, integrated financial planning services to family members.
Associate-Level Financial Wellness Planner (Remote) Traction Forge FinancialAssociate-Level Financial Wellness Planner (Remote)Miami, FLRemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for ambitious, high-energy individuals ready to build a lifestyle-driven career in financial services. Backgrounds in hospitality, education, luxury sales, fitness, customer service, real estate, or entrepreneurship are highly transferable and encouraged.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Private Wealth PlannerMiami, FLSeries7 and 66 required upon hire or must successfully obtain within 90 days from start date Strong presentation skills in one-on-one and group meetings Strong working knowledge of Microsoft Office suite Excellent attention to detail with strong written and oral communication skills Strong team player with a predisposition to service Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. Morgan to provide clients with holistic financial planning advice to better serve their needs • Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation • Structure and present financial plans/presentations in a simple to understand conversational manner • Promote J.P.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerPinecrest, FLFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Financial 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.
Personal Financial Counselor; Homestead, FL Magellan Health IncPersonal Financial Counselor; Homestead, FLHomestead, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC-Miami Magellan Health IncPersonal Financial Counselor, PFC-MiamiHialeah, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Fort Lauderdale, FL Magellan Health IncPersonal Financial Counselor; Fort Lauderdale, FLFort Lauderdale, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor, Truist Investment Services, Miami, FL Truist BankFinancial Advisor, Truist Investment Services, Miami, FLMiami, Florida2. Banking experience helpful General 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, 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, 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.
Senior Nuclear Planner StratAcuity Staffing Partners IncSenior Nuclear PlannerHomestead, FL$50–$55 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. This position requires advanced planning expertise, strong technical knowledge of nuclear systems, and the ability to lead planning initiatives that ensure safe, efficient, and compliant work execution.
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 Solution Advisor - South Miami Bank of AmericaFinancial Solution Advisor - South MiamiCoral Gables, 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).
Medical Planner Perkins+Will IncMedical PlannerCoral Gables, FLProfessional Accreditation in one area of Living Design that interests you: LEED AP with Specialty, BREEAM AP, WELL AP, SITES AP, Passive House Institute Certified Passive House Consultant/Designer CPHC/CPHD, or ILFI Living Future Accreditation. Collaborates with members of the healthcare group to design a project that meets the firm's commitment to design, quality, schedules, client needs, financial budget, and timetable.
Assistant City Planner ($7,000 RECRUITMENT INCENTIVE BONUS) City Of SunriseAssistant City Planner ($7,000 RECRUITMENT INCENTIVE BONUS)Sunrise, FL$80,109.60–$113,191.80 / yearConversions are subject to the following: A minimum of 96 unused sick leave hours accrued prior to hours being converted, total eligible sick leave hours to be converted shall be reduced hour-for-hour by any sick leave hours utilized during the eligible benefit period, and conversion subject to annual leave accrual cap. Participates in generalized and specific studies pertaining to land use, economic development, transportation, community facilities, water supplies, sewage treatment and disposal, and parks and recreation facilities in support of the overall comprehensive City plan.
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.
Personal Vacation Planner Agent (Remote) Carnival Corp LtdPersonal Vacation Planner Agent (Remote)Miramar, FLRemote$80,000–$85,000 / yearJob CategorySelect a Job CategoryBenefitsBusiness SupportCasinoCommunicationsCyber SecurityData ManagementEcommerceEntertainmentEnvironmental, Health & SafetyExecutive OfficesFacilities ManagementFinanceFinance & AccountingFinancial Planning & AnalysisFood & Beverage ServicesGlobal Finance & AccountingGlobal TaxGuest ExperienceGuest RelationsHealth ServicesHotelHuman ResourcesInformation Security CISOInformation SystemsInformation TechnologyInfrastructure Engineering EnterpriseLogisticsLoyaltyMarine and TechnicalMarine OperationsMaritimeMarketingOnboard RevenueOperationsPayrollPort and Shore OperationsProcurement & Supply ChainRevenue ManagementRisk AdvisorySalesSecurityShip OperationsSourcing & Supply_ChainSupply ChainTechnical OperationsTechnical, Engineering & MarineTrade MarketingTrade SalesVacation Planner. Results and goal-oriented sales professional with excellent verbal and written communication skills sufficient to successfully communicate with customers through calls, texts, and other Carnival-approved communication channels.
Sr Health Education Planner HOK Group IncSr Health Education PlannerFL$100,000–$125,000 / yearIn this role, you will collaborate closely with the Health Education Practice Leader and the Science & Technology Market Business Unit (MBU) to advance thought leadership, deliver high‑quality project outcomes, and contribute to client engagement and business development efforts. Support Science & Technology business unit leadership in developing annual strategic plans and budgets with a focus on market opportunities and strategies for successful project delivery.
Demand Planner Griffin ResourcesDemand PlannerCoral Gables, FloridaOur company’s innovative leadership in supply chain management and logistics, access to a worldwide network of goods, and expertise developing personalized and experiential shopping experiences has led to successes that spans five generations of family leadership. Collaborate with cross functional teams to ensure availability of products to meet customer demand on time and in full by managing the Purchase Orders with the Vendors and optimizing the inventory level.
Assistant Planner Perry Ellis InternationalAssistant PlannerMiami, FloridaThe Company, through its wholly owned subsidiaries owns and licenses nationally and with a brand portfolio of over 40 Brands domestically and internationally recognized brands including: Perry Ellis®, Original Penguin® by Munsingwear®, Laundry by Shelli Segal®, Rafaella®, Cubavera®, Ben Hogan®, Savane®, Grand Slam®, John Henry®, Manhattan®, Axist® and Farah®. The Assistant Planner provides crucial support to the Direct-to-Consumer (DTC) Buying and Planning teams, encompassing both e-commerce and retail stores.
Planner Fanatics IncPlannerMiramar, FLFanatics has an established database of over 100 million global sports fans; a global partner network with approximately 900 sports properties, including major national and international professional sports leagues, players associations, teams, colleges, college conferences and retail partners, 2,500 athletes and celebrities, and 200 exclusive athletes; and over 2,000 retail locations, including its Lids retail stores. We ignite the passions of global sports fans and maximize the presence and reach for our hundreds of sports partners globally by offering products and services across Fanatics Commerce, Fanatics Collectibles, and Fanatics Betting & Gaming, allowing sports fans to Buy, Collect, and Bet.
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.
Police Planner City Of SunrisePolice PlannerSunrise, FL$86,269.37–$121,894.90 / yearWrites and/or coordinates the writing of proposals and applications for federal, state, private and or other types of grants, including goals, objectives, narratives, applicable programs, budgets and evaluation of criteria, maintains current knowledge of funding sources available to law enforcement agencies and demonstrates the ability to meet application and submission requirements for federal, state, and local grants, assists in grant management, performance measures, financial reporting and auditing. An employee in this class performs various administrative duties assisting department management in carrying out operations, managing assigned projects and programs, and performs duties which may include cost analysis and control, purchasing and inventory, methods and procedural studies, grant and report preparation, and conducting research and works supporting the operational functions for the assigned City department.
Senior Medical Equipment Planner The Beck GroupSenior Medical Equipment PlannerFLHeadquartered in downtown Dallas, with offices in Atlanta, Austin, Charlotte, Denver, Fort Lauderdale, Fort Worth, Mexico City, and Tampa, we believe a better process and outcome results from working together. Collaborating closely with project managers, architects, healthcare providers, and other stakeholders, you will deliver comprehensive equipment planning solutions tailored to client needs.
Security Cooperation Operations Planner and Integrator CACI International IncSecurity Cooperation Operations Planner and IntegratorDoral, FL$90,300–$189,600 / yearThe Opportunity: As a CACI Security Cooperation Maritime Operations Planner and Integrator, you will provide operational planning and integration support within SOUTHCOM's Security Cooperation enterprise, directly enabling partner nation maritime interdiction, counter-narcotics (CN), and domain awareness operations across the Caribbean Basin and Pacific in support of the Caribbean Basin Strategic Initiative (CBSI) and the broader SOUTHCOM Operations, Planning, and Engagement Support (SCOPES) enterprise. Desired: Demonstrated experience and in-depth knowledge of the Joint Planning Process (JPP) and Military Decision-Making Process (MDMP), including mission analysis, course of action (COA) development and decision-making, and integration with campaign and security cooperation planning documents such as Country Campaign Plans (CCPs), Regional Campaign Plans (RCPs), and Campaign Support Plans (CSPs), as well as CONOP development and approval briefings.
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.
Media Planner CACI International IncMedia PlannerDoral, FL$68,400–$143,700 / yearPay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Working across geographic and functional combatant commands, these professionals play a vital role in developing, integrating, and sustaining mission-ready task forces that enhance joint force effectiveness and operational success.
Personal Vacation Planner Agent (Remote) Carnival Global BrandPersonal Vacation Planner Agent (Remote)Miramar, FLRemote$65,000–$70,000 / yearResults and goal-oriented sales professional with excellent verbal and written communication skills sufficient to successfully communicate with customers through calls, texts, and other Carnival-approved communication channels. From world-class entertainment and dining to exploring stunning destinations, we create lasting memories for our guests while maintaining a dedication to the places we visit and the lives we touch.
Defense Deception Activities Planner CACI International IncDefense Deception Activities PlannerDoral, FL$68,400–$143,700 / yearCompletion of Joint Military Deception Training Course, Army MILDEC Planner's Cource Joint OPSEC Course, Joint Information Planners Course (formerly JIOPC), Army FA 30 Qualification Course, or other Information Related Capabilities formal training completion. Monitors DDA outcomes and impacts through intelligence reporting, open-source research, data exploitation, and assessment frameworks, applying measures of performance (MOPs) and measures of effectiveness (MOEs) to evaluate outcomes and inform operational and strategic decision making.
Regional Event Planner TD SynnexRegional Event PlannerMiramar, FloridaThe primary white glove events include but not limited to: QEM (Quarterly Executive Meeting), Global Leadership Summit (CEO’s event) with top internal co-workers), President’s Club (top company incentive trip) awarded to top co-workers, Director of the Industry (CEO’s event with top customers), Top Seller's Trip (for our top salespeople) etc. The Executive Event Planner's primary role is to provide concierge level service in the planning, development and execution of TD SYNNEX leadership and executive team events that are either vendor sponsored or our company-wide events.
NewAssistant Vice President, Environmental Planner WSP Global IncAssistant Vice President, Environmental PlannerMiami, FLYou will collaborate with other experts from across WSP's primary sectors (Environment, Power, Transportation, etc.) to help grow the market and meet the stated needs of our growing portfolio of clients through the delivery of consulting services. Experience working with a spectrum of environmental agencies (state and federal), coordinating with a range of stakeholder groups (government, advocacy, private sector, etc.), and working directly with community members to achieve the desired outcome.
Security Cooperation Operations Planner and Integrator CACISecurity Cooperation Operations Planner and IntegratorDoral, FloridaAs a CACI Security Cooperation Maritime Operations Planner and Integrator, you will provide operational planning and integration support within SOUTHCOM’s Security Cooperation enterprise, directly enabling partner nation maritime interdiction, counter-narcotics (CN), and domain awareness operations across the Caribbean Basin and Pacific in support of the Caribbean Basin Strategic Initiative (CBSI) and the broader SOUTHCOM Operations, Planning, and Engagement Support (SCOPES) enterprise. Demonstrated experience and in-depth knowledge of the Joint Planning Process (JPP) and Military Decision-Making Process (MDMP), including mission analysis, course of action (COA) development and decision-making, and integration with campaign and security cooperation planning documents such as Country Campaign Plans (CCPs), Regional Campaign Plans (RCPs), and Campaign Support Plans (CSPs), as well as CONOP development and approval briefings.
Aviation Planner Kimley-Horn and Associates IncAviation PlannerFort Lauderdale, FLYou will have the opportunity to assist with the development of airport master plans, statewide system plans, on-call aviation planning services, and support and collaborate with multiple project managers and team members in general planning tasks. This is a great opportunity for someone looking to not only manage project production and directly interface with our clients, but become a trusted advisor to our clients, mentor younger staff, and help grow our Aviation team.
Transportation Planner Kimley-Horn and Associates IncTransportation PlannerFort Lauderdale, FLTasks and projects may include multi-modal corridor concept development, bicycle and pedestrian analysis and improvement concept development, multi-modal transportation analyses and design, transit operations planning and design, and community outreach. We take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn's placement on the Fortune "100 Best Companies to Work" list for 19 years!
Principal Ports and Maritime Planner AtkinsRealis Group IncPrincipal Ports and Maritime PlannerMiami, FL$109,000–$181,000 / yearTechnical Leadership: Lead development of master plans for ports and intermodal facilities, terminal layout and planning studies, market analysis and economic assessment, and capacity/operational analyses for bulk and containerized cargo terminals, cruise and multi-purpose ports. Note to staffing and direct hire agencies: In the event a recruiter or agency who is not on our preferred supplier list submits a resume/candidate to anyone in the company, AtkinsRéalis family of companies, we explicitly reserve the right to recruit and hire the candidate(s) at our discretion and without any financial obligation to the recruiter or agency.
Architecture - Sr Medical Planner HOK Group IncArchitecture - Sr Medical PlannerMiami, FL15 years of experience focused on a variety of healthcare projects - full new facilities, additions, renovations, departments, with some large-scale complex healthcare projects required. Continued learning is promoted through financial support and study prep for licensure exams, CEU credit opportunities, mentorship programs, and paid professional memberships.
Regional Event Planner TD SYNNEX CorpRegional Event PlannerMiramar, FLThe primary white glove events include but not limited to: QEM (Quarterly Executive Meeting), Global Leadership Summit (CEO's event) with top internal co-workers), President's Club (top company incentive trip) awarded to top co-workers, Director of the Industry (CEO's event with top customers), Top Seller's Trip (for our top salespeople) etc. Job Purpose: The Executive Event Planner's primary role is to provide concierge level service in the planning, development and execution of TD SYNNEX leadership and executive team events that are either vendor sponsored or our company-wide events.
Regional Category Planner (Beauty) CAREERXCHANGE, Inc.Regional Category Planner (Beauty)Miami, FLKey Responsibilities Analyze sales trends, inventory levels, and customer demand to support category growth strategies Develop and maintain forecasting, replenishment, and inventory plans for Beauty products Partner with merchandising, purchasing, marketing, and supply chain teams to optimize assortment and product availability Monitor product performance, identify opportunities, and recommend action plans to improve category results Support promotional planning and seasonal product launches Prepare reports, dashboards, and business insights for leadership review Ensure inventory targets, service levels, and financial goals are achieved Track market trends, competitive activity, and consumer behavior within the beauty industry Assist with vendor communication and product lifecycle management Qualifications Bachelors degree in Business, Marketing, Supply Chain, Merchandising, or related field preferred 3+ years of experience in category planning, merchandise planning in a fast moving consumer goods, preferably travel retail. RESPONSIBILITIES Assortment - Novelties Perform listings of novelties in the Assortment Management Tool following the innovation program agreed for the region Ensure implementation of the innovation program follow up on orders, parameters set up, and keeping locations informed about upcoming updates and introductions.
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.
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.
Investment Consultant Coral Gables, FL The Charles Schwab CorpInvestment Consultant Coral Gables, FLCoral Gables, FLYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Wealth Business Advisor II Truist Financial CorpWealth Business Advisor IIMiami, FLUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Completion 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).
Private Wealth Advisor - FineMark Commerce Bancshares IncPrivate Wealth Advisor - FineMarkFLAnalyze clients' complete financial picture and work 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. FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsFL$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxFL$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsFL$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Tax Manager - Real Estate Deloitte Touche Tohmatsu LtdTax Manager - Real EstateFL$100,350–$205,000 / yearSolid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.
Account Manager- FL Badger Meter IncAccount Manager- FLFLRemoteAs an Account Manager for Data Flow Systems, youll be a trusted partner to municipal and utility customers, building long-term relationships and collaborating to solve their toughest challenges. Represent Badger Meter and Data Flow Systems at industry events, technical conferences, and customer engagements to strengthen brand presence and partnerships.