Financial Consultant - Sarasota, FL
Finance consultant job in Sarasota, FL
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
IFS ERP Finance Consultant
Finance consultant job in Tampa, FL
Xyant Technology, established in 1995, is a premier federal systems integrator that provides technical and business solutions in information technology, systems engineering, scientific support and management consulting. AWARDS Winner of Nationwide Best of the Best Small Business Award from Federal Aviation
Job Description
Send your updated resume to vinoth.xyant@gmail. com
Job Title: IFS ERP Finance Consultant
Location: Tampa, FL (Remote)
Duration: Full Time / Contract
Direct Client Need
Job Responsibilities:
Responsible for end-to-end Implementation / Upgrade / Support Projects on IFS ERP Applications with focus on Finance module.
Handle Solution Architecture Role specific to financial module within IFS ERP.
Will work on International and Domestic IFS ERP Finance Projects
Actively participate in all phases of the project including requirement gathering, solution design, configuration, testing, training, and deployment
Interact with the Technical team for reports, integrations, and finance-related customizations
Responsible for knowledge sharing, mentoring, and training internal/external teams on IFS Finance module.
Qualifications
3 to 5 years of total experience with at least 1 year in IFS ERP Finance functional module and minimum 1 end-to-end implementation
Proven experience in IFS ERP Finance Implementation / Support, especially in Finance (GL, AR, AP, FA, Costing, Project Accounting).
Strong expertise in Finance module of IFS Applications
Sound understanding of accounting principles and financial business processes
Good communication skills and willingness to travel for domestic and international assignments
Product Experience: IFS Applications (Apps 9/10/Cloud)
Client-facing communication skills are a must
Additional Information
Please send your updated resume to vinoth.xyant@gmail. com
2026 Investment Banking Full Time Analyst - Tampa
Finance consultant job in Tampa, FL
Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries.
Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice.
To learn more about Solomon Partners, please visit our website at ************************
PROGRAM DESCRIPTION:
The Full Time Analyst program will begin in July 2026.
Direct collaboration with Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions
Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions
Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses
Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills
Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills
QUALIFICATIONS:
Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2025 - June 2026
Demonstrated academic excellence; GPA of 3.5 or higher
U.S. citizen or permanent resident
Will not require future sponsorship
The base compensation for this role will begin at the annualized rate of $110,000 per year.
Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
Auto-ApplyReal Estate Investment Specialist
Finance consultant job in Saint Petersburg, FL
Join Canvas Forum: Investment Real Estate Sales AgentAre you ready to take your real estate career to the next level? At Canvas Forum, we're revolutionizing the investment real estate market by connecting buyers and sellers with unmatched efficiency and expertise. Our mission is to transform a fragmented industry into a seamless experience for everyone involved.
Why Canvas Forum?Accelerate Your Career: Close more deals in your first three months than most agents do in an entire year.Dynamic Team Environment: Join a team where collaboration and shared success are our core values. We achieve greatness together-no lone wolves here!Unlimited Growth Potential: Whether you aim to lead your own team or build a personal investment portfolio, we'll support your ambitions.Endless Opportunities: Access to cutting-edge tools, extensive training, and uncapped income potential.
What You'll Be Doing:Build & Expand Your Network: Connect with local investors and grow your database, pairing them with our exclusive property listings.Client Engagement: Maintain regular communication with investors to understand their goals, provide updates on inventory, and address any inquiries swiftly.Collaborate & Innovate: Work closely with our team to stay informed about property availability and industry trends.Organize & Track: Keep accurate records of transactions and client interactions using our CRM systems and other tools.
What We Need from You:Active Florida Real Estate License (or ability to obtain one before starting).Full-Time Commitment: Be ready to dive into a fast-paced environment and grow your career.Coachability & Enthusiasm: Be eager to learn, adapt, and thrive in a dynamic setting.
Additional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities
Ready to break into the investment real estate industry and skyrocket your career? Reach out to us and join our dynamic, passionate team at Canvas Forum. Your future starts here!
Auto-ApplyInvestment Banking Associate
Finance consultant job in Saint Petersburg, FL
The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital.
The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure.
The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement.
Responsibilities of the candidate will include the following:
Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required.
Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials.
Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations.
Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses.
Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners
Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry.
Requirements
Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience
Investment banking, credit training or leverage finance experience from a major financial institution a plus
Comfortable building 3-statement operating models
Demonstrated track record of success academically and/or in prior roles
Enthusiastic self-starter with strong communication and interpersonal skills
Desire to learn and contribute to an entrepreneurial culture
Familiarity with databases such as Factset and Fintrx
Excellent writing, presentation, and organizational skills
Detail oriented with the ability to execute complex projects
Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts
Comfortable being in a client facing role
Preferred Technical Skills
Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint
Strong working knowledge of corporate finance theory
Ability to use Salesforce reporting tools
Ability to multi-task and prioritize
BENEFITS
Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate
Finance consultant job in Tampa, FL
JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
* Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
* Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
* Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
* Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
* Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
* Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
* Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
* Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
* Bachelor's degree or equivalent experience required;
* Recent experience working in the digital assets space
* Knowledge of OFAC regulatory requirements;
* Banking experience inclusive of knowledge on banking processes, products, and controls;
* Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
* Advanced problem solving and critical thinking skills;
* Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
* Proven experience and extensive familiarity working in a complex multi-national organization
Auto-ApplyPAY EQUITY ANALYST
Finance consultant job in Tampa, FL
At Moffitt Cancer Center, we strive to be the leader in understanding the complexity of cancer and applying these insights to contribute to the prevention and cure of cancer. Our diverse team of over 9,000 are dedicated to serving our patients and creating a workspace where every individual is recognized and appreciated. For this reason, Moffitt has been recognized on the 2023 Forbes list of America's Best Large Employers and America's Best Employers for Women, Computerworld magazine's list of 100 Best Places to Work in Information Technology, DiversityInc Top Hospitals & Health Systems and continually named one of the Tampa Bay Time's Top Workplace. Additionally, Moffitt is proud to have earned the prestigious Magnet designation in recognition of its nursing excellence. Moffitt is a National Cancer Institute-designated Comprehensive Cancer Center based in Florida, and the leading cancer hospital in both Florida and the Southeast. We are a top 10 nationally ranked cancer center by Newsweek and have been nationally ranked by U.S. News & World Report since 1999.
Working at Moffitt is both a career and a mission: to contribute to the prevention and cure of cancer. Join our committed team and help shape the future we envision.
Summary
Position Highlights:
The Pay Equity Analyst is responsible for developing competitive base salary offers for internal promotions, demotions, reclassification and other transfers to retain top talent. This role involves extensive research and analysis to recommend competitive pay, while ensuring Moffitt's compensation practices are equitable, motivating, and aligned with the organization's policies and goals. The position conducts pay audits and takes appropriate action to ensure internal equity is maintained. The Pay Equity Analyst may provide support for annual compensation events and the triage of compensation questions and inquiries, as needed.
Responsibilities:
Develops competitive base salary offers
* Using candidate experience, internal incumbent pay data and established policies/procedures, develops competitive base salary offers for internal candidates, including promotions, demotions, reclassifications and other transfers.
* Collaborates with Talent Acquisition and Strategic Workforce Management representatives to understand extraordinary circumstances that may help inform base salary offers, e.g., tight labor market, small supply of candidates, etc.
* Assists with team member pay and position change communication by creating offer letters and other documentation.
Conducts pay audits to maintain internal equity
* Performs analysis of team members, positions and salary grades to ensure internal equity among team members is maintained.
* Prepares presentations to communicate findings and leads the development of action plans to address any identified deficiencies.
* Ensure compliance with federal, state, and local compensation regulations.
Supports annual compensation events
* Provides support for annual compensation events, which may include market, merit, incentive, and other special projects.
Responds to compensation inquiries and requests
* As needed, provide backup for triaging emails that come through the compensation department shared email address by responding to requests or escalating issues to the appropriate.
Credentials and Qualifications:
* Bachelor's Degree in Human Resources, Business, Finance or related field.
* Minimum of 3 years of demonstrated experience with the development of base salary offers for candidates or related experience.
Preferred:
* SHRM-CP/SCP, PHR/SPHR, or related HR/Compensation certification.
* Prior Human Resources and/or health care experience.
* Experience using HRIS or Performance Management systems.
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Financial Advisor
Finance consultant job in Tampa, FL
Job Description
We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads, cold calling required. Perfect for proactive, coachable advisors ready to grow in a supportive environment.
Key Responsibilities:
Manage and grow client financial portfolios
Close new business from warm leads
Present index annuities and other investment strategies
Conduct client reviews, portfolio updates, and retirement planning sessions
Maintain accurate records in CRM and financial software
Collaborate with senior advisors to deliver exceptional client experiences
Qualifications:
Series 65 license (required)
Florida 215 Insurance License (preferred)
Experience with Assets Under Management (AUM), especially index annuities
Up to 10 years of financial advisory experience
Strong communication and client relationship skills
Organized, efficient, and team-oriented
Benefits:
Paid time off + all major holidays
Medical, dental, and vision insurance
401(k) with employer match
Access to investment portfolios with no management fees
Bilingual Financial Advisor
Finance consultant job in Tampa, FL
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese and Korean
Financial Advisor
Finance consultant job in Tampa, FL
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Key Responsibilities
• Attend and engage in coaching and training led by the leadership team and established advisors.
• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
• Schedule and conduct financial planning and advice meetings with clients and client prospects.
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
• Build a book of business as a stand-alone Ameriprise Financial advisor.
• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications
• 3+ years of work experience with a proven track record of success.
• Have a network of personal and professional contacts within the local area that you may engage for referrals.
• Showcase a background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
• Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
• Four-year college degree, or equivalent
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.
• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
Auto-ApplyFinancial Advisor - St. Petersburg, Florida
Finance consultant job in Saint Petersburg, FL
Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
Depth & Scope:
* Experience selling investments and providing financial plans
* Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
* Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
* Ability to partner and promote lead generation
* Manages goals, prioritizes tasks and comfortable working in a fast paced environment
* Ensures all new & existing clients are provided with a planning experience
* Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts
* Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
* Implements and executes a differentiated service model/experience for TD Wealth clients
* Meets quarterly and annual sales goals
* Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
* Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
* Executes in thorough manner that is compliant with regulations, policies and procedures
* Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
* Ensures all Continuing Education requirements are attained
* Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
* Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
* Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
* Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
* Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
* Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
* Represents TD Wealth to the general public in a professional manner
* Is involved in the community and support TDBG charity and community initiatives
Education & Experience:
* Bachelor's degree strongly preferred
* 2+ years of providing advice, planning and investment sales
* SIE, Series 7, Series 63 required
* Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals
* Advanced understanding of wealth products and services
* Strong verbal and written communication skills
* Strong organizational and time management skills
* Ability to travel within assigned market to meet prospects, clients and partners five days a week
* Ability to commute within assigned territory
* Strong understanding of wealth management business development techniques
* Strong understanding and experience interacting with retail and small business banking clients
* Consultative sales experience required
* Demonstrated ability to establish relationships and partner effectively with other departments
* Proven ability to achieve sales goals
Customer Accountabilities:
* Understands and supports the Bank's Customer Service Strategy
* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
* Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
* Models quality service delivery at every interaction
* Leads and contributes to the ongoing improvement of the partner / Customer experience
Employee/Team Accountabilities:
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
* Participates fully as a member of the team and contribute to a positive work environment
* May provide leadership, training, and guidance to other team members
* Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
* Actively shares information and knowledge, and proactively learn from the expertise of other
OCC Language:
* This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
* Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
* Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Continuous
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Occasional
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Occasional
* Crawling - Occasional
* Climbing - Never
* Reaching overhead - Occasional
* Reaching forward - Occasional
* Pushing - Occasional
* Pulling - Occasional
* Twisting - Occasional
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyFinance Intern- Summer 2026
Finance consultant job in Tampa, FL
Job DescriptionSalary:
LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.
Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations witha very highlevel of integrity and professionalism. LCG's team of 100+ professionals work in conjunction with business owners, financial institutions, and active investors toassistthem with the changes that occur during all phases of their business or personal lifecycle. Our clients rely on us as their trusted advisors, and we take that responsibility very seriously.
LCG Advisors is seeking Analyst Interns to join our Tampa, FL office in the Summer of 2026. This internship offers a unique opportunity to gain exposure to a variety of financial advisory services within a dynamic, client-focused environment.
Interns will have the opportunity to learn from experienced professionals and gain hands-on experience in one or more of LCGs divisions, such as:
Transaction Advisory Services
Business Valuation
Investment Banking
Strategic Financial Consulting
Primary Responsibilities:
Responsibilities will vary depending on the assigned division but may include:
Supporting buy-side and sell-side financial due diligence engagements for private equity firms, family offices, lenders, and corporations.
Assisting with financial statement analysis, data organization, and preparation of client deliverables.
Conducting valuation analyses, market research, and industry benchmarking.
Preparing, formatting, and maintaining financial models and presentation materials.
Assisting senior team members in updating templates, refining internal processes, and maintaining systems such as Salesforce.
Participating in internal and client meetings to observe and understand the advisory process.
Contributing to a collaborative team environment through professional communication and initiative.
Qualifications&Experience:
Pursuing MS and/or MBA, or Bachelors in Finance/Accountingdegree in the Tampa Bay Region.
Strong academic record with a 3.0 GPA or above.
Previousprivate equity, investment banking, or consulting/transaction advisory experience preferred.
Intermediate knowledge of MS Excel, MSPowerPointand MS Word. Familiarity with Salesforce is a plus.
Strong analytical skills with a willingness to learn new things.
Resourcefulness, intellectual curiosity, enthusiasm, and a genuine interest in pursuing a career in transaction advisory services.
A significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
Excellent verbal and written communication skills.
Highly organized, with the initiative and ability to multitask and work with limited supervision as a member of a team.
Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.
The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on LCGs total rewards, visit our website at*********************************
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Financial Analyst
Finance consultant job in Saint Petersburg, FL
Company: S.S. White Technologies Inc Location: 8300 Sheen Drive, St. Petersburg, FL 33709 Job Type: Full-time, Regular Business Hours: 8:00 AM - 4:30 PM, Monday - Friday Experience Level: 3+ Years of Experience Number of Openings: 1
Responsibilities:
Perform all financial functions associated with assigned Corporate Balance Sheet accounts, including month end closing, estimate and budgetary processes
Reconcile and analyze assigned balance sheet accounts
Perform certain expense allocations to divisions
Prepare year-end audit support
Provide financial and accounting guidance and support to various Corporate departments as needed
Perform variance analyses and prepare other ad hoc analyses as requested
Assist with special projects
Qualifications:
Minimum educational level: Bachelor's degree in Accounting or Finance, CPA is a plus
3+ years of experience in a corporate environment
Great sense of urgency and the ability to manage multiple deadlines and priorities
Great attention to detail
Ethical and responsible
Benefits:
A positive and family-oriented culture
Medical insurance, dental insurance and Long-Term-Disability insurance with company co-payment; Life insurance paid 100% by the company; Vision insurance.
401 (k) plan with company matching.
Work visa sponsorship.
Who are we? Our Company, S.S. White Technologies Inc., is an internationally renowned manufacturer of aerospace, automotive and orthopedic surgical tools. Founded in 1844, we are one of the oldest manufacturing companies in the United States. Our Company's products are displayed in Smithsonian. S.S. White products are used in 98% of aircraft flying today, numerous surgical instruments, cutting edge industrial applications, millions of automobiles, on the space station and have even gone to the moon!We are a privately-owned global company with manufacturing facilities in the US, UK, and India. Today, under the leadership of our President/CEO Rahul Shukla, S.S. White is known as the number one technological leader in the world for flexible shaft products.For more information about our Company and our culture: Coverage about Mr. Rahul Shukla, Fun things at S.S. White.
Our Team: We have a reputation for being an innovative, honest and progressive company that deeply cares for its employees. At S.S. White, we believe that our success is a testament to the commitment and excellence of our team. We are a group of hard-working, honest, ethical and fun-loving people. We believe in working hard and playing hard.
Are you the person we are looking for? Apart from the superb professional qualifications and the outstanding achievements, we are looking for fun-loving people with interesting hobbies. If you think you fit this profile, please write to an email. Tell us why we should hire you. Tell us something interesting about you that is relatively unique, something that shows us you are fun and interesting and an original thinker.
S.S. White is an EEOC compliant employer
Finance Intern (Part time)
Finance consultant job in Tampa, FL
Job Title: Finance Intern (Part time) The finance intern works under the guidance of a senior professional to perform basic finance administrative duties. This position will assist the finance department with duties such as financial reports, Deltek, data entry, and payroll. This individual will perform other entry-level staff duties in which asked of.
Objectives: As you go through your internship, you will learn many skills
• Use and understand basic knowledge within the accounting/finance field
• Understand how to operate and use Deltek systems
• Understand how to prepare reports and analysis
Duties: Responsibilities will vary
• Assist with system configuration related tasks
• Verification and matching of transaction records
• Prepare reports and analysis
• Data Entry
• Other related duties as assigned
Required Skills:
• Must be currently enrolled in an undergraduate or graduate program in Accounting or
Finance
• Experience with Microsoft Office - skilled in excel
• Strong ethic and ability to work in a team environment
• Excellent written and oral communication skills
Desired Skills:
• Experience with Deltek and other related systems
• Experience in accounting field or majoring in accounting
Work Hours: Part Time - Vary according to individual
Location: Lakeland, FL - Polk County
Analyst - Finance
Finance consultant job in Clearwater, FL
Job Title: Analyst - Finance Reports To: Manager - Store Finance Division: SalonCentric FLSA: Exempt About Us: SalonCentric, a subsidiary of L'Oréal USA, is the premiere distributor in the United States of salon professional products. Through its hundreds of stores, national field sales force and sub-distribution network, SalonCentric promotes the finest professional beauty brands and educates stylists on the latest products and trends.
Position Summary:
SalonCentric is looking for a Financial Analyst to support our OMNI Sales Channel. This position offers an opportunity to dive deep into financial operations, focusing on accounting, analysis, and reporting that drives strategic decisions. If you thrive in a fast-paced, challenging environment with opportunities for professional growth and development, and possess a keen eye for detail and strong communication skills, we encourage you to apply.
Position Responsibilities:
* Participate in the month-end close process.
* Support the development and consolidation of the annual budget and forecasting process.
* Provide oversight for key operational budgets.
* Conduct thorough variance analysis for assigned P&L accounts and cost centers, identify trends, investigate discrepancies, and provide actionable insights.
* Develop, maintain, and enhance financial reports and models to provide critical data and support strategic decision-making.
* Provide dedicated financial support and expertise to operating departments, helping them understand performance to achieve financial goals.
* Confidently present financial findings, analysis, and recommendations to senior leadership, clearly communicating complex information and insights.
* Maintain and enforce strong internal controls.
* Lead or contribute to special projects and ad hoc analyses as assigned.
* Collaborate effectively as a strong team player, contributing to a positive and productive Finance department culture.
Qualifications:
* Bachelor's Degree in Finance, Accounting, or a related quantitative field.
* Experience in financial modeling, planning, and analysis.
* Demonstrated proficiency with Microsoft Excel (e.g., pivot tables, VLOOKUPs, advanced formulas) and PowerPoint.
* Strong analytical and problem-solving skills with meticulous attention to detail.
* Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a dynamic, fast-paced environment.
* Excellent verbal and written communication skills, with the ability to present complex financial information clearly and concisely.
* SAP experience preferred.
* Retail experience a plus.
* Experience with PowerBI, SQL and Visual Basic a plus.
* Must have long-term authorization to work in the U.S.
Location:
5380 Tech Data Drive Clearwater, Fl 33760: The National Operating Center (NOC)
What's In It For You:
* Competitive base salary + bonus
* Competitive Benefit Package (Medical, Dental, Vision, 401K + match)
* Free Goods and Discounts for items under the SalonCentric and L'Oréal Brands
* Flexible Time Off (Paid Company Holidays, Paid Vacation, Volunteer Time, Summer Fridays & More)
* Learning & Development Opportunities for Career Progression
* Employee Resource Groups
* Access to Mental Health & Wellness Programs
Our Diversity and Inclusion Pillars
We are committed to developing an atmosphere where every member of our Beauty Community feels included, valued, and empowered, and where we can all share, learn, grow and thrive. We do this by supporting social, environmental and economic causes that support the entire professional beauty industry and our Beauty Community.
To learn more about the position and what the company is up to, please follow us on:
INSTAGRAM | FACEBOOK | YOUTUBE | TWITTER | PINTEREST | PERISCOPE
SALON CENTRIC IS AN EQUAL OPPORTUNITY EMPLOYER AND AFFORDS EQUAL OPPORTUNITY TO ALL APPLICANTS FOR ALL POSITIONS WITHOUT REGARD TO RACE, COLOR, RELIGION, GENDER (INCLUDING PREGNANCY), NATIONAL ORIGIN, AGE, DISABILITY, VETERAN STATUS, SEXUAL ORIENTATION OR ANY OTHER STATUS PROTECTED UNDER LOCAL, STATE OR FEDERAL LAWS.
Financial Analyst I - Tax
Finance consultant job in Tampa, FL
Description
The Financial Analyst I - Tax supports the Treasury & Planning department with the following duties: assist with monthly sales and use tax review, annual corporate tax filings and other tax research and support, assist with real and tangible tax returns, analyze current and past financial data and performance; prepare financial reports and projections; analyze trends in financial performance and provides recommendations for improvement; other ad hoc financial modeling and forecasting. This role will also assist other Treasury & Planning functions, such as corporate budget planning, risk and insurance, and other strategic initiatives as time and workload permit.
Essential Functions
Provides input, analyses, calculations, etc. on tax-related aspects of forecasts and projections
Develops, implements and maintains comprehensive tax record keeping systems to ensure proper tax treatment for all transactions and assets, including treatment of leased and owned property.
Assists Senior Tax Specialist with the preparation, support and filing of tax returns and other tax-related documents and disclosures.
Assist as time permits with compilation of Seminole annual budget and long-term financial forecast
Assist as time permits with annual renewal for Seminole's insurance portfolio and other risk responsibilities
Assist as time permits with implementing policies, procedures and internal controls, ad hoc reporting and other administrative duties
Maintain documentation and records of financial transactions and monitors compliance with covenants, terms and conditions
Perform other duties as applicable to the position or as assigned.
NERC Compliance: Performs NERC Compliance Program roles if/as designated in Seminole's Standard Ownership Matrix (SOM) including ongoing evidence retention in “audit-ready”. You should also be familiar with Seminole's Enterprise Internal Compliance Program (ENT-GCD-RGC-EP-054) to further your understanding of Seminole's compliance program and the context of your duties and responsibilities attendant to your designation in the SOM.
Qualifications and Education Requirements
Bachelor's degree in accounting, finance, or business equivalent. Training in financial management or an advanced accounting or finance degree is desirable. Electrical utility or related industries experience preferred.
Core Competencies
: Adaptable, Collaborative, Conscientious, Critical-Thinking, Outcome-Driven and Professional
Technical Competencies/Skills
:
Educational course completion in: financial accounting and reporting, cost accounting, federal income taxes, audit
Federal, State & Local Tax Laws & Regulations
Accounting principals
Financial Modeling
Budgets and reporting
Financial analysis, planning & forecasting
GAAP, RUS, and FERC accounting standards
Industry benchmarking
Proficient with Microsoft Office applications
Soft Competencies/Skills
:
Effective verbal/nonverbal, listening and written communications
Analytical
Planning and organizing
Problem analysis & diagnostic information gathering
Attention to detail
Coordination / team collaboration
Strategic thinking
Physical Requirements
Must be able to follow established protective measures including wearing required personal protective equipment (PPE). Must possess a valid driver's license and acceptable Motor Vehicle Report.
Working Conditions
Some travel and work outside of normal business hours. While working in certain areas of the plant there is the potential for exposure to hazards typical of an industrial working environment.
“
Disclaimer - Management may modify this job description at any time and may require the performance of additional duties,
or modification of physical requirements, with or without advance notice.”
Auto-ApplyCollege Financial Representative, Internship Program
Finance consultant job in Lakeland, 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-Apply2027 Investment Banking Summer Analyst Program - Distribution Group - Tampa
Finance consultant job in Tampa, FL
Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries.
Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice.
To learn more about Solomon Partners, please visit our website at ************************
PROGRAM DESCRIPTION:
The Summer Analyst internship is a 10-week immersive program beginning in early June 2027
Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions
Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions
Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses
Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills
Successful candidates will be dedicated to the Distribution Group
Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills
QUALIFICATIONS:
Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2027 - June 2028
Demonstrated academic excellence; GPA of 3.5 or higher
U.S. citizen or permanent resident
Will not require future sponsorship
Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
Auto-ApplyFinancial Advisor
Finance consultant job in Tampa, FL
We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads, cold calling required. Perfect for proactive, coachable advisors ready to grow in a supportive environment.
Key Responsibilities:
Manage and grow client financial portfolios
Close new business from warm leads
Present index annuities and other investment strategies
Conduct client reviews, portfolio updates, and retirement planning sessions
Maintain accurate records in CRM and financial software
Collaborate with senior advisors to deliver exceptional client experiences
Qualifications:
Series 65 license (required)
Florida 215 Insurance License (preferred)
Experience with Assets Under Management (AUM), especially index annuities
Up to 10 years of financial advisory experience
Strong communication and client relationship skills
Organized, efficient, and team-oriented
Benefits:
Paid time off + all major holidays
Medical, dental, and vision insurance
401(k) with employer match
Access to investment portfolios with no management fees
College Financial Representative, Internship Program
Finance consultant job in Clearwater, 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-Apply