Financial Planning Jobs in Lighthouse Point, FL (New & Hiring Now)

Boca Raton, Florida

From the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes. Benefits Information:

Full-time employees will enjoy a competitive benefits package with options for you and your family including:

• Paid Time Off.

30+ days ago

Davie, FL

web beacons, web bugs or pixel tags), in connection with our Website to, among other things, track the activities of Website visitors, help us manage content, and compile statistics about Website usage. We and our third party service providers also use clear GIFs in HTML e-mails to our customers, to help us track e-mail response rates, identify when our e-mails are viewed, and track whether our e-mails are forwarded.

11 days ago

Coral Gables, FL

We are passionate about producing world-class marketing, high-quality, innovative products, delivering exceptional customer experiences, operating cutting-edge processes, and fostering an amazing company culture and thriving work environment. DreamFields continues to experience exponential growth as one of the fastest-growing companies in the cannabis industry, aggressively expanding nationally into all legalized cannabis states.

17 days ago

The ideal candidate combines strong financial modeling and analytical skills with experience supporting inventory-intensive operations, labor-driven cost structures, capital investments, and enterprise-wide forecasting in a for-profit setting.

Lead the annual budgeting process for aviation parts sales, aircraft leasing divisions and corporate functions work closely with repair station divisions (MRO) and drive more efficient and complete consolidated budget process.

30+ days ago

Boca Raton, FL

Manager, Commercial Financial Planning & Analysis is responsible for leading the financial analysis team and plays a crucial role in strategic decision-making and financial planning, specifically focused on commercial activities within the manufacturing sector. We are passionate about producing world-class marketing, high-quality, innovative products, delivering exceptional customer experiences, operating cutting-edge processes, and fostering an amazing company culture and thriving work environment.

17 days ago

Deerfield Beach, FL

The ideal candidate will help drive data-driven decision-making by analyzing financial performance, identifying trends, and partnering with operational leaders to support business objectives in a fast-paced manufacturing environment.

Join MAPEI Corporation, a global leader in manufacturing construction chemicals and building materials - including adhesives, sealants, and specialty products used in flooring, tile, and concrete restoration.

25 days ago

Ft. Lauderdale, Florida

a href="https://www.instagram.com/gatelesis/" rel="nofollow noopener noreferrer" target="_blank" title="https://www.instagram.com/gatelesis/">Instagram, Facebook!

Check out how GA Telesis is "Intelligently Defining the FUTURE of Aviation and Aerospace" by following us on LinkedIn,

30+ days ago

p>EDUCATION AND/OR EXPERIENCE:

Bachelor's degree in Accounting, Finance, or a related field from an accredited college or university and eight (8) years of experience in financial planning and analysis, preferably within manufacturing or pharmaceutical industries, including at least three (3) years of supervisory or management experience; or an equivalent combination of education, training, and experience. Provides actionable business analysis, develops business plans, and delivers detailed variance analysis to all levels of management to drive performance and maximize business results.

23 days ago

Palm Beach, FL

$86,080.50–$168,622 / year

Family Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: cash flow planning for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The ideal candidate will be a technical expert in financial planning, a skilled communicator, and a natural coach-someone who can inspire and guide bankers to build practices that "lead with planning" and deepen client relationships through thoughtful, personalized advice.

25 days ago

Plantation, Florida

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4 days ago

Plantation, FL

In this role, you will assist in administering Oracle EPM Cloud Planning solutions, including Workforce, Capital, and Financials Planning, while partnering with Finance, FP&A, Accounting, and IT teams. What You'll Do: • Assist in administering Oracle EPM Cloud Planning applications, including Workforce, Capital, Financials Planning, and Strategic Modeling.

3 days ago

Pembroke Pines, FL

Responsibilities:• 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.

30+ days ago

Fort Lauderdale, FL

$90,000–$100,000 / year

Our mobility platform ONE combines our products SIXT rent (car rental), SIXT share (car sharing), SIXT ride (taxi, ride, and chauffeur services), and SIXT+ (car subscription), giving our customers access to our fleet of 350,000 vehicles, the services of 4,000 cooperation partners, and around 5 million drivers worldwide.

Education: You hold a Bachelor's degree in a related field such as Human Resources, Information Systems, or Finance, or bring equivalent practical experience (preferred).

10 days ago

Fort Lauderdale, FL

This position supports the Referral Growth and Physician Strategies teams by identifying referral and service line growth opportunities, maintaining core data systems, creating performance dashboards, and simplifying analytic findings for decision-making. Data Analyst - Business Growth Strategy plays a critical role in supporting the organization's growth priorities by gathering, analyzing, and translating complex market, physician, and financial data into actionable insights.

30+ days ago

Fort Lauderdale, FL

The Maintenance Control and Planning Manager is responsible for directing all maintenance control and planning activities to ensure regulatory compliance, operational reliability, and optimal aircraft availability. This role provides leadership oversight of maintenance coordination, scheduling, and technical operations while supporting safe, efficient, and cost-effective aircraft operations.

30+ days ago

Plantation, Florida

li>Full term of experience must include the following:

Financial analysis and modeling skills;
Forecasting, budgeting, reporting, and variance analysis;
Advanced Excel (VLOOKUP and pivot tables);
Building financial models via Excel to forecast and report the P&L;
PowerPoint;
Pulling data and deep diving into data;
Performing analysis on the P&L and deep dives into accounting transactions;
Communicating and working across departments/ functions and across levels/hierarchies;
- Experience or coursework in data query languages/software such as SQL or Python or R.
- Alternate Education and Experience: Master’s degree in Finance, Accounting, Business, Management, Economics, or a related field of study and 1 year of experience required as a Financial Quantitative Analyst, or related position/occupation.

16 days ago

Fort Lauderdale, FL

Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.

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.

30+ days ago

Boca Raton, FL

Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children. Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football.

30+ days ago

Palm Beach, FL

$63,251.25–$121,200 / year

p>Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.

30+ days ago

Boca Raton, Florida

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

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.

30+ days ago

Fort Lauderdale, Florida

li>

Support advisors and plan sponsors in onboarding new retirement plan clients: perform discovery, design plan structure, facilitate RFPs, recordkeeper selection, and transition logistics. You will combine deep technical expertise in plan design, compliance, and investments with strong client‑relationship skills to deliver holistic solutions for plan sponsors and their participants.

30+ days ago

Miramar, Florida

li>

Applies hands-on experience using generative AI tools (e.g., Microsoft Copilot, ChatGPT, or similar platforms) to support professional and managerial tasks, including drafting, summarizing, brainstorming, and organizing content, while applying sound judgment when reviewing AI generated work product and maintaining accountability for all final outputs.

Ability to write effective prompts that clearly define objectives, provide relevant context, and guide AI tools to produce useful, accurate, and appropriate results; able to refine prompts to improve output quality, productivity, and efficiency.

25 days ago

The VPBF/CFO also serves as Treasurer of Barry University, Inc. and provides executive oversight for core financial and administrative functions including accounting, budgeting, procurement, treasury operations, financial analysis, risk management, and legal affairs. As a member of the Executive Team, the VPBF/CFO plays a central role in determining and implementing strategies that advance Barry University's Mission and Core Commitments to knowledge and truth, inclusive community, social justice, and collaborative service.

30 days ago

Boca Raton, FL

We provide solutions for a brighter future through our client-centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. 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.

30+ days ago

Aventura, Florida

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

20 days ago

Boca Raton, FL

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

17 days ago

Boca Raton, FL

$76,000–$193,000 / year

Prior Experience: Joined Northwestern Mutual as the agency’s first college agent and progressed through multiple leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner. Prior Experience: Former Pediatric Intensive Care Registered Nurse who transitioned into financial services to create greater flexibility and long-term opportunities for her family while helping clients build confidence in their financial future.

30+ days ago

Boca Raton, FL

Candidates 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. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.

30+ days ago

Boca Raton, FL

30+ days ago

Weston, FL

$80,800–$105,000 / year

p>Job Responsibilities:

• Analyze & provide actionable insights into sales & booking performance, including comparisons to budget & quarterly forecasts and in-depth booking & revenue analysis • Create new metrics, build, and expand Power BI dashboards, to drive business performance and intelligence • Develop strategic analysis focused on customer data/activity, identifying business risks and opportunities • Design and build business models, lead special projects, and complete ad hoc analysis as needed • Identify new metrics to drive business performance relative to strategic priorities and margins • Serve as a Business Partner for Sales in developing budgets, quarterly forecasts, and monthly variance analysis • Participate in discussions with key stakeholders in Finance and Sales about findings and data • Prepare monthly/quarterly slides for Sales Operations and Board Meetings.

Skills / Qualifications:

• Detail-oriented with excellent analytical skills and interest in continuous process improvement • Self-starter with the ability to work independently under general supervision while keeping supervisor informed • Proficient with Excel and data • Ability to multi-task and handle time-sensitive projects • Strong communication and interpersonal skills • Flexibility and openness to change; comfort making decisions amidst ambiguity • Ability to establish harmonious working relationships with co-workers and to work effectively in a professional team environment.

30+ days ago

Wellington, FL

This position reports to the Chief Executive Officer and works closely with the Board of Directors, Finance Committee, executive leadership, department heads, and outside professional advisors to ensure the financial strength, transparency, compliance, and long-term sustainability of Wycliffe Golf & Country Club.

Accounting, Financial Reporting, & Internal Controls:

Directs all accounting operations, including general ledger, accounts payable, accounts receivable, payroll-related financial reporting, member billing, bank reconciliations, journal entries, fixed assets, depreciation schedules, and monthly close processes.

18 days ago

Boynton Beach, FL

$110,000

div>Financial Controller

Pay Range: $110K+

Financial Controller Job Description

Seeking a highly skilled Financial Controller to oversee all accounting and financial operations for its U.S. branch supporting construction, installation, and elevator service markets.

The division operates as a U.S. branch of a Canadian publicly traded company, requiring strict adherence to corporate reporting packages, audit requirements, and fast paced financial cycles.

2 days ago

Boca Raton, Florida

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

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.

30+ days ago

Boca Raton, Florida

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

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.

30+ days ago

Fort Lauderdale, FL

$118,000–$196,700 / year

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. The role partners cross-functionally with Production, Engineering, Finance, Customer Service, and IBP teams to deliver an integrated, high-quality supply plan that supports customer commitments, operational targets, and overall business performance.

5 days ago

Deerfield Beach, FL

Join MAPEI Corporation, a global leader in manufacturing construction chemicals and building materials including adhesives, sealants, and specialty products used in flooring, tile, and concrete restoration.

30+ days ago

Sunrise, FL

p>Other 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.

30+ days ago

Boca Raton, FL

We are dedicated to building long-term relationships grounded in trust, integrity, and expertise, providing tailored guidance to help clients make informed decisions and achieve their financial objectives. At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to deliver personalized, innovative financial solutions that empower clients to take control of their financial futures.

30+ days ago

Pompano Beach, FL

li>

Mission Capacity Building: Develop and support disaster volunteers who are the primary workforce, and representative of the communities they serve, both culturally and linguistically Cultivate and develop Disaster Leadership Volunteers, including volunteer partners, to meet specific responsibilities as part of their work in disaster readiness, preparedness, response, and recovery.

WHAT YOU NEED TO KNOW (Job Overview):

As a Regional Planning and Situational Awareness Manager, you will be responsible for all regionwide deliberate planning with regional leadership to ensure essential disaster services are available and delivered seamlessly.

10 days ago

Miami Lakes, FL

This role assumes the overarching responsibility for supporting organizational and Corporate Finance leadership in their efforts at overseeing, managing and leveraging applicable projects and initiatives to optimally achieve enterprise goals and objectives while ensuring compliance with SOX requirements, promote strong internal controls, and support timely and accurate financial reporting. SUMMARY: The Financial Projects Manager's primary focus is to make the best possible use of all available business resources to deliver the maximum value and benefits from projects and programs within the bank's strategic portfolio.

24 days ago

Fort Lauderdale, FL

$75,000–$125,000 / year

This 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.

15 days ago

Plantation, FL

$86,500–$138,500 / year

Full term of experience must include the following: Financial analysis and modeling skills; Forecasting, budgeting, reporting, and variance analysis; Advanced Excel (VLOOKUP and pivot tables); Building financial models via Excel to forecast and report the P&L; PowerPoint; Pulling data and deep diving into data; Performing analysis on the P&L and deep dives into accounting transactions; Communicating and working across departments/ functions and across levels/hierarchies; Experience or coursework in data query languages/software such as SQL or Python or R.

;Job Description: Senior Financial Analyst ; Plantation, FL - 1416 Finance - Commercial and Healthcare - Full time - ;R29965; Job Description: What you'll do: Within Chewy's Commercial Finance Healthcare team, to perform various financial planning and analysis processes to support key strategic decisions, drive Chewy Healthcare growth, and ensure financial objectives are achieved.

15 days ago

Coral Gables, Florida

Key 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.

30+ days ago

Plantation, Florida

30+ days ago

Coral Springs, Florida

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.

30+ days ago

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Financial Planning Jobs in Lighthouse Point, FL

Senior Accountant/Financial Analyst: Hybrid Jobot

Financial Advisor - PNC Wealth Management PNC Financial Services Group

Project Accountant Jobot

Senior Accountant - Construction Jobot

Medical Malpractice Attorney Jobot

DIR, FINANCIAL PLANNING & ANALYSIS The GEO Group

Manager, Financial Planning and Analysis Hard Rock Cafe International Inc

Manager, Financial Planning & Analysis (Cannabis) Jeeter

Financial Planning & Analysis Analyst- FP&A GA Telesis, LLC

Senior Manager, Commercial Financial Planning & Analysis Jeeter

Financial Planning and Analysis (FP&A) Analyst (Manufacturing) Mapei SpA

Financial Planning & Analysis Analyst- FP&A GA Telesis

Director Financial Planning & Analysis OneBlood Inc

Financial Planning Lead Flagstar Bank NA

Oracle EPM Administrator – Planning Specialist Chewy

Oracle EPM Administrator - Planning Specialist Chewy Inc

Financial Solutions Advisor - West Pines Boulevard Financial Center Bank of America Corp

HRIS Workday Adaptive Planning Specialist Sixt SE

Senior Data Analyst - Business Growth Strategy - Finance Planning & Analytics - FT AMB 30081 Broward Health

Maintenance Control and Planning Manager SURJET CHARTER LLC

Senior Financial Analyst Chewy

Retirement Plan Consultant - Broward County, FL Corebridge Financial Inc

Financial Representative with Athletic Background Barish Financial - Northwestern Mutual

Financial Planner Flagstar Bank NA

Retirement Plan Consultant - Broward County, FL Corebridge Financial

Retirement Plan Consultant Provenance Wealth Advisors

Senior Financial Analyst Greenberg Traurig

Vice President for Business and Finance & Chief Financial Officer Barry University

Wealth Financial Advisor - Boca Raton, FL Corebridge Financial Inc

Financial Advisor Northwestern Mutual

Financial Advisor Trainee (Boca Raton, FL) Raymond James Financial Inc

Financial Planner with Healthcare Background Striano Financial Group

Retirement Plan Consultant - Indian River County, FL Corebridge Financial Inc

Retirement Plan Consultant - Palm Beach, FL Corebridge Financial Inc

Sr Financial Analyst UKG Inc

Chief Financial Officer Wycliffe Golf & Country Club

Financial Controller Elevator Services Group

Retirement Plan Consultant - Indian River County, FL Corebridge Financial

Retirement Plan Consultant - Palm Beach, FL Corebridge Financial

Senior Manager, Supply Planning (Onsite) Stryker Corp

Financial Analyst Mapei SpA

Senior Financial Analyst AeroVironment Inc

Financial Representative - Entry Level Snow Financial Group - Northwestern Mutual

Regional Planning and Situational Awareness Manager American Red Cross Blood Services

Financial Projects Manager BankUnited Inc

Financial Advisor – Fort Lauderdale, FL Coastal Wealth

Senior Financial Analyst Chewy Inc

Financial Solution Advisor - South Miami Bank of America

Financial Solutions Advisor - Central Broward Market Bank of America

Financial Solutions Advisor - North Ft Lauderdale Bank of America

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