Financial Rep Remote - In office / Representante financiero- Presencial o Remoto ML Financial SolutionsFinancial Rep Remote - In office / Representante financiero- Presencial o RemotoMiramar, FLRemote$3,500–$8,500 / monthContractorFull timePart timeWe are seeking motivated individuals with a positive attitude, a desire for personal and professional growth, and a passion for helping individuals and families improve their financial future. Buscamos personas con actitud positiva, deseos de crecimiento y pasión por ayudar a otras familias a mejorar su situación financiera.
NewTax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridBoca Raton, FL$250,000–$500,000 / 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.
NewSenior 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.
NewCONFIDENTIAL CFO Vaco LLCCONFIDENTIAL CFOBoca Raton, FL$230,000–$350,000 / yearDetermining 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.
Retail Customer Service Associate FedExRetail Customer Service AssociateFort Lauderdale, FloridaPart timeThe 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. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewRelationship Banker First Horizon BankRelationship BankerPlantation, 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.
Universal Banker First Horizon BankUniversal BankerMiami Lakes, 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. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewCapital Markets Sales Director Vaco LLCCapital Markets Sales DirectorBoca Raton, FL$100,000–$400,000 / yearDetermining 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.
Teller First Horizon BankTellerHialeah, 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. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewBanking Center Manager First Horizon BankBanking Center ManagerMiami Lakes, 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. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewTeller Part-Time First Horizon BankTeller Part-TimeFort Lauderdale, 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. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Risk Specialist I - Sanctions First Horizon BankRisk Specialist I - SanctionsMiami Lakes, 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. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED and 0-4 years of experience or equivalent combination of education and experience.
NewRegistered Operations Leader AmeripriseRegistered Operations LeaderFort Lauderdale, FLThe ROL will be responsible for leadership of branch staff, direct practice support for one or more advisors, and provide financial management/reporting and related tasks while working directly with both employee advisors and the Branch Manager. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
NewTravel Agent - Boynton Beach, FL ACS Auto Club Services, Inc.Travel Agent - Boynton Beach, FLBoynton Beach, FLBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. Sell cruises, tours, hotel accommodations, air travel, car rental, travel insurance, AAA credit cards, AAA memberships and related travel products and services.
NewAP Coordinator CFSAP CoordinatorHollywood, FL$41,000–$50,000 / yearThis role is responsible for assisting with the processing and tracking of client-related financial transactions, maintaining accurate records, and supporting overall account reconciliation activities. We are seeking a detail-oriented Accounts Payable Coordinator to support a client financial services department in a fast-paced healthcare administrative environment.
Financial 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.
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.
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.
NewJunior Regulatory Counsel (Financial Services / Lending) Southern Auto Finance CompanyJunior Regulatory Counsel (Financial Services / Lending)Pompano Beach, FloridaLocation: SAFCO Corporate Headquarters – Fort Lauderdale, Florida Schedule: 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.
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.
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.
Financial Services Representative - Coral Gables, FL FidelityFinancial Services Representative - Coral Gables, FLCoral Gables, 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.
Senior 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.
Insurance and Financial Services Position - State Farm Agent Team Member JAY MARTINEZ - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberHialeah, 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.
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.
Patient Financial Services Representative I-Primary Care-FT-Days-MRH Memorial Healthcare SystemPatient Financial Services Representative I-Primary Care-FT-Days-MRHDania Beach, FloridaMemorial 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 (5) Will attend a MHS designated driver training program within 6 months of hire (MPC- mobile van caregivers only) (6) Pass and comply to the company's Motor Vehicle Record (MVR) driver requirements (MPC-mobile van caregivers only). 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 referrals.##In 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
NewFinancial Services Collector Fiserv IncFinancial Services CollectorCoral Springs, FLIndividuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely.
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 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.
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*** .
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.
Patient Financial Services Representative - Breast Surgical Oncology - FT - Days - MCI South Broward Hospital DistrictPatient Financial Services Representative - Breast Surgical Oncology - FT - Days - MCIFLOther 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.
NewPatient Financial Services Representative I-Primary Care-FT-Days-MRH South Broward Hospital DistrictPatient Financial Services Representative I-Primary Care-FT-Days-MRHDania Beach, FLMemorial 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 (5) Will attend a MHS designated driver training program within 6 months of hire (MPC- mobile van caregivers only) (6) Pass and comply to the company''s Motor Vehicle Record (MVR) driver requirements (MPC-mobile van caregivers only). 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 referrals.##In 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
Patient Financial Services Representative- Colorectal Surgery- FT- Days-MPG South Broward Hospital DistrictPatient Financial Services Representative- Colorectal Surgery- FT- Days-MPGPembroke Pines, 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 I - Orthopedics - FT - Days - MHW South Broward Hospital DistrictPatient Financial Services I - Orthopedics - FT - Days - MHWPembroke Pines, 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.
NewPatient Financial Services Representative I - FT - Days - JDCH South Broward Hospital DistrictPatient Financial Services Representative I - FT - Days - JDCHHollywood, 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 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.
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.
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 Recruiter Coastal WealthFinancial Services RecruiterFort Lauderdale, FL$65,000–$80,000 / yearThe ideal candidate will be responsible for sourcing, screening, and presenting high-quality candidates across a variety of roles including advisors, underwriters, client service professionals, and support staff. Company Overview: At Coastal Wealth, we are a trusted leader in the insurance and financial services industry, committed to helping individuals and businesses secure their futures through personalized financial strategies.
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.
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.
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.
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.
NewPatient Financial Services Supervisor - FT - Days - MRH South Broward Hospital DistrictPatient Financial Services Supervisor - FT - Days - MRHHollywood, FLAdditional Job Information: Complexity of Work: Requires critical thinking skills, effective communication skills, decisive judgment and the ability to work with minimal supervision. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process.
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.
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.
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.
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.