NewCharitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLRiviera Beach, FL$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.
NewEstate Planning Paralegal JobotEstate Planning ParalegalWest Palm Beach, FL$75,000–$100,000 / yearThe ideal candidate will have experience supporting attorneys with estate planning, probate, trust administration, estate administration, client communication, and the preparation of estate planning documents from start to finish. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewRegional Manager Sparks GroupRegional ManagerWest Palm Beach, FL$110,000–$140,000 / yearKey ResponsibilitiesPortfolio Leadership & Team Development Lead, mentor, and support Community Managers and onsite teams across multiple communities. This individual will partner closely with onsite teams to implement effective leasing strategies, optimize property performance, and deliver exceptional resident experiences.
NewFinancial Planning & Analysis Analyst National Oak BrandFinancial Planning & Analysis AnalystWest Palm Beach, FloridaNational Oak Distributors (NOD) has merged with Integrated Supply Network (ISN) combining the leader in automotive paint, body and equipment wholesale distribution with the leader in automotive tools and equipment distribution. This role will support budgeting, forecasting, reporting, financial modeling, and business performance analysis while partnering with leaders across Sales, Operations, Supply Chain, Purchasing, Human Resources, and Finance.
Senior Manager, Commercial Financial Planning & Analysis JeeterSenior Manager, Commercial Financial Planning & AnalysisBoca Raton, FLFull timeManager, 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.
Commercial Financial Planning & Analysis Manager JM Family Enterprises, Inc.Commercial Financial Planning & Analysis ManagerDeerfield Beach, FLWe are committed to recruiting, hiring, retaining, and promoting qualified associates without regard any characteristic protected by law - whether actual or perceived - including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity gender expression, sexual orientation, marital status, military service, veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, provincial, or local law. Strategic Accounts: Support complex, bespoke pricing models, custom deal structuring, and long-term margin analysis for our largest, high-volume customer groups.
Associate Director - Integrated Business Planning Carrier CorporationAssociate Director - Integrated Business PlanningPalm Beach Gardens, FL$143,000–$286,000 / yearAs an Associate Director, Integrated Digital Supply Chain Planning - Solution Architect, you will be responsible for: Leading end‑to‑end solution architecture and design for Kinaxis Maestro, including data models, integration patterns, and configuration frameworks. As Associate Director, Integrated Digital Supply Chain Planning - Solution Architect, you will be accountable for the end‑to‑end solution architecture, design, and delivery of enterprise Connected Planning capabilities, with a strong focus on Kinaxis Maestro.
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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementBoca Raton, 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.
NewFinancial Planner Career Changer Opportunity Barish Financial - Northwestern MutualFinancial Planner Career Changer OpportunityBoca Raton, FLFull timePassionate 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.
Senior Financial Analyst Vertical BridgeSenior Financial AnalystDelray Beach, FloridaThe ideal candidate will bring experience from investment banking, private equity, infrastructure, real estate, or corporate finance and will thrive in a fast-paced, entrepreneurial environment with regular exposure to executive leadership, institutional investors and lending partners. The Senior Financial Analyst will serve in a highly visible, strategic role within the Finance organization supporting the company’s financial operations including capital planning and raising, treasury and banking, financial planning and analysis and risk management.
Retirement Plan Consultant - Broward County, FL Corebridge FinancialRetirement Plan Consultant - Broward County, 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. 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.
NewFinancial Planner Flagstar Bank NAFinancial PlannerPalm Beach, FL$63,251.25–$121,200 / yearFamily 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.
Retirement Plan Consultant - Broward County, FL Corebridge Financial IncRetirement Plan Consultant - Broward County, 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. 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.
NewAssistant Financial Controller - Full time NeoDym TechnologiesAssistant Financial Controller - Full timeWest Palm Beach, FLSince 1975, the firm has delivered award-winning projects across South Florida and the United States, combining innovative design with exceptional project and budget management. Known for its commitment to energy-efficient and sustainable design, the company has built long-term client relationships through quality, collaboration, and consistent project success.
NewFinancial Advisor - North Palm Beach, FL TD BankFinancial Advisor - North Palm Beach, FLNorth Palm 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.
NewFinancial Planner with Healthcare Background The McKernan GroupFinancial Planner with Healthcare BackgroundWest Palm Beach, Florida$85,000–$95,000 / yearLeverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Striano Financial Group ProducifyXStriano Financial GroupBoca Raton, FloridaPrior 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: Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition.
Entry-Level Financial Representative Striano Financial GroupEntry-Level Financial RepresentativeBoca Raton, FLFull timePrior 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: Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition.
NewFinancial Advisor Career Changer Opportunity Striano Financial GroupFinancial Advisor Career Changer OpportunityBoca Raton, FLFull timePrior 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: Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition.
Managing Director, Office Of The CFO Portage Point PartnersManaging Director, Office Of The CFOPalm Beach, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning.
NewFinancial Technology Manager – Oracle EPM (Contract) SymhasFinancial Technology Manager – Oracle EPM (Contract)West Palm Beach, FLPreferred: prior Oracle EPM implementation or optimization experience, exposure to Oracle Fusion Financials, and familiarity with enterprise data governance and master data management. Key responsibilities EPM system management & support Administer and maintain Oracle Cloud EPM modules (Planning, FCCS, EDMCS, Account Reconciliation, Narrative Reporting and related components).
Tax Planning Analyst NextEra Energy IncTax Planning AnalystJuno Beach, FLOur ideal candidate will be familiar with Microsoft Excel and PowerPoint, will be comfortable in a fast-paced work environment that demands regular reprioritization and will have strong organizational and interpersonal skills, including the ability to communicate effectively with various subject matter specialists and proactively support the renewable energy business. 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.
Financial Aid Counselor Palm Beach Atlantic UniversityFinancial Aid CounselorWest Palm Beach, FLIn support of the University's mission and objectives, the Financial Aid Counselor assists students and their families throughout the students' lifecycle at PBA with guidance and answers to their questions related to student scholarships, grants, loans, financial aid applications, verification documents and aid appeals. Coordinates and collaborates with university departments, including Admissions, Student Accounts, and the Registrar's office, Student Success, Graduate and Online Enrollment, etc. to ensure a seamless student experience.
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.
Retirement Plan Consultant - Palm Beach, FL Corebridge Financial Inc.Retirement Plan Consultant - Palm Beach, FLWest Palm Beach, 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. 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.
Financial Advisor - North Palm Beach, FL The Toronto-Dominion BankFinancial Advisor - North Palm Beach, FLNorth Palm 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.
Retirement Plan Consultant - Palm Beach, FL Corebridge FinancialRetirement Plan Consultant - Palm Beach, 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. 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.
Retirement Plan Consultant - Indian River County, FL Corebridge FinancialRetirement Plan Consultant - Indian River County, 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. 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.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementDelray Beach, 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.
Financial Analyst Mapei SpAFinancial AnalystDeerfield Beach, FLThe 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.
Sr. Financial Analyst, Pathology (Hybrid - Palm Beach Gardens, FL or Secaucus, NJ) Quest Diagnostics IncSr. Financial Analyst, Pathology (Hybrid - Palm Beach Gardens, FL or Secaucus, NJ)Palm Beach Gardens, FL$90,000–$115,000 / yearKnowledge of Database and PowerPoint is a plusStrong communication and customer service skillsAbility to communicate complex subject matter to a wide variety of audiencesSuperior organizational, multi-tasking and decision-making skillsAbility to achieve personal, departmental, and corporate goals/objectives with minimal supervision63629Quest Diagnostics honors our service members and encourages veterans to apply. This includes but is not limited to: month end variance analysis and reporting of Pathology business, Pathology forecasts and profitability reviews (including cost of testing analytics), volume analysis and reporting, annual AOP preparation, pricing and billing analysis, integration activity analysis, and physician compensation plan analysis and reporting.
International Estate Planning Attorney | Senior Associate Counsel Junior Partner Marina Sirras & Associates LLCInternational Estate Planning Attorney | Senior Associate Counsel Junior PartnerPalm Beach, FLThe ideal candidate will possess outstanding technical ability, exceptional drafting skills, and experience serving sophisticated private clients on matters involving international wealth preservation and succession planning. I'm currently conducting a highly selective search on behalf of a nationally recognized private client practice seeking to add an International Estate Planning Attorney with at least 5 years of sophisticated cross-border planning experience .
Retirement Plan Consultant - Indian River County, FL Corebridge Financial IncRetirement Plan Consultant - Indian River County, 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. 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.
Retirement Plan Consultant - Palm Beach, FL Corebridge Financial IncRetirement Plan Consultant - Palm Beach, 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. 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.
Financial Analyst II - Jupiter, FL University of FloridaFinancial Analyst II - Jupiter, FLJupiter, FLResponsibilities and Duties: Responsible for a wide range of fiscal operations, including journal entries, expense transfers, purchase orders, accounts payable, PCard reconciliation, and check deposits. This position plays a key role in monitoring financial activity and providing reports, updates, and detailed fiscal insights to support departmental decision-making.
Director of Tax Planning Services GC2 ResourcesDirector of Tax Planning ServicesWest Palm Beach, FLRemoteRemote The Director of Tax Planning Services serves as the firm's senior authority on advanced tax planning strategy, responsible for designing, leading, and scaling a best in class tax planning practice for high net worth individuals, closely held businesses, and real estate focused clients. The Director owns the strategy, quality, and growth of the Tax Planning Services function and partners closely with firm leadership and client facing teams to deliver proactive, compliant, and impactful tax planning outcomes.
Financial Literacy & Business Teaching Opportunities Concorde EducationFinancial Literacy & Business Teaching OpportunitiesNorth Palm Beach, Florida$50–$100 / hourPreferred qualifications include: • At least 60 college credits, where required by the applicable assignment or site; • Experience in business, finance, accounting, economics, entrepreneurship, marketing, management, banking, investing, or related professional disciplines; • Experience teaching, tutoring, coaching, mentoring, training, or leading activities with school-age students; • Strong communication, organization, and classroom facilitation skills; • Availability to provide services for the accepted assignment schedule and communicate schedule issues as soon as reasonably practicable; and. Assignments may include topics such as: • Budgeting, saving, spending, and financial goal setting; • Banking, credit, debt, and responsible financial decision-making; • Introductory investing, compound interest, and long-term financial planning; • Entrepreneurship, innovation, and identifying business opportunities; • Business planning, pricing, revenue, expenses, and profit; • Marketing, branding, customer service, and product development; • Communication, leadership, teamwork, and professional presentation skills; and.
Manager, Strategic Planning and Business Development Carrier CorporationManager, Strategic Planning and Business DevelopmentPalm Beach Gardens, FL$96,000–$192,000 / yearThrough cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure safe transport of food, lifesaving medicines and more. Time off and Leave: Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation.
Senior Financial Analyst – Digital Technology (DT) ConsultNetSenior Financial Analyst – Digital Technology (DT)Palm Beach Gardens, FLRemote$70–$90 / hourFor over 25 years, we have connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. This role partners closely with Technology leadership, Finance, HR, and Procurement to promote financial transparency, accountability, and data-driven decision-making across operational, growth, and transformation efforts.
Assistant Financial Controller I8IS INC.Assistant Financial ControllerWest Palm Beach, FLSince 1975, the firm has delivered award-winning projects across South Florida and the United States, combining innovative design with exceptional project and budget management. Known for its commitment to energy-efficient and sustainable design, the company has built long-term client relationships through quality, collaboration, and consistent project success.
Financial Advisor - Palm Beach, FL U.S. BancorpFinancial Advisor - Palm Beach, FLPalm Beach, FL$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Financial Advisor - Boca Raton, FL Corebridge Financial IncFinancial 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.
Barish Financial - Northwestern Mutual ProducifyXBarish Financial - Northwestern MutualBoca Raton, FloridaPassionate 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. 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.
NewDirector, Office Of The CFO Portage Point PartnersDirector, Office Of The CFOPalm Beach, FL$500,000–$750,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay (PTP), order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence and technical accounting matters.
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 Services Representative - Boca Raton, FL FidelityFinancial Services Representative - Boca Raton, FLBoca Raton, FloridaRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you: Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity.
Social Services Associate, Discharge Planning - MUST HAVE A MSW Solaris HealthCare Coconut Creek LLCSocial Services Associate, Discharge Planning - MUST HAVE A MSWDeerfield Beach, FLAssist in providing solutions for social and practical environmental problems including seeking financial assistance, discharge planning (including collaboration with community agencies), and referrals to other community agencies when specialized assistance is required. Assist the Infection Control Coordinator in identifying, evaluating, and classifying routine and job related social functions to ensure that tasks involving potential exposure to blood/body fluids are properly identified and recorded.
Social Services Associate, Discharge Planning Solaris HealthCare Coconut Creek LLCSocial Services Associate, Discharge PlanningBoca Raton, FLAssist in providing solutions for social and practical environmental problems including seeking financial assistance, discharge planning (including collaboration with community agencies), and referrals to other community agencies when specialized assistance is required. Assist the Infection Control Coordinator in identifying, evaluating, and classifying routine and job related social functions to ensure that tasks involving potential exposure to blood/body fluids are properly identified and recorded.
Social Services Associate, Discharge Planning Solaris HealthCareSocial Services Associate, Discharge PlanningBoca Raton, FLAssist in providing solutions for social and practical environmental problems including seeking financial assistance, discharge planning (including collaboration with community agencies), and referrals to other community agencies when specialized assistance is required. Assist the Infection Control Coordinator in identifying, evaluating, and classifying routine and job related social functions to ensure that tasks involving potential exposure to blood/body fluids are properly identified and recorded.