Senior Tax Manager - Private Client Services / HNW JobotSenior Tax Manager - Private Client Services / HNWWest Palm Beach, FL$170,000–$220,000 / 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. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridBoca Raton, FL$225,000–$450,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial 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.
Senior Accountant - Client Accounting Services (CAS) JobotSenior Accountant - Client Accounting Services (CAS)Fort Lauderdale, FL$90,000–$110,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Environmental Services Manager - 2nd Shift AramarkEnvironmental Services Manager - 2nd ShiftFort Lauderdale, FLThe EVS Manager - 2nd shift is responsible for servicing and/or maintaining a physical location or site to client specifications, leads a team of 25-50 employees and ensures areas of responsibility meet objectives and client expectations. Aramark Healthcare+ is seeking an Environmental Services Manager - 2nd shift to join their team at Broward Medical Center in Fort Lauderdale, FL .
NewRelationship Banker First Horizon BankRelationship BankerLighthouse Point, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Land Use & Zoning Attorney JobotLand Use & Zoning AttorneyFort Lauderdale, FL$185,000–$250,000 / 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. The firm is widely recognized for its strength in complex litigation, corporate and business law, real estate, and financial services, handling high-profile matters both regionally and nationally.
NewBranch Office Administrator Edward JonesBranch Office AdministratorFort Lauderdale, FLEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewLaw Firm Partners & Practice Groups — Portable Book JobotLaw Firm Partners & Practice Groups — Portable BookWest Palm Beach, FL$150,000–$1,000,000 / yearA modern, technology-driven national law firm that has quietly become one of the more compelling stories in the profession — founded less than a decade ago and now home to 70+ attorneys across 20+ states and two countries, spanning 25+ practice areas with real depth in financial services, corporate, intellectual property, real estate, and litigation. 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.
Tax Director - Financial Services Madison-DavisTax Director - Financial ServicesBoca Raton, FLA leading public accounting and advisory firm is seeking a Tax Director to provide strategic tax advisory, compliance oversight, and client relationship leadership within its Financial Services practice. The Tax Director will serve as a trusted advisor to clients on complex tax matters while helping drive practice growth, mentoring tax professionals, and contributing to the firm's overall business development initiatives.
Regulatory Counsel (Financial Services / Lending) Southern Auto Finance CompanyRegulatory Counsel (Financial Services / Lending)Pompano Beach, FloridaSchedule: On-site in Florida, five days per week (not remote or hybrid) Drive Your Career Forward with SAFCO Southern Auto Finance Company (SAFCO) is a fast-growing, mission-driven auto finance lender helping customers across the nation move forward with confidence. As a key strategic advisor to our CEO, executive leadership team, and Board of Directors, you will shape company policy, strengthen our compliance posture, and ensure that every decision aligns with both regulatory obligations and business goals.
Financial Services Tax Senior Madison-DavisFinancial Services Tax SeniorSouth Florida, FLThis role provides exposure to hedge funds, private equity funds, real estate funds, and investment managers, supporting both tax compliance and advisory engagements. Prepare and review tax returns for hedge funds, private equity funds, real estate funds, general partners, and investment managers.
Insurance and Financial Services Position - State Farm Agent Team Member Mary Brown - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberBoca Raton, FLEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Financial Services Representative – State Farm Agent Team Member Jessica Alvarez - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberPlantation, FLROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Insurance and Financial Services Position - State Farm Agent Team Member Jane Thackrey - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberBoca Raton, FLAs a Insurance and Financial Services Position - State Farm Agent Team Member with Jane Thackrey - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.
Financial Services Representative - State Farm Agent Team Member Yamelys Santana - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberHallandale Beach, FLIn this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.
Insurance and Financial Services Position - State Farm Agent Team Member Jimmy Peralta - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberHollywood, FLSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Insurance and Financial Services Position - State Farm Team Member Janet Fernandez - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberCooper City, FLYou're enthusiastic to develop your skills and eager to share the value insurance and financial products play in helping people manage the risks of everyday life and realize their dreams. Responsibilities: We encourage each team member to bring their authentic skills and insights to work each day helping our customers.
Insurance and Financial Services Position - State Farm Agent Team Member Michelle Azevedo-Silva - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberPembroke Pines, FLEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
NewFinancial Services Team Associate - Fort Lauderdale, FL Coastal WealthFinancial Services Team Associate - Fort Lauderdale, FLFort Lauderdale, FL$20 / hourCompany Description Brian A. Madrigal, ChFC®, AAMS® a Financial Planner at Coastal Wealth, a growing financial services firm dedicated to helping individuals, families, and businesses build and protect their wealth. This role supports financial advisors with day-to-day client service, including preparing meeting materials, organizing client files, and responding to client inquiries in a timely and professional manner.
Patient Financial Services Representative I - Cardiac Services - FT - Days - MPG South Broward Hospital DistrictPatient Financial Services Representative I - Cardiac Services - FT - Days - MPGMiramar, FLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Financial Services Litigation Attorney Hinshaw & Culbertson LLPFinancial Services Litigation AttorneyFort Lauderdale, FLTitle:Financial Services Litigation AttorneyID:731229067Department:AttorneyLocation:Ft Lauderdale, FLSalary Range:N/ASalary Range Note :N/AWorkplace Type:Hybrid. The position is an exceptional opportunity for candidates seeking a high level of responsibility in state and federal court matters defending financial institutions in single-plaintiff litigation and appeals.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesFL$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Manager - Financial ServicesFL$85,000–$150,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
NewFinancial Consultant, Truist Investment Services, Fort Lauderdale, FL Truist BankFinancial Consultant, Truist Investment Services, Fort Lauderdale, FLFort Lauderdale, FloridaGeneral 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. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Insurance and Financial Services Position - State Farm Team Member Leonardo Hurtado - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberBoynton Beach, FLAs a Insurance and Financial Services Position - State Farm Team Member with Leonardo Hurtado - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.
NewSenior Financial Services Collector FiservSenior Financial Services CollectorCoral Springs, FloridaEstablish rapport with customers to effectively overcome objections and negotiate payment solutions on higher-risk or complex accounts. As a Senior Financial Services Collector, you will be responsible for managing complex delinquent accounts and engaging with customers to negotiate and secure payment arrangements.
Compliance Manager (Financial Services / Lending) Southern Auto Finance CompanyCompliance Manager (Financial Services / Lending)Pompano Beach, FloridaWho We're Looking For: To excel in this role, you'll need: Strong Communication Skills: Whether it's writing reports or speaking with stakeholders, you can effectively communicate complex information with clarity and professionalism. Compliance Manager (Financial Services / Lending) *** This is an in-office role, so only experienced candidates who reside in the South Florida market will be considered or those willing to relocate*** .
Financial Advisor, Truist Investment Services, Boca Raton, FL Truist Financial CorpFinancial Advisor, Truist Investment Services, Boca Raton, FLBoca Raton, 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.
Patient Financial Services Representative I-Peds Orthopedics-FT-Days-MPG Memorial Healthcare SystemPatient Financial Services Representative I-Peds Orthopedics-FT-Days-MPGHollywood, FloridaOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
NewFinancial Consultant, Truist Investment Services, Fort Lauderdale, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Fort Lauderdale, 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Services Representative - Boca Raton, FL FidelityFinancial Services Representative - Boca Raton, FLBoca Raton, FloridaRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Customer 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.
Tax Partner - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Partner - Financial Services State and Local Tax (SALT)FLMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)FLMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Patient Financial Services Representative I- Peds Otolaryngology-FT-Days-MPG South Broward Hospital DistrictPatient Financial Services Representative I- Peds Otolaryngology-FT-Days-MPGHollywood, FLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Patient Financial Services Representative I-Peds Orthopedics-FT-Days-MPG South Broward Hospital DistrictPatient Financial Services Representative I-Peds Orthopedics-FT-Days-MPGHollywood, FLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Data Analyst III - Student Financial Services - 991339 Nova Southeastern UniversityData Analyst III - Student Financial Services - 991339FLJob Requirements: Required Knowledge, Skills, & Abilities: Knowledge: Higher Education Student Financial Services Working knowledge of financial aid, student accounts, bursar operations, enrollment management, and the student financial lifecycle within a higher education environment, including the interdependencies between these areas. Essential Job Functions: Collects, validates, and performs advanced analysis of data across Financial Aid, Student Accounts, and related areas to support strategic decision-making, enrollment management, and student success outcomes.
Data Analyst III - Student Financial Services - 991339 NSUData Analyst III - Student Financial Services - 991339Fort Lauderdale, FloridaHigher Education Student Financial Services – Working knowledge of financial aid, student accounts, bursar operations, enrollment management, and the student financial lifecycle within a higher education environment, including the interdependencies between these areas. This role evaluates trends, identifies opportunities for process improvement, and supports data-driven strategies that enhance student success, optimize enrollment outcomes, strengthen financial performance, and mitigate institutional risk.
Bilingual (Creole-English) Financial Service Representative Money MartBilingual (Creole-English) Financial Service RepresentativeLake Worth, FloridaWith over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products, convenient check cashing, competitive currency exchange, seamless money transfers, and versatile prepaid cards. Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
Financial Service Representative Money MartFinancial Service RepresentativeLauderdale Lakes, FloridaWith over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products, convenient check cashing, competitive currency exchange, seamless money transfers, and versatile prepaid cards. Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
Supervisor, Patient Financial Services-Patient Access-FT Broward HealthSupervisor, Patient Financial Services-Patient Access-FTFort Lauderdale, FLServes as acting leadership in the absence of Manager/Director and functions as a subject matter expert for Epic Patient Access workflows including Prelude, Grand Central, Cadence, and Financial Assistance modules. Ensures accurate patient registration, insurance verification, Medicaid eligibility determination, and Financial Assistance processing in compliance with EMTALA, HIPAA, CMS, Medicaid, and organizational policies.
Patient Financial Service Representative- Multi-Specialty -FT-Days- MPG Wellington South Broward Hospital DistrictPatient Financial Service Representative- Multi-Specialty -FT-Days- MPG WellingtonWellington, FLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Patient Financial Service Representative-Total Heart Center-FT-Days-MRH South Broward Hospital DistrictPatient Financial Service Representative-Total Heart Center-FT-Days-MRHHollywood, FLOther Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referralsIn the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed. In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Lead Financial Advisor Ivy Way PlacementsLead Financial AdvisorFort Lauderdale, FloridaMinimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.
Financial Advisor - Palm Beach, FL U.S. BankFinancial Advisor - Palm Beach, FLPalm Beach, FloridaIn 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 Center Manager - McNab & University Financial Center Bank of AmericaFinancial Center Manager - McNab & University Financial CenterTamarac, FloridaKey responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
NewFinancial Center Assistant Manager - North Ft. Lauderdale Financial Center Bank of AmericaFinancial Center Assistant Manager - North Ft. Lauderdale Financial CenterFort Lauderdale, FloridaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
Financial Representative Entry Level The McKernan GroupFinancial Representative Entry LevelWest Palm Beach, FLLocated at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Professional Journey: Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL.
Financial Planner with Healthcare Background Striano Financial GroupFinancial Planner with Healthcare BackgroundBoca Raton, FL$76,000–$193,000 / yearPrior 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.