Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesWest Palm Beach, FL$80,000–$115,000 / 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.
Assurance Senior Associate - Financial Services EisnerAmperAssurance Senior Associate - Financial ServicesWest Palm Beach, FLOur 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.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesFort Lauderdale, FLOur 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.
CFO Advisory, Accounting Advisory Director Cherry Bekaert LLPCFO Advisory, Accounting Advisory DirectorFort Lauderdale, FL$179,500–$280,500 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location.
Mortgage Advisor-Ft Lauderdale Synovus Financial CorpMortgage Advisor-Ft LauderdaleFort Lauderdale, FLCertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration with the Nationwide Mortgage Licensed System (NMLS) or ability to be registered within 30 days of employment (pass nationwide fingerprint check).
Wealth Advisor III - Palm Beach / Boca Raton Truist Financial CorporationWealth Advisor III - Palm Beach / Boca RatonFort Lauderdale, FLEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
NewSales Training Program - Financial Services FMC Freedom Mortgage CorporationSales Training Program - Financial ServicesBoca Raton, FloridaThis program provides participants with opportunities for professional growth, including soft skills training, sales training, networking opportunities with exposure to industry leaders, and the acquisition of essential certifications, such as the S.A.F.E. The Launch Sales Development Program is a comprehensive initiative tailored to equip college graduates with the necessary skills and knowledge to become a licensed Loan Advisor within the mortgage industry.
Senior Client Advisor - Boca Raton - Glades Seacoast National BankSenior Client Advisor - Boca Raton - GladesDelray Beach, FLEnsure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity.
Senior Client Advisor - Aventura Seacoast National BankSenior Client Advisor - AventuraAventura, FLEnsure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity.
Senior Client Advisor - Bilingual (Pompano Beach, FL) - $1000 Hiring Bonus Seacoast National BankSenior Client Advisor - Bilingual (Pompano Beach, FL) - $1000 Hiring BonusFort Lauderdale, FLEnsure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity.
Senior Client Advisor (Bilingual) - Aventura Seacoast National BankSenior Client Advisor (Bilingual) - AventuraAventura, FLEnsure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity.
Interior Design Advisor Wayfair LLCInterior Design AdvisorWest Palm Beach, FLPerigold, the destination for luxury home, is opening its first physical retail stores, first-of-their-kind luxury retail destinations of 20-30K square feet, with the best products in all styles and from across our catalog including furniture, decor, housewares, and home improvement categories. Utilize sales analytics and design software tools and applications to drive store profitability and growth in a way that supports the success of the overall brand (moodboards, space plans, 2d/3d room views).
NewFinancial Services Attorney (Loan Workouts, Restructuring & Recovery) Hinshaw & Culbertson LLPFinancial Services Attorney (Loan Workouts, Restructuring & Recovery)Fort Lauderdale, FLTitle:Financial Services Attorney (Loan Workouts, Restructuring & Recovery)ID:731229135Department:AttorneyLocation:Baton Rouge, LA, Dallas, TX, Ft Lauderdale, FL, Houston, TX, New Orleans, LA, Tampa, FLSalary Range:N/ASalary Range Note :N/AWorkplace Type:Hybrid. Candidates whose practices are primarily focused on representing debtors, borrowers, bankruptcy estates, trustees, or other parties adverse to financial institutions, particularly those seeking to transition substantial borrower-side client relationships, are unlikely to be a strong fit for this role.
Financial Due Diligence Manager Grant Thornton LLPFinancial Due Diligence ManagerFort Lauderdale, FLIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. As a Financial Due Diligence Manager, youll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice- all with the resources, environment, and support to help you excel.
NewFinancial Due Diligence Director Grant Thornton LLPFinancial Due Diligence DirectorFort Lauderdale, FL$223,514–$289,172 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. As a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Grant Thornton | Stax Transactions - all with the resources, environment, and support to help you excel.
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.
Real Estate Advisor Residential and Commercial The Urban Group IncReal Estate Advisor Residential and CommercialFort Lauderdale, FLRemoteFull timeWe equip you to build an automated pipeline on autopilot while concurrently routing direct, highly scrubbed brokerage opportunities straight to your phone: Agent-Generated Traffic ($0 Referral Fees) Using our included suite of Technology Tools to Support your business . (Note: Newly licensed agents or those with fewer than 5 closed transactions are welcomed into our structured, high-touch Launchpad Mentorship Track for their first 3 guided sales before graduating to the 100% track.).
NewCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramBoca Raton, 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.
(USA) Tire and Battery Service Advisor Walmart Inc(USA) Tire and Battery Service AdvisorSUNRISE, FL$20–$28 / hourLeverages technology to enhance operations and engagement by using digital tools and handheld devices to plan sales, improve the service experience, make real-time business decisions, stay informed about products and training, and encourage THE adoption of new tools among team members. Respect the Individual: Embraces differences in people, cultures, ideas, and experiences; creates a workplace where associates feel seen, supported and connected through a culture of belonging; creates opportunities for all associates to thrive and perform; helps to attract the best talent.
Client Specialist Robert W Baird & Co IncClient SpecialistWest Palm Beach, FLResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements.
Senior Registered Client Service Associate Raymond James Financial IncSenior Registered Client Service AssociatePalm Beach, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Senior Registered Client Service Associate (Hallandale Beach, FL) Raymond James Financial IncSenior Registered Client Service Associate (Hallandale Beach, FL)Hallandale Beach, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Senior Registered Client Service Associate (Boca Raton, FL) Raymond James Financial IncSenior Registered Client Service Associate (Boca Raton, FL)Boca Raton, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Senior Registered Client Service Associate- Boca Raton, FL Raymond James Financial IncSenior Registered Client Service Associate- Boca Raton, FLBoca Raton, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Client Service Associate Raymond James Financial IncClient Service AssociateHallandale Beach, FLThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Private Banker Morgan StanleyPrivate BankerFort Lauderdale, FLStrong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewBranch Office Administrator Edward D Jones & Co LPBranch Office AdministratorPlantation, FLEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateFort Lauderdale, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Registered Client Service Associate - Bilingual Spanish/English Morgan StanleyRegistered Client Service Associate - Bilingual Spanish/EnglishAventura, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Sr. Registered Client Service Associate Morgan StanleySr. Registered Client Service AssociateFort Lauderdale, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
JR039860 Registered Client Service Associate - Bilingual Spanish/English Morgan StanleyJR039860 Registered Client Service Associate - Bilingual Spanish/EnglishAventura, FLOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Registered Client Service Associate (Fort Lauderdale, FL) Oppenheimer & Co. Inc.Registered Client Service Associate (Fort Lauderdale, FL)Fort Lauderdale, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociateBoca Raton, FloridaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Registered Wealth Management Client Associate- Bilingual Spanish Bank of AmericaRegistered Wealth Management Client Associate- Bilingual SpanishFort Lauderdale, FloridaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Tax Senior Manager, Private Client Group PhaxisTax Senior Manager, Private Client GroupBoca Raton, FL$160,000The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join their teams.
Registered Client Service Associate (Fort Lauderdale, FL) Oppenheimer Holdings IncRegistered Client Service Associate (Fort Lauderdale, FL)Fort Lauderdale, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
["Registered Client Service Associate (Fort Lauderdale, FL)","Registered Client Service Associate (Fort Lauderdale, FL)"] Oppenheimer &["Registered Client Service Associate (Fort Lauderdale, FL)","Registered Client Service Associate (Fort Lauderdale, FL)"]Fort LauderdaleWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateBoca Raton, FloridaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
J.P. Morgan Wealth Management - Vice President, Lending Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Lending SpecialistPalm Beach, FLIn this high-impact and fast paced role, you will have the opportunity to make a tangible difference every day, whether it's by providing seamless execution of new lending requests, designing innovative solutions, or helping clients and advisors unlock new opportunities for growth and financial success. As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes.
Business Development Officer, Truist Investment Services, Boca Raton, FL Truist Financial CorpBusiness Development Officer, 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. Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
Internal Sales Associate Advisors Asset ManagementInternal Sales AssociateBoca Raton, FloridaThe Advisors Asset Management Internal Sales Associate will work within our Distribution Division in a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes with a focus on Structured Products. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts.
Tax Senior Manager, Private Client Group AnchinTax Senior Manager, Private Client GroupBoca Raton, New York$160,000–$220,000 / yearThe Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries.
Sales Representative with Athletic Background Barish Financial - Northwestern MutualSales Representative with Athletic BackgroundBoca Raton, FLFull timePassionate 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.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateWest Palm Beach, FLOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
["Registered Client Service Associate","Registered Client Service Associate"] Stifel Financial["Registered Client Service Associate","Registered Client Service Associate"]Boca RatonUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateBoca Raton, FLUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Strategic Investment Lead AJAIAStrategic Investment LeadFort Lauderdale, FLWorking closely with the Founder/CEO and senior leadership, you will build financial models, structure investments and acquisitions, conduct due diligence, and guide transactions from initial opportunity through closing. As our portfolio grows, we are expanding our investment capability to evaluate, structure, and execute investments, partnerships, and acquisitions that strengthen the education ecosystem.
Registered Client Service Associate StifelRegistered Client Service AssociateBoca Raton, FloridaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
NewDeveloper Schuyler Line Navigation CompanyDeveloperWest Palm Beach, FLFull timeFamiliarity with application languages likeC#, Python, Java, et al stronglyStrong preference for experience with VesonIMOS, Nautical Systems Enterprise, Business Central, NET, and PowerBI.Experience with Office 365 (Outlook, Teams, Word, Excel) at the Intermediate level strongly preferred. POSITION OVERVIEW Reporting to the Senior Vice President, Fleet Management Operations, the Developer functions with considerable independence and initiative and is responsible for researching, designing, and developing computer and network software or specialized programs.
Estate Planning Attorney - Remote in South Florida Mayersohn Law Group, P.A.Estate Planning Attorney - Remote in South FloridaFort Lauderdale, FloridaRemote$45–$150 / hourThis remote role requires occasional travel within the common practice areas (Broward, Palm Beach, & Miami-Dade counties) and is perfect for a Florida‑licensed attorney with strong drafting skills, excellent judgment, and the ability to independently manage sophisticated files, including matters involving high‑net‑worth clients and estates. They must demonstrate proficiency in drafting wills, revocable and irrevocable trusts, powers of attorney, advance directives, special needs trusts, dynasty trusts, related estate planning instruments , conducting legal research and advising clients on asset protection, tax implications , and occasional Medicaid planning .