Finance Planner Jobs in Golden Gate, FL

Job Description Are you a Wiser Financial Advisor? We have relationships with BD’s, RIA’s & Independents Let's discuss what’s important for you. We have relationships globally Financial Advisor Profile: Naples Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network. Currently they have coverage in over 17 states + D.C. and has leading market share in 7 of the 10 top fastest-growing markets in the U.S. Candidates and or teams must have a minimum T-12 of $500K+ with transferable assets Both wire house and bank advisors are welcomed to apply FAs are paid on loans, investments, and insurance. FA’s can continue to grow their practice through other business partners in the firm. Larger producers with clients at the Reserve $5M- $25M+ level, can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience. Advisors with niche business, they can partner with wealth advisors in their specialty groups (medical, legal, international business and sports & entertainment). Our client has an open architecture platform through Envestnet and competitive industry products. FA’s utilize Relationship Advisory Process (RAP) – Financial planning model connecting to IRM. They are a full-service brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients. FAs are paid on loans, investments, and insurance. When an FA partners with business partners, they receive sales referral credit which posts to their grid. For example: At a Wire house, Private Bank is competition, here we are partners where the Private Bank handles banking and lending functions, FA handles investments. For established advisors, succession planning options to join 3 sunset agreements available (variable fixed, buyout) Please contact Alan Goldstein of Avior Executive Search directly for any additional information at ********************. All information will be kept strictly confidential.

At MINI of Fort Myers, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your success and invested in your future. So read on, and consider a rewarding career with Sonic Automotive, Inc. Job Description MINI of Fort Myers (a BMW brand) is looking for self-motivated professional to join a fast-moving industry. Income potential is dependent on willingness to learn and earn. 3-6 month training pay available for entry-level applicants. Preferred applicant will have a high degree of customer orientation and general consumer electronics proficiency. No prior experience required. Pay Range - $63,550-$138,600 Duties and Responsibilities: Realize that business is built on customer satisfaction and devote himself/herself to guarantee satisfaction of customers. Determine each customer’s vehicle needs by asking questions and listening. Demonstrate vehicles (includes test drives). Deliver vehicles to customers. The delivery process ensures that the customer understands the vehicle’s operating features, warranty, and paperwork, and it lays the foundation for customer loyalty. Establish personal income goals that are consistent with dealership standards of productivity and devise a strategy to meet those goals. Report to the vehicle Sales Manager regarding objectives, planned activities, reviews, and analyses. Keep abreast of incoming inventory, features, accessories, etc., and how they benefit customers. Work with the service department and body shop to ensure that vehicles are reconditioned as expected and on schedule. Attend sales meetings and training offered by the dealership and the manufacturer. Maintain a prospect development system. Maintain an owner follow-up system that encourages repeat and referral business. Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plan more effectively. Understand the terminology of the automobile business and keep abreast of technological changes in the product. Know and understand equity and values and be able to explain depreciation to the customer. Know and understand the federal, state, and local laws which govern retail auto sales. Introduce customers to service department personnel to emphasize to them the quality and efficiency of service repairs and maintenance available in the dealership’s service department. Must follow all company safety policies and procedures, and immediately report any and all accidents to a manager or supervisor. Qualifications High school diploma or the equivalent. Ability to read and comprehend instructions and information. Valid in-state driver’s license. Professional personal appearance. Excellent communication skills. Ability to sell a minimum quota according to dealership standards. All applicants must be authorized to work in the USA. All applicants must perform duties and responsibilities in a safe manner. All applicants must be able to demonstrate ability to pass pre-employment testing to include background checks, MVR, drug test, credit report, and valid driver's license. Additional Information It's time to make the most important move of your career. From our cooperative, team-based approach, to our more than 1,000 internal advancements each year, it's easy to see the difference. When you join our organization, you'll enjoy comprehensive training, competitive compensation, and unparalleled benefits. Simply put, you'll experience the best that a career in the automotive industry has to offer.

Medical Economics Analyst GREAT OPPORTUNITY in SUNNY FLORIDA! Fort Myers (between Tampa and Naples) or Jacksonville! Remote flexibility with required quarterly travel to Fort Myers. Millennium Physician Group is currently searching for a Medical Economics Analyst to join our growing Analytics Team. This position will report to the Director of Healthcare Economics. This position earns competitive compensation and an annual shared savings bonus! We also offer a full benefits package including 401(k) with match and 3 weeks of PTO! The Medical Economics Analyst supports all healthcare analytical efforts of the fast-growing company's various value-based contracts ranging from MSSP ACOs, Medicare Advantage Plans, and Commercial ACOs. This position will use state of the art population health system, electronic health record, and various payer portals and reports to gather, analyze, and present actionable solutions to complex healthcare issues. The analysis will range from macro healthcare cost and/or trends and individual patient analysis. The position works on multiple projects as a subject matter expert in a fast-paced environment for the support of executive management, physicians and other internal or external clients. Works closely with the company's clinical integration, care coordinator and quality teams to provide meaningful data for clinical transformation, quality and process improvement initiatives. Obtains, understands and communicates reporting specifications from government agencies and other entities. Essential Duties and Responsibilities: Create proactive analyses comparing company or market results to industry data to evaluate program performance for internal management and internal clients Develop and produce financial reports and clinical analysis on a periodic and ad-hoc basis for care coordination staff as well as physicians and executive leadership. Ensures accuracy and timeliness of the company's staff and physician reports to include regularly scheduled and ad-hoc reporting request. Responsible for all follow-up and/or research requests regarding physician data Participates in project teams, analyzing various new programs, projects or ventures that require analysis of clinical, financial, or utilization data Prepares reports, presentations, and other documents and presents these materials in meetings Identify problematic areas and conduct research to determine the best course of action to correct the data Participates in high-level business initiatives and assist with all levels of metric reporting Maintains a working knowledge of relevant Government, payor, and third-party health care initiatives in which the company participates. It is assumed, in order to maintain these skills, that relevant seminars, books, periodicals and regulations be routinely reviewed Identify and research anomalies and outliers in data Performs other related duties as assigned or requested Education and/or Experience Bachelor's in Business Administration, Healthcare Administration or related field required MBA, MPH, MHA, or advance degree in a related area preferred 2+ years experience in healthcare, insurance, consulting or data analytics; an understanding of Electronic Medical records and population management systems strongly preferred Experience in healthcare and/or value-based modeling including Medicare Advantage, Medicare Shared Savings Program (MSSP), payor risk models is a plus Utilization of data analytics or visualization tools (e.g. Excel, SQL, SAS, Tableau, Statistical Modeling) Please review the full job description for more details about this exciting opportunity. ABOUT MILLENNIUM PHYSICIAN GROUP Formed in 2008, Millennium Physician Group has grown into one of the largest comprehensive independent physician groups with more than 550 healthcare providers located throughout Florida. In addition to primary care offices, Millennium provides ancillary services for our patients including Imaging, Lab, Physical Therapy, Pharmacy, Inpatient Services, and an Ambulatory Surgery Center. We are also a national leader in value-based initiatives including Medicare ACOs (MSSPs), Medicare Advantage, and Commercial contracts. If you feel you are the right candidate for this position, please click the link to apply today. We look forward to meeting you! Job Posted by ApplicantPro

Job DescriptionWelcome to Galloway Lincoln, where we prioritize a work-life balance for our sales personnel and have a healthy portfolio of repeat clientele. No late nights or Sunday's here! We are actively seeking an experienced sales associate to join our team. What We Offer Medical insurance Dental and vision Insurance Paid vacation time 401(k) plan Growth opportunities Family owned and operated One of the most progressive pay plans in the industry No late nights or Sunday's Responsibilities Nurture enriching relationships to build clientele for life Exhibit consultative selling skills. Assist customers in selecting a vehicle by asking questions and listening carefully to their responses Continuously develop product and sales acumen to become the vehicle authority. Know the ins and the outs of product offerings, optional packages, and the latest technologies Perform high-quality, professional demonstrations of vehicles Be active on various social media sites to increase engagement Follow-up with buyers to ensure successful referral business Learn to overcome objections and thrive within sales situations Bring your A game along with a positive attitude to work with you every single day Qualifications Tech savvy to actively market yourself & the dealership via social media Self-starter mentality and ambitious spirit preferred Ready to waste no time on learning new product ins and outs, eager to improve Phenomenal communication skills with customers and team members Aggressive in achieving sales goals and continually striving to be at the top of the leader board A focus on client experience & creating "wow" moments We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionDescription: Come grow with us! Elite DNA Behavioral Health is one of the largest providers of behavioral and mental health services in Florida – and we’re expanding quickly! We believe in providing high-quality, accessible care to our patients and a supportive environment that allows our team to grow professionally. Our goal is to hire you – the best talent – to support our mission and allow you to grow with us. We thrive on a mutual goal of providing excellent care to our patients through our comprehensive care services and collaborative culture. Elite DNA is the pioneer of the care coordination approach to mental health, where all patients are matched with their ideal services and providers prior to receiving direct care. Our team is at the forefront of providing leading-edge therapy services – from psychotherapy to psychiatry – to specialized programs such as psychosocial rehabilitation, EMDR, and group therapy. Everything we do here at Elite DNA is guided by integrity and compassion for our patients and employees. When you join the Elite DNA team, you’ll feel proud to be a part of the group that helps children, adults, and families in our communities live better lives. Job Summary: Elite DNA Behavioral Health is seeking to hire two full-time Patient Financial Counselor to join our team in the Ft. Myers office. DESCRIPTION: As a Patient Financial Counselor, you will be responsible for proactively managing the patient responsibility portion of the Accounts Receivable (AR). The Patient Financial Counselor is responsible for making sure Elite DNA Behavioral Health’s Financial Policies are understood by all patients. The Patient Financial Counselor will proactively collaborate with patients to perform benefits investigation, educate patients regarding their plan benefits, collect payments, and monitor and collect outstanding balances to minimize outstanding patient Accounts Receivable (AR). Requirements: RESPONSIBILITIES: · Has complete understanding of Elite DNA Behavioral Health’s Financial Policy. · Can communicate terms of Financial Policy to patients for full comprehension of payment expectations. · Has an expert level of knowledge regarding insurance benefits, coordination of benefits, insurance verification, benefits investigation, and payer network participation. · Is friendly and courteous to patients while educating and communicating expectations. · Ability to successfully obtain estimated patient responsibility, communicate estimated responsibility to patients and collect estimated patient responsibility portion of claim. · Will work collaboratively with the billing department and front desk to ensure there is a complete understanding related to patient’s financial plan. · Responsible for Point of Service Collections for patient outstanding balances. · Responsible for setting up payment plans within practice guidelines for patients who cannot pay balance in full. · Assists patients with Care Credit applications; Educates applicants regarding Care Credit terms. · Responsible for processing accounts following the procedures outlined in the department’s Pre- Collection policy and procedure. · Other duties, as assigned. KNOWLEDGE, SKILLS, AND ABILITIES: · Working knowledge of common office computer programs; Word, Excel, Internet. · Complete understanding of insurance benefits. · Ability to read and explain an explanation of benefits form from insurance carriers. · Ability to educate patients regarding their individual benefit plan, the practice Financial Policy, and our expectations regarding patient financial responsibility. · Must be able to work independently and multitask. · Have ability to communicate effectively and assertively while demonstrating compassion and empathy for patient’s individual situations. EDUCATION/EXPERIENCE REQUIRED: · Minimum High School Diploma or GED. · 2+ years’ experience performing accounts receivable related duties in a medical practice billing office. · Experience working with the public via telephone and face-to-face conversation required. This position earns competitive compensation plus a full benefits package including medical, dental, vision, life insurance, annual PTO of 15 days with tenure recognition incentives, one additional paid day for your birthday and Employee Assistance Program. We also offer opportunities for growth, as well as a great team atmosphere that empowers you to seek better ways to deliver service and take ownership of outcomes in providing quality service and support. To apply visit ************************

The Private Wealth Advisor manages and administers the Bank's more complex and sophisticated trust relationships to include estate settlement with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. No oversight from others in order to perform responsibilities. Essential Job Functions and Duties: Administers trust accounts in accordance with the governing instrument, federal and state laws, and FineMark's National Bank & Trust policies and procedures Monitors and reviews account retention Documents client communications on contact management system and coordinates proactive communication Participates in and monitors financial planning process Ensures timely completion of Trust Account Review Ensures timely and accurate set-up of new accounts by account opening associate Ensures timely processing of discretionary distributions Reviews governing legal and entity documents and directs Bankers in new account titling for all Trust, Fiduciary, and complex entity-owned deposit accounts. Conducts Trust Lending Reviews for all loans made to Trust and Entity Borrowers. Fields and reviews any legal-related issues arising in offices. Supports the development of existing relationships and facilitates new business efforts Maintains current knowledge of regulatory, fiduciary law, tax law and economic environment Regular attendance at the FineMark location designated in this , during business hours, or assigned hours for the position, is required. This is not a remote-work position. Required Education, Skills and Experience: 10+ years of successfully managing trust accounts for a wealth management company. Juris Doctor required. Proven experience in managing large and complex trust accounts, including investment decisions and compliance with legal and regulatory requirements. Deep understanding of complex financial instruments, investment strategies, and estate planning. Extensive knowledge of trust laws, tax regulations, and compliance requirements. Ability to mentor junior staff and oversee complex trust accounts. Proficiency in analyzing complex financial statements, investment portfolios, and legal documents. Exceptional verbal and written communication skills for interacting with high-net-worth clients, beneficiaries, and legal professionals. Expertise in managing multiple high-value trust accounts, maintaining accurate records, and ensuring compliance with deadlines. Strong attention to detail, ensuring precision in financial reporting and compliance with legal requirements. Advanced ability to address and resolve complex issues related to trust administration and beneficiary concerns. Building and maintaining strong relationships with high-net-worth clients and beneficiaries. Upholding the highest standards of integrity and confidentiality in managing trust assets. Handles complex and/or sophisticated relationships Professional appearance and demeanor required Preferred Education CPA Preferred. Master's Degree especially in business administration (MBA) or a related field, preferred. Advanced certifications such as Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) preferred. ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally. Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel. Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary. Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer. General Acknowledgment: By signing below, the employee acknowledges that they have read and understand the position and its requirements. FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications. FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust's Drug-Free Workplace Policy by contacting ************. PIe25158b186d2-26***********4

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first four years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch 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. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first four years, salary will decrease 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. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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 8 million clients and 19,000 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 2023, data as of December 2022. 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. #LI-USFATA

DEPARTMENT: 18210 - AccountingLOCATION: 1100 Immokalee Road, Naples, FL, 34110WORK TYPE: Full TimeWORK SCHEDULE: 8 Hour DayABOUT NCHNCH is an independent, locally governed non-profit delivering premier comprehensive care. Our healthcare system is comprised of two hospitals, an alliance of 700+ physicians, and medical facilities in dozens of locations throughout Southwest Florida that offer nationally recognized, quality health care. NCH is transforming into an Advanced Community Healthcare System(TM) and we're proud to: Provide higher acuity care and Centers of Excellence; Offer Graduate Medical Education and fellowships; Have endowed chairs; Conduct research and participate in national clinical trials; and partner with other health market leaders, like Hospital for Special Surgery, Encompass, and ProScan. Join our mission to help everyone live a longer, happier, healthier life. We are committed to care and believe there's always more at NCH - for you and every person we serve together. Visit nchjobs. org to learn more. JOB SUMMARYThe Financial Analyst, under limited supervision of the Director of Accounting, performs reconciliations, financial reporting, and analysis. Responsibilities include managing month-end and year-end close processes, ensuring compliance with GAAP and supporting audits. This is a key role within our department, requiring strong analytical skills, attention to detail, and the ability to work independently. ESSENTIAL DUTIES AND RESPONSIBILITIESOther duties may be assigned. · The purpose of this position is to provide support to the Controller and Accounting Director in various monthly tasks. · Complete monthly variance analysis of revenue and expense accounts, including reconciling balance sheet AR accounts. · Prepare monthly journal entries to update contractual reserves. · Strong understanding of Fund Accounting preferred. · Collaborates with the Philanthropy department to ensure timely and accurate recording of contributions. · Assist in creating and monitoring all specific purpose fund accounts. · Assist with the preparation of 990 tax returns. · Monitor and record investment activity. · Serve as back up to all treasury functions, miscellaneous AR and prepaid schedules. · Play a key role in the implementation of the new accounting system. · Work on ad-hoc requests as assigned. · Other duties as assigned. EDUCATION, EXPERIENCE AND QUALIFICATIONS· Minimum of Bachelor's Degree in Accounting, Finance or related field required. · Minimum of 3 years of related experience required; preferably in hospital/healthcare. · Strong attention to detail. · Excellent analytical skills. · Intermediate computer knowledge: Uses Microsoft Word, Excel, Outlook, and Windows

Cogent Private Wealth is an innovative and fast-growing Registered Investment Advisor (RIA) backed by the strength and resources of Cogent Bancorp. We are dedicated to providing personalized financial planning and investment management services to our clients, helping them achieve their financial goals and secure their financial future. Position Overview We are seeking a highly motivated and experienced Investment Advisor to join our dynamic team. As an Investment Advisor at Cogent Private Wealth, you will play a critical role in helping our clients make informed investment decisions, manage their portfolios, and build long-term wealth. You will have the opportunity to work closely with clients, provide expert financial advice, and contribute to the growth of Cogent Private Wealth. Positions are available in each of our Florida markets: Orlando, Tampa, Clearwater/St. Pete, Jacksonville, and Naples/Ft. Myers Responsibilities 1. Client Engagement: - Build and maintain strong client relationships through personalized consultations and regular communication. - Conduct in-depth financial assessments to understand clients' goals, risk tolerance, and investment objectives. - Develop investment strategies and financial plans tailored to each client's unique circumstances. 2. Investment Management: - Assess client's risk tolerance, financial capacity and short and long-term needs to determine the proper investment strategy. -Monitor portfolios and ensure compliance with regulatory guidelines. -Work with SVP Cogent Private Wealth to design investment strategy which meet the clients needs. - Review and analyze client's financial goals and risk profiles at least semi-annually or as necessary. 3. Financial Planning: - Collaborate with clients to create comprehensive financial plans covering areas such as retirement planning, estate planning, tax strategies, and wealth preservation. - Provide guidance on asset allocation, risk management, and investment strategies to optimize clients' financial well-being. -Utilize Cogent Private Wealth's financial planning tools to provide clients with a dynamic and comprehensive financial plan. 4. Compliance and Reporting: - Ensure compliance with industry regulations and internal policies. - Prepare and deliver regular performance reports and updates to clients. - Maintain accurate and detailed records of client interactions and transactions. 5. Business Development: - Participate in business development activities, including networking events and marketing initiatives, to attract and retain clients. - Contribute to the growth and success of Cogent Private Wealth by identifying opportunities for improvement and expansion. Requirements - Bachelor's degree in Finance, Economics, or a related field. CFA, CFP, or similar professional certifications are a plus. - A minimum of 5 years of experience in financial advisory or investment management roles. - Strong knowledge of financial markets, investment products, and financial planning strategies. - Excellent communication and interpersonal skills. - Ability to work independently and as part of a collaborative team. - Understanding of regulatory requirements and compliance standards in the financial industry.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ************************************** . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************. Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-Citizens6

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development

Compensation: $60,000 base salary plus commission Position Type: Full Time Region: The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously. Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets Qualifications * Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. For more information, please visit our careers site at **************************************** Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets Qualifications * Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. For more information, please visit our careers site at ****************************************

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + 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 + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **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 and affirmative action, 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. To view the "EEO is the Law" poster, CLICK HERE (****************************************************************** . To view the "EEO is the Law" Supplement, CLICK HERE (******************************************************************************************************* . 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. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . 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.

Tele Specialists is hiring for a part-time Finance Analyst Intern position! Tele Specialists is a groundbreaking B2B telehealth company specializing in treating stroke and psychiatric patients across 30+ states nationwide. In fact, Tele Specialists has diagnosed and treated over 10% of all stroke cases in the U.S. over the past 10 years! It is a fast-paced work environment that is ideal for a self-starter, where effort and teamwork are rewarded. If you are looking to expand your experience into healthcare fintech, one of the fastest growing and most groundbreaking industries today, then the financial analytics internship at Tele Specialists is right for you! This role will require working 3 consecutive days a week from 9 AM to 3:30 PM. It is a 3-month long position that will work and train with an experienced financial analyst. In this internship, the intern will gain real work experience that may lead to a full-time position depending on effort, passion, and performance. The role will require someone willing to ask questions and teach themselves. It would be best suited for someone who is not afraid to ask for help from their team members, someone who is positive and persistent. Responsibilities Assist with analytical and administrative financial tasks on a variety of projects of varying complexity. Support process and analytical model development with guidance from experienced analyst. Actively communicates status of analysis to ensure task objectives are being met. Required Knowledge Basic knowledge of data transforms, processes, and systems. Proficient with Microsoft Office (Word, Excel, Outlook, Teams, and PowerPoint). Abilities Quickly learn new software, coding languages, or low-code applications. Verify the completed work of the analytics department against data sources. Additional entry-level work, such as data entry or basic visualizations. Assume progressively responsible duties relative to learned abilities. Anonymize data for working with LLMs (Chat-GPT or other GPT models). Ability to work both independently and as a team member. Be task oriented with a self-starting attitude. Job Requirements Recently or currently a full-time college student enrolled in a two-year or four-year college program and following a course of study leading to a Bachelor's or Master's degree, with emphasis in Finance, Mathematics, Statistics, Business, Economics, Accounting, Computer Sciences, or any field related to these. Must have maintained / must maintain a minimum 3.0. Intern must conduct themselves in a professional manner. Additional Workload Requirements Work will be performed in a fast-paced office environment, which may require the intern to switch between multiple projects at once. Requires ability to understand verbal communication and ask questions after attempting independent research. KPIs (Key Performance Indicators) Performance will be measured by the following: Degree to which hard or soft skills were learned. The amount of data on dashboards that gets verified. The complexity or usefulness of visualizations created. Datasets created (if data entry is required). Cohesiveness with team members. Specific Scope of Work This section can be referenced as a workflow trajectory for this position. The monthly groupings are loose definitions of the length of time each project will take. The “extra workflow” section is designed to accommodate the progressively responsible duties as the intern grows. Month 1: Data Verification Learn the ins and outs of financial data and review infrastructure, starting with Tele Specialists' accounting system Sage Intact. Review and maintain existing Domo visuals that contribute to major Domo financial dashboards. Go through each dashboard and determine validation methods from data source to post-ETL. Lesson and review on how to properly utilize generative AI to expedite coding workflows. Month 2: Data Transformation and Creation Assist payroll department with maintaining physician contracts for physician pay in Domo using contractual data from Salesforce / Excel. Introduction of RCM as a joint project with direct supervisor. Continued validation of existing dashboards. Month 3: Exposure to Time-Series Forecasting and Budget Introduction to existing forecasting measures and logic. Highlighting current issues with forecasting methods, brainstorm next steps. Build in pricing sheet information to volume forecasting to give estimated financial forecasts for budgeting. Continued validation of existing dashboards. Extra Workflows: Other cards or dashboards theorized by intern. Pro-formas after budgeting. Workforce capacity data research and development. Data entry of charge card vendors.

Tele Specialists is hiring for a part-time Finance Analyst Intern position! Tele Specialists is a groundbreaking B2B telehealth company specializing in treating stroke and psychiatric patients across 30+ states nationwide. In fact, Tele Specialists has diagnosed and treated over 10% of all stroke cases in the U.S. over the past 10 years! It is a fast-paced work environment that is ideal for a self-starter, where effort and teamwork are rewarded. If you are looking to expand your experience into healthcare fintech, one of the fastest growing and most groundbreaking industries today, then the financial analytics internship at Tele Specialists is right for you! This role will require working 3 consecutive days a week from 9 AM to 3:30 PM. It is a 3-month long position that will work and train with an experienced financial analyst. In this internship, the intern will gain real work experience that may lead to a full-time position depending on effort, passion, and performance. The role will require someone willing to ask questions and teach themselves. It would be best suited for someone who is not afraid to ask for help from their team members, someone who is positive and persistent. Responsibilities Assist with analytical and administrative financial tasks on a variety of projects of varying complexity. Support process and analytical model development with guidance from experienced analyst. Actively communicates status of analysis to ensure task objectives are being met. Required Knowledge Basic knowledge of data transforms, processes, and systems. Proficient with Microsoft Office (Word, Excel, Outlook, Teams, and PowerPoint). Abilities Quickly learn new software, coding languages, or low-code applications. Verify the completed work of the analytics department against data sources. Additional entry-level work, such as data entry or basic visualizations. Assume progressively responsible duties relative to learned abilities. Anonymize data for working with LLMs (Chat-GPT or other GPT models). Ability to work both independently and as a team member. Be task oriented with a self-starting attitude. Job Requirements Recently or currently a full-time college student enrolled in a two-year or four-year college program and following a course of study leading to a Bachelor's or Master's degree, with emphasis in Finance, Mathematics, Statistics, Business, Economics, Accounting, Computer Sciences, or any field related to these. Must have maintained / must maintain a minimum 3.0. Intern must conduct themselves in a professional manner. Additional Workload Requirements Work will be performed in a fast-paced office environment, which may require the intern to switch between multiple projects at once. Requires ability to understand verbal communication and ask questions after attempting independent research. KPIs (Key Performance Indicators) Performance will be measured by the following: Degree to which hard or soft skills were learned. The amount of data on dashboards that gets verified. The complexity or usefulness of visualizations created. Datasets created (if data entry is required). Cohesiveness with team members. Specific Scope of Work This section can be referenced as a workflow trajectory for this position. The monthly groupings are loose definitions of the length of time each project will take. The “extra workflow” section is designed to accommodate the progressively responsible duties as the intern grows. Month 1: Data Verification Learn the ins and outs of financial data and review infrastructure, starting with Tele Specialists' accounting system Sage Intact. Review and maintain existing Domo visuals that contribute to major Domo financial dashboards. Go through each dashboard and determine validation methods from data source to post-ETL. Lesson and review on how to properly utilize generative AI to expedite coding workflows. Month 2: Data Transformation and Creation Assist payroll department with maintaining physician contracts for physician pay in Domo using contractual data from Salesforce / Excel. Introduction of RCM as a joint project with direct supervisor. Continued validation of existing dashboards. Month 3: Exposure to Time-Series Forecasting and Budget Introduction to existing forecasting measures and logic. Highlighting current issues with forecasting methods, brainstorm next steps. Build in pricing sheet information to volume forecasting to give estimated financial forecasts for budgeting. Continued validation of existing dashboards. Extra Workflows: Other cards or dashboards theorized by intern. Pro-formas after budgeting. Workforce capacity data research and development. Data entry of charge card vendors.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first four years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch 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. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first four years, salary will decrease 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. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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 8 million clients and 19,000 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 2023, data as of December 2022. 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. #LI-USFATA

Are you a Wiser Financial Advisor? We have relationships with BD's, RIA's & Independents Let's discuss what's important for you. We have relationships globally Financial Advisor Profile: Naples Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network. Currently they have coverage in over 17 states + D.C. and has leading market share in 7 of the 10 top fastest-growing markets in the U.S. Candidates and or teams must have a minimum T-12 of $500K+ with transferable assets Both wire house and bank advisors are welcomed to apply FAs are paid on loans, investments, and insurance. FA's can continue to grow their practice through other business partners in the firm. Larger producers with clients at the Reserve $5M- $25M+ level, can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience. Advisors with niche business, they can partner with wealth advisors in their specialty groups (medical, legal, international business and sports & entertainment). Our client has an open architecture platform through Envestnet and competitive industry products. FA's utilize Relationship Advisory Process (RAP) - Financial planning model connecting to IRM. They are a full-service brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients. FAs are paid on loans, investments, and insurance. When an FA partners with business partners, they receive sales referral credit which posts to their grid. For example: At a Wire house, Private Bank is competition, here we are partners where the Private Bank handles banking and lending functions, FA handles investments. For established advisors, succession planning options to join 3 sunset agreements available (variable fixed, buyout) Please contact Alan Goldstein of Avior Executive Search directly for any additional information at ********************. All information will be kept strictly confidential.

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development

Compensation: $60,000 base salary plus commission Position Type: Full Time Region: Cape Coral & North Fort Myers The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously. Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets Qualifications * Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. For more information, please visit our careers site at **************************************** Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets Qualifications * Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. For more information, please visit our careers site at ****************************************