Finance advisor jobs in Florida

- 1,297 jobs

Financial Advisor
Edward Jones 4.5
Finance advisor job in Stuart, FL
This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 16h ago
Investment Consultant - Vero Beach, FL
Charles Schwab 4.8
Finance advisor job in Vero Beach, FL
Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. 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. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships 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. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$69k-127k yearly est. 1d ago
Investment Associate
LD&D
Finance advisor job in Miami, FL
LD&D, a rapidly growing Miami-based real estate development and investment firm, is seeking an Investment Associate to join the team for a Spring or Summer 2026 start date. We are looking for a highly analytical and motivated individual who values teamwork and is eager to contribute to the company's growth. The ideal candidate will be capable of analyzing the performance of the firm's assets, underwriting new investment opportunities that align with the firm's investment theses, and modeling complex deal structures. This role involves reporting directly to the Vice President of Investments and entails close collaboration with the investment team and senior management across all stages of the development/investment cycle. Key Responsibilities: • Build and maintain financial models for development, acquisition, and asset-level investments, incorporating complex capital structures, promote waterfalls, and return analyses (IRR, MOIC, NPV). • Support the sourcing, underwriting, and execution of new investment opportunities across ground-up development and value-add strategies. • Coordinate due diligence efforts including review of third-party reports, financial statements, leases, and market studies to ensure smooth and timely closings. • Collaborate with development and asset management teams to track business plan execution, update project-level models, and monitor performance versus budget. • Assist in capital markets activities, including lender and equity partner outreach, financial deliverables, and preparation of offering memoranda and investor presentations. • Prepare internal and external materials, including investment committee memos, pipeline summaries, and quarterly investor updates. • Conduct market research and data analysis on rents, sales, construction costs, and macroeconomic trends to inform underwriting assumptions and strategic decisions. Qualifications: • Bachelor's degree in finance, economics, or a related field; Master's degree a plus. • 1+ years of experience in real estate, investment banking, private equity, or a related field. • Strong analytical and quantitative skills, with proficiency in financial modeling. • Excellent communication and presentation skills. • Ability to travel and manage a workload, as required by the projects. • Ability to work collaboratively in a team environment and independently. LD&D offers a competitive salary based on experience and full healthcare benefits.
$69k-123k yearly est. 1d ago
Acquisitions and Investment Analyst
Clarity Recruiting
Finance advisor job in Miami, FL
Acquisitions & Investment Analyst Our client, a real estate investment firm, is looking for an experienced, Acquisitions and Investment Analyst to work in their Miami office. This is a front-line acquisitions and investment analysis role, covering underwriting, financial modeling, market analysis, and transaction execution within a fast-paced, entrepreneurial private-equity environment. Responsibilities: • Development & Acquisition Analysis: Excel modeling and market data to analyze and assess projects • Financial Modeling & Forecasting: Build detailed models; run IRR, equity multiple, and scenario analyses • Proformas & Valuations: Underwrite, create proformas, and value projects; assist with Argus inputs and review • Property Management Support: Participate in budgets and strategic planning efforts • Stakeholder Engagement: Attend site visits, market tours, and meetings with partners, brokers, and lenders • Market Research: Monitor regional trends, comps, supply/demand dynamics • Acquisition & Budget Assistance: Support management with acquisition, capex, and operating analyses • Due Diligence: Evaluate commercial real estate opportunities, leases, and risk factors • Investment Analysis & Reporting: Prepare models, presentations, and written reports • Deal Support: Assist with negotiation, LOIs, and transaction management • Pipeline Management: Maintain acquisition pipeline in Excel and Salesforce • Documentation & Templates: Modify templates, prepare correspondence, and organize deal files • Seller & Broker Outreach: Proactively contact potential sellers and brokers to source deals • Analytical Support: Provide support to investment management and asset management teams • Platform Execution: Perform financial analyses and documentation for acquisitions, financing, and dispositions • Asset Management & Portfolio Analysis: Support reporting, valuation tracking, and portfolio-level analysis Qualifications: • Advanced Excel skills (financial modeling, sensitivity analysis, forecasting) • Strong quantitative and analytical skills; intermediate real estate finance knowledge • Ability to read and understand standard commercial office leases • Highly organized, detail-oriented, and deadline-driven • Excellent written and oral communication skills • Comfortable in a fast-paced, entrepreneurial environment • Proficient with Microsoft Office; basic proficiency in Salesforce and CoStar Work environment: On-site, 5 days/week Salary Range: $70,000-$90,000 base + Commissions (2x Upside)
$70k-90k yearly 3d ago
Microsoft Dynamics 365 Finance & Operations
Tubman Technologies Inc.
Finance advisor job in Jacksonville, FL
Delivery Architect -Microsoft Dynamics 365 Finance & Operations Hybrid | Jacksonville, FL 12+ month Contract 10+years of experience,The Delivery Architect will be responsible for providing technical leadership in the design,documentation, and review of technology solutions that meet business and IT needs. This rolewill lead end-to-end solution delivery, act as the escalation point for all technical delivery issues, and ensure alignment with enterprise architecture standards. Key Responsibilities: • Lead end-to-end implementation of Microsoft Dynamics 365 Finance & Operations (F&O;) solutions. • Design and deliver Azure cloud-native architectures and integrations with enterprise systems. • Develop and document solution and data architecture aligned with enterprise standards. • Oversee technical delivery, manage risks, and ensure high-quality outcomes. • Collaborate with IT, business stakeholders, and third-party vendors to achieve project objectives. • Drive reusability, performance optimization, and adherence to best practices. Required Skills & Experience: • 10+ years of experience in application development and technical architecture. • Extensive hands-on experience with Dynamics 365 F&O; and related integrations. • Strong understanding of Azure cloud components, CI/CD pipelines, and API technologies. • Proficiency in .NET, C#, SQL Server, and Microsoft DevOps tools. • Excellent communication and stakeholder management skills. • Bachelor's degree in Computer Science or related field preferred. Candidates must be located in or willing to relocate to Jacksonville, FL for a hybrid work schedule.
$41k-71k yearly est. 1d ago
Boutique Client Advisor (Ultra-Luxury Division)
Abel Richard
Finance advisor job in Miami, FL
"To Be Distinguishable, One Must Push The Limits Of Creativity.” Abel Richard is an ultra-luxury Maison located in the iconic Miami Design District, specializing in rare, limited-edition pieces that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter. We created pieces that blend technology, high tech material designs, personality and purpose. Position Overview The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury. The ideal candidate will have experience catering to a global clientele of high jewelry and luxury watch connoisseurs, offering a resort-like yet impeccably polished service. They will excel at building meaningful, long-term relationships with the top 1% of collectors and enthusiasts who seek the finest in high-end jewelry and timepieces in the MDD and Bal Harbor markets. Key Responsibilities Represent Abel Richard with poise and refinement in all client interactions, ensuring a high level of confidentiality and personalized service.Cultivate and maintain relationships with ultra-high-net-worth clients and collectors, with a particular focus on leveraging Miami's premier cultural events such as Art Basel to drive exclusive appointments and curated private viewings. Collaborate with management on bespoke commissions, trunk shows, curate boutique RSVPs for events and international client engagements. Requirements Minimum 5 years of experience within ultra-luxury retail, specifically in high jewelry, watches, or heritage leather maisons. Established client book within the Miami or South Florida ultra-luxury market, with a strong network among high jewelry and watch collectors and familiarity with the international clientele drawn to Miami's cultural and luxury events.Impeccable presentation, discretion, and deep understanding of luxury culture. Multilingual fluency is preferred (Spanish, Portuguese, or French). Strong CRM, and after-sales relationship management capabilities. Compensation & Privileges Earning Potential: (hourly + commission) Structure: Hourly compensation with competitive draw vs. commission Incentives: Commission-based earnings reflective of ultra-luxury performance standards Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.
$45k-86k yearly est. 3d ago
Part Time Client Advisor
Simonmiller
Finance advisor job in Miami, FL
SIMONMILLER is expanding and hiring for their upcoming store in Miami, Florida. This is a key customer facing role that will be responsible for assisting in the projection of the brand's culture and maintaining a level of service of the highest standard. As a part-time Client Advisor, you will be responsible for: - Welcoming, guiding and providing smooth and elevated client experiences - Achieving sales, conversion, and clienteling targets - Upholding administrative procedures, as well as assisting in Visual Merchandising of the store, maintaining the appearance of the Store, and assisting managing inventory based on demand - Retaining information based on new collections and new seasons as they come in - Maintaining and adding to a positive work-environment - Retaining at least 3-5 clients per month including outreach - Additional store tasks Who we are looking for: - Excellent interpersonal and communication skills to provide clienteling and customer service - Someone who can work pro-actively and independently as well as in a team - Someone who can build and develop long-lasting relationships with clients - Strong sense of identifying customer needs, cross-selling products, and close sales to achieve store sales targets - Someone with customer-facing role experience - CRM and clienteling experience preferred - Contribution to creative; store activations, visual merchandising and collection turnover
$45k-86k yearly est. 4d ago
Financial Analyst (Real Estate)
Leeds Professional Resources 4.3
Finance advisor job in Miami, FL
We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio. Key Responsibilities: Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions. Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management. Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives. Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments. Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders. Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency. Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures. Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits. Perform ad-hoc financial analysis and research to support strategic initiatives and special projects. Required Skills and Experience: Bachelor's degree in Finance, Real Estate, Accounting, or related field. Minimum of 3 years of financial analysis experience with a focus on real estate investments or development. Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus. Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics. Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.
$35k-54k yearly est. 3d ago
Full-time Client Advisor - Aventura
Tag Heuer
Finance advisor job in Miami, FL
A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.
$19-22 hourly 2d ago
BDO Capital Advisors - Investment Banking Associate
BDO Global 4.8
Finance advisor job in Miami, FL
The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation. Job Duties: * Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc. * Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses * Develops client relationships through deal execution and pitching, as appropriate * Analyzes companies and industries and works directly with client management teams * Prepares pitch books, sells memoranda and management presentations * Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas * Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts * Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes) Supervisory Responsibilities: * Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required * MBA, preferred Experience: * Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required, * Experience in middle market M&A sell side investment banking, preferred License/Certifications: * FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required Software: * Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Superior analytical and research skills * Solid organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously * Ability to successfully interact with professionals at all levels Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000
$130k-150k yearly 19d ago
U.S. Private Bank - Investment Professional - Associate
JPMC
Finance advisor job in Miami, FL
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$72k-112k yearly est. Auto-Apply 60d+ ago
2026 Investment Banking Full Time Analyst - Tampa
Solomon Partners-Students & Graduates
Finance advisor job in Tampa, FL
Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Full Time Analyst program will begin in July 2026. Direct collaboration with Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2025 - June 2026 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship The base compensation for this role will begin at the annualized rate of $110,000 per year. Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
$110k yearly Auto-Apply 60d+ ago
Global Investment Banking Summer Associate Program - 2026
Bank of America Corporation 4.7
Finance advisor job in Miami, FL
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer associate, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communications and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027 * Must have a track record of superior performance in extracurricular and professional activities * Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry * Minimum of 2 years of work experience post undergraduate degree Bank of America does not complete third party forms from colleges, universities, or other parties.
$78k-107k yearly est. 60d+ ago
Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate
Jpmorgan Chase & Co 4.8
Finance advisor job in Tampa, FL
JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities * Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; * Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); * Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; * Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; * Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; * Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; * Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills * Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; * Bachelor's degree or equivalent experience required; * Recent experience working in the digital assets space * Knowledge of OFAC regulatory requirements; * Banking experience inclusive of knowledge on banking processes, products, and controls; * Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; * Advanced problem solving and critical thinking skills; * Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills * Proven experience and extensive familiarity working in a complex multi-national organization
$76k-112k yearly Auto-Apply 12d ago
ANALYST - CORPORATE FINANCE
Seminole Hard Rock Support Services 4.4
Finance advisor job in Fort Lauderdale, FL
The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. MBA, CFA or CPA is desirable SKILLS Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models Knowledge of corporate finance and accounting Experience analyzing company financials Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind Understanding of worldwide gaming markets, performance and regulations. Multiple language abilities a plus; fluency in English required. Must possess strong communication and listening skills, excellent speaking, reading and writing. Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.
$50k-65k yearly est. 14d ago
ANALYST - CORPORATE FINANCE
Seminole Hard Rock Hotel & Casino 4.0
Finance advisor job in Davie, FL
The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities * Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions * Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities * Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors * Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics * Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties * Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS * A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. * At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. * Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. * MBA, CFA or CPA is desirable SKILLS * Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models * Knowledge of corporate finance and accounting * Experience analyzing company financials * Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner * Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. * Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements * Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment * Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind * Understanding of worldwide gaming markets, performance and regulations. * Multiple language abilities a plus; fluency in English required. * Must possess strong communication and listening skills, excellent speaking, reading and writing. * Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. * Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. * Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. * Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.
$47k-61k yearly est. Auto-Apply 60d+ ago
Investment Consultant - Plantation, FL
Charles Schwab 4.8
Finance advisor job in Plantation, FL
Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. 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. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$69k-127k yearly est. 1d ago
Financial Advisor
Edward Jones 4.5
Finance advisor job in Stuart, FL
This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 23h ago
BDO Capital Advisors - Investment Banking Associate
BDO USA 4.8
Finance advisor job in Miami, FL
The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation. Job Duties: Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc. Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses Develops client relationships through deal execution and pitching, as appropriate Analyzes companies and industries and works directly with client management teams Prepares pitch books, sells memoranda and management presentations Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes) Supervisory Responsibilities: Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required MBA, preferred Experience: Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required, Experience in middle market M&A sell side investment banking, preferred License/Certifications: FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required Software: Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to successfully interact with professionals at all levels Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000
$130k-150k yearly Auto-Apply 20d ago
2027 Investment Banking Summer Analyst Program - Distribution Group - Tampa
Solomon Partners-Students & Graduates
Finance advisor job in Tampa, FL
Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Summer Analyst internship is a 10-week immersive program beginning in early June 2027 Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Successful candidates will be dedicated to the Distribution Group Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2027 - June 2028 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
$57k-88k yearly est. Auto-Apply 14d ago