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Senior Analyst, Development & Investments
Foundry Commercial 4.2
Finance consultant job in Boca Raton, FL
Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas. This is a great opportunity to develop the following: Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities; Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment; Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it; Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams. Essential Job Functions: Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc. Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc. Develop advanced financial models and analysis using Argus and MS Excel. Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders. Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations. Execute the investment process, including underwriting, capitalization, due diligence, and closing. Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements. Aid on special projects and complete other duties as assigned. Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”. Education and Experience Requested: Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred. Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred. Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures. Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences. Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving. Relentless attention to detail with strong research, analytical and problem-solving skills. Excellent organizational, interpersonal, and oral/written communication skills. Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties. Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines. Extremely high energy, fast-paced and driven to succeed. Foundry Commercial is an Equal Opportunity Employer Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
$68k-116k yearly est. 3d ago

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Associate Portfolio Analyst (financial services and FinTech environment)
Net2Source (N2S
Finance consultant job in Sunrise, FL
Role: Associate Portfolio Analyst (financial services and FinTech environment) Term: Contract High level Overview - To manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. JD. Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and alding in budget management, with guidance from peers and leaders Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability Plays key role in driving continuous improvement of portfolio processes through tooling and automation, Identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness. Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities. 5 Acts as change agent throughout the organization with an ability to guide Individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits. Minimum Qualifications: Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power Bl, advanced Excel, General Ledger, and Al tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling.. Ability to synthesize complex financial data for a non-finance savvy audience. Strong relationship building with the ability to collaborate and influence without authority. Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal Impact. Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options. 3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines. Preferred Requirements: Ability to execute and maintain high performance under tight timelines and competing demands. Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus. Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight. Experience within a I large technology, financial services or FinTech environment with working knowledge of software development processes and Agile methodologies. 5) Understand linkages between supply and demand spent provide meaningful, actionable insights and recommendations to ensure targets are achieved. 6) Understanding of multiple business functions preferred.
$53k-89k yearly est. 5d ago
FINANCIAL ANALYST, PRICING
The Geo Group, Inc. 4.4
Finance consultant job in Boca Raton, FL
Benefits Information Full-time employees will enjoy a competitive benefits package with options for you and your family including: * Paid Time Off * Paid Holidays * 401(k) Matching * Health Insurance * Vision Insurance * Life Insurance * Health Savings Account * Tuition Reimbursement * Employee Discount * Reduced Tuition Rates * Disability Insurance * Employee Assistance Program * 401(k) * Pet Insurance * Dental Insurance * Paid Training * Flexible Spending Account The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. Equal Opportunity Employer Overview Are you looking for a career you can feel good about? We hire only those that strive to do their best. By joining our family, you'll receive the honor and recognition that comes with working for the industry's global leader in evidenced based rehabilitation. Who We Are: GEO provides complementary, turnkey solutions for numerous government partners worldwide across a spectrum of diversified correctional and community reentry services. From the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes. Why Work for GEO: We believe that work is more than a place you go to every day. It is about being inspired and motivated to achieve extraordinary things. Employee benefits play an important role in making The GEO Group a great place to work. At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial. With comprehensive benefits and competitive wages, we trust that you will find all the resources you need here to be successful. Responsibilities Summary: The Financial Analyst has primary role in the initial development and preparation of pricing models for local, state, and federal business opportunities. Additional responsibilities include working on contract funding requests, equitable adjustments, financial analysis, and research. It also prepares reports and analysis for senior management. Primary Duties and Responsibilities: The Financial Analyst researches local and historical financial data and develops cost estimates for pricing projects. Coordinates with subject matter experts across the company to ensure requests are received and included in draft pricings. Works with Contracts to review and finalize Requests for Equitable Adjustments (REA). In conjunction with the Client Relations team, works on the development of presentations containing financial information for both internal and external use. Prepares and maintains the overhead model that supports the allocation of allowable overhead costs to pricings. Following contract activation/implementation, reviews actual facility performance against pricing and identifies material differences between actual results and estimates. Performs other duties and ad-hoc analysis on an as needed basis. Qualifications Minimum Requirements: Bachelor's degree in Finance. MBA or Master's degree is preferred. CFA candidates are also preferred. One to two years of financial analysis experience or relevant education experience. Strong analytical and organizational skills are also required. Familiarity with financial statements and standard financial concepts. Exceptional skills in utilizing appropriate software applications to conduct financial analyses including Hyperion, Essbase and Microsoft Office preferred. Must be able to communicate effectively through verbal and written communication. Must be able to work independently while meeting internal schedules and deadlines. Ability to work with computers and the necessary software typically used by the department. The GEO Group, Inc.
$39k-60k yearly est. 2d ago
Investment Advisor
Provenance Wealth Advisors 3.9
Finance consultant job in Fort Lauderdale, FL
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Investment Advisor at Provenance Wealth Advisors (PWA) is responsible for constructing, monitoring, and managing customized investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in alignment with their long-term financial goals. This role bridges investment strategy and client delivery by integrating research, risk analysis, and personalized portfolio management with high-touch client engagement. The Investment Advisor will collaborate closely with Financial Advisors, the financial planning team, and the Chief Investment Office to ensure that portfolios remain consistent with client objectives, market conditions, and the firm's investment philosophy. DESCRIPTION Technical Responsibilities • Design and manage diversified, tax-efficient investment portfolios tailored to individual client needs, goals, risk tolerance, and time horizons. • Conduct ongoing portfolio analysis including performance attribution, rebalancing, and risk metrics. • Implement strategic and tactical asset allocation decisions in accordance with firm investment guidelines and macroeconomic outlooks. • Perform security selection, manager due diligence, and ongoing monitoring across asset classes (e.g., equities, fixed income, alternatives, alternatives, SMAs, ETFs, mutual funds). • Monitor capital markets, economic indicators, and geopolitical developments to adjust portfolio positioning as needed. • Utilize portfolio management platforms and CRM systems to track client data, trades, rebalancing, and reporting. Client-Facing Responsibilities • Act as a key investment resource for clients and prospects, explaining portfolio strategies, market views, and performance results in a clear and engaging manner. Investment Advisor Page 2 of 3 • Attend client meetings to present and review investment portfolios and respond to client inquiries. • Support the onboarding of new clients by evaluating existing investment positions and integrating them into PWA-managed portfolios. • Contribute to the creation of client deliverables including quarterly reports, market commentary, and customized performance reviews. Team and Leadership Responsibilities • Serve as a subject matter expert and internal consultant to advisors and planners on portfolio design, investment positioning, and capital market insights. • Collaborate with the Chief Investment Office on firm-wide asset allocation models, capital market assumptions, and portfolio construction methodologies. • Participate in the firm's Investment Committee, contributing to discussions on asset allocation, security selection, and investment research. • Contribute to internal investment communications, advisor education initiatives, and enhancements to the investment platform and technology tools. • Track portfolio review calendar to ensure all client meetings are being conducted on schedule and within firm guidelines. • Ensure all investment recommendations and actions adhere to regulatory, compliance, and fiduciary standards. Work environment • This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers. • Occasional travel may be required to attend meetings, conferences, and client engagements. • The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment. • This role requires the ability to maintain strict confidentiality regarding sensitive company and client information. Education/Experience • Bachelor's degree in finance, Economics, or a related field required; MBA or advanced degree preferred. • CFA designation strongly preferred. • 7+ years of investment management or portfolio management experience within a wealth management or RIA environment. • Deep understanding of financial markets, asset classes, investment strategies, and portfolio construction. • Familiarity with financial planning principles and the integration of investments into broader wealth strategies. Investment Advisor Job Description Page 3 of 3 Affirmative Action/EEO Statement Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
$97k-161k yearly est. Auto-Apply 53d ago
U.S. Private Bank - Investment Specialist - Vice President
JPMC
Finance consultant job in Palm Beach, FL
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication Build excellent working relationships with internal clients Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Provide guidance to junior staff Required Qualifications, Capabilities, and Skills Bachelor's degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Seven plus years of experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, and Skills MBA or CFA preferred Prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
$56k-110k yearly est. Auto-Apply 60d+ ago
Investment Advisor
Dort Financial Cu
Finance consultant job in West Palm Beach, FL
The Investment Advisor position has a high earning potential. We are offering a base salary with monthly commissions. Candidates must hold a current FINRA series 7 and 66 License for consideration. Flagler Credit Union, a division of Dort Financial Credit Union is looking for team members who will execute our mission: Enrich people's lives: members, employees, communities; to help achieve our vision: To be the leader in our industry by providing quality financial services, developing an empowered and diverse team, and making our communities a better place to live. Dort Financial Credit Union upholds a culture of excellence with opportunities of engagement and advancement for our team members. We abide by our core values of Empowerment, Accountability, Transparency, Collaboration, and Volunteerism each day, and have a strong focus in community involvement. We offer a competitive benefits package immediately upon hire including medical, dental, and vision insurance; Life/AD&D and Disability Insurance, Supplemental Life insurance for employee/spouse/dependent; HSA and FSA plans; and tuition reimbursement for full-time team members. LegalShield, Pet Benefits, Employee Assistance Program, Telemedicine. We also offer a matching 401 (k) including a safe harbor, a referral bonus program, and paid time off including holidays. Come join our team. Apply today! Purpose of Position: Enhance member relationships through the sale of Investment and Insurance products. Responsible for providing financial planning, financial advice, and investment management to serve the needs of the credit union's consumer and business members. Accessing the member's investment portfolio, financial objectives, and provides guidance to the member on successfully achieving those objectives. Minimum Formal Education: Bachelor's degree in finance, accounting, business, economics or related field strongly preferred. Required Qualifications: Possess valid FINRA Series 7 and 66 and State Insurance licensing certifications. Experience: Two or more years' experience in related Financial Institution planning/sales field or equivalent combination of education and experience. Other Requirements: Must be bondable Possess a clean credit and U-4 CRD History State Life & Health Insurance license of state where applying Strong sales, marketing, and business development skills The desire and intrinsic motivation to meet or exceed goals Exceptional interpersonal and relationship building skills Effective in a variety of formal presentation settings: one-on-one, small and large groups, and with various levels of constituents within the financial institution *Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*
$56k-110k yearly est. Auto-Apply 18d ago
U.S. Private Bank - Investment Professional
Jpmorgan Chase & Co 4.8
Finance consultant job in Fort Lauderdale, FL
JobID: 210695169 JobSchedule: Full time JobShift: Base Pay/Salary: Palm Beach FL $95,000 - $120,000 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities * Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates * Create mandates for discretionary accounts * Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team * Work with Team Leader to monitor Client Advisor loadings. * Submit and monitor fee schedules and billing * Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Bachelor's Degree required * One plus years of industry related experience * Exceptional follow-up and follow-through skills * PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills * Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software * Experience and interest in financial markets and concepts * Excellent interpersonal skills * Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$95k-120k yearly Auto-Apply 36d ago
Financial Analyst Intern
Goodleap 4.6
Finance consultant job in West Palm Beach, FL
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products. Essential Job Duties and Responsibilities: * Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products. * Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency. * Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators * Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy. * Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines. Required Skills, Knowledge and Abilities: * Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus). * Minimum GPA requirement: 3.0 GPA if applying as a recent grad * 0-4 years of experience in finance, accounting, consulting or a similar role. * Strong analytical skills with the ability to work with large datasets and draw meaningful insights. * Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint. * Ability to synthesize complex information into clear, concise recommendations. * Experience with financial forecasting, budgeting, and financial planning. * Excellent written and verbal communication skills. * Strong problem-solving skills with a proactive approach to challenges. Compensation: $20 - $25/hour Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! 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.
$20-25 hourly 35d ago
Finance & Accounting Summer Intern
Tower Hill Insurance Group, LLC 4.7
Finance consultant job in Palm Beach Gardens, FL
Tower Hill Insurance Group has an exciting opportunity for a talented Finance & Accounting Summer Intern who enjoys intellectual challenges and is seeking a rewarding career with a company that is experiencing growth. Not only is Tower Hill Insurance one of Florida's most trusted names in homeowners insurance, but it offers great opportunities for career advancement and personal growth, along with very competitive benefits and rewards. We are growing at a consistent pace and seek professional individuals with drive, team mentality, who want to make an impact, and are committed to a long-term career in the insurance industry. The Intern position is a temporary, 12-week role designed to introduce students or recent graduates to the property and casualty insurance industry. In this program, the intern will be tasked with leading and completing a Lean Six Sigma project, with the opportunity to earn their Yellow Belt certification. ESSENTIAL DUTIES AND RESPONSIBILITIES * Attend Lean Six Sigma training and lead a project from inception to completion. * Interact and collaborate with internal departments to gain industry knowledge and achieve project goals. * Prepare and present project updates to senior management. * Become familiar with property and casualty insurance industry terminology. * Complete assigned trainings on property and casualty insurance industry knowledge. * Assist team members with day-to-day tasks and assignments. * Shadow team members and assigned executive mentor to gain insider knowledge of property and casualty insurance. * Network with others through participation in social company events. * Attend onboarding and training as assigned. PROJECT DESCRIPTION As a summer intern in the Finance and Accounting department, you will gain hands-on experience across multiple areas, including Financial Planning & Analysis (FP&A), Treasury, and MGA Accounting. This cross-functional internship offers a comprehensive view of how financial systems, operational workflows, and strategic planning contribute to the financial performance and integrity of the organization. You will support balance sheet reconciliation efforts by evaluating reconciliation platforms based on cost, efficiency, ease of use, and integration requirements. In Treasury, you will assist with daily cash management, investment tracking, and understanding premium application workflows. Additionally, you will participate in budgeting and forecasting, conduct competitor research, and collaborate with the accounting team to analyze budget variances. ADDITIONAL DUTIES This job description reflects the general duties considered necessary to describe the essential functions of the job and should not be considered a complete description of all the work requirements and expectations of the position. Tower Hill reserves the right to assign duties not listed herein as necessary to accomplish the goals of the organization. Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION Bachelor's Degree or High School Diploma or GED with ongoing progress towards a Bachelor's Degree required. EXPERIENCE No previous experience required. CERTIFICATIONS N/A LICENSES N/A Tower Hill Insurance is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Tower Hill Insurance is committed to working with and providing reasonable accommodation for individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ********************* and let us know the nature of your request and your contact information. All applicants will receive an acknowledgement that their application has been received. Candidates will not receive status updates regarding their application; however, those candidates selected for further consideration will be contacted by Human Resources.
$35k-40k yearly est. 36d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant 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.
$500 weekly Auto-Apply 15d ago
Investment Advisor
Dort Financial Cu
Finance consultant job in West Palm Beach, FL
The Investment Advisor position has a high earning potential. We are offering a base salary with monthly commissions. Candidates must hold a current FINRA series 7 and 66 License for consideration. Flagler Credit Union, a division of Dort Financial Credit Union is looking for team members who will execute our mission: Enrich people's lives: members, employees, communities; to help achieve our vision: To be the leader in our industry by providing quality financial services, developing an empowered and diverse team, and making our communities a better place to live. Dort Financial Credit Union upholds a culture of excellence with opportunities of engagement and advancement for our team members. We abide by our core values of Empowerment, Accountability, Transparency, Collaboration, and Volunteerism each day, and have a strong focus in community involvement. We offer a competitive benefits package immediately upon hire including medical, dental, and vision insurance; Life/AD&D and Disability Insurance, Supplemental Life insurance for employee/spouse/dependent; HSA and FSA plans; and tuition reimbursement for full-time team members. LegalShield, Pet Benefits, Employee Assistance Program, Telemedicine. We also offer a matching 401 (k) including a safe harbor, a referral bonus program, and paid time off including holidays. Come join our team. Apply today! Purpose of Position : Enhance member relationships through the sale of Investment and Insurance products . Responsible for providing financial planning, financial advice, and investment management to serve the needs of the credit union's consumer and business members. Accessing the member's investment portfolio, financial objectives, and provides guidance to the member on successfully achieving those objectives. Minimum Formal Education: Bachelor's degree in finance, accounting, business, economics or related field strongly preferred. Required Qualifications: Possess valid FINRA Series 7 and 66 and State Insurance licensing certifications. Experience: Two or more years' experience in related Financial Institution planning/sales field or equivalent combination of education and experience. Other Requirements: Must be bondable Possess a clean credit and U-4 CRD History State Life & Health Insurance license of state where applying Strong sales, marketing, and business development skills The desire and intrinsic motivation to meet or exceed goals Exceptional interpersonal and relationship building skills Effective in a variety of formal presentation settings: one-on-one, small and large groups, and with various levels of constituents within the financial institution *Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*
$56k-110k yearly est. Auto-Apply 6d ago
U.S. Private Bank - Investment Specialist - Vice President
JPMC
Finance consultant job in Fort Lauderdale, FL
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication Build excellent working relationships with internal clients Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Provide guidance to junior staff Required Qualifications, Capabilities, and Skills Bachelor's degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Seven plus years of experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, and Skills MBA or CFA preferred Prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
$56k-110k yearly est. Auto-Apply 60d+ ago
Senior Analyst, Development & Investments
Foundry Commercial 4.2
Finance consultant job in Boca Raton, FL
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas. This is a great opportunity to develop the following: Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities; Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment; Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it; Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams. Essential Job Functions: Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc. Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc. Develop advanced financial models and analysis using Argus and MS Excel. Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders. Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations. Execute the investment process, including underwriting, capitalization, due diligence, and closing. Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements. Aid on special projects and complete other duties as assigned. Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”. Education and Experience Requested: Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred. Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred. Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures. Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences. Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving. Relentless attention to detail with strong research, analytical and problem-solving skills. Excellent organizational, interpersonal, and oral/written communication skills. Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties. Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines. Extremely high energy, fast-paced and driven to succeed.
$68k-116k yearly est. 60d+ ago
U.S. Private Bank - Investment Professional
Jpmorgan Chase 4.8
Finance consultant job in Fort Lauderdale, FL
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates + Create mandates for discretionary accounts + Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct **Required Qualifications, Capabilities, and Skills** + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Bachelor's Degree required + One plus years of industry related experience + Exceptional follow-up and follow-through skills + PowerPoint and Excel expertise **Preferred Qualifications, Capabilities, and Skills** + Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software + Experience and interest in financial markets and concepts + Excellent interpersonal skills + Self-starter, extremely organized and detail-oriented with strong commitment to accuracy JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Palm Beach FL $95,000 - $120,000 / year
$95k-120k yearly 35d ago
Financial Analyst Intern
Goodleap 4.6
Finance consultant job in West Palm Beach, FL
About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products.Essential Job Duties and Responsibilities: Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products. Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency. Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy. Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines. Required Skills, Knowledge and Abilities: Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus). Minimum GPA requirement: 3.0 GPA if applying as a recent grad 0-4 years of experience in finance, accounting, consulting or a similar role. Strong analytical skills with the ability to work with large datasets and draw meaningful insights. Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint. Ability to synthesize complex information into clear, concise recommendations. Experience with financial forecasting, budgeting, and financial planning. Excellent written and verbal communication skills. Strong problem-solving skills with a proactive approach to challenges. Compensation: $20 - $25/hour Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
$20-25 hourly Auto-Apply 60d+ ago
Finance & Accounting Summer Intern
Tower Hill Insurance Group 4.7
Finance consultant job in Palm Beach Gardens, FL
Internship Description Tower Hill Insurance Group has an exciting opportunity for a talented Finance & Accounting Summer Intern who enjoys intellectual challenges and is seeking a rewarding career with a company that is experiencing growth. Not only is Tower Hill Insurance one of Florida's most trusted names in homeowners insurance, but it offers great opportunities for career advancement and personal growth, along with very competitive benefits and rewards. We are growing at a consistent pace and seek professional individuals with drive, team mentality, who want to make an impact, and are committed to a long-term career in the insurance industry. The Intern position is a temporary, 12-week role designed to introduce students or recent graduates to the property and casualty insurance industry. In this program, the intern will be tasked with leading and completing a Lean Six Sigma project, with the opportunity to earn their Yellow Belt certification. ESSENTIAL DUTIES AND RESPONSIBILITIES · Attend Lean Six Sigma training and lead a project from inception to completion. · Interact and collaborate with internal departments to gain industry knowledge and achieve project goals. · Prepare and present project updates to senior management. · Become familiar with property and casualty insurance industry terminology. · Complete assigned trainings on property and casualty insurance industry knowledge. · Assist team members with day-to-day tasks and assignments. · Shadow team members and assigned executive mentor to gain insider knowledge of property and casualty insurance. · Network with others through participation in social company events. · Attend onboarding and training as assigned. PROJECT DESCRIPTION As a summer intern in the Finance and Accounting department, you will gain hands-on experience across multiple areas, including Financial Planning & Analysis (FP&A), Treasury, and MGA Accounting. This cross-functional internship offers a comprehensive view of how financial systems, operational workflows, and strategic planning contribute to the financial performance and integrity of the organization. You will support balance sheet reconciliation efforts by evaluating reconciliation platforms based on cost, efficiency, ease of use, and integration requirements. In Treasury, you will assist with daily cash management, investment tracking, and understanding premium application workflows. Additionally, you will participate in budgeting and forecasting, conduct competitor research, and collaborate with the accounting team to analyze budget variances. ADDITIONAL DUTIES This job description reflects the general duties considered necessary to describe the essential functions of the job and should not be considered a complete description of all the work requirements and expectations of the position. Tower Hill reserves the right to assign duties not listed herein as necessary to accomplish the goals of the organization. Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION Bachelor's Degree or High School Diploma or GED with ongoing progress towards a Bachelor's Degree required. EXPERIENCE No previous experience required. CERTIFICATIONS N/A LICENSES N/A Tower Hill Insurance is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Tower Hill Insurance is committed to working with and providing reasonable accommodation for individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ********************* and let us know the nature of your request and your contact information. All applicants will receive an acknowledgement that their application has been received. Candidates will not receive status updates regarding their application; however, those candidates selected for further consideration will be contacted by Human Resources.
$35k-40k yearly est. 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance consultant job in Boca Raton, 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.
$500 weekly Auto-Apply 12d ago
U.S. Private Bank - Investment Professional
JPMC
Finance consultant job in Fort Lauderdale, FL
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$56k-110k yearly est. Auto-Apply 36d ago
U.S. Private Bank - Investment Professional
Jpmorganchase 4.8
Finance consultant job in Fort Lauderdale, FL
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$57k-106k yearly est. Auto-Apply 36d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Fort Lauderdale, 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.
$500 weekly Auto-Apply 15d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Palm Beach Gardens, FL?

The average finance consultant in Palm Beach Gardens, FL earns between $37,000 and $92,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Palm Beach Gardens, FL

$58,000

$37,00010%

$58,000Median

$92,00090%

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Finance Consultant Jobs
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Finance Consultant Palm Beach Gardens, FL Jobs

Finance consultant jobs in Palm Beach Gardens, FL - 318 jobs

Senior Analyst, Development & Investments

Associate Portfolio Analyst (financial services and FinTech environment)

FINANCIAL ANALYST, PRICING

Investment Advisor

U.S. Private Bank - Investment Specialist - Vice President

Investment Advisor

U.S. Private Bank - Investment Professional

Financial Analyst Intern

Finance & Accounting Summer Intern

College Financial Representative, Internship Program

Investment Advisor

U.S. Private Bank - Investment Specialist - Vice President

Senior Analyst, Development & Investments

U.S. Private Bank - Investment Professional

Financial Analyst Intern

Finance & Accounting Summer Intern

College Financial Representative, Internship Program

U.S. Private Bank - Investment Professional

U.S. Private Bank - Investment Professional

College Financial Representative, Internship Program

Learn more about finance consultant jobs

How much does a finance consultant earn in Palm Beach Gardens, FL?