Finance internship jobs in The Villages, FL

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Join us today! Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they've honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. - Source: Individual Third Party Ratings Reports as of 7/30/18. - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Our new blended training and development program is designed to work with your schedule, and in this type of role, that makes all the difference. Our multifaceted system includes: - In conjunction with in-office trainings, a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want! - Once established in the career, Fast Track to Management opportunities for qualified professionals Compensation: $65,000+ at plan commission Responsibilities: Participate in and complete the New York Life training curriculum to build your professional skills and knowledge Increase your client base by creating and implementing strategic business and marketing plans Spotlight a multitude of potential solutions within our competitive suite of products and services while assisting clients in reaching their financial goals Discuss financial concerns and needs with potential clients identified during the prospecting process Obtain optional licenses to sell investments and other securities products concerning wealth management and advanced planning Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to ensure customer satisfaction Work with policyholders to develop and deliver risk management strategies that fit their individual profiles Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable insurance plan options that successfully meet their individual insurance needs Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty Qualifications: Uncompromising integrity and responsibility required Solid business expertise and knowledge a must Leverage personal networks and contacts and engage your community to identify prospects Experience in sales and implementing growth strategies a plus Strong written and verbal communication skills are required to effectively share complex ideas High school diploma or equivalent required; Bachelor's degree preferred Basic computer skills with proficiency in the Microsoft Office suite are necessary Active Life and Health insurance license is a strong bonus Previous health insurance or life insurance experience is a plus Previous customer service or experience as a sales representative preferred Proficiency in Microsoft Office products Possesses outstanding interpersonal and communication skills Bilingual Speaking (English/Spanish) is a plus About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. We're proud of the training we offer. Training Magazine's APEX Award for 2024 We're proud to be recognized by organizations that also value diversity Latino Leaders: 2024 Best Companies for Latinos to Work For Human Rights Campaign: 2024 Corporate Equality Index Forbes 2024: America's Best Employers for Diversity

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DFCU Financial in Winter Park, FL would allow you to join the Investment Program at DFCU Financial as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at DFCU Financial supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to DFCU Financial for financial solutions. This position will offer: The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with DFCU Financial, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, DFCU Financial. Tracking # 1-05026674 Pay Range:72000 - 80000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Join us today! Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they've honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. - Source: Individual Third Party Ratings Reports as of 7/30/18. - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Our new blended training and development program is designed to work with your schedule, and in this type of role, that makes all the difference. Our multifaceted system includes: - In conjunction with in-office trainings, a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want! - Once established in the career, Fast Track to Management opportunities for qualified professionals Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to ensure customer satisfaction Work with policyholders to develop and deliver risk management strategies that fit their individual profiles Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable insurance plan options that successfully meet their individual insurance needs Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty High school diploma or equivalent required; Bachelor's degree preferred Basic computer skills with proficiency in the Microsoft Office suite are necessary Active Life and Health insurance license is a strong bonus Previous health insurance or life insurance experience is a plus Previous customer service or experience as a sales representative preferred Proficiency in Microsoft Office products Possesses outstanding interpersonal and communication skills Bilingual Speaking (English/Spanish) is a plus

Financial Associate - Licensed Location: Winter Garden, FL Firm: The Lifewealth Group Job Type: Full-time, In-office About Us The Lifewealth Group is a respected and rapidly growing financial firm in Winter Garden, FL, known for delivering exceptional wealth management and financial planning services. We pride ourselves on our commitment to both client success and team culture. Your Role As our Financial Associate, you will work closely with advisors and high net worth clients to deliver world-class financial solutions. You'll help prepare for meetings, join advisors in client meetings, and provide outstanding client service and support. Key Responsibilities Prepare detailed financial analyses, reports, and meeting materials for advisor and client presentations. Act as an associate in advisor-led client meetings, assisting with plan construction and real-time support. Build personalized financial plans tailored to the needs of high-net-worth clients. Handle all aspects of client service, from answering questions and resolving issues to proactively anticipating client needs. Collaborate across internal teams to ensure smooth operational processes and exemplary client satisfaction. Support advisors in business development and help identify new opportunities for clients. Stay current on industry trends, regulatory requirements, and best practices to uphold firm standards. Requirements Financial industry experience required Active licenses: Series 7, 63, 65/66 & FL215 (life and Health) Pursuing CFP a plus Associates Degree preferred (Finance / Economics) 3 + years Financial Experience required 2 + working alongside a Financial Advisor in a fast-paced office environment Strong communication and problem-solving skills Detail-oriented and organized Excellent communication skills - both written and verbal Proactive Management Style and consistent follow-through Salary: $60,000-$80,000 Benefits: Benefits: Dental insurance Flexible spending account Health insurance Health savings account Paid time off Retirement plan Tuition allowance This role has upward career ability to become Sr. Financial Planner or progress into an Advisory role in future. Presented by Advisor Employee Services Thank you for your interest in the Financial Associate - Licensed 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 at **************************** the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that 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!

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job DescriptionAutomotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart - Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver's license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************

Job Description Join Zinnia Weath, a dynamic and innovative company based in the sunny city of Ocala, Florida. We are on the lookout for a dedicated Financial Advisor to become an integral part of our team. In this on-site position, you will have the opportunity to work directly with our clients, providing them with customized financial advice and solutions tailored to their unique needs. We pride ourselves on fostering a collaborative and supportive work environment where your expertise will be valued and your career can thrive. At Zinnia Weather Management, we understand that our greatest asset is our people. We are committed to creating a workplace where everyone feels welcomed, respected, and part of the family. If you are a motivated professional with a penchant for finance and a desire to make a meaningful impact in the lives of others, we invite you to apply and contribute to our continued success. Bring your knowledge, experience, and enthusiasm to Zinnia Weather Management, and help us navigate the financial landscape with precision and excellence. Benefits Annual Base Salary + Commission Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Hands on Training Responsibilities Client Advisory: Offer professional financial guidance tailored to individual client needs and objectives. Portfolio Management: Review and analyze client portfolios to ensure alignment with market trends and financial goals. Market Analysis: Conduct thorough market research to inform strategic investment advice. Risk Assessment: Evaluate and communicate the risks associated with financial plans or investments. Relationship Cultivation: Build and nurture long-term client relationships to ensure loyalty and trust. Goal Setting: Work collaboratively with clients to set and achieve financial milestones. Requirements Education: A degree in Finance, Accounting, or a related field is preferred. Experience: Prior experience as a Financial Advisor or in a similar finance-related role is required. Licensing: Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is highly desirable. Series 65 and FL 2-15 required. Communication Skills: Excellent interpersonal and communication skills, both written and verbal. Customer-Focused: A genuine desire to understand client needs and offer personalized financial advice. Regulatory Knowledge: Understanding of current market and regulatory changes impacting the financial industry. Attention to Detail: Strong attention to detail to ensure accuracy in every financial plan and report.

Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: * Arrange bank financing * Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs * Provide customers with thorough explanation of contract, aftermarket products and extended warranties * Establish and maintain strong working relationships with several financial sources, including the manufacturer * Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations * Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner * Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: * College degree is preferred * Active Florida notary or ability to obtain * Strong background in retail sales or hospitality, automotive finance experience a plus * Experience offering various financial products preferred * Strong CSI scores * Strong history of selling AMO (After Market Options) * Reliable Transportation * Valid drivers license with acceptable driving record * Acceptable background and drug screening Supervisory Responsibilities: * None Job Type: * Full-Time Benefits: * 401(k) & 401(k) Matching * Employee Assistance Program * Health Insurance * Dental Insurance * Vison Insurance * Life Insurance * Flexible Spending Account * Paid Time Off After 6 months * Referral Program * Associate Discount Program Schedule: * Ability to work a flexible schedule Pay: * Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process.

Automotive Finance Representative - Holler Hyundai Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 10 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver s license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************

This is a commissioned sales position providing investment consultation to the public on stock, bonds, annuities, mutual funds and other securities. Incumbent adheres to applicable laws, regulations, and rulings governing services, policies and procedures of Securities sales. Job Duties and Responsibilities: * Assists clients in meeting their financial goals through personalized, in-depth counseling and recommendations of appropriate investments in equity and debt instruments. Helps to determine proper strategy, based on anticipated needs and risk tolerance. Answers clients concerns and questions. Conducts investment seminars for clients and prospects. * Applies current information, along with prior knowledge and experience, to determine the most appropriate investments for each client. Ensures proper account documentation. * Stays abreast of market and securities suitable for clients. Reviews research materials and financial news for areas of opportunity and concerns, and advises clients and other key stakeholders as necessary. * Consults with officers throughout the bank to bring the above services to our banking customers and to interest their clients in the benefits of doing investment business at the bank. May work directly with retail to support their annuity sales efforts. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Required Education: Bachelor's Degree in a related discipline Required Experience: 2+ years of job-specific experience Required Certifications: Series 7; Series 66 (or both Series 63 and 65) License; Variable Annuity License; State Life, Accident and Sickness License Required Skills: * Excellent communication and interpersonal skills * Broad knowledge of pertinent securities market and investment vehicles, along with the experience and perspective to apply toward the effective management of client assets * Broad knowledge of securities trading patterns and market trends. * Proficient using a Personal Computer and related software applications such as Microsoft Office, Internet, and other job specific databases. * General knowledge of bank products and services Preferred Knowledge, Skills, & Abilities: * ChFC and/or CFP certifications #LI-JS1

The Villages, Florida;Ocoee, Florida; Ocala, Florida; Clermont, Florida; Clermont, Florida; Crystal River, 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.

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles. Summary: The Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue for the credit union. Education and/or Experience: * Associate degree required or a minimum of four years of related experience * Minimum three years of general work experience, customer service, call center, sales, branch banking or finance industry experience required Essential Skills: * Strong written, oral and interpersonal skills required * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) * Proficient in CRM tools including Salesforce preferred Travel: Less than 20% of time will be spent traveling for member meetings, internal meetings/training's and high profile events. Job Responsibilities: * Build, manage and grow a book of business consisting of mass affluent members * Conduct comprehensive financial review sessions with mass affluent members to uncover their unique needs, recommend solutions and log results using a CRM tool * Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs * Regularly connect and build relationships with assigned branches and teammates * Generate deposit balance growth and utilize proper exception procedures to retain balances and escalate large balance fluctuations as needed * Resolve inquiries and service requests, open and service accounts within authorized limits and create activity plans and follow up on scheduled contacts * Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events * Fulfill product and service needs in the branch network and make appropriate introductions to partners for products in other lines of business. * Maintain operational excellence when conducting transactions for mass affluent members * Monitor competition for best practices on mass affluent offerings and use findings to help ensure Teachers is the Best Place to Bank * Pilot initiatives that align with organizational goals in preparation for CU wide rollouts * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-PC1

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! ESSENTIAL FUNCTIONS It is the responsibility of the Associate Financial Consultant to take ownership and be proactive in servicing of existing relationships and prospective client relationships. Must be well versed in all aspects of broker/dealer systems and technology, products, and services. Additional responsibilities include taking ownership of all tasks and challenges that they encounter in the operation of their assigned position. * Provides assistance to the financial consultant maximizing sales results while minimizing their time spent on administrative and operational tasks. * Is well versed in all broker/dealer technology, compliance, advisory alerts, investment products, services and solutions and be able to assist customers in all aspects of the conduct and servicing of their relationship. * Assists the financial consultant with increasing sales and overall productivity. * Ensures the efficient ongoing operations of the financial consultant by: * Managing, coordinating, and maintaining appointment and referral opportunities, providing assistance in the scheduling of appointments and follow up tickler system for the financial consultant. * Assisting in the development of additional referrals through their assigned banking partners. * Providing the necessary administrative and operational support to the financial consultant, including processing of all necessary documentation, checks and other relevant documentation. * Working directly with clients and assisting clients in the servicing of their relationship. * Taking direction, within regulatory limitations, based on FINRA licensure, from the financial consultant in receiving and processing orders with the broker/dealer on behalf of the client. Developmental: * Take an existing book of investment business and grow assets under management. * Develop and work leads received from branch personnel. * Look for opportunities to increase knowledge; work to increase responsibility; and strive to achieve goals. * Complete assigned training and within designated time frame. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications, Education, and Certification Requirements * Education: High School Diploma Required, College Degree preferred. * Experience: Three to five years previous investment services experience preferred. FINRA licenses 6, 63, 65, 7 required. * Certifications/Specific Knowledge: Must be highly organized and a self-starter, excellent PC skills, including Word and Excel. Is expected to possess the ability to identify, research and solve problems quickly and accurately, ability to interact with co-workers, broker/dealer, referral sources and customers in a highly professional manner. Ability to listen effectively, learn quickly and prioritize work, ability to work with minimal supervision, ability to shift quickly to new tasks when priorities change TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation, continuing education classes on investments, insurance, and other financial services PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. TRAVEL Travel may be required to come to meetings as needed. Equal Opportunity Employer, including disabled/veterans.

Every day at Disney Cruise Line we take pride in bringing the magic of Disney to life. We find joy in creating cherished memories and form genuine connections with our guests. We hold each other to the highest degree and always act responsibly while ensuring the safety of fellow cast, crew and guests. United by our Disney values, we work toward excellence in all we do. As a part of our team, you can work in a diverse and inclusive environment amidst a professional and supportive community. If you are ready to create unforgettable experiences and grow as a person and as a professional, apply today! The Port Adventure Financial Specialist is a strategic role supporting Disney Cruise Line Port Adventures by managing complex financial operations, vendor payments, and cost-accuracy oversight. This position owns end-to-end financial processes, including invoice review, international payments, reconciliations, and financial reporting. The Specialist collaborates closely with third-party Tour Operators and internal teams-Finance, Revenue Management, Product Development, and Operations-to ensure operational alignment, financial integrity, and compliance. In addition to maintaining accurate vendor costs, contracts, and documentation, the role drives system improvements and strengthens financial workflows. It requires deep expertise, strategic oversight, and cross-functional leadership to protect vendor relationships, mitigate reputational risk, and support scalable growth with new ship releases. Responsibilities Financial Operations & Payments * Review, reconcile, and process vendor and Tour Operator invoices with accurate cost allocation. * Prepare, execute, and monitor payments via MXP, SAP, wire transfer, and related systems. * Handle international payments, currency considerations, and compliance with financial controls and accounting standards. * Maintain accurate financial records including coding and filing by region, country, port, tour name, tour code, and vendor. * Be the point of contact for all third-party vendors resolving discrepancies proactively. * Monitor outstanding balances, follow up on overdue payments, and ensure partners have received funds. * Provide payment summaries, balances, accrual reports, and departmental reporting-including self-auditing to ensure accuracy. * Support audits by providing required documentation and serve as a subject matter expert for internal and external audit inquiries. Vendor Relations & Documentation * Communicate with Tour Operators and suppliers to resolve payment issues, confirm account details, and maintain accurate records of vendor terms and pricing changes. * Support onboarding of vendors into the Disney Supplier Management Portal. * Maintain up-to-date vendor cost files, financial documentation, and pricing histories. Reconciliation & Financial Analysis * Generate monthly account reconciliations, prepare journal entries, and support accrual reporting. * Conduct financial analysis that supports decision-making and validates cost accuracy. Cross-Functional Collaboration * Partner with Finance, Procurement, Revenue Management, Product Development, Business Office Managers, and Shipboard Port Adventures leadership to resolve payment issues and maintain smooth operational workflows. * Provide day-to-day operational financial support, ensuring timely issue resolution. System & Process Optimization * Support and lead system improvements, testing, and workflow enhancements for MXP, SAP, Coupa, and related platforms. * Identify opportunities to improve financial processes, tools, and documentation to enhance efficiency and accuracy. Cost Accuracy & Compliance Oversight * Ensure all vendor costs are correct, contract-aligned, and properly documented. * Maintain strong internal controls and support audit readiness through consistent compliance practices. Key Competencies * Analytical Thinking: Ability to interpret financial data, identify discrepancies, and recommend corrective actions. * Attention to Detail: Ensures accuracy in payments, reconciliations, documentation, and cost audits. * Communication Skills: Effectively collaborates with internal teams and international vendors to resolve payment and documentation issues. * Project Management: Ability to manage financial workflows, system upgrades, and cross-functional initiatives while meeting deadlines. * Problem-Solving: Quickly identifies issues and implements solutions that support compliance and operational efficiency. Required Qualifications * Strong understanding of financial processes, international payments, reconciliations, and vendor invoicing. * Experience managing third-party vendors in a travel, recreation, hospitality, or tour-operations environment. * High level of accuracy, strong analytical abilities, and excellent organizational skills. * Ability to prioritize multiple projects and meet time-sensitive deadlines in a fast-paced environment. * Strong communication skills-clear, professional verbal and written communication with internal and external partners. * Experience with MXP, SAP, Coupa, Business Objects, and Microsoft Office Suite. * Proven ability to handle sensitive financial information with discretion. Desired Qualifications * Experience in financial operations, auditing, or vendor management. * Minimum 5 years' experience in the travel, tour, cruise, or recreation industry. * Experience working with international vendors and understanding global payment processes. * Familiarity with contract terms and supporting contract-related financial alignment. Required Education * Bachelor's degree in Finance, Accounting, Economics, Business, Tour Operations Hospitality, or a related field - or equivalent professional experience. #DCLPJ

Hillstone's summer 2026 internship is designed for rising seniors with a serious interest in pursuing a career in restaurant management or culinary management. Interns are exposed to the business in its entirety; however, a specific focus is placed on daily operations and service. While the majority of time is spent apprenticing staff-level roles, there is also an opportunity to understand management level functions which can include hiring, training, coaching, inventory management and P&L oversight. Previous experience working in restaurants is helpful, but not a prerequisite. Intern placements will be determined by fit and assigned to an operating team in one of the restaurants around the country, with a strong focus on East Hampton, NY and Aspen, CO. Compensation will vary based on location but will average between $1000-$2000 per week. Hillstone Restaurant Group is a privately-held collection of upscale restaurants with 45+ locations in vibrant cities across the country. Some of our more well-known operations are Houston's, Hillstone, R+D Kitchen, Bandera, East Hampton Grill, South Beverly Grill, Honor Bar, Palm Beach Grill, and White House Tavern. To learn more, visit us at ****************** or read this profile in Bon Appetit magazine: ***************************************** Placement for the internship is decided upon hire, based on fit to the operating team. We have 40 properties around the United States, making relocation contingent upon employment. Additional information All your information will be kept confidential according to EEO guidelines. The Hillstone Restaurant Group confirms each employee's identity and authorization to work by participating in E-Verify. Additional Information All your information will be kept confidential according to EEO guidelines. The Hillstone Restaurant Group confirms each employee's identity and authorization to work by participating in E-Verify.

Main Accountabilities: 1. Assist the project manager on all issues related to project economy. 2. Analyze project financials and follow-up on project budget deviations. 3. Participate in project kick-off meetings. 4. Monitor and follow-up actual costs against budget and forecast. 5. Ensure timely invoicing according to contract and timely payment of invoices. 6. Perform necessary activities for month-end close, including journal entries and account reconciliations. 7. Participate in monthly project reviews. 8. Ad-hoc reporting. Qualifications Basic Qualifications: -5 to 8 years of experience in a professional accounting role. -Bachelor degree in accounting, finance, or related field. -Knowledge of US GAAP or Sox Compliance. -Advanced Microsoft Excel skills. -Good team work and communication skills. -Solid analytical and problem solving skills. -Ability to meet tight deadlines. -SAP proficiency Preferred Qualifications: -Looking for someone who has experience in project accounting. -Knowledge of project management. -Flexibility and willingness to take on responsibility. -Strong written and verbal communication skills. -Ability to implement change and introduce best practice initiative. Additional Information All your information will be kept confidential according to EEO guidelines. IF THIS IS THE JOB OPPORTUNITY FOR YOU GIVE ME A CALL AT ************ ASAP! I want to know more about your preferences. If in case you know someone who might be interested for this, feel free to pass it along. I look forward to hearing from you!

The essential function of the position within the organization is to administer and coordinate the financial operations of the assigned department/division. The position is responsible for performing financial analyses of trends or sources of revenue, auditing accounts, tracking capital projects, preparing and maintaining budgets, processing accounts payable and accounts receivable, administering grant revenue, contracts, lease agreements and program activities, which may include the calculation, compilation, maintenance and verification of impact fee information. The position works under general supervision independently developing work methods and sequences. This position shall be required to assist with emergency support functions in the event of a declared emergency and/or any other emergency duties as assigned. Minimum Qualifications: Any equivalent combination of education, training and experience may be considered. Requires a Bachelor's Degree in Accounting, Finance, Business or Public Administration or a closely related field and three (3) years of related experience. May require a valid Florida driver's license.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Summer Intern to join our Audit team. This role is located in Lake Mary, FL. Summer Internship Program The BNY Summer Internship Program provides high-potential students with a well-rounded, rewarding 10-week internship experience, as well as an inside look into what it is like to work for a global financial services organization that has been innovating and serving clients since 1784. Interns work on challenging projects, collaborate in teams, and build professional networks while gaining insight into BNY and skills required to be successful in the workforce. From day one, summer interns are immersed in BNY's innovative and dynamic company culture as they will receive: Enterprise-led intern orientation program combined with ongoing an executive speaker series and virtual training curriculum designed specifically for summer interns Meaningful and challenging work assignments that deliver learning and skill development through practical work, mentorship, and training Career development and networking support from a host of corporate leaders including internship managers, senior and peer mentors, business stakeholders and a dedicated program manager Exposure to different areas of business throughout the organization Comprehensive professional etiquette and financial services fundamentals training, along with technical and business acumen development Understanding of BNY's commitment to diversity and inclusion A collaborative and supportive community with full commitment of top-level management to deliver a premier internship/talent pipeline program within the financial services industry Audit Internal Audit plays a key role in helping the organization succeed! Through a combination of risk assurance and consulting, auditors provide insights on how well systems and processes are designed. Interns in Internal Audit will be provided targeted on-the-job training designed to build knowledge, expertise, and soft skills. This role will get to collaborate with experienced audit professionals from one of our highly skilled audit groups to learn how auditors can make an impact through risk mitigation techniques. Projects interns have been placed on previously are: Process mapping and flowcharting Process gap identification through process analysis Testing bank controls for effectiveness Discovering and translating data anomalies into insights To run and operate each business above, our organization is reliant on a wide range of teams inclusive of: Business Development, Relationship Management, Client Service Delivery, Corporate partners (People Team, Operations, Finance, Technology), etc. It is an optimal time to be a part of the Asset Servicing team as we are market leaders with strong global partnerships across the industry. We lead with innovation and trust and are committed to collaborating with our clients to transform the financial services industry for the future. Program eligibility: Enrollment in a 4-year undergraduate degree program with a strong focus on business-related and/or technology-related majors preferred Graduating in Dec 2026 or May 2027 (U.S.) Minimum cumulative GPA of 3.0 or better Does not require sponsorship for employment visa status (now or in the future) in the country where applying. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.