Finance associate jobs in Homestead, 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.

SMB Capital is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program in Miami, FL. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantative trading, starting with simple alerting scripts in python and moving onward to fully-fledged models for diverse trading environments. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis, risk management, and quant skills. All traders benefit from coaching and mentorship from the firm's partners and senior traders. Our top traders are experts in their unique market niches and are generally multi-product traders, supplementing equities trading with asset classes like equity options, and futures. This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic" One Good Trade . SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications. We are looking for individuals with the following characteristics: -Passion for the Markets -Demonstrable History of Success -Entrepreneurial -Focused -Emotionally Disciplined -Great Teammate -Coachable Qualifications BA/BS degree in ... or related field 5+ years experience in ... Experience with ... Effective written and verbal communication Ability to ... US Citizen or Green Card holder Location This position will be located at our new office in Miami, FL.

We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities.. ** Minimum Qualifications:** - Competed college degree and agency experience. - Excellent written and verbal communication skills. - Strong organizational and multitasking abilities. - Proficiency in various communication tools and platforms. - Ability to work proactively and effectively in a team environment or independently. **Application Process:** If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.

About BetrFounded in 2022 by Joey Levy and Jake Paul, Betr is building the world's first real money gaming super app. The company's first product, Betr Picks, launched in September 2023 and quickly grew to several hundreds of thousands of paying users that have already won $250M on the platform. Betr recently launched Betr Arcade with plans on launching additional new nationwide gaming products within its single app experience in 2025 to further differentiate its product offering. In addition to its single-app experience, Betr's gaming products are differentiated through a unique, simplified user interface that is catered to the casual sports fan and gamer, enabling Betr to capture more of the under-penetrated online gaming addressable market. Betr's media division, Betr Media, is one of the fastest growing sports gaming media brands in the U.S. and helps support the company's user acquisition and retention efforts. Betr is backed by Fuel Venture Capital, Aliya Capital Partners, IA Sports Ventures, FinSight Ventures, Florida Funders, Harmony Partners, 8vc, and other top-tier investors. About The Role:The Betr team is looking for a Sports Trader with enthusiasm and passion for the sports gaming industry. Reporting into our Head of Sports Trading, you will have a direct impact on both revenue profitability and expanding our market offerings. You will be the person behind the odds that our users bet on, using a variety of data to formulate what Betr believes are the most accurate odds, and then managing those odds throughout their lifecycle. This role will require scheduling flexibility and working on holidays and weekends when necessary. You will join a new, exciting, & fast growing team looking to build innovative products! This role is based in Miami, Florida. You must be based in this area or be willing to relocate to be considered for this position. It will require scheduling flexibility including working nights, holidays, and weekends when necessary. What You'll Do: Manage risk and liability of all DFS player props games in accordance with Betr risk and trading SOP's Monitor league news and injuries to make real time market adjustments Adjust Betr markets in coordination with the market consensus Assist in analyzing daily reports to ensure proper player profiling as well as other key metrics Collaborate with operations to enhance the best customer experience About You: 3+ years of experience trading in a DFS or Sports Betting platform Strong analytical skills and ability to calculate odds Highly motivated self-starter with a proactive approach to problem-solving and a passion for staying up-to-date with industry trends and best practices Problem solving and strong critical thinking You thrive in a fast paced environment and are not intimidated by ambiguity or change Excellent verbal, written, and interpersonal skills with the ability to communicate clearly and effectively with team members and stakeholders, both internally and externally Self-motivated the the ability to drive initiatives from end-to-end, holding yourself to a high standard of excellence An entrepreneurial mindset with excellent organizational skills, the ability to be flexible, & prioritize responsibilities Bonus Points: Passionate and enthusiastic about a wide range of sports Experience in high pressure and high volume situations At Betr, we're driven by a shared vision to reshape the sports & gaming industry. As a dynamic startup poised for remarkable growth, we're dedicated to crafting innovative experiences that cater to sports enthusiasts across the nation. We believe in pushing boundaries, embracing diversity, and fostering a collaborative culture that extends beyond the world of sports. Join us in shaping the future of sports entertainment! Betr provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or gender expression. We deeply understand the value of bringing together a team with different perspectives, educational backgrounds, and life experiences. We encourage people from underrepresented backgrounds to apply Thank you for your interest in Betr. We look forward to reviewing your application.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Type: Full-Time Compensation: $155,000-$215,0000 QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln. QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment. Required Qualifications: 5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution. Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives). Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets. Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure. Excellent written and verbal communication skills. Proficiency in Spanish is strongly preferred What We Offer: Competitive salaries, often better than industry, for comparable roles; Daily premium lunch catering, and keeping the office stacked with fruits and snacks; Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts; Bonus and incentive programs

JobID: 210687237 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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 3 rd 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. We can recommend jobs specifically for you! Click here to get started.

Working Title: FINANCIAL EXAMINER/ANALYST II - 79001480 Pay Plan: Career Service 79001480 Salary: $2,229.64 - $2,894.42 Biweekly (CAD Included) Total Compensation Estimator Tool Division of Florida Condominiums, Timeshares and Mobile Homes Financial Examiner/Analyst II Position Number: 79001480 Hiring Salary: $2,186.88 - $3,194.42 Biweekly (CAD Included) Open Competitive Anticipated Vacancy Our Organization and Mission: The Department of Business and Professional Regulation (DBPR) is the agency charged with licensing and regulating State of Florida businesses and professionals, such as cosmetologists, veterinarians, condominiums, hotels, and restaurants. Our mission is to license efficiently and regulate fairly, and we strive to meet this goal in our day-to-day operations. The Work You Will Do: This position is located within the Bureau of Public Engagement of the Division of Condominiums, Timeshares, and Mobile Homes. It is an in-office position that is part of the financial investigative team and is responsible for analyzing and investigating incoming complaints about alleged violations of Florida Statutes and Board Rules regulated by the Department. Your Specific Responsibilities: The incumbent in this position is responsible for investigating financial and non-financial complaints against condominium, cooperative, and timeshare associations. This includes: * Investigates alleged violations, related to complex financial issues, of Chapters 718, 719, 721 and 723, Florida Statutes, and related Florida Administrative Code. * Prepares investigative report of findings and recommendations and presents testimony at Formal Hearings in support of Administrative Actions (or court proceedings, if necessary). * Conducts case and non-related case travel. * Works closely with the Attorney Supervisor to determine cases that may be referred to the States Attorney and other local law enforcement agencies for criminal prosecution. * Prepares investigative reports and referrals. Gathers information necessary to investigate allegations. * Performs other related work as required. Knowledge, Skills, and Abilities: * Knowledge of Microsoft Office software. * Knowledge of Generally Accepted Accounting Principles. * Ability to analyze financial documents. * Knowledge of investigative techniques. * Ability to read, interpret, and apply statutes and administrative rules to specific fact scenarios. * Ability to conduct fact-finding interviews and take statements. * Ability to collect and analyze evidence. * Ability to conduct thorough investigations. * Ability to write accurate investigative reports. * Skilled with attention to detail and critical thinking. * Skilled with strong oral and written communication. * Skilled with customer service etiquette. Minimum Requirement: * Two years of investigative work. * Two years researching and analyzing financial documents. Preferred: * Former Law Enforcement experience. * With experience in researching and analyzing statutory issues. * With experience in preparing investigative reports. * Who are bilingual in both English and Spanish. The Benefits of Working for the State of Florida: "Working for the State of Florida is more than a paycheck. The State's total compensation package for employees features a highly competitive set of employee benefits, including: * State of Florida retirement package: 3% employee contribution required. * Nine annual paid holidays and one personal holiday * Ability to earn up to 104 hours of paid annual leave annually as a new employee with the State of Florida * Ability to earn up to 104 hours of paid sick leave annually. * The State of Florida offers health insurance coverage (i.e., individual and family coverage) to eligible employees. * The State of Florida provides a $25,000 life insurance policy to eligible employees. * Additional supplemental insurance policies are available for dental, vision, hospital supplements, cancer, etc. * Tax-deferred medical and childcare reimbursement accounts are available. * Tuition waiver program to attend an approved State of Florida College or University For additional benefit information, please visit the following website: *********************************** * Information contained in responses to Qualifying Questions concerning education, experience, knowledge, skills and/or abilities must also be disclosed on the State of Florida Employment Application. * Applicant Note: If you are the selected candidate for this position and hold a current license through the Florida Department of Business & Professional Regulation, you may be required to place your license in an inactive status. NOTE: This position requires a security background check, physician assessment, drug screening, and participation in direct deposit. You will be required to provide your Social Security Number (SSN) and date of birth in order to conduct this background check. Applicants are required to apply through the People First system by the closing date, by applying online. All required documentation must be received by the closing date of the advertisement. If you have any questions regarding your application, you may call **************. The Florida Department of Business & Professional Regulation is committed to increasing recruitment and hiring of individuals with disabilities and improving employment outcomes. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DBPR Human Resources (HR) Office at **************. DBPR requests applicants notify HR in advance to allow sufficient time to provide the accommodation. SPECIAL REMINDERS: Male applicants born on or after October 1, 1962, will not be eligible for hire or promotion unless they are registered with the Selective Services System (SSS) before their 26th birthday, or have a Letter of Registration Exemption from the SSS. For more information, please visit the SSS website: ****************** . If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement. The Florida Department of Business & Professional Regulation values the sacrifices veterans and their family members have given to our country and support the hiring of returning service members and military spouses. A candidate for veterans' preference who believes he or she was not afforded employment preference may file a complaint in accordance with Rule 55A-7.016, F.A.C., with the Florida Department of Veterans' Affairs, Veterans' Preference Coordinator, 11351 Ulmerton Road, Suite 311, Largo, FL, 33778. The Department of Veterans' Affairs has also established an email where people can electronically file claims or ask questions. The email is ***********************************. The Department of Business and Professional Regulation will only hire U. S. citizens and lawfully authorized alien workers. Our agency participates in the E-Verify System which is a federal government electronic database available for employers to use to verify the identity and employment eligibility of all persons hired to work in the United States. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement. Location:

Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes. They as looking for an experienced Private Banker Responsibilities • Develop and maintain relationships with existing and prospective clients. • Provide comprehensive financial planning and investment advice. • Manage client portfolios • Execute transactions on behalf of clients Qualifications • 5+ years of experience in private banking • Strong network of contacts in Latin America • Bachelor's degree in finance or a related field • SEC Series 65 or 66 license Benefits • Competitive salary and benefits package • Opportunity to work with a global team of experienced professionals • Chance to make a significant impact on the lives of our clients • Hybrid work model

Duties: Conduct quantitative analyses of information involving investment options and/or financial data for high-net-worth (HNW) individuals and families in the Latin America (LATAM) region, and use resulting analyses to provide personalized financial advice and wealth management strategies tailored to LATAM clients' goals and risk tolerance. Analyze market trends and economic conditions to recommend investment opportunities to HNW clients in Argentina, Chile, and Uruguay, monitoring market fluctuations and adjusting investment strategies accordingly, and use insights to inform strategic decision-making and client advisory. Propose/present and explain in Spanish a range of banking products and services, including loans, credit facilities, and investment products, ensuring all banking products and activities comply with local and international regulations and standards. Manage clients' investment portfolios, including asset allocation and diversification strategies. Prepare detailed reports in Spanish on client portfolios, market analysis, and performance metrics, and maintain accurate and organized records of client interactions and transactions. Attend industry events and conferences to network with potential clients and partners. Use the Spanish language to develop and maintain commercial relationships, and conduct regular reviews of clients' portfolios to ensure alignment with their financial objectives. Use the Spanish language to identify and pursue new business opportunities that expand the client base. Conduct research on economic trends, market developments, and competitor activities in the LATAM region. Evaluate clients' risk profiles and develop strategies to mitigate potential financial risks. Collaborate with colleagues in other departments to deliver comprehensive banking solutions. Lead team projects aimed at improving service delivery and client satisfaction. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus five (5) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation. The employer will alternatively accept a Master's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus three (3) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation. Skills Required: This position requires three (3) years of experience with the following skills: using and interpreting advanced Excel functionalities to conduct quantitative financial analysis for banking clients, including generating detailed interactive financial reports and creating financial models that forecast investment performance and cash flow projections; using Powerpoint to create professional presentations that communicate complex financial information to clients, including investment strategies, financial plans, and market trends; and using FactSet to deliver precise data-driven advice and to manage complex investment portfolios. This position requires one (1) year of experience with the following skills: analyzing client portfolios, assessing investment opportunities, and performing risk assessments; U.S. and Latin America (LATAM) financial markets; advising clients in the LATAM region on investment principles and strategies; diversifying asset allocation; assessing financial risks; analyzing complex financial situations; conducting investment portfolio reviews and evaluating investment opportunities; anticipating clients' financial needs, addressing clients' financial inquiries, and delivering tailored financial solutions; client acquisition and retention, specifically by using local networks in LATAM countries to access potential clients and referral sources; identifying opportunities within LATAM market countries in to prospect potential clients; using local LATAM professional networks to research regional economic conditions, capital market trends, and investment opportunities so as to tailor financial needs for each client; and maintaining services for existing client base. This position requires knowledge of the following skills: banking products, credit facilities, trust services, estate planning, and tax planning; Latin America (LATAM) markets, economic trends, cultural nuances, regulatory frameworks, and client preferences; and U.S. and LATAM banking regulations. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following license(s): SIE. Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.

The purpose of the Patient Financial Services Specialist II is to ensure that the batches and daily registration have been processed correctly. Coordination of work from the patient care areas, maintaining the work flow of documents to and from data processing and supervising closing by staff. POSITION REQUIREMENTS / QUALIFICATIONS: Education/Experience: High School Diploma or GED Equivalent. Some College Credits Preferred, Five years' experience in Health Care. Knowledge of Medicaid / Medicare insurance, collections and setup. Must know how to post B&E's. Licensure / Certification: Maintain current CPR certification from the American Heart Association Skills / Ability: Ability to work as a team leader and independently. Must have clerical skills, ability to type 35 WPM and have interviewing skills. Must have knowledge of math, operation of calculator; telephone etiquette, human relation skills and organizational skills. Must be computer literate. Ability to demonstrate effective oral and written communication skills. POSITION RESPONSIBILITIES (THIS IS A EXEMPT POSITION) Complete statistical data and submit daily. Plans, supervises and coordinates the work of Patient Financial Services Specialist staff and supporting clerical staff in various Departments. Assist with training of new employees and work related problems. Answers inquiries of staff as questions arise in connection with obtaining needed information. Spot check work in progress to ensure prompt work flow to and from Data Processing. Ensures that decisions are in accordance with CHI Policies. Make credit decisions regarding admission deposit in problem situations. Discuss with patient the status of their accounts and make payment arrangements. Verifies Medicare, Medicaid and all other insurance carriers when needed. Coordinates and directs balance of daily closing and ensures that all procedures and payments are posted accurately by staff. Performs cashier duties, collects patient funds for services and enters data into computer for payment received. Performs voids, deletions, corrections on payments, B&E's and batches. Performs billing audits to ensure compliance by the PFSS. Provides instruction regarding posting in computer correctly. Verifies batches of PFSS. Provides updates and training of cashier functions. Provides reports to the Director of Finance or appropriate staff. Use appropriate and correct telephone etiquette at all times. Participates in Continuing Educational In-service and Performance Improvement Activities. Report of PFSS errors. Report of Medical Coding errors. Ensures that all B&E (billing and encounter) forms are posted by the PFSS within the same of service. Ensure batches are scanned into the Imaging system on time and accurately. Allocation of Personnel to cover staff shortages. Reports to work on time and ready to work with minimal absenteeism. Adheres to the Confidentiality Policies and Procedures / HIPAA Regulations. Performs other duties as assigned, including variable shifts if needed.

Seeking Finance Graduate to join prestigious charity Robert Half are working with a prestigious charity based in East Melbourne to recruit a Graduate Finance Analyst. This is an incredible opportunity for a Finance/Accounting Graduate to gain priceless experience within an analytical role. The organisation are renowned for their inclusive and friendly culture and are looking forward to adding a new member of team. This is a 12-month fixed term contract. As the Graduate Finance Analyst, you will be responsible for: Perform financial analysis on spreadsheets and power BI Use financial data and information from trends and patterns to provide analytics Collecting and interpreting financial information to support business decisions Assist in reporting and compliance matters Prepare month end and year end reconciliations Dealing with internal and external stakeholders Your profile: Out client is seeking an Accounting/Finance/business Graduate who has a keen interest in analytics and power BI. Although previous experience is not essential, this role will require the success applicant to have at least intermediate excel skills (vlook ups and pivot tables). To be successful in this role, you will also need to have strong communication skills, verbal and written. Please send your resume by clicking on the apply button.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

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.

“You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders located in Miami, FL with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading. The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance. The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization. In short, the Experienced Equities Trader role is a chance to join a high-performance team of: experienced traders pushing their skills and adapting to new market opportunities; talented technology professionals developing leading-edge trading and market analytics systems; quantitative/business analysts providing tools and insights to fuel business growth; top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere. Our JV is currently seeking qualified candidates in Miami, FL who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

WEST KENDALL HEALTH CENTER The purpose of the Patient Financial Services Specialist is to ensure that the Billing and Encounter Forms are processed correctly. Coordination of work from the patient care areas, maintaining the work flow of documents to and from Data Processing. POSITION REQUIREMENTS / QUALIFICATIONS: Education/Experience : A minimum of High School Diploma or GED Equivalent. ICD 9 Coding experience preferred. Experience with Patient Services. Must have knowledge of Medicaid / Medicare Insurance, collection and setup. Licensure / Certification: Maintain current CPR certification from the American Heart Association. Skills / Ability : Ability to work as a team member. Must have clerical skills, ability to type 20 - 30 wpm and have interviewing skills. Must have knowledge of math, operation of calculator; telephone etiquette, human relation skills and organizational skills. Must be computer literate. Ability to demonstrate effective oral and written communication skills. POSITION RESPONSIBILITIES (THIS IS A NON-EXEMPT POSITION) Register new client on Intergy as per guidelines issued by Community Health of So. Florida.Researches files for previous enrollment in CHI computer system before creating a new medical record number.Re-new or update existing clients profiles as per guidelines issued by Community Health of South Florida.Performs financial screening on active clients who have requested services from Community Health of South Florida, Inc.Attempt collection o Completes assigned task in a timely manner.f past due debts as clients request services from CHI.Check-in clients for needed medical services.Check-out clients upon receiving medical services.Process of patient payments.Review and balance out daily batches.Submit daily journal to assigned supervisor.Submit cash and copies of daily batches to the Accounting Department for deposit.Complete statistical data and submit daily.Reviews Quality Care Guidelines/Patient Reminder print-out to identify overdue items e.g. Advance Directives, Learning Needs Assessment, Depression Screening, etc.Identifies patients who have not executed an Advance Directive and provide them with the Advance Directive form to read.Identifies patients who need a Learning Needs Assessment and gives them the form to complete.Identifies patients due for Depression Screening and provide them with a PHQ-9 form in the appropriate language to complete.Gives all new patients a New Patient History form to complete before Nursing Staff calls the patient.Attaches a completed new patient lab request form to the encounter form of every new patient.Consistently informs patients that their Provider wants them to read or complete the appropriate forms or education material while waiting to see the Provider.Verifies Medicare, Medicaid and all other insurance carriers.Performs daily balance closing and ensures that all procedures and payments are posted accurately.Performs cashier duties, collect patient funds for services and enters data into computer for payment received.Train new employees on all functions of Patient Services (i.e. registration, cashiering, posting of B&E's and Payments).Use appropriate and correct telephone etiquette at all times.Participates in Continuing Educational In-services and Performance Improvement Activities.Reports to work on time and ready to work with minimal absenteeism.Completes & Post all B&E (billing and encounter) forms within the same of service.Adheres to the Confidentiality Policies and Procedures / HIPAA Regulations.Performs other duties as assigned, including variable shifts if needed. WE ARE AN EQUAL OPPORTUNITY EMPLOYER

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.