Finance internship jobs in Kendall, FL

I Squared Capital is a leading global infrastructure investor managing $50 billion in assets. We build and scale essential infrastructure businesses that deliver critical services to millions of people worldwide. Our portfolio includes over 90 companies operating in 70 countries and spanning sectors such as energy, utilities, digital infrastructure, transport, environmental and social infrastructure. Headquartered in Miami, our team of over 300 professionals is based across offices in Abu Dhabi, London, Munich, New Delhi, São Paulo, Singapore, Sydney and Taipei. Role Description: ISQ's Infrastructure Private Equity Group offers its professionals the chance to work in all aspects of infrastructure investing. Summer Analysts can expect to work on several transactions at one time, and are involved with the development, structuring and financing of transactions and regularly attend both external and internal meetings, negotiations, due diligence sessions, and take an active role in working with portfolio companies and overseeing existing investments. Summer Analysts will have the opportunity to rotate across ISQ's investment and portfolio management teams, including Asset Management, Credit and InfraTech (early-stage technology infrastructure venture investing). High performing Summer Analysts may be offered a full-time role based on hiring needs. Responsibilities: • Evaluate and execute infrastructure private equity investments • Perform in-depth market research • Perform financial modelling and valuation analyses of prospective investment opportunities across various infrastructure verticals, including energy (e.g., renewables and utilities), transportation & logistics (e.g., ports, airports, toll roads, and railroads), digital infrastructure (e.g., data centers, cell towers, and fiber), environmental (e.g., water/waste) and social infrastructure • Perform extensive due diligence on each transaction, including travelling to prospective target companies, meeting with management, coordinating with various advisors, and formulating the investment strategies and business plans. • Prepare written analyses and evaluations of investment opportunities for the Investment Committee of I Squared Capital • Participate in execution of transactions and both internal and external client meetings. • Assist Dedicated Asset Teams in managing current investments, including analyzing potential add-on investments, refinancing opportunities, and exit opportunities. Qualifications: I Squared seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, responsible, have sound judgement, and have demonstrated excellence in prior endeavors. The successful candidate should: • Have a strong academic track record • Have strong analytical skills and be detail-oriented • Be able to work in a fast paced, dynamic environment and to handle multiple projects at a time • Be a self-starter with the ability to work effectively as part of a team • Have genuine interest in the infrastructure space • Be confident and self-aware with excellent interpersonal and communication skills, both written and verbal • Have a strong work ethic to persevere; genuine passion for excellence; results-oriented • Have personal and professional integrity To be considered for the Analyst Program, applicants must meet the following criteria: • Currently enrolled as an undergraduate student • Anticipated graduation date: Spring- Fall 2027/2029 • Resume must include expected graduation month/year and GPA • Resume must be in PDF format Location Miami, FL **Any unsolicited emails or LinkedIn messages to I Squared employees will result in rejection of your application. Interviews will begin the last week of October**

We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************). Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class. Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices. About the role All of our employees are expected to uphold Barry's community and culture standards, and live the Company's mission, vision, and values daily. As a Barry's Summer Scholar, you represent the Barry's brand within the studio and throughout the fitness community. We are looking for hard working, determined, and self-motivated candidates with solid communication, time management, and interpersonal skills. We seek candidates who act professionally and have strong organizational skills with the ability to multi-task in fast-paced environment. We are seeking a highly motivated and detail-oriented intern to join our team. The Data Analyst intern will be responsible for diving into our databases, extracting client lists, and performing thorough data validation and cleanup. This role is ideal for someone passionate about data management and looking to gain hands-on experience with a variety of tools and functions. What you'll do * Extract client data from a central database using SQL queries * Perform data validation and cleanup to ensure accuracy and consistency * Develop and implement Python scripts for automating data extraction * Validate reports and dashboards to ensure accurate reporting * Work with Snowflake and PostgreSQL databases to manage and organize data effectively * Collaborate with the team to identify and resolve data inconsistencies and quality issues * Assist in creating documentation for data management processes Qualifications * Currently enrolled in college, graduating in 2026, with a degree in Computer Science, Information Technology, Data Science, or a related field. * Proficiency in SQL and Python programming languages. * Experience working with Snowflake and PostgreSQL databases. * Strong understanding of database structures, principles, and practices. * Excellent problem-solving skills and attention to detail. * Ability to work independently and collaboratively in a team environment. * Effective communication skills, both written and verbal. * Familiarity with data visualization tools, like Tableau. * Experience in data analysis and reporting. * Knowledge of additional programming languages or database systems.

Job Description About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and personalized service, we foster a collaborative environment that nurtures professional growth and success. The Opportunity: As a Financial Advisor at Coastal Wealth, you will play a pivotal role in shaping clients' financial futures. This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. Job Responsibilities: Assist clients in defining their financial goals and creating tailored investment plans. Conduct thorough financial assessments to recommend appropriate products and services. Develop and maintain strong client relationships through exceptional customer service. Stay informed on market trends and investment strategies to provide informed advice. Participate in ongoing training and professional development to enhance your expertise. Desired Qualifications: Bachelor's degree in Finance, Business, Economics, or related field. Strong analytical skills and attention to detail. Excellent communication and interpersonal skills. Ability to build and maintain client relationships. Motivated and eager to learn about the financial services industry. Nice-to-Haves: Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus. Prior experience in customer service or sales is advantageous. Familiarity with financial planning software and tools. Basic understanding of investment products and financial markets. Community involvement or volunteer experience in finance-related initiatives.

Job DescriptionDescriptionJoin a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians. Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits. Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment. Key Responsibilities Transition and manage existing book of clients Build and maintain client relationships, both domestic and international Customize multi-custodial investment solutions Collaborate with back-office team for trading, support, and compliance Conduct client meetings in preferred formats (in-person, remote, international travel, etc.) Skills, Knowledge and ExpertiseMust-Have Qualifications: Minimum $5M in portable AUM Active Series 65 or equivalent registration Experience working with HNW/UHNW clientele Comfortable with independent 1099 model Clean or manageable U4 disclosures (firm is open to candidates with prior marks, depending on nature) Nice-to-Have Qualifications: Experience serving international clients Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks) Multilingual skills (Spanish, Portuguese, French) Previous experience at a major wirehouse Benefits Full independence, no non-solicit agreements Flexible work location and schedule Voluntary group-rate benefits available High payout structure (65%+) Multinational custodial access White-glove support and culture Ideal Candidate Profile: This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.

We are recruiting Florid and nationally for top producing advisors/teams for several of our clients. Domestic and International business. Traditional brokerage and independents. Requirements: - A domestic/international book of clients from $100MM - $2BBMM+ in assets - Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US and/or globally. Qualifications: - Significant experience in Wealth Management working with HNW/UHNW individuals and families - Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. - Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships. - Strong relationship management and team building skills; views team concept as critical to model. *Solid deal bonus and grid pay-outs ** Agnostic and open architecture platforms *** Work cultures that fit your lifestyle and practice \ Please only candidates with portable client portfolios need apply. We cannot accommodate other profiles at this point in time, thank you. Call me today to discuss today's market and other opportunities: Michael Hubbard @ ************ or email me at: ***********************

If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your name! If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your name! With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you're able to spend 90% of your time sitting with clients and prospects providing superior service. As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial knowledge to new levels. If these qualities reflect you and your ambitions, join the Guerra family by applying here! ***Huge plus - have a Lead generated team backing you up with providing you qualified leads!*** We offer a competitive salary plus uncapped commissions and bonuses, with an annual income potential from $120,000 to $250,000. Responsibilities Conduct comprehensive financial analysis to understand each client's unique goals, risk tolerance, and financial situation Develop personalized financial plans covering investment, retirement, tax, estate, and legacy protection Always put the client's best interest first Monitor and adjust investment portfolios to align with market conditions and client goals Implement tax-efficient investment strategies to minimize client tax burdens, coordinating with tax professionals when necessary Communicate complex financial concepts in a clear, concise, and approachable manner, fostering trust and understanding Conduct regular client meetings to update and address concerns Cultivate new opportunities within existing client relationships Stay informed on industry regulations, compliance, and tax law changes Pursue ongoing education to enhance financial planning knowledge Experience 3+ years of experience in a financial advisor or adjacent role - client facing Preferred licenses: SIE, 2-15, Series 65 Relevant or adjacent certifications/licenses are a plus (CFP, CFA, Series 66, Series 7, 2-14 etc.) Bilingual in English and Spanish with strong verbal and written communication skills in both languages Strong knowledge of financial products, investment vehicles, and market trends Excellent interpersonal skills with the ability to establish rapport and trust with clients Must be a go-getter, team-player, and hungry for knowledge and growth! Tech-savvy with the ability and willingness to learn new systems, softwares and processes Benefits Base salary plus uncapped commission structure Performance bonuses and team incentives Referral bonuses for business development 401(k) with company matching Health insurance reimbursement program 20+ PTO days combined (PTO, sick, floating holidays, paid holidays and birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for industry certifications and licenses Ongoing education and skill development opportunities Career advancement within a growing, established firm Ready to bring your financial expertise to a role where experience matters? Join a team that values your professional background and offers the opportunity to make a meaningful impact on clients' financial futures while building your own career growth. Apply today to learn more about this unique opportunity! About Guerra Wealth Advisors Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. With over 38 years helping our community already, our vision is to become the most trusted and reputable firm in the country. Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company's goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.

Sobre nós A XP Inc. é uma das maiores instituicões financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educacão, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. Com uma cultura marcante guiada por quatro valores - Sonho Grande, Espírito Empreendedor, Foco no Cliente e Mente Aberta - a XP Inc. está sempre em busca dos melhores talentos que tem ambicão de fazer o impossível. 🚀 Join Our Dream at XP Investments Miami! At XP Investments Miami, we believe in big dreams, entrepreneurship, and an open-minded culture that empowers every team member to innovate and grow. We're on a mission to redefine financial markets and create exceptional client experiences - and we want YOU to be part of this journey! We're excited to announce an opening for an Analyst, Financial Advisor role. This position is ideal for someone who is proactive, organized, and passionate about engaging clients and driving results. Position: Analyst, Financial Advisor Location: Miami Department: Financial Markets - Broker-Dealer Firm 🎯 What You'll Do: • Manage and engage a portfolio of clients • Proactively reach out to clients to educate them about market opportunities • Develop metrics and reporting tools to track client engagement and progress • Collaborate with financial advisors and internal teams to ensure smooth client onboarding and support • Maintain compliance with regulatory requirements and keep accurate client records 🔍 What We're Looking For: • Valid Series 7 license • Experience in financial markets, preferably within a broker-dealer environment • Strong organizational, communication, and analytical skills • Proactive, detail-oriented, and results-driven mindset • Must be a U.S. citizen or Green Card holder to qualify for this position • Fluency in both Portuguese and English (written and spoken) What We Offer: •Dynamic and growing financial services environment • Supportive and collaborative culture • Competitive compensation and benefits • Opportunities for professional growth and development Ready to make an impact and grow with us? Apply now and be part of a team that values your ideas and ambition! Benefícios: Saúde e bem-estar: Plano de saúde sem coparticipacão (inclusive, para dependentes) Plano odontológico Wellhub (Gympass) Zenklub Seguro de Vida iFood Benefícios (VA e VR flexível) Vale Transporte New Value (clube de benefícios) Licenca parental: maternidade de 6 meses e paternidade de 20 dias. Auxílio Creche Vida Financeira Fundos de Investimentos Exclusivos Assessoria de Investimentos Cartão XP Visa Infinite sem anuidade Crédito (consignado, home equity, CCB Imobiliário, etc.) Modelo de Trabalho Presencial Flexível O nosso modelo de trabalho varia de acordo com a funcão, podendo ser totalmente presencial para frentes de negócio e mais flexível para outras equipes. Seguimos um modelo com mais frequência presencial, mas sempre guiado por flexibilidade e autonomia com a responsabilidade da nossa cultura empreendedora. Aqui na XP Inc., valorizamos as interacões pessoais e acreditamos no uso do escritório como uma ferramenta para potencializar nossas relacões no trabalho.

ABOUT OUR CITY The City of Sunrise is more than a workplace - it's a community built on our Three Pillars: Customer Service, Collaboration, and Transparency. We're committed to creating an environment where innovation thrives, teamwork is celebrated, and every employee has the opportunity to grow and make a lasting impact. As a full-service municipality and one of South Florida's premier cities, Sunrise offers competitive salaries, comprehensive benefits, professional development opportunities, and a strong culture of recognition. Whether you're helping residents, shaping policy, or improving city operations, you'll be part of a team that's passionate about service excellence and community pride. We take pride in being home to the back-to-back NHL Stanley Cup Champion Florida Panthers, a vibrant arts and entertainment district, and a diverse community that truly embodies what it means to Live, Work, and Play in Sunrise. Looking ahead, the City is exploring an Alternative Work Schedule designed to further support employee work-life balance - providing eligible staff with two three-day weekends per month through an every-other-Friday-off model. This initiative is expected to roll out in the early part of 2026, reflecting our continued focus on flexibility and employee well-being. NATURE OF WORK The City of Sunrise Finance and Administrative Services Department is seeking an Accounting Intern to join their team. This is an exciting opportunity to get real-world experience learning aspects of governmental accounting and gain knowledge of the public sector. During your internship you'll gain: * Governmental accounting fundamentals - exposure to fund accounting, reporting, and audits * Analytical tools - experience working with financial software, spreadsheets, and data * Professional skills - including research, communication, teamwork, and project support If you are excited about accounting and looking to gain hands-on experience in a field that can lead to a great career, we want to hear from you! POSITION TYPE Part time, paid internship: * Hours: Up to 24 hours per week * Paid internship rate is $15 per hour * Length of assignment: Up to 12 months LOCATION * 10770 W Oakland Park Blvd, Sunrise, FL 33351, Examples of Duties ESSENTIAL JOB FUNCTIONS * Intern will perform work assignments assisting the Finance and Administrative Services Department with accounting tasks which may include: * Assisting with preparing and updating documents supporting reconciliations and accounting transactions * Assisting with reviewing and preparing a variety of financial, accounting, and budgetary support documents and reports * Perform statistical analysis * Assisting with special projects * Record maintenance via spreadsheet and data entry * Scanning and filing of documents * Perform duties as assigned Requirements EDUCATION * Must be currently enrolled on a full or part-time basis at an accredited college or university in Bachelor's or Master's program, majoring in Accounting, or a recent graduate from an accredited college/university possessing a Bachelor's or Master's degree in the field of study outlined. * PROOF OF EDUCATION MUST BE SUBMITTED AS AN ATTACHMENT WITH APPLICATION. (Applications without attached proof of education will not be processed for consideration.) LEARNING OUTCOMES * Increase knowledge of government accounting. * Develop planning, organizational, and time management skills. * Gain hands on experience and have the opportunity to discover if government accounting is the right career to pursue. * Acquire experience with the Tyler Munis ERP system. * Enhance interpersonal skills by establishing effective working relationships with supervisors and other employees. * Learn the policies and procedures within the City of Sunrise PHYSICAL REQUIREMENTS Physical: Light physical effort in sedentary to light work, which may involve some lifting, carrying, pushing and/or pulling of objects and materials up to twenty pounds. Descending and climbing stairways and extended periods of standing observation may be required during field activities. Work Environment: Work is performed primarily in a standard office environment. Tasks are regularly performed without exposure to adverse environmental conditions. Sensory: The ability to perceive and differentiate visual cues or signals. Tasks require the ability to communicate orally and in writing. Supplemental Information KNOWLEDGE, SKILLS AND ABILITIES * Proficient in Microsoft Excel, including use of formulas, data organization, and analysis tools * Ability to perform reconciliations, review financial documents for accuracy, and apply accounting principles and terminology * Ability to conduct research, analyze and summarize data and information, and prepare clear and concise reports * Ability to communicate effectively, both verbally and in writing on an individual basis as well as in group settings * Ability to work efficiently and manage varied projects and responsibilities * Ability to work both independently and collaboratively within a team environment * Ability to establish and maintain effective working relationships with coworkers, other employees and City officials * Ability to adapt to provide support on additional projects or assignments as needed Seasonal Employee Benefits Seasonal, Interns and Part-Time employees are not eligible for benefits. 01 Are you currently enrolled at an accredited college or university in Bachelor's or Master's program, majoring in Accounting, or a recent graduate from an accredited college/university possessing a Bachelor's or Master's degree in the field of study outlined. (Proof of current enrollment must be attached to your application.) * Yes * No 02 Can you commit to completing the internship for the duration of the assignment (up to 12 months)? * Yes * No 03 Do you possess fundamental knowledge of accounting? * Yes * No 04 Are you proficient in use of computers including Word and Excel? (Must pass pre-employment assessment) * Yes * No 05 Do you currently possess a valid Florida Driver's License? * Yes * No 06 If yes, please provide Driver's License number and Date of Issue: Required Question Employer City of Sunrise Address 10770 W. Oakland Park Blvd. Sunrise, Florida, 33351 Phone ************ Website ******************************************************

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.

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Our well-established and growing financial firm, Durham Loyal Wealth Management in (Pembroke Pines, FL ) is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build a client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience 215 Licensed (Life, health & annuities) Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint) Experience with CRM (Wealth Box, Salesforce, Red Tail) preferred Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Salary: TBD Benefits: Health Insurance 401k Hours: Flexible Some seminar attendance Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. We provide the book of business. You create the possibilities. Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as Financial Advisor: You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What skills you will use: High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. #LI-SAFG #LI-LR1 This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): No TravelRelocation Provided: NoThe Variable Annuity Life Insurance Company

Are you an experienced Financial Advisor seeking a new opportunity to join an independent, fee -only fiduciary wealth management firm? Ivy Way Placements has partnered up with a fast -growing RIA seeking a Lead Advisor at their Ft. Lauderdale, FL location. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships. The Lead Advisor initiates new business, manages existing client relationships, formulates and implements advice, and may rely on technical specialists to develop recommendations within a given area of expertise. The Financial Advisor can expect to focus on the following areas: Assume co -advisor and/or lead -advisor role on existing clients Responsible for profitable delivery of our service models as outlined in our guidelines Participates in and/or leads the Discovery Interviews discussions and other strategic onboarding processes Owns and manages client relationship and client satisfaction and is responsible for client retention Serves as a liaison to our Planning Team for clients Participates in new client relationship development Participate in planning meetings regarding new prospects/new clients Coordinate follow -up workflow on new clients Convert new revenue from multiple existing clients or new prospects Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities Attorneys -Current and Additional Contacts Previous Clients Community Networking Opportunities (i.e. Service Clubs) Maintain team approach by assisting and filling in for others 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 of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Requirements Bachelor's degree in finance or related field from an accredited college or university; Master's degree preferred Minimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships Certified Financial Planner™ designation preferred upon hire or must be attained within one year of date of hire Financial planning/wealth management acumen, judgment and experience Excellent communication and listening skills Client -first attitude Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software A team player, collaborative, able to work with and through others Benefits Why Choose Us? We are a growing firm, with opportunities for future growth and advancement in your role. We offer health, vision, dental, and 401K benefits options for you and your family. We believe in collaboration, innovation, excellence doing what's right, and helping our team to provide a world -class service. Our culture is historically rooted in values of excellence, integrity, respect, and transparency. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Looking for something else? Let's get to work. At Ivy Way Placements, we are inspired by collaboration, innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Let us help you find your dream career - apply today! *******************************

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. We provide the book of business. You create the possibilities. Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as Financial Advisor: * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support What skills you will use: * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. #LI-SAFG #LI-LR1 This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): No Travel Relocation Provided: No The Variable Annuity Life Insurance Company

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Senior Latam Financial Advisors - Individuals or Teams Our client is looking for select Senior Latam Financial Advisors and teams to join our team. The ideal candidate will have a strong understanding of the Latam market and a proven track record of success in advising UHNW clients. Responsibilities: Develop and maintain relationships with UHNW clients in Latam Minimum revenue is 500K and above Provide financial advice and guidance to clients Manage client portfolios and execute investment strategies Identify and pursue new business opportunities Qualifications: Bachelor's degree in finance or a related field 5+ years of experience in financial advising Strong understanding of the Latam market Proficiency in Spanish and English Excellent communication and interpersonal skills A commitment to providing exceptional client service If you are interested in this position, please send your resume and cover letter to ******************** We look forward to hearing from you!

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

Miramar, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired Qualifications:** - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. **Skills:** - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Finance Analyst 1, Finance SMH, FT, 08:30A-5P-154579Description Reporting directly to the Manager, the Finance Analyst I will assist in analysis support related to financial statements, product and service line reports, and business units. The role involves assisting in creating analysis on financial issues related to the entity as a whole and/or individual departments, product and service lines, physician integration (not relevant for us), business development strategies, short- and long-term financial planning, and the annual operating forecasts.Qualifications Degrees: Bachelors. Additional Qualifications: Bachelor‘s degree in accounting, Finance, Healthcare Administration, or related business discipline. Working knowledge of financial and general accounting principles. Proficient skills in Excel, Word, Power Point. Excellent communication skills. Minimum Required Experience: Less than 1 year Job CorporatePrimary Location South MiamiOrganization CorporateSchedule Full-time Job Posting Nov 11, 2025, 5:00:00 AMUnposting Date Ongoing Pay Grade S19EOE, including disability/vets Refer a friend for this job Tell us about a friend who might be interested in this job. All privacy rights will be protected.Refer a friend