Finance planner jobs in Lakeland, FL - 228 jobs

Associate, Project Structuring and Investment The Company Plenary Americas is a leading specialized developer of, and equity investor in, long-term Public-Private Partnership (PPP) infrastructure projects. Since its inception in 2005, we have built a portfolio of 70 projects and more than USD $23.5 billion / CAD $30.3 billion in North American assets under management. We are determined in our approach to deliver first-class infrastructure, build the right delivery solutions for the projects we work on and inspire people with our vision for transformational spaces. Why work for Plenary? Recognized as a Great Place to Work in the US and Canada, we pride ourselves on our workplace culture. Our focus is on empowering our employees, driving results, building strong camaraderie, and celebrating our wins as a team. Our people and our workplace culture are our driving forces to bring infrastructure to life. Learn more about us by visiting *********************** The Role As an Associate in the Project Structuring and Investment (PSI) Group, you will be part of a team leading our pursuit of P3 projects across North America. Working closely with senior management, you will be responsible for helping to structure and deliver debt and equity financing solutions, assisting with negotiating commercial arrangements, managing technical delivery strategies, and supporting the entire PSI Group in its general business activities. The ideal candidate is a lateral thinker with the ability to identify solutions to complex problems and be interested in a career within the private equity environment. You must demonstrate strong attention to detail, time management, communication, ownership mentality, organization of data/information, self-initiative, work ethic, and integrity. Reporting to the Group Co-Head, Project Structuring and Investment, your primary responsibility will be to build and manage the financial model for P3 projects in the US and Canada and support the business in all activities including traditional and new P3 procurement processes, the development and implementation of new PSI business initiatives and general corporate initiatives. Responsibilities Financial modeling and analysis, including development and execution of detailed bank and capital markets funding solutions. Supporting finance workstream on pursuits including model auditor, lenders' technical advisor, lenders' insurance advisor and rating agencies. Review, understanding, and application of commercial structures for potential transactions. Assist bid lead in developing team's response to requests for qualifications and requests for proposals. Preparation of documents including research papers, executive reviews, investment summaries, ratings papers, client communications, presentations, project management plans, progress reports, bid forms and other bid deliverables. Internal communication and external communication with consortium partners, consultants and advisors. Support senior management in other PSI activities and corporate initiatives as required. Required Qualifications & Experience Minimum Bachelors degree preferably in Finance, Economics, Accounting, Mathematics or Engineering or equivalent combinations of education and experience will be considered. Minimum two (2) years' work experience in a structured transactional environment in investment banking, advisory, development, or accounting, together with a general understanding of project finance and related accounting and taxation principles. Prior experience in a P3 infrastructure development and investment environment will be highly regarded. Strong analytical skills with the ability to create, complete and manage complex Microsoft Excel financial models. Excellent organizational and coordination skills with the ability to effectively manage time, priorities, data, and multiple deliverables. Solid communication skills (both written and oral) with the ability to make and create bid submission documents, credit papers and contract reviews and explain them in a clear and concise manner. Ability to work independently with minimal direction but also work cohesively in a small team environment. Ability to work in a fast-paced, iterative, entrepreneurial environment. Understanding of general business law with the ability to review and comprehend legal documents. Advanced Microsoft Excel skills and experience with other Microsoft Office tools. What we offer Competitive salary with annual bonus potential Comprehensive benefits package including medical, dental and vision, and 401k/RRSP plan with employer contribution. Four weeks' vacation plus public holidays and other discretionary leave. Long-term development opportunities and ability to be part of an exciting and growing industry. Vacancy Status: This posting relates to a current vacancy. AI Disclosure: We use artificial intelligence (AI)-enabled tools to support certain recruitment activities, including the review and assessment of applications. These tools do not independently determine candidate suitability or make hiring decisions. Thank you for your interest in Plenary. Only applicants selected for further consideration will be contacted. Plenary is committed to fostering a diverse, inclusive, and equitable workplace. We are an Equal Employment Opportunity employer, and all employment decisions are based on merit, qualifications, and business needs. Reasonable accommodation is available for qualified individuals with disabilities throughout the recruitment process, upon request.

Job Description We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal candidate knows how to get the sale, leaning into their strong communication and interpersonal skills to convert potential customers into new clients. We offer a base salary plus a robust commission plan. If this sounds like the perfect fit for you, start your application today! Compensation: $100,000 - $150,000 yearly Responsibilities: Attend online and in-person meetings, trainings, trade shows, and sales events Keep company abreast of new business development opportunities, account status, potential customers, customer needs, and competitive issues using CRM Create and fulfill a customer acquisition strategy for your sales territory Speak to potential customers to introduce our services or new products Ensure customer needs are met by staying on top of our services and product, competition, and market conditions in the home services industry Qualifications: Applicants should have 3-5 years of sales experience for this role A bachelor's degree or high school diploma is preferred CRM experience preferred To be successful in this role you must have strong negotiation, communication, interpersonal, and customer service skills Must have reliable transportation and valid driver's license Bilingual preferred Great working attitude, disciplined, and willing to work hard About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We're proud of our financial strength. • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For

The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital. The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure. The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement. Responsibilities of the candidate will include the following: Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required. Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials. Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations. Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses. Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry. Requirements Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience Investment banking, credit training or leverage finance experience from a major financial institution a plus Comfortable building 3-statement operating models Demonstrated track record of success academically and/or in prior roles Enthusiastic self-starter with strong communication and interpersonal skills Desire to learn and contribute to an entrepreneurial culture Familiarity with databases such as Factset and Fintrx Excellent writing, presentation, and organizational skills Detail oriented with the ability to execute complex projects Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts Comfortable being in a client facing role Preferred Technical Skills Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint Strong working knowledge of corporate finance theory Ability to use Salesforce reporting tools Ability to multi-task and prioritize BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Full Time Analyst program will begin in July 2026. Direct collaboration with Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2025 - June 2026 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship The base compensation for this role will begin at the annualized rate of $110,000 per year. Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.

As an experienced Associate in Asset Management and Investments, you will report directly to the President. Your role will encompass leading the underwriting models for new acquisitions as well as managing existing real estate assets. Your responsibilities will include advanced financial analysis, the development and coordination of asset management strategies, and assistance in project management initiatives aimed at enhancing asset performance. You will also be expected to build and maintain relationships with external investment partners while coordinating effectively with various internal departments and stakeholders. Primary Duties & Responsibilities Conducts financial analysis for initial screening of asset investment opportunities and cash flow modeling to assess potential returns. Drafts memos for investment committees and board decks to outline asset strategies, investment prospects, and key performance indicators. Ensures compliance and organizational alignment through due diligence on approved transactions. Coordinates with specialized third-party advisors and assists in executing both asset and debt financing transactions. Contributes to investor reports and monitors financial performance, focusing on asset conditions and market trends. Collaborates on strategy formulation and oversees annual property budgets, liaising with internal and external partners for implementation. Facilitates communication across teams to enhance investment performance and provides analytical support for strategic decisions. Produces board decks to effectively communicate key performance indicators, asset management strategies, and other relevant data for board meetings and executive reviews. What We're Looking For Relevant experience in real estate-related investment business or investment banking. Strong financial modeling capabilities with close attention to detail. Deep transactional and/or asset management experience. Effective communication skills, both written and spoken. Ability to work in a fast-paced environment with a high level of autonomy. Highly collaborative team player with a desire to contribute to a growing organization. Eagerness to learn, ideate, and innovate. Demonstrated ability to work under pressure. Education & Experience Two (2) to Three (3) years of relevant experience in commercial real estate/real estate investment banking University degree (Finance related) with a record of excellent academic achievement CFA, CA or Master Degree/MBA are nice to have Superior knowledge of software and analysis tools for the field, such as Excel, and PowerPoint Some travel required Living Our Core Values Our Core Values are a way of life, not just empty promises. We're searching for team members who: Love what they do to make our guests' dreams come true and show it through delivering service excellence authentically. Continually raise the bar by investing in their personal development and looking for innovative ways to exceed our guests' expectations. Make every moment count, so our Team Members look forward to coming to work every day, and our guests look forward to creating new memories on their return visits. Consistently do the right thing for our Team Members and guests by keeping promises, delivering on commitments and building trust along the way. Demonstrate kindness by following the ‘Golden Rule', ensuring that Team Members and guests have a voice and feel valued. About Cove Communities Cove Communities is a well capitalized real estate investment and operating company. We own manufactured housing communities and RV resorts in Canada, the US and the UK. The founders of the company have a track record of building and managing dynamic, fast-growing companies with upward mobility and remuneration for team members who propel results. Cove Communities is an Equal Opportunity Employer. We celebrate diversity and are dedicated to creating an inclusive environment for all employees. Cove is committed to providing employees with a work environment free of discrimination and harassment.

At Moffitt Cancer Center, we strive to be the leader in understanding the complexity of cancer and applying these insights to contribute to the prevention and cure of cancer. Our diverse team of over 9,000 are dedicated to serving our patients and creating a workspace where every individual is recognized and appreciated. For this reason, Moffitt has been recognized on the 2023 Forbes list of America's Best Large Employers and America's Best Employers for Women, Computerworld magazine's list of 100 Best Places to Work in Information Technology, DiversityInc Top Hospitals & Health Systems and continually named one of the Tampa Bay Time's Top Workplace. Additionally, Moffitt is proud to have earned the prestigious Magnet designation in recognition of its nursing excellence. Moffitt is a National Cancer Institute-designated Comprehensive Cancer Center based in Florida, and the leading cancer hospital in both Florida and the Southeast. We are a top 10 nationally ranked cancer center by Newsweek and have been nationally ranked by U.S. News & World Report since 1999. Working at Moffitt is both a career and a mission: to contribute to the prevention and cure of cancer. Join our committed team and help shape the future we envision. Summary Position Highlights: The Pay Equity Analyst is responsible for developing competitive base salary offers for internal promotions, demotions, reclassification and other transfers to retain top talent. This role involves extensive research and analysis to recommend competitive pay, while ensuring Moffitt's compensation practices are equitable, motivating, and aligned with the organization's policies and goals. The position conducts pay audits and takes appropriate action to ensure internal equity is maintained. The Pay Equity Analyst may provide support for annual compensation events and the triage of compensation questions and inquiries, as needed. Responsibilities: Develops competitive base salary offers * Using candidate experience, internal incumbent pay data and established policies/procedures, develops competitive base salary offers for internal candidates, including promotions, demotions, reclassifications and other transfers. * Collaborates with Talent Acquisition and Strategic Workforce Management representatives to understand extraordinary circumstances that may help inform base salary offers, e.g., tight labor market, small supply of candidates, etc. * Assists with team member pay and position change communication by creating offer letters and other documentation. Conducts pay audits to maintain internal equity * Performs analysis of team members, positions and salary grades to ensure internal equity among team members is maintained. * Prepares presentations to communicate findings and leads the development of action plans to address any identified deficiencies. * Ensure compliance with federal, state, and local compensation regulations. Supports annual compensation events * Provides support for annual compensation events, which may include market, merit, incentive, and other special projects. Responds to compensation inquiries and requests * As needed, provide backup for triaging emails that come through the compensation department shared email address by responding to requests or escalating issues to the appropriate. Credentials and Qualifications: * Bachelor's Degree in Human Resources, Business, Finance or related field. * Minimum of 3 years of demonstrated experience with the development of base salary offers for candidates or related experience. Preferred: * SHRM-CP/SCP, PHR/SPHR, or related HR/Compensation certification. * Prior Human Resources and/or health care experience. * Experience using HRIS or Performance Management systems. Share:

About The Role & Team We are seeking a strategic and analytically driven Investment Associate Director to lead the investment strategy and portfolio management efforts of our digital, algorithm-based RIA, Webull Advisors. The Investment Associate Director will oversee model portfolio construction, optimization, and performance while collaborating closely with product and technology teams to enhance our automated investment platform. This role offers a unique opportunity to shape the evolution of a data driven, scalable investment solution that empowers clients through intelligent automation. In This Role, You Will Represent the investment function in strategic and product discussions, providing data-driven insights that shape Webull Advisors' investment direction and client experience. Oversee the design, implementation, and continuous improvement of investment strategies, model portfolios, and SMA solutions, ensuring alignment with the firm's philosophy, risk framework, and automation processes. Conduct ongoing market, economic, and competitive research to identify trends and opportunities that inform strategic and tactical asset allocation decisions. Manage algorithmic portfolio construction, optimization, and automated rebalancing systems to maintain consistency, efficiency, and scalability across all models. Collaborate with product, engineering, operations, and compliance teams to integrate investment logic into digital workflows and ensure regulatory adherence. Monitor model performance, risk exposures, and attribution, delivering clear reporting and insights to internal stakeholders and leadership. Support the development and launch of new investment products and features that advance Webull Advisors' growth and enhance the robo-advisory platform. The Skills You Bring Bachelor's or Graduate's Degree in business, computer science, engineering, or information systems, or equivalent experience. 3-5 years of financial industry experience Series 65 or Series 66 Needs a combination of strong technical, analytical, project management skills Experience in business process analysis and statistics. Demonstrated attention to detail and decision-making capabilities. What Makes You Stand Out Familiar with data analysis and visualization tools, such as SQL, Excel, Tableau, etc, to manipulate and present data in a clear and compelling way Why Webull? Webull is more than a fintech company-we're a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. Dynamic Office Perks: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation. EEOC Statement Webull is an equal opportunity employer. We're committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team We are seeking a strategic and analytically driven Investment Associate Director to lead the investment strategy and portfolio management efforts of our digital, algorithm-based RIA, Webull Advisors. The Investment Associate Director will oversee model portfolio construction, optimization, and performance while collaborating closely with product and technology teams to enhance our automated investment platform. This role offers a unique opportunity to shape the evolution of a data driven, scalable investment solution that empowers clients through intelligent automation. In This Role, You Will * Represent the investment function in strategic and product discussions, providing data-driven insights that shape Webull Advisors' investment direction and client experience. * Oversee the design, implementation, and continuous improvement of investment strategies, model portfolios, and SMA solutions, ensuring alignment with the firm's philosophy, risk framework, and automation processes. * Conduct ongoing market, economic, and competitive research to identify trends and opportunities that inform strategic and tactical asset allocation decisions. * Manage algorithmic portfolio construction, optimization, and automated rebalancing systems to maintain consistency, efficiency, and scalability across all models. * Collaborate with product, engineering, operations, and compliance teams to integrate investment logic into digital workflows and ensure regulatory adherence. * Monitor model performance, risk exposures, and attribution, delivering clear reporting and insights to internal stakeholders and leadership. * Support the development and launch of new investment products and features that advance Webull Advisors' growth and enhance the robo-advisory platform. The Skills You Bring * Bachelor's or Graduate's Degree in business, computer science, engineering, or information systems, or equivalent experience. * 3-5 years of financial industry experience * Series 65 or Series 66 * Needs a combination of strong technical, analytical, project management skills * Experience in business process analysis and statistics. * Demonstrated attention to detail and decision-making capabilities. What Makes You Stand Out * Familiar with data analysis and visualization tools, such as SQL, Excel, Tableau, etc, to manipulate and present data in a clear and compelling way Why Webull? Webull is more than a fintech company-we're a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: * Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! * Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. * Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. * Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. * Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. * Dynamic Office Perks: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation. EEOC Statement Webull is an equal opportunity employer. We're committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Join Canvas Forum: Investment Real Estate Sales AgentAre you ready to take your real estate career to the next level? At Canvas Forum, we're revolutionizing the investment real estate market by connecting buyers and sellers with unmatched efficiency and expertise. Our mission is to transform a fragmented industry into a seamless experience for everyone involved. Why Canvas Forum?Accelerate Your Career: Close more deals in your first three months than most agents do in an entire year.Dynamic Team Environment: Join a team where collaboration and shared success are our core values. We achieve greatness together-no lone wolves here!Unlimited Growth Potential: Whether you aim to lead your own team or build a personal investment portfolio, we'll support your ambitions.Endless Opportunities: Access to cutting-edge tools, extensive training, and uncapped income potential. What You'll Be Doing:Build & Expand Your Network: Connect with local investors and grow your database, pairing them with our exclusive property listings.Client Engagement: Maintain regular communication with investors to understand their goals, provide updates on inventory, and address any inquiries swiftly.Collaborate & Innovate: Work closely with our team to stay informed about property availability and industry trends.Organize & Track: Keep accurate records of transactions and client interactions using our CRM systems and other tools. What We Need from You:Active Florida Real Estate License (or ability to obtain one before starting).Full-Time Commitment: Be ready to dive into a fast-paced environment and grow your career.Coachability & Enthusiasm: Be eager to learn, adapt, and thrive in a dynamic setting. Additional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities Ready to break into the investment real estate industry and skyrocket your career? Reach out to us and join our dynamic, passionate team at Canvas Forum. Your future starts here!

JobID: 210690767 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00 As a summer analyst in the Securities Services team, you will have programing created to provide you with a comprehensive overview of the business and build key skills for the future. This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key business areas. We have opportunities in the following locations: New York Metro, NY; Boston, MA; Tampa, FL. If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development, Data & Analytics, Sales and Product Management. This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Job responsibilities * Develop your analytical, technical and leadership skills * Gain hands on project management experience * Work with engaged managers in your location * Gain exposure to global teams across all areas of Securities Services * Engage regularly with business leaders, current program participants, and program alumni * Grow under the guidance of a mentor, program manager, and a direct manager Required qualifications, capabilities, and skills * Fluency in English * Attend college/university in the U.S. * Minimum cumulative GPA of 3.2 on a 4.0 scale * Expected graduation date of December 2027 - June 2028 from bachelor's or master's program * If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Preferred qualifications, capabilities, and skills * Exceptional communications skills and clear, articulate, and concise verbal and written communication * Have the aptitude to synthesize large amounts of information and to develop innovative solutions * Ability to multi-task and prioritize workloads, strong time-management skills, and thrive in fast-paced collaborative environments * Ability to understand and resolve or escalate issues quickly * Proficiency with Excel and PowerPoint * Demonstrated leadership ability and ability to develop solutions and drive change * Strong interest in finance, project management, emerging technologies, data governance, analytics, and use of digital tool to drive innovation Training As a summer analyst you will have programing created to provide you with a comprehensive overview of the business, key skills for the future and have access to all of our Securities Services University courses. As a full-time analyst, you will cultivate and hone new skills through an ongoing training curriculum and program analysts will participate in a 2-week bootcamp. You will have the unique opportunity to participate in leadership trainings designed for your analyst class. Career Progression Upon successful completion of the summer program, you may receive an offer to join our two and a half year Securities Services Leadership Full-Time Rotational Program. Join Us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. What's Next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2026 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Financial Advisor - Tampa, FL Empower Lives. Build Your Future. Thrive in Tampa. Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Tampa, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in the Miami, FL area Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $65,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.

Job Description At Ignite Financial Advisors, we're looking for motivated individuals ready to build rewarding careers as financial advisors. This role is designed for those who want to help clients achieve financial clarity while also creating their own path to long-term success. This position is in our Tampa, FL office and includes a full-time Monday-Friday schedule. What We Provide One-on-One Mentorship - Direct coaching from experienced leaders in financial planning Comprehensive Training - Covering financial planning, marketing, consultative selling, client service, and compliance Excellent Earning Potential - Top advisors can earn $100,000+ in their first year; compensation is primarily performance-based Opportunities for Advancement Fast Track to Leadership - with clear paths into District Manager, Field Vice President, and other advanced roles Benefits - health/dental/vision, retirement plan, stock options for executive leadership Compensation: $70,000 - $100,000+ yearly Responsibilities: What You'll Do Identify and set appointments with prospective clients - leads provided. Collaborate with a mentor to assess client needs and goals. Develop and execute a personalized marketing plan. Create customized financial plans tailored to each client's objectives. Build and maintain strong client relationships over time. Provide ongoing consultation and support as clients' needs evolve. Qualifications: What We're Looking For Associate or Bachelor's degree (business or related field preferred). Insurance or Securities Licensed or ability to obtain required licenses. U.S. Citizen or Permanent Resident. Strong drive, coachability, business mindset, and commitment to helping clients succeed. Ready to start your career as a Financial Advisor with Ignite? Apply today and take the first step toward building your future. About Company At Ignite Financial Advisors, we're more than a financial planning firm-we're a partner in building your future. Our mission is simple: to deliver independent, comprehensive advice that empowers you to make confident decisions at every stage of life. Our approach is holistic and detail-driven. From your company benefits package to your investment portfolio, we look at the full picture to ensure you're maximizing opportunities and protecting what matters most. Above all, we are committed to building lasting relationships based on trust, clarity, and exceptional service. Your financial journey is personal, and at Ignite, we're here to guide you with transparency and care-today, tomorrow, and every step ahead.

Are you passionate about finance and eager to make a real impact? Join us as a Financial Advisor at New York Life, where you'll leverage your analytical prowess and exceptional listening skills to guide clients toward financial stability and growth. This role offers a unique chance to craft a distinguished practice within a supportive environment that values your success. You'll be part of a team that prioritizes client interests, backed by our 170 years of industry success and top financial strength ratings. We're looking for individuals skilled in financial analysis, mutual funds, and estate planning. If you're ready to use your communication skills and attention to detail to help clients achieve their dreams, we encourage you to apply. Let's build a strong financial future together, for you and your clients. Analyze clients' financial situations to create tailored strategies that align with their goals effectively. Develop personalized investment portfolios based on clients' specific preferences and requirements. Promote a variety of financial products and services to expand the client base successfully. Cultivate a team-oriented environment and actively seek opportunities for professional development. Customize financial plans according to the client's life stages, professional qualifications, and long-term aspirations. Offer well-informed investment guidance and educate clients on different available options. Recommend appropriate insurance products such as life insurance, annuities, and long-term care insurance to clients. Progress to higher roles as you advance your career within the company. Gain expertise in the financial industry by obtaining certifications from The American College. Wealth Management, Retirement Planning, Business Solutions, and Estate Conservation. Participate in diverse learning experiences, including in-person, virtual, and online training sessions, to enhance skills and knowledge. Holding or being willing to obtain a FINRA Series 6, Series 7 & 63/66 license is highly desirable for this position in Tampa, FL, US. Possessing 2-15 Health & Life Insurance Licenses is a mandatory requirement. Understanding the duties of a Financial Advisor or Consultant is a fundamental aspect of this role. Proficiency in Microsoft Office, financial planning software, Google Suite, CRM systems, and related applications is essential. Exceptional customer service skills are a must, including effective communication, interpersonal abilities, and math proficiency. A degree in business administration, finance, or a related field is a prerequisite for applicants. Commitment to assisting individuals with their financial needs is a key attribute sought. Adherence to ethical practices is of utmost importance in this role. Demonstrating a success-oriented and positive attitude is crucial for success. Showing enthusiasm for the work is highly valued by our team in Tampa, FL, US. Ability to handle pressure in a constructive manner is a necessary skill. Setting long-term goals is vital for growth and development. Being open to guidance and feedback is crucial for continuous improvement. Striving to achieve excellence in all tasks is an expectation in this position.

Full Time: Monday-Friday, 8:30am-4:30pm We're seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads-no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leads-no hunting or cold outreach Learn and implement the firm's financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

2B+ Independent RIA Dynamic and fast growing 2B+ AUM Wealth Management Firm serving high net worth clientele seeks a Financial Advisor to partner with the Founder in supporting the growth of the Tampa market. Highlights Receive support in closing new business directly from the Founding Partner Extensive marketing budget that drives a continuous stream of warm leads and prospects Significant and above market payouts in perpetuity for self-sourced and firm generated leads Potential for a path to partnership Strong culture of teamwork, work life balance and personal and professional growth Requirements Deeply rooted in the community with local COIs Proven business development skills from an external network required

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 Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Junior Financial Advisor - Client-Focused & Growth-Oriented Tampa, FL Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) If you post this job on a job board, please do not use company name or salary. Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No End Client : Sandy Morris Financial Recruiter Note: Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally, only local candidates will be considered for this position. Thank you for your support and partnership Full Time: Monday-Friday, 8:30am-4:30pm Were seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leadsno cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leadsno hunting or cold outreach Learn and implement the firms financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires biligual Spanish* Are you a highly motivated and customer-centric individual with a passion for sales and making a positive impact? Do you thrive in a fast-paced environment where your hard work is recognized and rewarded? Look no further! Jenn Rossmiller State Farm is seeking a Sales Representative to join our dynamic and successful team. About Us: At Jenn Rossmiller State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 20 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have access to an extensive range of insurance and financial products, allowing us to offer tailored solutions to our valued clients. About Jenn Rossmiller Local State Farm agent in Riverview, Florida Providing Life Insurance in Tampa Offering Auto Insurance in Brandon Helping with Home Insurance Assisting with Florida Business Insurance Offering Health Insurance Providing Renters and Condo Insurance Helping with Boat and Motorcycle Insurance Kid- & pet-friendly office! Graduate of the University of South Carolina Mother to an energetic daughter! Married to a SUPER AWESOME STATE FARM AGENT! Role and Responsibilities: As a Sales Representative at Jenn Rossmiller State Farm, you will play a vital role in helping our customers protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Consultative Selling: Conducting comprehensive consultations with customers to identify their coverage needs and presenting suitable solutions in a clear and understandable manner. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Licensing Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office Health benefits HOURS 8:30-5:00