NewLegal Billing Specialist JobotLegal Billing SpecialistMiami, FL$80,000–$90,000 / yearInformation 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. We are seeking an experienced and detail-oriented Legal Staff Accountant responsible for managing legal billing, financial operations, and accounting integrity within a professional services environment.
Banking Specialist IV Amerant BankBanking Specialist IVCoral Gables, FLResponsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.
Banking Specialist III-Floater Amerant BankBanking Specialist III-FloaterCoral Springs, FLResponsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.
Risk Specialist I - Sanctions First Horizon BankRisk Specialist I - SanctionsMiami Lakes, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED and 0-4 years of experience or equivalent combination of education and experience.
Finance Specialist & HR Assistant / OSKJP2004 V-Soft Consulting Group IncFinance Specialist & HR Assistant / OSKJP2004Fort Lauderdale, FLContractorJob Responsibilities: Site Assistant supports daily office operations, customer service, and financial reporting in a fast-paced airport environment. For more information or to view all our open jobs, please visit www.vsoftconsulting.com or call (844) 425-8425.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridBoca Raton, FL$250,000–$500,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewSenior Integrations & Implementation Specialist JobotSenior Integrations & Implementation SpecialistKey Biscayne, FL$140,000–$160,000 / yearInformation 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. You’ll work directly with leadership, engineering, clients, and third-party partners to build scalable onboarding and integration processes across ERP systems, banking platforms, APIs, and financial data environments.
Continuous Improvement Specialist Lennar HomesContinuous Improvement SpecialistMiami, FLFull timeLennar 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. The Continuous Improvement Specialist will play a critical role within Lennar Technology Group (LTG), partnering closely with CI leadership and cross-functional teams to identify, drive, and sustain process improvement initiatives that increase efficiency, scalability, transparency, and delivery effectiveness.
A/R Invoicing Specialist Synerfac Technical StaffingA/R Invoicing SpecialistPompano Beach, FL$22–$27 / hourTemporaryContractorJoin an industry-leading manufacturing organization that specializes in chemical solutions, supporting financial operations and billing processes across multiple locations. This role plays a key part in ensuring accurate invoicing, timely payment processing, and overall efficiency within the accounts receivable function.
Director, Procurement Operations Lennar HomesDirector, Procurement OperationsMiami, FLFull timeWe are Lennar 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. Partnering across Finance, IT, Legal, and business leadership, this role drives AI adoption, workflow automation, and data-driven performance management to deliver compliance, visibility, and operational efficiency at enterprise scale.
Financial Specialist U.S. Department of JusticeFinancial SpecialistFL$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Financial Specialist - Float - West Boca, East Boca, Boynton and Delray Synovus Financial CorpFinancial Specialist - Float - West Boca, East Boca, Boynton and DelrayBoca Raton, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Sr. Financial Specialist Sr. Universal Banker Sr. Teller - Brickell BankUnited IncSr. Financial Specialist Sr. Universal Banker Sr. Teller - BrickellMiami, FLSUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. Performs outbound calls and set appointments for Market Leader (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals.
Sr. Financial Specialist Sr. Universal Banker - Miami Lakes The Bridge BankUnited IncSr. Financial Specialist Sr. Universal Banker - Miami Lakes The BridgeMiami Lakes, FLSUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. Performs outbound calls and set appointments for Market Leader (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals.
Financial Specialist - Bird Road Synovus Financial CorpFinancial Specialist - Bird RoadMiami, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - East Boca Raton, N. Federal Synovus Financial CorpFinancial Specialist - East Boca Raton, N. FederalBoca Raton, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist - Coral Gables - Banking experience required Synovus Financial CorpFinancial Specialist - Coral Gables - Banking experience requiredCoral Gables, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist/Relationship Banker - Davie - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker - Davie - Banking experience requiredDavie, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Specialist United States CourtsFinancial SpecialistMiami, FL$52,570–$94,111 / yearLocation Miami, FL Opening and Closing Dates 06/11/2026 - Open Until Filled Appointment Type Permanent Classification Level/Grade CL 25 - CL 26 Salary $52,570 - $94,111 Link to Court Careers Information https://www.flsd.uscourts.gov/job-listings Court Name/Organization Florida Southern District Court Overview of the Position Financial Specialists perform work related to the financial, accounting, and budgetary activities of the court, ensuring compliance with appropriate Judiciary guidelines, policies, and internal controls.
Patient Financial Specialist OMH HealthEdge Holdings IncPatient Financial SpecialistBoca Raton, FLDemonstrated ability to present information clearly and confidently in both formal and informal settings (presentations, structured meetings, trainings, working sessions, client check-ins). While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop, kneel, crouch or crawl; and talk or hear.
Financial Specialist ($70,000 - $90,000+) Guerra Wealth AdvisorsFinancial Specialist ($70,000 - $90,000+)Miami, FLFull timeIf you thrive in a sales-driven, goal-driven, client-focused environment, and want a clear path to grow into an Advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. This is an Inside Sales position with warm leads provided, NO cold calling , allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.
Personal Travel Banker/Financial Specialist - Margate Synovus Financial CorpPersonal Travel Banker/Financial Specialist - MargateMargate, 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). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Specialist/Personal Travel Banker - Coral Gables - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Travel Banker - Coral Gables - Banking experience requiredCoral Gables, 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). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Specialist Synovus Financial CorpFinancial SpecialistDelray Beach, 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). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
PATIENT FINANCIAL SERVICES SPECIALIST Community Health of South Florida Inc.PATIENT FINANCIAL SERVICES SPECIALISTMiami, FLConsistently informs patients that their Provider wants them to read or complete the appropriate forms or education material while waiting to see the Provider. Attempt collection o Completes assigned task in a timely manner.f past due debts as clients request services from CHI.
Bilingual Education Specialist, Financial Wellness (English & Spanish) Hub International LtdBilingual Education Specialist, Financial Wellness (English & Spanish)Ft. Lauderdale, FLABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. SUMMARY: The Education Specialist, Financial Wellness is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor.
J.P. Morgan Advisors - Financial Advisors Transition Team Specialist -Miami, FL JPMorgan Chase & CoJ.P. Morgan Advisors - Financial Advisors Transition Team Specialist -Miami, FLMiami, FLInteract with Financial Advisors and clients across diverse products; responsibilities include mastering product-specific applications, building relationships with internal product and platform teams, ensuring completion of required training by the new team, and supporting general acclimation to JPMorgan Advisors. Partner with Client Onboarding Group on the account opening process for all new clients (brokerage, managed, credit, and deposits); manage and track outgoing and incoming account documentation, review client documentation for accuracy and completeness, and collect account-specific information while operating in compliance with regulatory procedures.
Financial Ops Specialist Metro Shore Services LLCFinancial Ops SpecialistHollywood, FLPart timeThe Financial Operations Specialist serves as a key bridge between operations, finance, and leadership, maintaining the integrity of all operational billing, revenue, and cost data across Metro Shore Services (MSS), Pacific Cruise Ship Terminals (PCST) and Terminal Security Solutions (TSS). Occasional visits to field locations may be required, including active job sites with varying weather conditions and potential exposure to noise, dust, and other occupational hazards.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistMiami, FL$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Specialist ST. THOMAS UNIVERSITY, INC.Financial SpecialistMiami Gardens, FLExpert knowledge of QuickBooks and Excel, along with experience in the accounting or finance field, is required, or an equivalent combination of education, proven expertise, and experience in bookkeeping, accounting, or financial management with a strong understanding of accounting principles and practices and knowledge of Social Security benefits and eligibility. Budgets, monitors, maintains, and supervises monthly income and expenditures records for Public Guardian (OPG) clients/wards and compiles periodic reports, including annual accounting reports to the Probate Court and the Social Security Administration.
NewSpecialist Lead, Firm Financial Systems Deloitte Touche Tohmatsu LtdSpecialist Lead, Firm Financial SystemsMiami, FL$97,600–$179,900 / yearThis role works across business and technology teams to help resolve system and process issues, support requirements definition, participate in testing and implementation, and contribute to scalable solutions across SAP S/4HANA, SWIFT, and related financial applications. Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US member firm.
Specialist Financial Clearance Trinity HealthSpecialist Financial ClearanceFLMust possess a comprehensive knowledge of financial clearance and insurance verification processes with two (2) years of financial clearance experience in an acute care setting. Comprehensive knowledge of scheduling with mastery in at least three (3) or more modalities and insurance verification processes with three (3) years scheduling experience in an acute care setting.
NewFinancial Crime Risk Business Oversight Specialist (US) The Toronto-Dominion BankFinancial Crime Risk Business Oversight Specialist (US)Fort Lauderdale, FL$91,000–$145,600 / yearJob Description: The Financial Crime Risk Business Oversight Specialist acts as key business oversight lead and provides expert/specialized business guidance and 2nd line challenge and oversight to portfolios, businesses and functions on development, maintenance, and implementation of all aspects of AML/ATF/Sanctions/ABAC compliance programs in line with the Bank's risk appetite and strategic direction. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Services Representative – State Farm Agent Team Member Jessica Alvarez - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberPlantation, FLROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, 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.
Financial SpecialistUniversal BankerTeller - Brickell BankUnited IncFinancial SpecialistUniversal BankerTeller - BrickellMiami, FLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesFL$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Manager, Financial Operations EnumerateManager, Financial OperationsFort Lauderdale, FL$120,000–$140,000 / yearThis role is a player-coach who is responsible for supporting the financial management of Homeowners Associations (HOAs), including Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, estoppels, resale services, tax administration, and community financial operations. The ideal candidate is a customer-focused operational leader with strong accounting operations experience, a passion for continuous improvement, and a proven ability to leverage technology to improve efficiency, quality, and business outcomes.
Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Florida Tropics MarketFort Lauderdale, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Miami & Islands MarketMiami, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Palm Beach Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Palm Beach MarketDelray Beach, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Lead Financial Advisor Ivy Way PlacementsLead Financial AdvisorFort Lauderdale, FloridaMinimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.
Financial Sales Manager (External Business Development- Retail Branch Manager) First Citizens BankFinancial Sales Manager (External Business Development- Retail Branch Manager)Coral Gables, FloridaFull timeQualifications: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
Financial Advisor - Client Service Advisor Synovus Financial CorpFinancial Advisor - Client Service AdvisorCoral Gables, FLMinimum Education: Bachelor''s Degree in Business Administration, Finance, Accounting, or related discipline Minimum Experience: 8+ years job specific experience Required Knowledge, Skills, & Abilities: Thorough understanding of key planning issues affecting affluent and high net worth individuals Advanced knowledge of investments and financial markets Strong lending and credit experience Ability to communicate effectively and ask difficult personal questions Advanced knowledge of retail banking operational policies, Federal, State and other banking regulations and compliance requirements Advanced knowledge of banking products including lending, deposits and investment areas Proficient in related banking software and Microsoft Office including Word, Excel, PowerPoint Demonstrated competency and experience in developing solutions to problems of diverse scope and complexity Certification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) 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). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
Financial Sales Manager (External Business Development- Retail Branch Manager) First Citizens BancShares IncFinancial Sales Manager (External Business Development- Retail Branch Manager)Coral Gables, FLAs a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. Bachelor''s Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory.
Financial Planner with Healthcare Background Striano Financial GroupFinancial Planner with Healthcare BackgroundBoca Raton, FL$76,000–$193,000 / yearPrior Experience: Joined Northwestern Mutual as the agency’s first college agent and progressed through multiple leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner. Prior Experience: Former Pediatric Intensive Care Registered Nurse who transitioned into financial services to create greater flexibility and long-term opportunities for her family while helping clients build confidence in their financial future.
Financial Solutions Advisor - E. Palmetto Area Bank of America CorpFinancial Solutions Advisor - E. Palmetto AreaBoca Raton, FLAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage 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.
Financial Solutions Advisor - North Ft Lauderdale Bank of America CorpFinancial Solutions Advisor - North Ft LauderdaleCoral Springs, FLMerrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S or Merrill makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation, BofA Corp. 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 - Central Broward Market Bank of America CorpFinancial Solutions Advisor - Central Broward MarketFort Lauderdale, FLWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Financial Solution Advisor - South Miami Bank of America CorpFinancial Solution Advisor - South MiamiCoral Gables, FLWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Sales Tax and Fund Recovery Financial Coordinator (Remote) Morley Companies, IncSales Tax and Fund Recovery Financial Coordinator (Remote)FLRemoteOffer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude. As a Sales Tax and Fund Recovery Financial Coordinator at Morley, you'll help manage the sales tax fund recovery financials for our Fortune 500 and luxury automotive clients.