312 Results for

Financial Services Jobs in Coconut Creek, FL

Jobs

New!

Fort Lauderdale, FL1 day ago

Remote

$90,000–$110,000 Per Year

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New!

Fort Lauderdale, FL3 days ago

$56,420–$72,000 Per Year

With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more.

New!

Fort Lauderdale, FL4 days ago

The 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.

New!

Fort Lauderdale, FL2 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.

Boca Raton, Florida14 days ago

Full-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. 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, FL17 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.

New!

Fort Lauderdale, FL3 days ago

$115,000–$165,000 Per Year

With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Other than authorized and pro bono work, State Farm attorneys are not permitted to handle any legal business outside of State Farm and candidates must cease all outside practice and all suit involvement before joining State Farm.

New!

Boca Raton, FL5 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.

New!

Hialeah, FL1 day ago

Headquartered 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 UsFirst 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.

New!

Miami Lakes, FL4 days ago

Headquartered 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. Summary: The Mortgage Processor Role will be responsible for performing a variety of documentation duties related to both agency and portfolio loans while ensuring compliance with policies and procedures for all loan products.

New!

Miami Lakes, FL4 days ago

Headquartered 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 .

New!

Fort Lauderdale, FL4 days ago

Headquartered 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. Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training.

New!

Miami Lakes, FLToday

$22–$26 Per Hour

The person who thrives in this role communicates with confidence, follows through consistently, takes ownership of responsibilities, and feels comfortable discussing consultation fees, collecting payments, recommending next steps, and helping people make informed decisions. You are equally comfortable helping a prospective client schedule a consultation, preparing onboarding documents for a new client, maintaining a welcoming office environment, organizing supplies, or taking initiative to solve problems and keep matters moving forward.

Boca Raton, FL9 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.

Tamarac, FL15 days ago

$110–$140 Per Year
Full-time
Employee

Hialeah, 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.

Boca Raton, FL30+ days ago

Fort Lauderdale, FL30+ days ago

$65,000–$75,000 Per Year

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries.

Fort Lauderdale, FL30+ days ago

$110,000–$150,000 Per Year

Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects. • Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services.

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

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.

Boynton Beach, FL16 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.

New!

Fort Lauderdale, FL4 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.

boca raton, FL30+ days ago

$150,000–$200,000 Per Year

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.

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, FL30+ 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

$90,000–$165,000 Per Year

Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to clients management. This Financial Services Audit Supervisor role will be based out of our East Brunswick, NJ, Whippany, NJ, Red Bank, NJ, Orlando, FL, Boca Raton, FL or New York City office.

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.

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.

Boca Raton, FL30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

New!

Oakland Park, FL2 days ago

Responsibilities:Develops talent, including proactive sourcing of candidatesManages client traffic, engaging and appropriately routing clients, and fostering client retentionManages business results through formalized management routines and coachingCreates a world class client experience environmentManages market-level initiative prescribed by market leadersDrives operational excellence by engaging employees on business strategyManages organizational priorities and effective executionManagerial Responsibilities:This position may also have responsibilities for managing associates. Key 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.

Boca Raton, FL30+ days ago

We provide solutions for a brighter future through our client-centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

Boca Raton, Florida29 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.

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.

New!

Fort Lauderdale, FL4 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.

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.

boca raton, FL30+ days ago

394973true394973falseSubmission for the position Financial Professional - Retirement Benefits Group - FL Boca Raton 5144 - Job Number 240000MUfalse394973falsetrueFinancial Professional - Retirement Benefits Group - FL Boca Raton 5144240000MUUNITED STATES-FL-Boca RatonUNITED STATES-FL-Boca RatonEquitable AdvisorsEquitable Advisors Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities. Enjoy the flexibility to design your own work-life balance and champion limitless income potential Role Highlights Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities.

Fort Lauderdale, FL30+ days ago

389713true389713falseSubmission for the position Financial Professional - FL Ft Lauderdale 5119 - Job Number 240000EDfalse389713falsetrueFinancial Professional - FL Ft Lauderdale 5119240000EDUNITED STATES-FL-Fort LauderdaleUNITED STATES-FL-Fort LauderdaleEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.

Boca Raton, FL10 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.

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

$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.

Fort Lauderdale, FL30+ days ago

$280,000–$400,000 Per Year

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. Divided into five main arms of Bankruptcy & Restructuring, Forensic Accounting, Transactional Advisory Services, Corporate Finance and Valuation Services, our client base is comprised primarily of lawyers and law firms of all sizes.

New!

Dania Beach, FL3 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.

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.

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.

Boca Raton, FL30+ days ago

Bachelors degree required • 8 years of experience in public accounting or related field • 6 years of supervisory experience • Must have active CPA or equivalent certification • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proven high level of business integrity, client service and leadership skills • Must be able to travel based on client and business needs. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth.

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.

Pembroke Pines, Florida30+ 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.

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.

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Financial Services Jobs in Coconut Creek, FL

Senior Accountant - Client Accounting Services (REMOTE) Jobot

Bodily Injury Paralegal-Insurance Defense State Farm Mutual Automobile Insurance Company

Environmental Services Manager - 2nd Shift Aramark

Land Use Attorney Jobot

Retail Customer Service Associate FedEx

Head of Rewards Amerant Bank

Bodily Injury Attorney-Insurance Defense State Farm Mutual Automobile Insurance Company

Capital Markets Sales Director Vaco LLC

Teller First Horizon Bank

Mortgage Loan Processor First Horizon Bank

Risk Specialist I - Sanctions First Horizon Bank

Banking Center Manager First Horizon Bank

Bilingual Client Experience & Intake Coordinator Costa & Associates

Tax Director – Financial Services (cpa firm) CPA firm

Director of Collections Company Confidential

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

Financial Services Representative Interactive Brokers Group Inc

Tax Manager - Financial Services & Asset Management (Hybrid In-office) TAG EisnerAmper, LLC

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

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

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

Executive Assistant - Financial Services Fort Lauderdale, FL Coastal Wealth

Financial Services Tax Manager Withum Smith+Brown, PC

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

Financial Services Audit Supervisor Withum Smith+Brown, PC

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

Financial Services Entry Level - Remote American Income Life Insurance Company

Financial Advisor - Ft. Lauderdale/Miami/Boca Raton Thrivent Financial for Lutherans

Financial Center Manager - East Oakland Park Financial Center Bank of America Corp

Wealth Financial Advisor - Boca Raton, FL Corebridge Financial Inc

Financial Advisor Northwestern Mutual

Financial Representative with Athletic Background Barish Financial - Northwestern Mutual

Financial Advisor – Fort Lauderdale, FL Coastal Wealth

Financial Representative - Entry Level Snow Financial Group - Northwestern Mutual

Financial Professional - Retirement Benefits Group - FL, Boca Raton (5144) Equitable Financial Life Insurance Company

Financial Professional - FL, Ft Lauderdale (5119) Equitable Financial Life Insurance Company

Financial Planner with Healthcare Background Striano Financial Group

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

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

Partner, Forensic, Litigation & Valuation Services TAG EisnerAmper, LLC

Reconciliation Specialist, FirstService Financial FirstService Residential

Financial Representative Entry Level Northwestern Mutual - Lawhon Network

Financial Representative Western & Southern Life

Tax Director I Private Client Services CBIZ Inc

Associate Director of Financial Aid Keiser University

Director of Early Learning Services Westcare

Advisor Financial Aid Universal Technical Institute

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