Quant Trader
Finance associate job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
* Provide rotational overnight coverage (3-6 months per year)
* Monitor systematic trading books and overnight processes
* Apply rigorous attention to detail to minimize errors and risk
* Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
* Contribute to process improvements that strengthen risk controls and trading efficiency
* Communicate effectively with internal teams and external brokers
Minimum Requirements
* Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
* Strong proficiency in Python, with advanced analytics capabilities
* Experience with SQL Server and Excel
* Proven ability in data manipulation and analysis
* Strong sense of ownership and ability to work independently within a collaborative team
* Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
* Background as a Quantitative Trader, Analyst, or Researcher
* Experience supporting or developing electronic trading systems
* Familiarity with equity and futures market data
* Exposure to transaction cost analysis (TCA)
* Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
* Competitive base salary, commensurate with experience
* Profit-sharing bonus tied to performance
* Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
* Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
Quant Trader
Finance associate job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
Provide rotational overnight coverage (3-6 months per year)
Monitor systematic trading books and overnight processes
Apply rigorous attention to detail to minimize errors and risk
Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
Contribute to process improvements that strengthen risk controls and trading efficiency
Communicate effectively with internal teams and external brokers
Minimum Requirements
Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
Strong proficiency in Python, with advanced analytics capabilities
Experience with SQL Server and Excel
Proven ability in data manipulation and analysis
Strong sense of ownership and ability to work independently within a collaborative team
Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
Background as a Quantitative Trader, Analyst, or Researcher
Experience supporting or developing electronic trading systems
Familiarity with equity and futures market data
Exposure to transaction cost analysis (TCA)
Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
Competitive base salary, commensurate with experience
Profit-sharing bonus tied to performance
Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
Corporate/Finance Associate Attorney
Finance associate job in Palm Beach, FL
Job Description
Corporate/Finance Associate Attorney -| $175k-$300k| Wilmington, DE; Miami, FL; Palm Beach, FL; Baltimore, MD; New York, NY; Dallas, TX
A nationally recognized Am Law 200 law firm with offices across the United States is seeking experienced attorneys to join its expanding Corporate, Securities, Mergers & Acquisitions, and Finance practice. The firm represents public and private companies, investors, and financial institutions in complex domestic and cross-border transactions.
The environment is collaborative and growth-oriented, with a strong commitment to professional development, client service, and maintaining a balanced work culture.
Responsibilities
Represent clients in a wide range of corporate and transactional matters, including mergers and acquisitions, securities offerings, joint ventures, financing transactions, and general corporate governance.
Draft, review, and negotiate complex agreements and related documentation.
Conduct due diligence, manage deal processes, and coordinate with cross-practice teams.
Provide strategic legal advice to clients across diverse industries such as real estate, private equity, technology, and energy.
Qualifications
Juris Doctor (JD) from an accredited law school.
Active membership in good standing with the bar of at least one state where the firm maintains an office (or eligibility for reciprocity).
3-7 years of experience in one or more of the following:
Mergers & Acquisitions
Corporate governance or general corporate advisory work
Securities or private offerings
Commercial lending or finance transactions
Strong academic credentials and excellent drafting, analytical, and communication skills.
Compensation and Benefits
Competitive base salary commensurate with experience and market.
Comprehensive benefits package, including medical, dental, vision, 401(k), and paid time off.
Hybrid work flexibility depending on office and practice group.
How to Apply:
Ready to explore your options? Submit your resume or reach out directly to Devney to start a confidential conversation.
Application Materials
After applying, please submit the following via EMAIL:
Generic Cover Letter
Law school transcript
Deal Sheet
Contact Us
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alignedtalentacquisition.com
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Easy ApplyHead of Finance
Finance associate job in Port Saint Lucie, FL
Hunter Douglas is the world's leading manufacturer of window coverings and a major manufacturer of architectural products. We are a brand that you know and trust. With more than 100 years of innovation, we've defined our industry with proprietary products that deliver revolutionary style and functionality and can be found in millions of homes and commercial buildings globally.
We are searching for candidates that are driven, intelligent, creative, and entrepreneurial. By offering challenging and accelerated opportunities for growth, powered by a shared hunger for success, we create a space for your career to thrive. In return for your expertise, we are committed to providing competitive and robust total compensation and benefit packages to ensure you feel valued. Our dream is to become the fastest growing, most loved, window covering company in the world. What's yours?
Position Overview
This role will oversee all financial reporting for Expert Shutters, ensuring accurate sales reporting, forecasting and budgeting. This role is responsible for ensuring rigorous compliance with HD accounting policies across each commercial organization as well as detailed periodic sales analysis. This role will also play a critical role in Hunter Douglas' value realization plan (across growth and synergies) for ESS.
What you'll do
Monthly Reporting:
* Develop, implement, and oversee monthly reporting package for organization
* Establish and monitor key performance indicators (KPIs) to assess sales in way that ties with the P&L
* Report on and validate monthly commercial initiatives both to standard reporting and bridging to the P&L
* Implement detailed PVM procedures in conjunction with HD Magellan reporting
* Detailed ZBB monitoring and reporting to maximize spend efficiency
* Detailed COGS reporting
Budget Development:
* Directly oversee Sales, SG&A, and COGS aspects of budget
* Build bottoms up sales model for each product and brand to enable detailed and efficient budgeting process
* Build bottoms up SG&A budget with detailed assumptions based on ZBB classification
* Lead ZBB savings validation, and support in ideation, with commercial and management teams
* Implement monthly reporting process for all budgeted savings
Sales Analysis:
* Develop detailed, automated sales reporting to enhance analysis across product, customer, brand, and geographical performance
* Leverage Magellan to build and maintain sales dashboards
ZBB Analysis:
* Develop detailed, automated spend reporting to enhance analysis and justify ZBB spending in line with commercial goals
* Maintain and monitor spend to be in line with, or better than, budgeted spend
Systems Development and Oversight:
* Oversee the finalization and improvement of unified front-end ordering and accounting systems
* Assist in the consolidation of financial systems into a single system and instance
Cross-Functional Collaboration:
* Partner with sales, revenue management, and product teams to align finance efforts with broader company objectives.
* Work with sales managers at SunPro, Universal Screens, and Progressive Screens to address reporting and process challenges and ensure seamless effective and accurate monthly, quarterly and annual closes as well as enhanced reporting analysis
SOX Implementation
* Assist in assessing, implementing, and designing SOX compliant procedures across all locations
Multi-Team Process Alignment:
* Assess, rationalize, and align procedures across the SunPro, Universal, and Progressive plants to create a cohesive and efficient close procedure
* Ensure all organizations are operating under a common SOX framework
Who you are
* 7+ years of experience in finance
* Proven track record of developing and managing sales analytics
* Strong leadership skills with experience directly managing teams and overseeing remote or indirect reports.
* Exceptional communication, problem-solving, and interpersonal skills.
* Proficiency in financial software and data analysis tools.
* Experience in manufacturing, construction, or screen solutions industries is a plus.
* Strategic thinking and ability to align commercial finance with business goals.
* Strong organizational skills with the ability to manage multiple priorities and teams.
* Adaptability to manage diverse teams and operational needs across multiple locations.
* Data-driven decision-making and process optimization expertise.
What's in it for you
* Annual base salary range: $90,000 - $120,000
* Bonus target range: 15% - 25%
* Generous benefits package including medical, dental, vision, life, disability
* A company culture that prioritizes internal development and professional growth
* Time off with pay
* 401(k) plan with a degree of employer matching
* Paid parental leave
* Wellness programs and product discounts
Please note, all offers presented to candidates are carefully crafted to ensure market competitiveness, equity, and reflect the individual candidate's education, experience, skills and potential.
Hunter Douglas is an Equal Opportunity Employer and complies with applicable employment laws. EOE/M/F/Vet/Disabled are encouraged to apply.
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Patient Financial Associate, Admitting Emergency, $1,000 Bonus, Bethesda West, FT, 7A-7:30P
Finance associate job in Boynton Beach, FL
Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members. Pay Range: $17.27/hr - $22.45/h depending on experience
Degrees:
* High School,Cert,GED,Trn,Exper.
Additional Qualifications:
* Associates Degree preferred.
* Complete and pass the Patient Access training course.
* Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service.
* In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role.
* Ability to perform basic mathematical calculations.
* Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills .
* Ability to multitask and have an agile mindset.
* Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc.
* Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc.
* Knowledge of medical terminology.
* Bilingual English, Spanish/Creole.
Minimum Required Experience: Less than 1 year
Manufacturing Finance Manager
Finance associate job in Stuart, FL
Job Title
Manufacturing Finance Manager We are seeking a highly skilled and detail-oriented Manufacturing Finance Manager to join our aerospace manufacturing site. This role will be integral to the finance team and will focus on managing financial planning, budgeting, forecasting, and analysis in support of the site's operational objectives. The ideal candidate will have experience in manufacturing finance, ideally within the aerospace industry, and will be responsible for driving financial performance, improving processes, and supporting key decision-making.
Job description
Financial Planning & Analysis:
Lead the preparation and consolidation of monthly, quarterly, and annual financial forecasts and budgets.
Provide detailed variance analysis for actual vs. budget and forecast, offering insight into business performance.
Develop and maintain key performance indicators (KPIs) for financial and operational metrics.
Collaborate with cross-functional teams to prepare long-term financial forecasts, taking into account capacity, production schedules, and market trends.
Reporting:
Support the monthly close process by providing in-depth analysis of financial statements.
Ensure accurate and timely reporting in compliance with company policies, accounting standards, and regulatory requirements.
Prepare financial reports to Site management, highlighting key trends, risks, and opportunities.
Cost Management & Control:
Oversee cost accounting functions, including materials, labor, overhead, and manufacturing costs.
Drive continuous improvements in cost control processes, including monitoring variances, identifying cost-saving opportunities, and ensuring operational efficiency.
Perform regular product cost analysis to help optimize pricing and profitability.
Business Partnering Support:
Work closely with site leadership to provide financial insights and recommendations that support business decisions, operational improvements, and capital expenditures.
Assist in operations planning, including scenario modeling, investment appraisals, and risk analysis for new projects, new programs, and capital investments.
Support ad-hoc analyses and business case development for new business opportunities.
Process Improvement:
Identify and implement process improvements to streamline financial reporting and planning activities.
Leverage automation tools and systems to enhance data accuracy, reporting efficiency, and decision-making capabilities.
Team Leadership:
Foster a collaborative environment with the broader finance and operational teams to drive a culture of performance and accountability.
Qualifications:
Bachelor's degree in finance, Accounting, Business Administration, or a related field
5-7+ years of experience in financial planning and analysis, preferably within a manufacturing or aerospace environment.
Strong knowledge of cost accounting, budgeting, forecasting, and financial modeling.
Proficiency with SAP and advanced Excel skills.
Strong analytical skills with the ability to translate financial data into actionable insights.
Ability to communicate effectively with Site leadership and cross-functional teams.
A proactive, solution-oriented mindset with a focus on driving operational excellence and financial performance.
Additional Skills/Competencies:
Knowledge of aerospace manufacturing processes and cost structures.
Experience in project management and handling complex, multi-faceted financial projects.
Attention to detail and high level of accuracy in financial analysis and reporting.
Work Environment:
Aerospace manufacturing site, requiring onsite presence
Collaborative and dynamic work environment with opportunities for career advancement and development.
Who we are:
Daher is an aircraft manufacturer and an industry and service equipment supplier. Daher asserts its leadership in three main businesses: aircraft manufacturing, aerospace equipment and systems, logistics and supply chain services. With the stability provided by its family ownership, Daher has been committed to innovation since its creation in 1863. Today, present in 13 countries, Daher is a leader in Industry 4.0, designing and developing value-added solutions for its industrial partners.
Daher is a story of people with a passion for what they do and complete control over their own futures. Now it's your turn to write your own story.
Join Daher to...
Integrate a family group with a long-term vision
Make a difference in a developing company
Develop new skills thanks to the diversity of your missions
Take part in a human and industrial adventure full of challenges
Innovate and think outside the box by integrating a stimulating environment
Profile and other information related to the position
Compensation is $110,000 - $140,000 base salary plus annual target bonus. Offers to selected candidates will be made on a fair and equitable basis, taking into account specific job-related skills and experience. At Daher, your total rewards package is more than just your base salary as we offer a full benefit package including Medical, Dental, Vision, 401(k), Life insurance, Short- and Long-Term Disability, Paid Time Off, Paid Holidays and more.
All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage, or any other protected classification, in accordance with applicable federal, state, and local laws. By completing an application with Daher, you are seeking to join a team of hardworking professionals dedicated to consistently delivering outstanding service to our customers and contributing to the financial success of the organization, its clients, and its employees. Equal access to programs, services, and employment is available to all qualified persons. Those applicants requiring accommodation to complete the application and/or interview process should contact an HR representative.
Daher complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local law.
Working hours
Full time
Salary
150000
Region
Florida
Location
Stuart
Experience
Languages
Creative and entrepreneur, develop your career at the heart of the biggest industrial challenges with Daher!
Private Banker
Finance associate job in West Palm Beach, FL
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Job Description/Position Responsibilities
* Partner with FAs to provide advice and potential cash management and lending solutions to clients
* Build product awareness and understanding among Financial Advisors
* Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
* Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
* Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
* Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
* Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
* Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
* Understand competitive environment and develop strategies to retain and win new business
* Develop and implement product marketing strategies with Branch Management and FA team
* Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Qualifications:
* Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
* Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
* Experience in understanding the financial needs of all types of clients
* Proven new business development / origination experience with Lending products is required
* Completion of formal credit training strongly preferred
* Bachelor's degree preferred or relevant experience
Skills/Abilities:
* Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
* Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
* Ability to understand the financial needs of the retail brokerage clientele.
* Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
* Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
* Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
* Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
* Detail orientation with strong organizational and analytical skills
* Ability to train Financial Advisors on product suite
* Possess excellent oral and written communication skills
* Exceptional presentation skills
* Ability to meet deadlines and manage Financial Advisor and client expectations
* Good collaboration skills in a team-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPool Patient Financial Associate Emergency Department, Patient Access, Per Diem, 03P-11:30P
Finance associate job in Boca Raton, FL
Pool Patient Financial Associate Emergency Department, Patient Access, Per Diem, 03P-11:30P-154738Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 28,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors.What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in. Description Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members. Estimated salary range for this position is $20.50 /hr depending on experience.Qualifications Degrees:
High School,Cert,GED,Trn,Exper.
Additional Qualifications:
Associates Degree preferred. Complete and pass the Patient Access training course. Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service. In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role. Ability to perform basic mathematical calculations. Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . Ability to multitask and have an agile mindset. Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc. Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc. Knowledge of medical terminology. Bilingual English, Spanish/Creole.
Minimum Required Experience:
Less than 1 year Job ClericalPrimary Location Boca RatonOrganization CorporateSchedule Per DiemJob Posting Nov 20, 2025, 5:00:00 AMUnposting Date OngoingEOE, including disability/vets
Auto-ApplyUS Private Bank- Private Banker- 2026 ReEntry Program 2026
Finance associate job in Palm Beach, FL
JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
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 a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of previous work experience in Private Banking or Financial Services
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Proven sales success and strong business acumen
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong community presence with an established network
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Auto-ApplyFinance Manager
Finance associate job in Stuart, FL
Join Our Dynamic Team at Starling Buick GMC of Stuart
Are you a motivated and talented professional, looking for an exciting opportunity in the automotive industry? LOOK NO FURTHER! Starling Buick GMC of Stuart is seeking experienced individuals to join our growing team as a Finance Manager.
Why Choose Starling Buick GMC of Stuart
*Fast-Growing Dealership: Be a part of a dealership that's on the rise! Our sales are booming and we are looking for individuals who can keep up with the pace!
*Flexible Work Hours: Enjoy a work-life balance that many dream of. We are closed on Sunday and operate from 9AM to 7PM, and allow you to have 1 solid day off during the week to have enough time for family and personal commitments.
*Competitive Compensation: We offer a highly competitive salary package with attractive incentives and bonuses, recognizing your hard work and dedication.
Finance Manager Responsibilities
As a Finance Manager at Starling Buick GMC of Stuart, you will be responsible for:
*Managing all aspects of the dealership's finance and insurance operations.
*Providing exceptional customer service while guiding customers through the financing process.
*Collaborating with lenders and ensuring compliance with all finance and insurance regulations.
Requirements
To be considered for this position, you must have:
*Previous finance experience in the automotive industry.
*Strong analytical and problem-solving skills.
*Excellent communication and negotiation skills.
*Proven leadership abilities.
*Bilingual is a plus.
Auto-ApplyFinance Manager
Finance associate job in Palm Beach, FL
Job DescriptionBenefits:
401(k)
401(k) matching
Health insurance
Paid time off
Vision insurance
The Finance Manager role is ideal for a detail-oriented professional with deep experience in nonprofit accounting, financial grant management, and administrative finance operations. This position plays a critical role in supporting the Museums financial health through accurate reporting, thoughtful budgeting, and compliance with grant requirements.
Responsibilities
Oversee the day-to-day and monthly accounting tasks, including journal entries, reconciliations, and financial reporting. Ensure compliance with GAAP and nonprofit accounting standards.
Support the development and monitoring of the annual budget. Prepare monthly financial reports and dashboards for leadership review.
Manage grants and restricted funds by tracking expenditures, maintaining fund schedules, and ensuring compliance with funder requirements. Collaborate with Development and Program teams to align financial reporting with grant deliverables.
Provide administrative support by maintaining organized records, assisting with audit preparation, and helping implement internal controls and financial policies.
Qualifications
Bachelors degree in accounting, Finance, or related field (CPA or nonprofit finance certification a plus)
5+ years of experience in nonprofit financial management
Strong understanding of fund accounting, grant compliance, and financial reporting
Proficiency in accounting software (Blackbaud Financial Edge, Microsoft GP, or similar) and Excel
Exceptional attention to detail, discretion, and organizational skills
Collaborative spirit and solutions-oriented mindset
Investment Real Estate Rep
Finance associate job in Delray Beach, FL
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
Auto-ApplyFinance Manager - Audi Stuart!
Finance associate job in Stuart, FL
Audi Stuart is part of one of the best automotive groups (Murgado Automotive Group) in the country. We strongly believe that our team is what makes our dealerships best in class. When you join our team, you become more than an employee; you become part of a friendly, tight-knit family. We care about you and your dreams, ambitions and goals. And the opportunity for growth is endless. We only promote from within our company and the sky is the limit.
Come and join our team!
Summary:
Automotive Finance Manager / Automotive F&I Managers help our customers arrange the financing of their purchases and also present them with additional products that enhance their vehicle and ownership experience.
Benefits:Medical Plan, Dental Plan, Vision PlanEmployer-Paid Basic Life InsuranceEmployer-Paid Employee Assistance ProgramFlexible Spending AccountsHealth Savings AccountShort & Long-Term Disability 401(k) Savings PlanSupplemental InsurancesPaid Vacation time
Responsibilities:Structures deals for maximum profitability and collectability Fully proficient with title laws and registration process Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensures all deals are fully compliant with local, state, and federal guidelines Prepares paperwork, contracts, and delivers deals Prepares and mails all deal packages with complete and proper documentation to lenders and follows any other process that may be in place in their respective department Accurately audits team deals post-sale Ensures the expeditious funding of all contracts
Qualifications:College degree preferred or equivalent experience At least three (3) years of automotive or finance sales experience Knowledge of dealership finance and insurance procedures Professional and personal appearance Advance Microsoft Office knowledge; computer software and internet proficiency Excellent verbal and written communication, strong negotiation and presentation skills Must possess the ability to close a deal Valid driver's license Willing to submit to and pass a pre-employment background check & drug screen
Why Join Audi Stuart?If you have a proven track record in finance, enhancing customers' vehicle and ownership experience, we invite you to explore this unique opportunity as an Automotive Finance Manager with Audi Stuart. Please submit your updated resume and a cover letter highlighting your relevant experience and why you would be a great fit for this role. We appreciate your interest in this position and will reach out to qualified candidates for further discussion.
Murgado Automotive Group is an equal opportunity employer. Murgado Automotive Group does not discriminate in employment on account of race/ethnicity, color, religion, national origin, gender, sexual orientation/transgender status, age disability, martial/parental status, citizenship status, military status, political affiliation and/or beliefs, pregnancy, order of protection status or other non-merit status.
We are an employer who participates in the E-verify program with the Department of Homeland and Security.
Auto-ApplyFinancial Consultant with Military Background
Finance associate job in West Palm Beach, FL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The McKernan Group of Northwestern Mutual - West Palm Beach, is seeking to onboard a new Financial Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
What sets us apart:
Unsurpassed financial strength*
A long-term approach to planning
Personal guidance from financial professionals
A robust digital experience
The Backbone of Our Success, Our Local Leaders:
Nick Hernandez, Field Director & Financial Advisor
Professional Journey: Joined Northwestern Mutual in 2021 after
retiring as a U.S. Navy Master Chief (E-9) with 20 years of service
and serving 6 years as a SWAT officer in Delray Beach, FL.
Education & Family: Holds a Bachelors in Criminal Justice from American Military University; married to his wife Krystal with two daughters, Aviana (7) and Alena (11).
Fun Fact: Nick met his wife in military police academy at 18, and they are celebrating 17 years of marriage. His passion for cars runs deephe grew up with imports and now owns a 1979 Chevy Corvette and a 1972 C10 hotrod.
Bill McKernan, Managing Director:
How long with NM? Since 2002.
Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bills first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work.
Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.
Brooke McKernan, Wealth Management Advisor:
How long with NM? Since 2003.
Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot.
Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends.
Quote to live by: "The only way to do great work is to love what you do."
Dave Siegel, Field Director:
How long with NM? Since 2009.
Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013.
Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan.
Check out Daves mission statement: ****************************
Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
Compliance and Ethics: Ensure all recommendations comply with company policies and regulatory requirements, maintaining the highest ethical standards.
Why Our Team Members Thrive:
Potential for abundant, consistent, and predictable results.
A collaborative, high-support team environment, fostering growth and camaraderie.
Full business development process training and support for seamless operations.
Proven operational systems and cutting-edge technology for enhanced agent efficiency.
Achieving high performance while maintaining a great quality of life.
A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Savvy communicators who find joy in simplifying complex decisions for others.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
Strong earnings potential with unlimited upside.
Significant bonus opportunity commiserate with outcomes.
Dental insurance.
Health insurance.
Life insurance.
Retirement plan.
Vision insurance.
Education:
Bachelor's Degree (preferred)
If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios.
Prior insurance or financial services experience is not required.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
*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 are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
FINANCE MANAGER
Finance associate job in West Palm Beach, FL
HGreg.com is a forward-thinking company that began with the aim of providing drivers with high-quality used vehicles at a fair price. Established in 1993, we prioritize the trust and peace of mind of our customers. At HGreg.com, we value our employees just as much as our customers and strive to create a positive and inclusive workplace culture. Join the number 1# Used Car Group in Florida.
Role Description:
We are currently seeking a full-time F&I Manager for our dealership in West Palm Beach, FL. This on-site role will oversee all financing and insurance programs for the dealership, including facilitating loan approvals, working with lenders and insurance providers, and ensuring compliance with all state and federal laws and regulations related to financing and insurance. The F&I Manager will also work closely with the UW Dept and sales team to maximize revenue and profitability for the dealership.
Qualifications:
A minimum of 3 years of experience in automotive F&I management, with a proven track record of success
Strong knowledge of financing and insurance programs, regulations, and laws, with the ability to handle multiple transactions simultaneously
Excellent communication and interpersonal skills, with the ability to build and maintain relationships with customers, lenders, and insurance providers
Strong organizational and time management skills, with meticulous attention to detail
An entrepreneurial mindset with the ability to identify opportunities to increase revenue and profitability
Bilingual (English/Spanish) is a plus
Knowledge of Reynolds, Dealer Track, DMv Dlr, and Menu Selling is preferred.
Benefits
We offer a very aggressive pay plan - No Gotcha Grids
4-day Work schedule with 3 days off a week
Health
Medical & Rx Insurance
Dental Insurance
Vision Insurance
Supplemental Insurance Plans
Financial
401(K) Plan
Life Insurance
EXPECTATIONS:
To fulfill all F&I responsibilities, including utilizing various tools such as email and chat, the HGreg process must be maintained.
Clean File Flow, including 3-day Turn and no 10-day CITs
Maintain a 90% Box to close.
$3,000 Minimum Finance PVR
1.9 PPD
45% VSC Pen %
$400 Cash Avg PVR
Technical Financial Analyst
Finance associate job in North Palm Beach, FL
Big things: * Financial degree foundation -- excellent in excel for ad hoc reporting (macros) * Techno/Functional Analyst in last role -- must be able to do minor development in SQL o There's a ton of backlog data that needs to be constantly worked on Our client in the Juno Beach FL area is looking for a technical financial analyst to join their trading team. This person must be local, and able to come on-site 5 days a week. This person will be reporting to the lead trading developer and managing all P&L for the entire trade floor. Any interest or exposure in commodity trading will be a huge plus. There is a ton of backlogged data so this person will have to have basic SQL programming skills to maintain daily operations.
Pay rate: $28-30 hr
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
* Finance/Accounting degree
* SQL
* Excel - reporting - interest or working knowledge of trading
College Financial Representative, Internship Program
Finance associate job in Palm Beach, FL
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.
Auto-ApplyPrivate Client Banker - Polo Club Shoppes - Boca Raton, FL
Finance associate job in Boca Raton, FL
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: **************************************************************************
Auto-ApplyFinance Manager - Ed Morse Delray Cadillac, Delray Beach, FL
Finance associate job in Delray Beach, FL
Accelerate your career with Ed Morse Automotive Group! With 75+ years of industry experience, we provide excellent service to our customers and team members. Our expanding automotive group spans across FL, TX, OK, MO, IL, IA, CO, and AZ with over 50 + locations, representing 30+ automotive, powersports, and motorcycle brands. Join a family-oriented company that values personal and professional growth.
Ed Morse is currently seeking a Finance Manager to join our team.
Responsibilities
Responsibilities:
Provides customers with a thorough explanation of aftermarket products and extended Service Contracts and helps them purchase the right products for their needs.
Submits paperwork to obtain approvals from finance sources on all finance deals in a timely manner.
Establishes and maintains an impeccable reputation and good working relationships with multiple finance sources including manufacturers.
Prepares and mails all deal packages with complete and proper documentation to lenders and follows any other process that may be in place in their respective department
Accurately audits team deals post-sale
Ensures the expeditious funding of all contracts
Structures deals for maximum profitability and collectability
Fully proficient with title laws and registration process
Maintains proficiency and certifications as required for the position
Works closely with Sales Desk, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Verifies insurance and obtains payoffs on trades with open lines.
Processes federal, state, and dealer paperwork related to vehicle transaction.
Checks all paperwork for correct residual, commission, buy rate, title, lien information, taxes and DMV paperwork before forwarding to the business office.
Assists retail salesperson in collecting down payment and all monies associated with transaction.
Assists in all other areas of the financial services department, as needed.
Creates and maintains good relations with guests.
Maintains High CSI
Qualifications
Requirements:
Minimum of 2-years' experience as a Finance Manager in the automotive industry
Special Finance, subprime lending experience desirable
Self-starter with a sense of urgency to deliver deals
A high degree of ownership and accountability for achieving results
Ability to organize, multi-task and prioritize in order to optimize daily opportunities and complete necessary processes and paperwork
A minimum of a High School Diploma or equivalent
Associate's/bachelor's degree candidates preferred
Must successfully complete a background and drug screening
Why Ed Morse?
In addition to a rewarding career, Ed Morse offers our employees the following:
Weekly Pay
Uncapped earning potential! -Bonuses, Commissions, etc.
401K with company match
Competitive Health Benefits including:
Medical
Dental
Vision
Supplemental Insurance options, Life Insurance, Short Team Disability & Long-Term Disability
Employee Assistance Program
Quarterly Wellness Program
Vacation Pay
Sick Pay
Six Paid Holidays each calendar year
Fantastic Employee Purchase Program! - Discounts on vehicles, parts & service
Employee Referral Program- Get rewarded for working with friends!
Become involved in our community with Ed Morse Cares
Unlimited career potential- opportunities in multiple states with over 30+ brands!
Ongoing Education- receive manufacturer and product knowledge training
Not ready to apply? Connect with us for general consideration.
Auto-ApplyFinancial Representative Entry Level
Finance associate job in Boca Raton, FL
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to deliver personalized, innovative financial solutions that empower clients to take control of their financial futures. We are dedicated to building long-term relationships grounded in trust, integrity, and expertise, providing tailored guidance to help clients make informed decisions and achieve their financial objectives. By adopting a collaborative approach and maintaining a focus on excellence, we strive to be the premier choice for comprehensive financial planning. Our goal is to ensure that every client has the resources and confidence to navigate their financial path successfully.
Snow Financial Group is a dynamic, client-centered organization where professional growth is prioritized. We create an environment that encourages innovation and personal development, empowering individuals to reach their full potential. As a part of our team, youll benefit from strong mentorship, career development opportunities, and a robust support system that enables success in the competitive financial services industry. With uncapped earning potential and the chance to create a lasting impact on clients, Snow Financial Group provides a foundation for both career advancement and financial prosperity.
Our thriving office is located at: 902 Clint Moore Rd. #228 Boca Raton, FL 33487
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tim Snow - Managing Director:
How long with NM? Tim has been serving as a Managing Director for the past 20 years.
Prior Experience? Before joining Northwestern Mutual, Tim spent many years in the hospitality industry, where he developed skills in customer service, management, and leadership.
Passionate About? Tim enjoys golf, spending time in the gym, and spending time with family and friends. Hes a passionate hockey fan (supporting the Panthers and Sabers), and follows the Buffalo Bills enthusiastically.
Paul Stadfeld - Wealth Management Advisor:
How long with NM? Paul has been serving as a Wealth Management Advisor for 15 years.
Prior Experience? Originally from Boston, Paul transitioned to Northwestern Mutual after working in sports advertising for four years. He also gained valuable experience working in his family business, which helped him develop strong business acumen and client relationship skills.
Passionate About? Paul is married with a son and is deeply passionate about spending quality time with his family. A dedicated Boston sports fan, he follows the Red Sox, Celtics, and Patriots closely. In his free time, Paul enjoys playing Pickleball and chess, staying active and engaged both mentally and physically.
Graham Davis - Financial Advisor:
How long with NM? Graham has been a Financial Advisor for nearly 13 years.
Prior Experience? Graham worked for the U.S. Secret Service for four years, where he developed valuable skills in security, attention to detail, and crisis management. He also worked in car sales at MINI, building his expertise in sales, customer service, and relationship management, which has greatly contributed to his success in the financial services industry.
Passionate About? Graham, recently married, is an avid fitness enthusiast and enjoys working out. He is passionate about golf, both for leisure and as a challenge. Outside of work, Graham loves spending time with his rescue dog, Bailey, and enjoys playing the trombone.
Natalia Margolis - Wealth Management Advisor:
How long with NM? Has worked as a Wealth Management Advisor for over 15 years.
Prior Experience? Natalia previously worked as an analyst in the consumer solutions industry.
Passionate About? Natalia is deeply committed to her family and enjoys traveling, exploring new destinations with her loved ones.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A specific level of education is not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Snow is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.