242 Results for

Financial Services Jobs in Boca Raton, FL

Jobs

New!

Fort Lauderdale, FL4 days ago

Remote

$90,000–$110,000 Per Year

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. 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.

New!

West Palm Beach, FL4 days ago

$160,000–$199,000 Per Year

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. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.

West Palm Beach, FL22 days ago

$95,704–$140,000 Per Year

Customer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.

New!

Fort Lauderdale, FL4 days ago

$185,000–$250,000 Per Year

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. 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.

New!

Weston, FLToday

SalesPlease 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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Fort Lauderdale, FLToday

Model key leadership behaviors and ensure the highest levels of safety, quality and service excellence for employees, clients and consumers . So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential.

West Palm Beach, Florida11 days ago

Full-time

The Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing information; recommending the appropriate FedEx Office products and services; producing complex orders; operating equipment that requires advanced operational knowledge and expertise; managing, monitoring and facilitating all production processes. POSITION SUMMARY: The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers.

New!

Boynton Beach, Florida2 days ago

Part-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Miramar, FL11 days ago

The role partners closely with executive leadership, the Compensation and Human Committee of the Board, Finance, Risk, and HR Business Partners to support a high-performance culture and attract, retain, and motivate top talent. Partner with Legal, Finance, and external advisors to manage executive compensation programs, including equity plans, short and long-term incentives, and deferred compensation.

Boca Raton, FL7 days ago

$100,000–$400,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Fort Lauderdale, FL22 days ago

Remote

$80,000–$110,000 Per Year

Account Manager position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

New!

Boca Raton, FL3 days ago

$200,000–$300,000 Per Year
Full-time
Employee

The Tax Director 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.

Sunrise, FL8 days ago

$75,000–$125,000 Per Year

Inside Sales Rep position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

Tamarac, FL9 days ago

$110–$140 Per Year
Full-time
Employee

Fort Lauderdale, FL22 days ago

Remote

$80,000–$110,000 Per Year

Boynton Beach, FL10 days ago

As 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.

Boca Raton, FL30+ days ago

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. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Hollywood, FL30+ days ago

Successful 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.

Pembroke Pines, FL24 days ago

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. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Pembroke Pines, FL30+ days ago

Remote

Full-time

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

Cooper City, FL30+ days ago

You'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.

Fort Lauderdale, FL12 days ago

$50,000–$70,000 Per Year

We’re looking for an exceptional Executive Assistant to work directly with the President of Coastal Wealth Private Client Group and one of the top financial advisory teams in the country. Proficiency with Microsoft Office, familiarity with eMoney or similar financial planning software, CRM platforms, and exposure to financial planning concepts will help you succeed.

Hallandale Beach, FL30+ days ago

In 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.

Plantation, FL29 days ago

ROLE 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.

Boca Raton, FL30+ days ago

As 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.

Boca Raton, FL30 days ago

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.

Boca Raton, Florida23 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Fort Lauderdale, FL12 days ago

$75,000–$125,000 Per 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.

Miramar, FL30+ days ago

$52,000–$58,000

2. Evaluate student need; analyze and verify student eligibility for financial aid programs; monitor student academic progress for continued aid eligibility; prepare and process awards to eligible students; review student appeals and/or special circumstances. Provide guidance to students and parents regarding available financial aid options, application procedures, requirements, and eligibility criteria by conducting financial overviews, student interviews and analyzing student official documentation.

Boca Raton, FL30 days ago

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.

Pembroke Pines, Florida26 days ago

$60,000–$60,000

Physical Demands:Requires mobility and physical activity: Having an adequate range of body motion and mobility to work in a daycare or outdoor environment including standing and walking (even and uneven surfaces), sitting for extended periods of time, bending, twisting, reaching, balancing, occasional lifting and carrying of up to 50 pounds. The Director provides strategic direction, supervises staff, manages enrollment and financial processes, ensures regulatory compliance, and collaborates with families, community partners, and leadership to support the organization’s mission.

West Palm Beach, FL29 days ago

Located 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.

New!

Boca Raton, FL4 days ago

$76,000–$193,000 Per 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.

Aventura, FL30 days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by a vision to cultivate leaders and advisors dedicated to excellence, we are passionate about the growth of our people and the meaningful impact we make in our communities, as we strive to become a top-performing network office by every measure.

Fort Lauderdale, FL30+ days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Miramar, FL30+ days ago

$48,000–$58,000

Working closely with prospective students, families, and other stakeholders, the advisor will serve as an ambassador for the institution, helping to shape a positive and memorable experience for all applicants. · Admissions Counseling: Provide personalized guidance to prospective students regarding admissions requirements, academic programs, financial aid options, and campus life.

Dania Beach, FL10 days ago

Full-time

Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. We leverage our size and expertise to increase the value of being a FirstService client by offering unmatched best-in-class services in the industry, including cash management, community insurance, and lending services.

West Palm Beach Area, FL30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

MIRAMAR, Florida30+ days ago

Organization : Name: SOUTH FLORIDA FL Default: Location : City: MIRAMAR Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

New!

Hollywood, FL4 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Miramar, Florida30+ days ago

$24–$26 Per Hour

Whether you’re working with future students as they get ready to start school or supporting current students as they continue their journey, your mission is to provide friendly guidance, accurate info, and smart solutions every step of the way. Deliver Excellence: Provide exceptional service with compassion, clarity, and efficiency, helping students overcome any financial hurdles.

Fort Lauderdale, FL30+ days ago

The Associate Director of Financial Aid oversees a staff of financial aid administrators who work to ensure students are properly funded, packaged, and prepared to start each semester. The Associate Director of Financial Aid must also have: 3-5 years experience as a Financial Aid officer / representative.

North Lauderdale, FL30+ days ago

Ideal candidates will have: Compassion – Ability to offer empathy, understanding and support to grieving families Organizational skills – From paperwork to event coordination, accurate details are essential to our business Professionalism – Maintain a respectful attitude and provide service excellence, even in emotionally charged situations Embrace your meaningful career today! This is why we provide you and your loved ones with benefits and resources to help you become your best.”_ BETTER HEALTH: Wellbeing is important to us, and to ensure our associates have access to the best care, we offer medical, prescription drug, mental health, dental and vision insurance plans for our associates to select from.

Deerfield Beach, FL10 days ago

$60–$60

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

Miramar, Florida30+ days ago

$26–$28 Per Hour

Whether you're working with future students as they get ready to start school or supporting current students as they continue their journey, your mission is to provide friendly guidance, accurate info, and smart solutions every step of the way. As a Financial Aid Advisor, you'll be a trusted guide-helping students and their families navigate the financial aid process with clarity, compassion, and care.

Pembroke Pines, FL12 days ago

Remote

$80,000–$100,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

Boynton Beach, FL30+ days ago

The physical demands are those required in a professional office setting: sitting, working on a computer, using a telephone, communicating with coworkers and getting to and from appropriate campuses. The role of Financial Aid Officer is to ensure that students are properly funded, packaged, and prepared to start each semester.

Boynton Beach, FL15 days ago

We are seeking an experienced and passionate Area Supervisor to join our school food service team covering in multiple areas in the state of Florida, to include, the Boynton Beach, West Palm Beach and Orlando locations. They are directly involved in supervising district nutrition services; overseeing assigned personnel; providing information about the program to others and assisting the cafeteria managers with staff training and supervision and accounting procedures to ensure efficient operations.

Ft Lauderdale, Florida23 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Fort Lauderdale, Florida30+ days ago

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Financial Services Jobs in Boca Raton, FL

Senior Accountant - Client Accounting Services (REMOTE) Jobot

Senior Tax Manager - Private Client Services / HNW Jobot

Customer Service Sales Advisor Advisors West Palm

Land Use Attorney Jobot

Financial Consultant - Ft. Lauderdale, FL Fidelity Investments

Environmental Services Manager - 2nd Shift Aramark

Lead Retail Customer Service Associate FedEx

Retail Customer Service Associate FedEx

Head of Rewards Amerant Bank

Capital Markets Sales Director Vaco LLC

Account Manager - Sales SoFlo Division - USHA

Tax Director – Financial Services (cpa firm) CPA firm

Inside Sales Rep Fort Lauderdale Advisors

Director of Collections Company Confidential

Account Manager - Sales Florida Division - USHA

Insurance and Financial Services Position - State Farm Team Member Leonardo Hurtado - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Mary Brown - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Jimmy Peralta - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Michelle Azevedo-Silva - State Farm Agent

Financial Services Entry Level - Remote American Income Life Insurance Company

Insurance and Financial Services Position - State Farm Team Member Janet Fernandez - State Farm Agent

Executive Assistant - Financial Services Fort Lauderdale, FL Coastal Wealth

Financial Services Representative - State Farm Agent Team Member Yamelys Santana - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Jessica Alvarez - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Jane Thackrey - State Farm Agent

Financial Representative with Athletic Background Barish Financial - Northwestern Mutual

Financial Advisor Northwestern Mutual

Financial Advisor – Fort Lauderdale, FL Coastal Wealth

Financial Aid Officer (On site) FVI School of Nursing and Technology

Financial Representative - Entry Level Snow Financial Group - Northwestern Mutual

Director of Early Learning Services Westcare

Financial Representative Entry Level The McKernan Group

Financial Planner with Healthcare Background Striano Financial Group

Financial Representative Entry Level Northwestern Mutual - Lawhon Network

Personal Financial Counselor; Fort Lauderdale, FL Magellan Health Services, Inc.

Enrollment Services Representative - Miramar Campus FVI School of Nursing and Technology

Reconciliation Specialist, FirstService Financial FirstService Residential

Financial Advisor Series 7, 65 or 66 San Blas Securities

Financial Representative Western & Southern Life

Billing Specialist - Shared Services Insurance Office of America

Advisor Financial Aid Universal Technical Institute

Associate Director of Financial Aid Keiser University

Funeral Services Assistant (part-time) SCI Shared Resources, LLC

Business Analyst (Financial) Kforce Inc.

Financial Aid Advisor Leslie Prince

Senior Financial Analyst (Insurance experience) Insurance Office of America

Financial Aid Officer Southeastern College

Area Supervisor of School Nutrition Services Maschio's Food Service

College Financial Representative, Internship Program Northwestern Mutual

Hotel Financial System Analyst Pier Sixty Six

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