Financial Consultant Jobs in Florida
Fidelity Investments
Port Richey, FL
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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity Investments
Pompano Beach, FL
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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
HCA Florida Oak Hill Hospital
Brooksville, FL
Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. Whether you choose to focus on bedside care, a leadership or C-suite role, shape business and operational outcomes, or work to deliver clinical excellence behind the scenes in data science, case management or transfer centers.
BH
$19 - $20
Orlando, FL
Today, BH manages over 100,000 units, employs over 2,800 people, owns its processes in-house, and is praised by Fortune Magazine as the “Best Workplace for Women,” “Best Workplace for Millennials,” and “Best Workplaces for Diversity.” We foster the diverse voices of our community by advocating for inclusivity, celebrating our differences, and continually evolving our practice to make BH a better place to work and live.
Lennar Corporation
Tampa, FL
Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Guidehouse
Tampa, FL
Bachelor’s degree AND 5+ years of post-graduation work experience in management consulting, corporate strategy, or a related field, with a focus on the energy or utilities sector (excluding oil & gas); Or Master’s degree AND 3+ years of post-graduation work experience in management consulting, corporate strategy, or a related field, with a focus on the energy or utilities sector (excluding oil & gas). As a Managing Consultant, you will: Lead teams and/or work efforts for strategic consulting engagements for investor-owned utilities and energy providers, from problem definition through solution design and implementation.
Jobot
$55 - $60
Plant City, FL
4. Overseeing the management and coordination of all fiscal reporting activities including: organizational revenue/expense and balance sheet reports, reports to funding agencies, development and monitoring of organizational and contract/grant budgets. 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.
Pitisci & Associates
Punta Gorda, FL
Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Indotronix International Corporation
$27 - $30
St. Petersburg, FL
Maintains knowledge of forms and processes needed to start a new Securities Based Lending application (through the SBL Application or Amendment tools) or Mortgage (through Blend). Maintains a shared inbox that includes requests regarding general SBL and Mortgage product information and new and existing loan inquiries.
Johnson Controls
$125000 - $155000
Tampa, FL
Coaching: This role must provide coaching and development of sellers through observed and unobserved calls, and create meaningful development goals for your team that help them close gaps and prepare them for future leadership roles in the organization. Your role builds long- term relationships with Electrical Contractors, Consulting Engineers, select Owners, and General Contractors to drive the sales of Johnson Controls International (JCI) offerings on new construction and retrofit projects.
Charles Schwab
Orlando, FL
Extensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers. Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network.
Charles Schwab
Palm Beach, FL
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Diverse Linx
Tampa, FL
Collaborate with integration teams to ensure seamless connectivity between Workday and external systems (ERP, Payroll, Banking, Tax engines). Lead functional design workshops with Finance stakeholders to capture requirements for one of the Record-to-Report (R2R), Procure-to-Pay (P2P), and Order-to-Cash (O2C).
Ocean Bank
Miami, Florida
Overview: The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering personalized financial planning and investment strategies. Perform due diligence on the BSA/KYC (Know Your Customer) write-ups and profile; conduct customer interviews in order to profile them as well as to comply with BSA, KYC and other bank policies and procedures.
Virgo & Aries LLC
Tallahassee, FL
You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.
Watson
Neptune Beach, FL
Selling and buying real estate is a complicated and overwhelming process, so clients are in need of financial analytics consultants to help them price and purchase their home at a competitive value. As a consultant, you will help clients through all facets of a real estate transaction including the financial aspects of pricing their home for sale and analyzing the value of a home to potentially purchase.
Orlando Health
ORLANDO, Florida
Join Orlando Health as a Senior Financial Consultant at Winnie Palmer Hospital for Women & Babies—where your work directly supports life-changing care for women and newborns. Certified Public Accountant (CPA) or Master’s Degree in Finance, Business Administration, Accounting or related field may substitute for up to two (2) years of the required experience.
Charles Schwab
Vero Beach, FL
You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Campbell & Company, Wealth Advisors, and Certified Public Accountants
Spring Hill, Florida
Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP® certification and CPA license, ensuring we always act in our client's best interests. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys.
Campbell & Company, Wealth Advisors, and Certified Public Accountants
Spring Hill, Florida
About Campbell & Company:For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and first responders across Florida with integrity, professionalism, and a deep respect for the traditions of sound financial planning. Why This Role Matters:As a CFP® Financial Advisor at Campbell & Company, you will step into a respected, established practice supported by a multi-disciplinary team of CPAs, EAs, tax strategists, and insurance professionals.
JPMorgan Chase
$109250 - $184000
Orlando, FL
The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Coastal Wealth
Fort Lauderdale, FL
As a Financial Planning Data Analyst, you’ll play a critical role in supporting advisors and planners by ensuring accurate data input, analyzing scenarios, and driving compliance excellence. Coastal Wealth is a leading financial planning firm and an agency within MassMutual, a Fortune 500 company with a 170+ year history of helping people secure their financial future.
Flagstar Bank
Palm Beach Gardens, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent (Add applicable additional detail i.e. field of study required or equivalent work experience if applicable).
Flagstar Bank
Coral Springs, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent (Add applicable additional detail i.e. field of study required or equivalent work experience if applicable).
Northwestern Mutual
$61000 - $250000
Boca Raton, Florida
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.
AP Recruiters
Juno Beach, Florida
AP Recruiters & Associates, a veteran-owned staffing firm, is seeking a Senior Project Management Consultant to support a high-impact Engineering & Construction Business Unit focused on Battery Energy Storage System (BESS) projects. Coordinate highly matrixed project development teams across Development, Engineering, Estimating, Supply Chain, Scheduling, and Construction from early-stage through construction-ready handoff.
Other Executive
Port Saint Lucie, FL
Establishes realistic and aggressive financial goals, targets, and metrics consistent with home office and facility strategic and operational objectives (e.g., meet upfront collection and cash goals, reduce A/R days year over year, meet 3.0 days in DNFC Gross A/R, meet HIM coding compliance accuracy for all patient types, manage a 24/7 HIM Department, attain HIM coding quality goals). The Chief Financial Officer must have strong business acumen in order to work collaboratively and effectively with home office departments, such as Compliance, Home Office Accounting/Financial Reporting, Information Systems, Internal Audit, Legal, Treasury and other departments that provide support services to the facility.
Osaic
$80000 - $95000
St. Petersburg, FL
The Advisor Platform Success Consultant is responsible for assisting the OAS (Osaic Advisory Services) Platform Success Team in serving, building and strengthening relationships with the financial professionals and partners affiliated with Osaic Advisory Services, a member of Osaic. We 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.
Brady Financial
Doral, FL
Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
CBRE
Tallahassee, FL
Responsible for the day-to-day equity awards, compliance with internal policies and external regulations, employee communications, and coordination with key internal and external partners (including Finance, Legal, Payroll, HR and our equity platform provider. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.
IMT Residential
Coral Springs, Florida
Leasing training - Leasing Designation Program unique to IMT with training courses for leasing associates to obtain more knowledge and build skills which can lead to career advancement, bonuses, and pay raises. Our recruiting team looks for a desire to learn and perform the job combined with an alignment to our IMTeam values of Integrity, Motivation, Teamwork, Excellence, Accountable and Memorable.
Spinnaker Search
Lakeland, FL
This is a highly visible role where you will act as the go-to Sage X3 expert, supporting users, troubleshooting issues, managing configurations, and ensuring the system continues to scale with the business. This is an exciting opportunity for a hands-on Sage X3 professional who enjoys owning an environment end to end, working closely with the business, and solving real operational problems in a manufacturing setting.
Elevate Home Services
Fort Myers, FL
At Elevate Home Services, we are growing quickly and looking for client-focused HVAC Design Consultants who take pride in delivering tailored comfort solutions and an exceptional overall experience. We want professionals who can build trust with homeowners, design customized HVAC systems, and confidently guide clients through important investment decisions with clarity and integrity.
JCCs of North America
$135000 - $150000
Tampa, FL
The CFO provides leadership and direction on matters related to financial planning and controls, as well as administrative operations support, ensuring sound fiscal management and efficient support services to Tampa Jewish Community Centers & Federation programs and community services. Fiscal ComplianceEnsures that accounting transactions, including payments on donor pledges and program receipts, and reports are processed and produced in compliance with Tampa Jewish Community Centers & Federation policies and generally accepted accounting principles.
Oracle
$25.48 - $60.63
Tallahassee, FL
Picture yourself building a successful career at Oracle NetSuite—working alongside hardworking, dedicated, innovative, and driven people; staying invested in our customers and communities; and helping fast‑growing mid-sized organizations and large enterprises achieve their business goals. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle’s differing products, industries and lines of business.
Oracle
$22.64 - $54.13
Tallahassee, FL
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Work in accordance with corporate and organizational security policies and procedures, understand personal role in safeguarding corporate and client assets, and take appropriate action to prevent and report any compromises of security within scope of position.
Bridgenext, Inc
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Our global consulting and delivery teams facilitate highly strategic digital initiatives through digital product engineering, automation, data engineering, and infrastructure modernization services, while elevating brands through digital experience, creative content, and customer data analytics services. Once the strategic “why” is clear and define in a North Star you create, you will translate business objectives into a compelling product or solution vision, define required capabilities, and build value-driven roadmaps that balance strategic impact, user needs, and delivery feasibility.
Exit Factor
$50 - $400
Ft. Lauderdale, FL
Our South Florida office is shared with Transworld, giving our consultants a unique opportunity to build strong referral relationships with active business brokers and work alongside professionals directly involved in business sales and acquisitions. Through one-on-one consulting services and online programs, the trusted advisors at Exit Factor teach entrepreneurs how to successfully improve their company's profitability, efficiency, value, and ultimately ability to exit.
Flagstar Bank
Wellington, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Estero, FL
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Flagstar Bank
Boynton Beach, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Boca Raton, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Hollywood, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Flagstar Bank
Boca Raton, FL
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Havertys
$55000 - $100000
Ft. Lauderdale, FL
Working with customers and sales consultants to create beautiful rooms and spaces while recommending furniture and accessories to give customers a completed, designed look. We are seeking Interior Design Consultants or Design Graduates to work at Haverty’s furniture helping to create dynamic Home Décor designs and furnish happiness for our customers.
Artech LLC
$75 - $85
Miami, FL
Required Skills & QualificationsExperience in SAP FI-CA (SAP FICA) with strong understanding of contract accounting and billing processes. Experience working with financial processes, payment processing, and collections within SAP environments.
Abacus Service Corporation
Juno Beach, FL
Yes Driving Record Validation For all positions indicating driving requirements, supplier must hold validation of non-restricted current driver''s license and demonstrate the following: no alcohol/drug related driving offenses within the previous five years and/or the license is not currently suspended or restricted related to hours of driving or reason for driving. This position is responsible for daily project coordination of internal and external resources to support Development, Engineering, Estimating, Supply Chain, Scheduling, and Construction activities from pre-construction (Early Stage) up to the point of Construction for Battery Energy Storage System (BESS) projects within the Engineering and Construction Business Unit (E&C).
JPMorgan Chase
West Palm Beach, FL
As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. + Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio.
Kimley-Horn
Orlando, FL
We take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn’s placement on the Fortune “100 Best Companies to Work” list for 18 years! Share this job with a friend (https://careers-kimley-horn.icims.com/jobs/20193/financial-analyst/job?mode=apply&apply=yes&in_iframe=1&hashed=-1834442239).