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.
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!
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
***********************************
**************
alignedtalentacquisition.com
*****************************************
Easy ApplyPrivate 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-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-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-ApplyAutomotive Finance Manager -Infiniti Stuart!
Finance associate job in Stuart, FL
Job DescriptionInfiniti 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 Infiniti 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 Infiniti 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.
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.
Finance Manager
Finance associate job in Vero Beach, FL
Job DescriptionBenefits:
401(k)
Dental insurance
Health insurance
Vision insurance
Salary: Commensurate with experience and credentials
Reports to: Executive Director
Supervises: Finance Assistant
Status: Full-Time, Exempt
Organizational Values:
Integrity, Compassion, Teamwork, Professionalism, and Respect
POSITION SUMMARY
Sunshine Physical Therapy Clinic is seeking for a senior-level Finance professional to oversee the Finance Department of a non-profit outpatient clinic. The ideal candidate will be a strategic leader with a strong work ethic, able to pivot in a fast-paced environment, comfortable working with a high degree of attention to detail and discretion, and experience successfully supervising staff and interacting with clients. This position participates as a member of the Leadership Team and works closely with the Treasurer of the Board of Directors. Experience in a non-profit and/or healthcare industry preferred.
The Finance Manager is responsible for overseeing all financial operations of Sunshine Physical Therapy Clinic, including accounting management, billing and revenue cycle management, financial reporting and analysis, compliance and internal financial controls, and reconciliation. This role ensures accurate daily posting, monthly accounting close, EMR integration, cashflow management, financial reporting, and audit readiness. The Finance Manager provides leadership, structure, and analytical support and collaborates closely with clinical, administrative, and executive leadership.
Essential Job Responsibilities
Participate as a member of the Leadership Team to provide input into strategic direction of the organization.
Attend monthly meetings of the Finance/Investment Committee of the Board of Directors; prepare monthly financial statements.
Assist Executive Director with strategic planning and annual budgeting for the organization.
Oversee and maintain organizational adherence to approved budgets.
Serve as the primary point of contact for annual audits and financial reviews.
Train and supervise Finance Assistant and ensure proper distribution of responsibilities; conduct regular performance evaluations and workflow reviews.
Oversee all daily, weekly, and monthly accounting activities
Maintain and manage cashflow forecasting.
Prepare payroll in coordination with HR department.
Oversee finance activities related to external claims platform; collaborate with Insurance Processing team on insurance billing, claims processing, and revenue management.
Ensure accurate monthly billing dashboards using automated templates.
Prepare monthly, quarterly, and annual reports; prepare financial reports required for grant reporting
Maintain internal controls, documentation standards, and SOPs; ensure integrity of data and reports.
Assure compliance with nonprofit accounting and reporting requirements.
Collaborate with Executive Director on process improvements and automation.
Provide financial support to Development office for fundraising purposes; prepare monthly billing and backup documentation for grant reimbursements.
Other Duties
Assist front office or operations staff when needed.
Ensure confidentiality of all clinical and patient information as guided by the standards and ethics of practice and of HIPAA.
Comply with all clinic policies and procedures.
Perform additional duties as assigned by Executive Director.
Qualifications
Bachelors or higher degree in Accounting, Finance, Business Administration, or related field.
35 years of experience in financial, accounting, or healthcare revenue cycle management.
Proficiency in QuickBooks, EMR and/or CDM systems, and advanced Excel/Google Sheets.
Strong analytical skills with ability to reconcile complex datasets across systems.
Demonstrated ability to interpret financial reports and explain implications to leadership.
Strong organizational and communication skills; ability to manage multiple deadlines.
Working knowledge of Medicaid, Medicare, and commercial insurance billing preferred.
Core Competencies
Financial accuracy and attention to detail.
Problem-solving and critical thinking capabilities.
Confidentiality and ethics.
Excellent organizational and time management skills.
Exceptional interpersonal communication skills written and verbal.
Team-centric working style.
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
Auto-ApplyFINANCE 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
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-ApplyFINANCIAL ANALYST I
Finance associate job in Palm Beach, FL
Professional position involving financial analysis and a broad range of financial management activities for the County. Responsible for performing detailed financial and/or management analyses, reviewing or preparing budget requests, preparing forecasts of revenues and expenses, as well as evaluating and issuing financial reports. Maintains the Department/Division fiscal records according to established accounting procedures, which may include cashbooks, ledgers, subsidiary journals, and/or logs. Monitors and maintains accounting fiscal controls regarding budget transactions such as charge-offs, transfers, expenditures, and encumbrances. Acts as the point of contact for assigned grant funds, multi-family developers for Bond program (receives and processes checks) other Housing programs. Maintains and tracks developer log of disbursements and revenue. May have some supervisory responsibility for clerical or support staff. Performance is reviewed by an administrative superior through conferences, reports, and observation of results achieved.
QUALIFICATIONS:
Bachelor's Degree in Accounting, Finance, Business/Public Administration, Economics, or related field, or Master's Degree in Business/Public Administration (MBA/MPA). Equivalencies: Associate's Degree/unrelated Bachelor's Degree and two (2) years of experience in governmental or commercial accounting, auditing, budgeting, financial data analytics, or financial analysis; graduation from high school or an equivalent recognized certification and four (4) years of experience in governmental or commercial accounting, auditing, budgeting, financial data analytics, or financial analysis.
PREFERENCE FOR EXPERIENCE IN/WITH: Government or commercial accounting; financial analysis; using Advantage Financial System and Crystal Reports (must specify on application).
Financial Representative Entry Level
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
Join the winning team at The McKernan Group, Northwestern Mutual (NM) - West Palm Beach! Located at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimers.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual:
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.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
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.
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.
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: ****************************
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.
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 bachelor's degree in finance, business, or a related field is preferred.
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. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
*actual results through year end 2023
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
Financial Services Representative State Farm Agent Team Member
Finance associate job in Palm Beach Gardens, FL
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm insurance and financial services products.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required by the agent.
Competencies Expected for This Role
Enthusiastic and motivated to assist customerswith insurance and financial services to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
Additional Desired Abilities/Competencies
People-oriented
Self-motivated
Dedicated to customer service
Ethical and Honest
Ability to work in a team environment
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
This position will be with a State Farm independent contractor agent, not with State Farm Mutual Automobile Insurance Company ("State Farm"). Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required for the position sought. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
State Farm Insurance is an equal opportunity employer.
Financial Analyst
Finance associate job in West Palm Beach, FL
We are hiring for a skilled Financial Analyst! In this full-time opportunity you will be performing accounting, customer service, and organizational functions while collaborating in internal/external members. To be considered for this position, applicants must have an Associates Degree along with 2 years of experience in accounting/financial reconciliation. Qualified candidates have strong Microsoft Excel skills, excellent verbal and written communication, a high attention to detail, and be self-motivated. Does this describe you? Apply Now!
Job Summary:
Full time, contract
M-F schedule, 8am-5pm
Searches for payment inconsistencies or errors, while making sure participants are being charged correctly.
Performs verification and accuracy checks on all assigned accounts.
Researches corrections and reports findings to the necessary participants.
Clearly explains analytical data to internal and external business partners.
Financial Analyst
Finance associate job in Sebastian, FL
"Orlando Health Is Your Best Place to Work" is not just something we say, it's our promise to you." About Orlando Health Sebastian River Hospital Orlando Health Sebastian River Hospital is a 178-bed comprehensive medical and surgical facility serving the communities along Florida's Treasure Coast as a trusted healthcare provider for more than 50 years. With the latest technology and a team of skilled healthcare professionals, we are committed to bringing the highest level of expert and compassionate care to the communities we serve. With a full scope of care, we offer advanced technology and expertise in a number of specialties, including emergency care, heart and vascular care, orthopedics and surgical services. Recognized for high standards, we have earned full hospital and laboratory accreditation from The Joint Commission, as well as advanced certification as a Primary Stroke Center for our high-quality stroke care. As further demonstration of our commitment to quality and safety, we have earned several additional industry recognitions. Click Here to Learn More About: Sebastian River Hospital WHY ORLANDO HEALTH? Competitive Pay Evening, nights, and weekend shift differentials offered for qualifying positions. All Inclusive Benefits (Starting on Day One) Student loan repayment, tuition reimbursement, FREE college education programs, retirement savings, paid paternity leave, fertility benefits, back up elder and childcare, pet insurance, PTO/Holidays, and more for full time and part time employees. Employee-centric Orlando Health has been selected as one of the "Top Places to Work in Healthcare" by Becker's Healthcare. Prepares, analyzes, reports, reconciles, and monitors financial data in area of responsibility. What will I do in this position: Prepare monthly evaluation of expenses prepare accruals and intercompany transfer entries Create and distribute weekly overtime report. This person will provide financial support to frontline leadership and the CFO relating to volume reporting, expenses, and capital expenditures. They will investigate discrepancies in invoices, coding, and provide education as needed. Responsibilities Essential Functions Prepares journal entries. Makes routine adjustments. Prepares monthly and annual financial reports and budget analysis. Ensures compliance with contract and statutory requirements. Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards. Maintains compliance with all Orlando Health policies and procedures. Other Related Functions Communicates with all levels of management throughout Orlando Health. Assumes the responsibility for professional growth and development Attends department meetings and in-services. Completes all mandatory education required by Orlando Health. Qualifications Education/Training Associate's degree in Accounting, Business Administration or related field. Licensure/Certification None. Experience -Two (2) years of experience in accounting or billing. A Bachelor degree in Finance, Accounting or Business may offset two (2) years of required experience. -The ideal candidate will have hospital experience Preferred Experience Prepare monthly evaluation of expenses Prepare accruals and intercompany transfer entries Create and distribute weekly overtime report Have experience with Power BI
Education/Training Associate's degree in Accounting, Business Administration or related field. Licensure/Certification None. Experience -Two (2) years of experience in accounting or billing. A Bachelor degree in Finance, Accounting or Business may offset two (2) years of required experience. -The ideal candidate will have hospital experience Preferred Experience Prepare monthly evaluation of expenses Prepare accruals and intercompany transfer entries Create and distribute weekly overtime report Have experience with Power BI
Essential Functions Prepares journal entries. Makes routine adjustments. Prepares monthly and annual financial reports and budget analysis. Ensures compliance with contract and statutory requirements. Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards. Maintains compliance with all Orlando Health policies and procedures. Other Related Functions Communicates with all levels of management throughout Orlando Health. Assumes the responsibility for professional growth and development Attends department meetings and in-services. Completes all mandatory education required by Orlando Health.
Auto-ApplyFinancial Service Representative
Finance associate job in Palm Springs, FL
Are you a dynamic and driven sales professional?
If so, Momentum Financial Services Group wants you to join our team.
In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.
What we offer:
Market competitive hourly pay rates
Earn a percentage of the store's profits for exceeding company targets
Other benefits include:
Comprehensive medical/dental benefits
Paid Time Off
401K with company match
Tuition assistance
Career development
Branch Location: 3198 S. Congress Ave
During a typical day, you will:
Deliver results on branch profitability goals
Provide a quality customer experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements
Successful candidates will:
Be sales driven
Have a minimum of one year of financial services and or sales experience
Have a passion for customer service
Have previous cash-handling experience
Have a high school diploma or equivalent
#SJ
About us:
Momentum Financial Services Group is a top financial services provider in North America
We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store
We offer access to cash and related financial products to help customers achieve their financial goals
We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store
We value:
Employees who are committed to continuously improving their performance and achieving new levels of success
Recognizing our employees for their achievements and developing them to be future leaders
Diversity is an essential element for the success of our business
Giving back to our local communities through annual contributions to charities and non-profit organizations
Next Steps:
Apply now to be considered for this opportunity!
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in West 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
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