Financial Advisor - Boca Raton, FL Corebridge Financial Inc.Financial Advisor - Boca Raton, FLBoca Raton, FLCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementBoca Raton, FloridaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewFinancial Advisor / Insurance Agent: Build Your Own Practice (Independent) WealthBridge Financial GroupFinancial Advisor / Insurance Agent: Build Your Own Practice (Independent)Miami, FL$100,000–$150,000 / yearIn this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
Financial Solutions Advisor - Broward County Bank of AmericaFinancial Solutions Advisor - Broward CountyFort Lauderdale, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - South Broward / North Dade Bank of AmericaFinancial Solutions Advisor - South Broward / North DadeMiramar, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Senior Financial Advisor Hancock Whitney CorpSenior Financial AdvisorPineloch - Orlando, FLJOB FUNCTION / SUMMARY: The Senior Financial Advisor is responsible for managing existing clients and prospective clients by delivering personalized financial advice, investment strategies and wealth solutions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Financial Aid Advisor HCI CollegeFinancial Aid AdvisorFort Lauderdale, FLResponsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing, and returning of federal, state, and other financial aid assistance programs. Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook and internet.
Senior Financial Advisor Norman AlexSenior Financial AdvisorMiami, FloridaHunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US and/or globally. - Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
NewAdvisor Financial Aid Universal Technical Institute IncAdvisor Financial AidMiramar, FL$20–$26 / hourPay Range: $20-26 hourly Location: Miramar, FL What We Offer: - Competitive Insurance: Health, vision, and dental coverage for you and your dependents - Health Plan Enrollment: Eligibility starts first of the month following completing one full month of employment - Paid Time Off: Competitive paid time off programs for employees (Vacation, Sick, Flexible) - Retirement Matching: 50% match on the first 6% of your contributions after 90 days - Paid Parental Leave: 4 weeks of paid leave for both birthing and non-birthing parents to bond with a new baby - Pet Insurance: Competitive coverage for your furry family members through ASPCA - Tuition Waiver: Enjoy a tuition waiver after 6 months of employment for you AND your immediate family offered. 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.
Financial Aid Advisors Datasoft TechnologiesFinancial Aid AdvisorsFort Lauderdale, FLEssential Functions: Daily -10%: Provides financial aid advice and counsels students on financial aid programs, eligibility requirements, and application processes while maintaining a level for individualized counseling to provide students with the most equitable financial aid award package. Under limited supervision, the Financial Aid Advisor is responsible for assisting senior advisors, coordinators, and management with calculating eligibility, communicating effectively with students, pulling files and documents, and scanning.
NewFinancial Solutions Advisor Registration Candidate - South Palm Beach / North Broward Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - South Palm Beach / North Broward MarketBoca Raton, FloridaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Services Advisor Atlasfinancialsolutions CoFinancial Services AdvisorMiami, FloridaAtlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.
NewPrivate Wealth Advisor/Client Advisor Private Bank Professions IncPrivate Wealth Advisor/Client Advisor Private BankFort Lauderdale, FLAs a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.
Business Change Advisor/Business Change Advisor Sr. Elevance Health IncBusiness Change Advisor/Business Change Advisor Sr.Miami, FL$64,676–$136,482 / yearMay be responsible for assisting the senior leadership team within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results. will be responsible for assisting the management within the business unit and the organization in bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results.
Financial Planner Career Changers Wanted Barish Financial - Northwestern MutualFinancial Planner Career Changers WantedBoca Raton, FLFull timeBefore joining the firm, she worked as a Pediatric Intensive Care Unit Registered Nurse experience that shaped her approach to critical decision making, advocacy, and caring for families. For professionals who have built successful careers but feel their earning potential is limited by their current role, the financial services industry can offer an opportunity to explore something different.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistBoca Raton, FLRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Chief Financial Officer (CFO), Full Time, Job ID # 1827258 Palmetto General HospitalChief Financial Officer (CFO), Full Time, Job ID # 1827258Hialeah, FLFull timeFinancial OperationsDirect and oversee all hospital financial operations, including:General AccountingFinancial ReportingFinancial Planning & Analysis (FP&A)Budgeting and ForecastingTreasury and Cash ManagementPayrollAccounts PayableCapital Asset ManagementFixed AssetsInternal ControlsFinancial SystemsEnsure timely preparation of:Monthly financial statementsAnnual operating and capital budgetsCash flow forecastsVariance analysesBoard reportsRegulatory financial reportsAnnual audited financial statementsRevenue Cycle OversightProvide executive oversight of revenue cycle operations, including:Patient Financial ServicesPatient AccessHealth Information Management (HIM)Clinical Documentation Improvement (CDI)CodingBillingCollectionsDenial ManagementRevenue IntegrityMonitor and improve key performance indicators including:Days in Accounts Receivable (AR)Net Collection RateClean Claim RateDNFB (Discharged Not Final Billed)DFNC (Discharged Final Not Coded)Bad DebtCash CollectionsPoint-of-Service CollectionsRevenue CaptureCollaborate with revenue cycle vendors and hospital leadership to maximize reimbursement and improve operational efficiency. Healthcare ReimbursementOversee reimbursement strategies related to:MedicareMedicaidCommercial InsuranceManaged CareSelf-PayMedicare Cost ReportsMedicaid Cost ReportsSupplemental payment programs (LIP, DSH, UPL, DPP, and applicable state programs)Value-Based PurchasingQuality incentive programsAnalyze reimbursement trends and recommend strategies to optimize revenue.
Associate, Tax Equity Advisors, BDO Capital Advisors BDO USA PCAssociate, Tax Equity Advisors, BDO Capital AdvisorsMiami, FL$125,000–$175,000 / yearJob Summary: The Associate, BDO Capital Advisors supports tax equity, tax credit transfer, and other project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role supports transaction execution by performing financial and business due diligence, reviewing and analyzing data room materials, summarizing key findings, and assisting with client deliverables.
Wealth Business Advisor II Truist Financial CorpWealth Business Advisor IIMiami, FLUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Block Advisors Tax Advisor H&R Block IncBlock Advisors Tax AdvisorPlantation, FLYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.