Financial Consultant Jobs in Fort Lauderdale, FL
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.
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).
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
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
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.
Fidelity Investments
Miami, 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. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
Charles Schwab
Boca Raton, 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.
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.
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.
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.
Brady Financial
Miami, 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.
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.
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.
IMT Residential
Boynton Beach, 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.
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.
Regal Executive Search
Miami, FL
Our Firm is interested in hiring Accounting and Finance Professionals – Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. Apply now to start working with many of the nation’s largest corporations completing important financial and accounting projects of critical strategic significance.
B2Bcfo
Miami, Florida
Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.
TTEC
$110000 - $120000
Miami, FL
Additionally, the Pricing Consultant plays a key role in the support of business leaders by providing analysis and context on proposed deals resulting in great exposure to our Senior Vice Presidents and Executive Committee. This position is responsible for reviewing and coordinating pricing to new and existing clients within TTEC’s BPO segments with a primary focus on advising Sales, Finance and Operational leadership on details related to engagement pricing.
Applied Value
Miami, FL
Our clients range from new business ventures to established market leaders, giving the Senior Consultant the opportunity to experience a variety of business challenges with companies at different stages of development. You are also, in an early stage of your career, expected to be a part of the sales process, which includes identifying potential clients and projects, produce sales materials, and participate in sales meetings.
Applied Value
Miami, FL
Our clients range from new business ventures to established market leaders, giving you the opportunity to experience a variety of business challenges with companies at different stages of development. You are also, in an early stage of your career, expected to be a part of the sales process, which includes identifying potential clients and projects, produce sales materials, and participate in sales meetings.
Carnival Global Brand
Miami, FL
Carnival Corporation & plc is the world’s largest leisure travel company, our mission to deliver unforgettable happiness to our guest through our diverse portfolio of leading cruise brands and island destinations, including Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn in North America and Australia; P&O Cruises and Cunard Line in the United Kingdom; AIDA in Germany; Costa Cruises in Southern Europe. Risk Advisory and Assurance Services (RAAS) is a diverse global team, recognized by the Audit Committee and senior management as their partner for providing advisory and assurance services on the company’s most significant strategic, financial, operational, technology and compliance risks.
Warren Henry Automotive Group
North Miami, Florida
Position Overview: This position functions as the face of the service department greeting customers as they arrive to the service drive providing excellent customer service and determining what the service needs of the vehicles are. Follow up with all aging repair orders and provide daily explanation to Service Manager for any repair order open longer than 4 days.
Value Store It Self Storage
$18
Miami, FL
LANGUAGE SKILLS: Incumbent must have the ability to write routine reports and correspondence, use a computer, and present information to groups of managers, clients, customers, and the general public in English. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form and the ability to deal with problems, new challenges and change is necessary.
Talencore
Miami, FL
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Love Your Life Marketing Inc.
$2000 - $5000
Miami, Florida
We are seeking driven sales professionals to join our team as High Ticket Sales Consultants. In this role, you’ll connect with qualified candidates, present our award-winning programs, and guide them through the decision-making process.
The Misch Group
$90000 - $500000
Miami, Florida
Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.
Kforce Inc.
$55 - $60
Boca Raton, FL
Kforce has a client seeking a remote Enterprise business consultant responsible for leading complex, enterprise-wide initiatives including product sunsets, customer migrations, process re-engineering efforts, and acquisitions or integrations. Acting as a change agent, this role drives a customer-centric, quality-focused culture while advancing best-in-class project and program management practices.
Kforce Inc.
$60 - $70
Dania Beach, FL
Support Cost Center Accounting, Profitability Analysis (CO PA - costing & account based) Internal Orders, Asset Management to enable airline specific cost tracking such as Aircraft operating costs, Route level and flight level profitability, Maintenance, fuel, crew and airport charges. Provide support to Accounts Payable (AP) team in bringing efficiencies to the high volume of Vendor invoices received through different interfaces, reduce/eliminate technical debts, Payment run program.
Crawford Thomas Recruiting
Miami, FL
This is a high-impact role offering strong earning potential, uncapped commission, and the ability to build long-term client relationships in a growing, recession-proof industry. With more than 90 locations nationwide, our client is a leading provider of scalable HR solutions, combining premium service with advanced technology to help businesses succeed.
Supplied Talent
Boca Raton, FL
This role is specifically designed for current or former Big 4 external auditors with strong technical accounting experience and a background working with complex, publicly traded or large privately held organizations. A leading professional services organization is seeking experienced Big 4 auditors to join a client-facing advisory team serving Fortune 1000 and large private equity-backed companies.
Diversified Technology, Inc.
Miramar, FL
We focus on providing delivery, staffing, and supported services such as enterprise integration/implementations including, but not limited to, CRM, EAM, ERP, PMO, and QA. Design, build, and maintain SuccessFactors Role-Based Permissions (RBP), including: Permission roles, role assignments, and permission groups (dynamic and rule-based).
Elevance Health
$63080 - $119520
Miami, FL
Primary duties may include but are not limited to: + Supports Employee Assistance Program (EAP) service department by responding to initial customer contacts and request for services; receives client request, assesses situation, determines appropriate course of action. Requires a HS diploma or equivalent and a minimum of 5 years of direct psychiatric and/or substance abuse experience and prior managed care experience; or any combination of education and experience, which would provide an equivalent background.
Deloitte
$102000 - $188000
Miami, FL
Bring together varied technologies including AI, GenAI, Agentic solutions, Edge-cloud infrastructure, IIoT sensor & devices data, sensor fusion and varied systems integrations to design and implement specific solutions enabling desired client outcomes. + Manage full operations lifecycle for hybrid edge AI solutions engagements for clients including managing work breakdown for the team, project planning, day-to-day engineering delivery, integration of parts and delivery of complete solutions.
Leap Brands
Miami, FL
Growth Strategy: Collaborate with franchisees to identify opportunities for business growth, including expanding service offerings, increasing customer retention, and enhancing the overall customer experience. Operational Excellence: Conduct regular business reviews with franchisees to assess performance, identify areas for improvement, and develop action plans to enhance operational efficiency and profitability.
Executive Financial Partners LLC
Miami, Florida
You'll work directly with business owners and decision-makers to deliver tailored supplemental health insurance solutions, while also helping your team hitand exceedtheir goals. We're looking for a Lead Sales Consultant who thrives in a performance-based environment and takes pride in building strong client relationships while guiding others toward success.
Diverse Linx
Miami, FL
Role Description:Lead end-to-end technical architecture for Oracle Fusion Cloud implementations across modules including Project Financial Management (PFM), SCM, Procurement, Financials, and HCM.? Lead the development of custom applications and reports (using BI Publisher, OTBI) tailored for EPC operations like project costing, subcontractor management, billing, and resource planning.?
The Max Spencer Co.
Miami, FL
Recognized twice by Entrepreneur Magazine for our exceptional company culture, our team consistently rates us highly on platforms like Glassdoor and Indeed. This is a 1099 commission-only position specializing in financial products like IULs, annuities, and life insurance, aimed at individuals seeking further information.
Coastal Wealth
$75000 - $125000
Miami, FL
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.
Santander US
Miami, FL
Consultant is an innovative, intellectually curious, hands-on recruiter who manages full-cycle recruitment for a wide variety of complex and specialized roles while building a steady, proactive pipeline of qualified candidates. They are responsible for developing and implementing robust recruiting plans and heavily utilizes direct sourcing and social networking to deliver highly qualified candidates in a timely manner.
Universal Engineering Sciences
Medley, Florida
Physical Demands & Work Environment: This position primarily works in an outdoor work environment, regularly exposed to varying field conditions, including:Sites that may not be accessible by vehicle, requiring travel on foot through wetlands, swamps, grasslands, fields, and other uneven or rugged terrain with natural and man-made obstacles such as sand, brush, and debris. This role is responsible for guiding projects from Schematic Design through Construction Administration, with a primary focus on producing accurate specifications, ensuring drawing quality, and managing the technical and financial execution of projects.
Nuvant Consulting Group
Miami, FL
About the Role: Nuvant is hiring Virtual Consultants to help prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.
Kensington Partners Group
Miami, FL
We’re hiring Sales Consultants to help clients secure financial stability through Indexed Universal Life (IUL) policies, annuities, and life insurance. If you’re looking for a remote sales career with flexibility, high earnings, and NO cold calling, this could be the perfect fit!
First Command Financial Services, Inc.
Miami, FL
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions.
University of Miami
Hialeah, FL
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here (https://www.myworkday.com/umiami/d/task/1422$7248.htmld) to log in to Workday to use the internal application process. 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.
Paychex
$56000 - $89350
Miami, Florida
Overview: Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1-49 employees to achieve revenue results. Works with bank partners to identify business account holders who would be a good fit for Paychex’s services and calls on those account holders with bank partners.
ConsultNet
Coral Gables, FL
This role will focus on deep technical support of the Vista ERP system, including data extraction, data mapping, conversions, and interface development, while ensuring ongoing system stability throughout the transition period. Seeking a highly experienced Vista (Viewpoint) ERP Technical Consultant to support its MES business unit during a major ERP transition from Vista (Viewpoint) to Oracle Fusion.
Syntricate Technologies Inc
Miami, FL
5+ years of experience in Software Testing, Test Automation Harness Development using preferably Python/Pytest and/or C#/.Net, xUnit or NUnit, Java/Junit/TestNG is nice to have as well. Principal Responsibilities Become an SME of the application and utilize that knowledge to own and drive end-to-end testing initiatives throughout the entire SDLC from project test planning, requirement review, test design, test execution, test reporting and sign off.
Havertys
$55000 - $100000
Pembroke Pines, FL
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. As a Retail Furniture Sales Consultant, you will assist customers in selecting furniture by understanding their needs and helping them create a warm and inviting home.
Syntricate Technologies Inc
Miami, FL
As a member of the QE team, you will work closely with the development, BA and support teams to understand the application's features and architecture to develop test cases to ensure that the application's UI / API / Data layers are thoroughly tested before releasing into production. 5+ years of experience in Software Testing, Test Automation Harness Development using preferably Python/Pytest and/or C#/.Net, xUnit or NUnit, Java/Junit/TestNG is nice to have as well.