Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficePrinceton, 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Advisor, Truist Investment Services, Miami, FL Truist BankFinancial Advisor, Truist Investment Services, Miami, FLMiami, Florida2. Banking experience helpful General 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. 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.
Chief Financial Officer-General Construction Kimmel & AssociatesChief Financial Officer-General ConstructionMiami, FL$175,000–$225,000Its diverse portfolio includes commercial, industrial, institutional, healthcare, higher education, government, manufacturing, office, warehouse/distribution, and renovation/historic restoration projects ranging from $300,000 to more than $21 million . With approximately $70 million in annual revenue and a strategic plan to grow to $100 million over the next five years , the company has built an outstanding reputation for quality, integrity, and long-term client relationships.
Financial Advisor - Miami, FL Coastal WealthFinancial Advisor - Miami, FLMiami, FL$75,000–$125,000 / yearThis 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.
Financial Advisor – Fort Lauderdale, FL Coastal WealthFinancial Advisor – Fort Lauderdale, FLFort Lauderdale, FL$75,000–$125,000 / yearThis 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.
Financial Services Representative - State Farm Agent Team Member Darrell Shelton - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMiami, FLFull timeROLE DESCRIPTION: As a Finacial Services Rep with Darrell Shelton State Farm, 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.
Director, Pharmacy Financial Operations University of MiamiDirector, Pharmacy Financial OperationsMedley, FLAcute care areas of pharmacy include but not limited to inpatient, outpatient, infusion centers, ambulatory service centers (ASC), free standing emergency departments (FSED, clinics and 340B drug pricing programs where applicable. The Director, Pharmacy Financial Operations works closely with the Director, Pharmacy Contract Management, Chief Pharmacy Officer, other Directors, and pharmacy leadership on capital budgets, operating budgets, and annual pharmaceutical budget.
Vice President – Financial Crimes Risk Intelligence & Assessment Office Morgan StanleyVice President – Financial Crimes Risk Intelligence & Assessment OfficeMiami, New YorkUtilize financial crimes tools and analytical outputs at scale (e.g., KYC/EDD tooling, case management, adverse media/negative news platforms, screening outputs, transaction monitoring alerts, customer risk rating models, and MI dashboards) to identify patterns, anomalies, control gaps, and shifts in exposure; convert analytics outputs into risk decisions, client-level action plans, control enhancements, and credible escalation narratives for senior management and/or governance and oversight forums. A core component of the function is program-wide financial crimes risk identification & assessment team that leverage tools, analytics, and risk intelligence to evaluate large-scale datasets (e.g., customer populations, due diligence attributes, screening, transactions, product/channel exposure, and geographic risk), identify emerging trends and typologies, and translate insights into actionable control enhancements, risk mitigation, and governance reporting aligned to a risk-based approach.
Associate VP, Clinical Financial Operations - Uhealth University of MiamiAssociate VP, Clinical Financial Operations - UhealthMedley, FLVP, Clinical Financial Operations will support the Ambulatory Services leadership in the evaluation of the financial performance of key locations, offering insight into financial outcomes and business processes to support organizational goals. UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine.
Financial Advisor with Athletic Background Northwestern Mutual - Lawhon NetworkFinancial Advisor with Athletic BackgroundCoral Gables, FLFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Senior Financial Analyst SimproSenior Financial AnalystMiami, FloridaAdditional benefits including Health Savings Account; Flexible Spending Account; Critical Illness Insurance; Hospital Insurance; Accident Insurance; Life Insurance and AD&D; and Disability Insurance available to purchase. This role requires strong analytical skills, attention to detail, and the ability to effectively communicate complex financial information to stakeholders at all levels of the organization.
Financial Advisor - Boca Raton, FL Corebridge FinancialFinancial Advisor - Boca Raton, FLBoca Raton, FloridaCandidates 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. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Financial Solutions Advisor - Central Broward Market Bank of AmericaFinancial Solutions Advisor - Central Broward MarketPlantation, 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 - Broward County Bank of AmericaFinancial Solutions Advisor - Broward CountyMiramar, 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 Solution Advisor - South Miami Bank of AmericaFinancial Solution Advisor - South MiamiCoral Gables, 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 - North Ft Lauderdale Bank of AmericaFinancial Solutions Advisor - North Ft LauderdaleCoral Springs, 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.
Personal Financial Counselor; Fort Lauderdale, FL Magellan Health ServicesPersonal Financial Counselor; Fort Lauderdale, FLFort Lauderdale, FLServices 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.
Personal Financial Counselor, Pfc-Miami Magellan Health ServicesPersonal Financial Counselor, Pfc-MiamiHialeah, FLServices 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.
Financial Data Analyst AppodealFinancial Data AnalystParkland, FloridaThe role will build and maintain a finance data layer that acts as the single source of truth and powers AI-driven insights and dashboards, and dynamically produce reports that drive business decisions. At Appodeal, we’re more than just a company—we’re a team united by a common mission: Help people discover and grow their talents through products that enable successful mobile app businesses!
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramFt Lauderdale, Florida$500–$1,000 / yearInternOur 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.