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  • Senior Energy Portfolio Analyst (Unit Commitment and Energy Trading)

    OUC 4.5company rating

    Finance planner job in Orlando, FL

    OUC - The Reliable One, is presently seeking a Senior Energy Portfolio Analyst (Unit Commitment and Energy Trading) to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright future of innovation and transformation for future generations. We are seeking a strategic, highly skilled energy professional to lead portfolio operations and wholesale energy marketing for the Florida Municipal Power Pool (FMPP). In this senior-level role, you will make and inform complex day-ahead operational and market decisions, optimize generation resources, and serve as a trusted subject-matter expert supporting reliable, cost-effective Balancing Authority operations. You will advise system operators and stakeholders on economic dispatch and market positioning, engage directly with FMPP members and external market participants, and lead cross-functional initiatives with meaningful operational and financial impact. OUC is an industry leader and the second largest municipal utility in Florida committed to innovation, sustainability, and our community, OUC's mission is to provide exceptional value to our customers and community by delivering sustainable and reliable services and solutions. Join a team of visionary Change Agents, Strategists, and Community Ambassadors who understand the vital role of diverse experiences in powering creativity and industry transformation. At OUC, each position contributes to the success and achievement of our goals. Click here to learn more about what we do. The ideal candidate will have: Bachelor's degree in Engineering, Business, or related field required; MBA preferred. Minimum of 5 years in Bulk Power System Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations, including at least 2 years as an Energy Marketer with direct responsibility for portfolio optimization, day-ahead trading, or utility commodity scheduling. Advanced proficiency in load forecasting, economic dispatch, and wholesale energy markets, with experience applying judgment to optimize outcomes under changing system and market conditions. Experience with production cost modeling software (GenTrader preferred), OATI applications (OASIS, eTag, web Trader). NERC System Operator Certification at the “Balancing and Interchange Operator” level (preferred). Strong knowledge of NERC standards, Network Integration Transmission Service (NITS), and wholesale market operations. Demonstrated ability to lead and be accountable for projects or initiatives, provide strategic recommendations, and serve as a trusted advisor to operators, leadership, or stakeholders. Ability to synthesize complex and incomplete data, assess risk, and develop actionable strategies that optimize portfolio performance, reliability, and cost. Strong proficiency in Microsoft Office Suite, financial and market analysis, and effective communication with internal and external stakeholders, including market participants and system operators. OUC offers a very competitive compensation and benefits package. Our Total Rewards package includes, to cite a few: Competitive compensation Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period. OUC's Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account Generous paid vacation, holidays, and sick time Paid parental leave Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities Wellness incentives and free access to all on-site OUC fitness facilities Access to family-oriented recreational areas Paid Conference and Training Opportunities Hybrid work schedule Click here to view our Benefits Summary. Salary Range: $128,000 - $192,000 annually - commensurate with experience Location: 6003 Pershing Ave, Orlando, FL 32822 Please see below a complete Job description for this position. Job Purpose: Responsible for performing the Operational Planning and Wholesale Energy Marketing functions for the Florida Municipal Power Pool (FMPP). This includes, but is not limited to, load forecasting, unit commitment, providing fuel consumption forecasts, engaging in profitable (or cost-saving) energy transactions, and coordinating with FMPP generation owners, transmission planners, and the Energy Control Center (ECC). Also responsible for taking lead role on projects and performing complex analysis related to these functions. Primary Functions: Perform all aspects of Unit Commitment, Next Day Energy Marketing, and Hourly Energy Marketing tasks independently; Manage multiple and concurrent FMPP members' requests for unit/resource availability (outages), and testing requirements to ensure most cost-effective solution is developed and implemented; Evaluate multiple sources of weather forecasts and develop Native Load Forecast for the Florida Municipal Power Pool (FMPP) Balancing Authority (BA); Collect and review Transmission Service Provider offerings and limitations for connecting the multiple areas of FMPP and integrate into daily operational plans; Analyze and develop optimized daily operational plans to serve FMPP demand; Interact with external wholesale energy market, analyze routine and complex transactions, and execute transactions that maximize profit and savings; Generate and submit Transmission Service Requests (TSR) and e-Tags as required by Wholesale Market activity and Network Customer requirements; Implement all daily Network Customer plans for FMPP BA members and deliver required reports to Network Transmission Providers as appropriate; Compose required data to populate Energy Accounting Tools with accurate records of wholesale market and intra-Pool activities for proper financial balancing and invoicing; Develop and deliver fuel consumption forecasts in support of daily operational plans; Advise the FMPP Generation System Operator on economic dispatch of the BA; Provide input and objective evaluation as subject matter expert of daily resource planning, optimization, and market interactions to various FMPP committees; Develop, create, and deliver reports of daily operational plans and market activity; Perform callout duties, as required, due to significant changes in system conditions - including, but not limited to, interaction with wholesale market, redeveloping daily operational plan, and delivering adjusted fuel consumption forecasts; Coordinate multiple FMPP member Network Customer requirements for the BA; Perform project and team leadership duties including, but not limited to, coaching, training, and reviewing work; Provide subject matter expertise including, but not limited to, performing research and analysis, providing recommendations, and preparing and delivering presentations; Assist Manager, Energy Portfolio Analysis & Settlements and Supervisor, Energy Portfolio Analysis & Trading with Purchase Power Agreements (PPA) by performing research and analysis, reviewing contract language, and supporting operational implementation; Assist the FMPP Clearinghouse Price (CHP) Administrator in troubleshooting any balancing or financial departures within the FMPP settlement process; Develop business relationships with existing and new market participants; Serve as liaison with Energy Portfolio Analysis & Trading software providers/vendors (i.e. PCI, OATI) and supporting Business Units (i.e. IT, EMS) to ensure software and tools remain current and full capabilities are utilized; Serve as Energy Portfolio Analysis & Trading team representative on FMPP (Sub) Committee(s) and Task Force(s); functions include, but are not limited to, attending meetings, development, review, and edit of FMPP policies and procedures, and participating in projects, studies, and analysis; Lead ad-hoc analysis in support of FMPP (Sub) Committee and Task Force requests; Lead cross-functional projects and groups; Develop, test, and maintain tools required to perform above duties effectively and efficiently; Perform other duties as assigned. Technical Requirements: Working knowledge of all, but not limited to, the following: Bulk Power Operations; Engineering principles related to: Power Production and Bulk Power; Unit Commitment and Economic Dispatch; Market Position Analysis (Production and Avoided Costs); Load Forecasting; Wholesale Energy Trading Software Applications Production cost modeling software (GenTrader preferred); OATI OASIS OATI eTag OATI web Trader Network Integration Transmission Service (NITS) NERC Standards; Familiarity with all, but not limited to, the following: Power Pool Operations; Project management and financial analysis; Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws; Effective written and verbal communication skills; Strong negotiation skills and ability to discover near term market conditions to optimize our profitability in the wholesale energy market through transactions traded around our generation assets and resources; Strong analytic skills and ability to draw reasonable conclusions and make recommendations based on available data, facts, and uncertainty; Ability to: Interpret and apply a variety of procedures, policies, and/or precedents; Develop comprehensive, in-depth reports for FMPP management, (Sub) Committees, and Task Forces Lead cross-functional teams, analysis, and projects; Make arithmetic computations using whole numbers, fractions and decimals; compute rates, ratios and percentages; Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.). Education/ Certification/Years of Experience Requirements: Bachelor's Degree in Engineering, Business, or related field from an accredited college or university. In lieu of a degree, equivalent combination of education, experience, certification may be substitutable. Minimum of five (5) years of experience in Bulk Power System Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations, to include a minimum of two (2) years of experience as an Energy Marketer; Master's in Business Administration degree (preferred); NERC System Operator Certification with a minimum level of “Balancing and Interchange Operator” (preferred). Working Conditions: This job is absent of disagreeable working conditions. This job consists of working in an office environment. Physical Requirements: This job consists of frequent speaking, hearing, typing, reading, writing and detailed inspection, and sitting. OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations . EOE M/F/Vets/Disabled
    $128k-192k yearly 16d ago
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  • Lead Portfolio Analyst

    The Walt Disney Company 4.6company rating

    Finance planner job in Orlando, FL

    Technology is at the heart of Disney's past, present, and future. Disney Entertainment and ESPN Product & Technology is a global organization of engineers, product developers, designers, technologists, data scientists, and more - all working to build and advance the technological backbone for Disney's media business globally. The team marries technology with creativity to build world-class products, enhance storytelling, and drive velocity, innovation, and scalability for our businesses. We are Storytellers and Innovators. Creators and Builders. Entertainers and Engineers. We work with every part of The Walt Disney Company's media portfolio to advance the technological foundation and consumer media touch points serving millions of people around the world. Here are a few reasons why we think you'd love working here: **Building the future of Disney's media:** Our Technologists are designing and building the products and platforms that will power our media, advertising, and distribution businesses for years to come. **Reach, Scale & Impact:** More than ever, Disney's technology and products serve as a signature doorway for fans' connections with the company's brands and stories. Disney+. Hulu. ESPN. ABC. ABC News...and many more. These products and brands - and the unmatched stories, storytellers, and events they carry - matter to millions of people globally. **Innovation:** We develop and implement groundbreaking products and techniques that shape industry norms, and solve complex and distinctive technical problems. The Business Operations team helps guide and articulate technology strategy and research, and is responsible for driving the day-to-day operation of the Product & Technology organization, including: project and portfolio management and tracking; organization-level capital, space, and resource management and allocation; process management; technical incident management; and our administrative and workplace experience support team. **Scope of Responsibility:** The Portfolio Management group oversees the Disney Entertainment and ESPN Product & Technology (DEEP&T) portfolio strategy and processes for capital and expense. The Lead Portfolio Analyst is responsible for developing and maintaining projects for DEEP&T's alignment to evolving business priorities and changing budgetary requirements. This role collaborates closely with Global Program Management (GPM), Strategic Planning and Senior Business Leaders to maximize benefits for project reporting and consolidation. The Lead Portfolio Analyst reports to and receives directions from the Manager / Senior Manager / Director, Portfolio Management. **Essential Functions:** **1. Strategic Portfolio & Financial Planning** + Participate in creating the Capital Portfolio of work and the Capital Budget. + Work with stakeholders to collect, build, and validate Long Range Plan, Annual Budget, and Quarterly Forecast information. + Proactively gather and validate necessary inputs from the Alliances to support portfolio capital planning and execution, including forecast and current month allocations. + Perform evaluations and analysis of the active portfolio to ensure alignment with business goals and budgets. + Proactively identify financial trends, recommend adjustments, and signal potential issues. + Conduct scenario modeling and sensitivity analysis to evaluate the impact of shifting priorities, budget changes, or resource constraints on the portfolio. **2. Stakeholder Engagement & Collaboration** + Serve as the primary liaison between the Portfolio and Alliances teams/tools to ensure seamless collaboration and alignment. + Collaborate with relevant stakeholders to gather necessary inputs and provide actionable insights or documentation as needed. + Support ad-hoc initiatives with various alliances to ensure foundational financial readiness and respond to ad-hoc requests from leadership and supported alliances with a focus on speed, accuracy, and clarity. + Prioritize incoming requests based on urgency, business impact, and deadlines, ensuring timely and high-quality deliverables. + Communicate regularly with Accounting and Finance departments. + Maintain regular communications with Portfolio Management team, peers, and DEEP&T managers. + Act as a change agent to promote adoption of best practices across DEEP&T teams. **3. Reporting & Governance** + Ensure all relevant workstreams are accurately documented and categorized between Capital and Expense in compliance with TWDC Policies. + Drive and maintain the capital project approval process. + Generate detailed project reports for stakeholders; ensure completeness, accuracy, and timeliness. **4. Operational Execution** + Perform monthly resource allocations reclass from expense to capital. + Perform monthly capital accruals. + Review procurement of goods and services for policy alignment and budget compliance. + Assist the Fixed Assets team in asset capitalization and confirm project details. + Identify and implement enhancements to portfolio management tools, templates, and workflows to improve efficiency and data accuracy. + Track and report on key performance indicators (KPIs) for portfolio health, financial performance, and delivery effectiveness. **5. Compliance & Risk Management** + Assure compliance with tax, legal, asset accounting, and TWDC policies and procedures. + Proactively resolve issues related to the portfolio or budget. + Escalate issues as appropriate. + Facilitate post-mortem reviews to assess financial and strategic outcomes. **6. Tools & Technical Proficiency** + Use Airtable, Microsoft Excel, Power Query and other MS Office tools for analysis and reporting. + Familiarity with SAP and PowerBI for financial tracking and visualization. **Required Qualifications:** + BS/BA in Business or related field. + Strong organizational, interpersonal and communication skills. + Strong analytical skills, including expertise in Microsoft Excel, Power Query as well as other MS Office programs. + Thorough understanding and experience with Portfolio Management and Project Accounting concepts and practices. + Familiarity with corporate accounting software such as SAP and Airtable is a plus. + Minimum 7+ years experience. **Job ID:** 10140942 **Location:** Orlando,Florida **Job Posting Company:** Disney Entertainment and ESPN Product & Technology The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
    $69k-114k yearly est. 7d ago
  • Investment Analyst

    Netwealth Group Limited

    Finance planner job in Melbourne, FL

    About Netwealth Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses. Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact. But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful. If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth. The Opportunity We are seeking a highly capable and motivated Investment Analyst - Operational Due Diligence to join our Investment Governance & Research team within the Product division at Netwealth. This role plays an essential part in strengthening the operational integrity of the investment managers and products available on our platform, ensuring they meet Netwealth's expectations for quality, governance and regulatory compliance. As operational risk, governance expectations and regulatory scrutiny continue to evolve, this role will be instrumental in delivering rigorous operational assessments, supporting investment governance processes, and contributing to the protection of our members' interests. Key responsibilities include: * Conduct operational due diligence assessments across multiple asset classes, evaluating governance, operational capabilities and risk management. * Maintain ongoing monitoring of investment managers, identifying emerging risks and material operational changes. * Prepare high‑quality operational due diligence reports and insights for Investment Committees and senior stakeholders. * Support compliance with ASIC and APRA regulatory requirements, including CPS 230, SPS 530 and RG 259. * Participate in on‑site assessments, interviews and manager walkthroughs, while monitoring industry trends and evolving best practice. About you You are an investment or operational risk professional with strong analytical skills and a passion for understanding how investment managers operate behind the scenes. You thrive in environments where attention to detail, sound judgement and structured problem‑solving are essential. Your background includes: * 3-5+ years' experience in investment due diligence, investment research, operational risk or investment governance. * Strong understanding of investment manager governance, operational risk frameworks and oversight processes. * Familiarity with ASIC and APRA regulatory landscapes relevant to investment managers and platform operators. * Tertiary qualifications in finance, commerce, law or similar, with CFA/CAIA (or progression) highly regarded. * Excellent analytical, communication and stakeholder engagement skills, with the ability to assess complex operational environments and conduct on‑site reviews. Life At Netwealth At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we're committed to supporting you at every stage of life because when you thrive, so do we. We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here. Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you're in, you'll enjoy working from one of our modern, thoughtfully designed spaces across Australia - including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you'll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier. We offer benefits designed for your wellbeing and personal development, including; * Family-friendly support: Paid parental leave and a fully funded school holiday program * Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services * A vibrant culture: social events, trivia nights, and corporate sports * Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group * Community Impact: Paid volunteering and our Netwealth Impact Group We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work. If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much. Need adjustments during the recruitment process? Contact us at ********************.au Apply now and help us shape a brighter financial future!
    $52k-89k yearly est. Easy Apply 11d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Stuart, Melbourne and Jupiter, FL

    JPMC

    Finance planner job in Melbourne, FL

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $53k-109k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    First Command Financial Services, Inc. 4.7company rating

    Finance planner job in Indian Harbour Beach, FL

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $57k-95k yearly est. 27d ago
  • Financial Representative

    New York Life-Orlando 4.5company rating

    Finance planner job in Orlando, FL

    Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $70,000 - $113,000 Responsibilities: Design customized financial plans suitable for each client based on potential life changes and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Bachelor's degree in business administration, finance, or related field is required Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed About Company We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA)1. For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
    $70k-113k yearly 18d ago
  • Lead Portfolio Analyst

    Industrial Light & Magic 4.0company rating

    Finance planner job in Orlando, FL

    Technology is at the heart of Disney's past, present, and future. Disney Entertainment and ESPN Product & Technology is a global organization of engineers, product developers, designers, technologists, data scientists, and more - all working to build and advance the technological backbone for Disney's media business globally. The team marries technology with creativity to build world-class products, enhance storytelling, and drive velocity, innovation, and scalability for our businesses. We are Storytellers and Innovators. Creators and Builders. Entertainers and Engineers. We work with every part of The Walt Disney Company's media portfolio to advance the technological foundation and consumer media touch points serving millions of people around the world. Here are a few reasons why we think you'd love working here: Building the future of Disney's media: Our Technologists are designing and building the products and platforms that will power our media, advertising, and distribution businesses for years to come. Reach, Scale & Impact: More than ever, Disney's technology and products serve as a signature doorway for fans' connections with the company's brands and stories. Disney+. Hulu. ESPN. ABC. ABC News…and many more. These products and brands - and the unmatched stories, storytellers, and events they carry - matter to millions of people globally. Innovation: We develop and implement groundbreaking products and techniques that shape industry norms, and solve complex and distinctive technical problems. The Business Operations team helps guide and articulate technology strategy and research, and is responsible for driving the day-to-day operation of the Product & Technology organization, including: project and portfolio management and tracking; organization-level capital, space, and resource management and allocation; process management; technical incident management; and our administrative and workplace experience support team. Scope of Responsibility: The Portfolio Management group oversees the Disney Entertainment and ESPN Product & Technology (DEEP&T) portfolio strategy and processes for capital and expense. The Lead Portfolio Analyst is responsible for developing and maintaining projects for DEEP&T's alignment to evolving business priorities and changing budgetary requirements. This role collaborates closely with Global Program Management (GPM), Strategic Planning and Senior Business Leaders to maximize benefits for project reporting and consolidation. The Lead Portfolio Analyst reports to and receives directions from the Manager / Senior Manager / Director, Portfolio Management. Essential Functions: 1. Strategic Portfolio & Financial Planning Participate in creating the Capital Portfolio of work and the Capital Budget. Work with stakeholders to collect, build, and validate Long Range Plan, Annual Budget, and Quarterly Forecast information. Proactively gather and validate necessary inputs from the Alliances to support portfolio capital planning and execution, including forecast and current month allocations. Perform evaluations and analysis of the active portfolio to ensure alignment with business goals and budgets. Proactively identify financial trends, recommend adjustments, and signal potential issues. Conduct scenario modeling and sensitivity analysis to evaluate the impact of shifting priorities, budget changes, or resource constraints on the portfolio. 2. Stakeholder Engagement & Collaboration Serve as the primary liaison between the Portfolio and Alliances teams/tools to ensure seamless collaboration and alignment. Collaborate with relevant stakeholders to gather necessary inputs and provide actionable insights or documentation as needed. Support ad-hoc initiatives with various alliances to ensure foundational financial readiness and respond to ad-hoc requests from leadership and supported alliances with a focus on speed, accuracy, and clarity. Prioritize incoming requests based on urgency, business impact, and deadlines, ensuring timely and high-quality deliverables. Communicate regularly with Accounting and Finance departments. Maintain regular communications with Portfolio Management team, peers, and DEEP&T managers. Act as a change agent to promote adoption of best practices across DEEP&T teams. 3. Reporting & Governance Ensure all relevant workstreams are accurately documented and categorized between Capital and Expense in compliance with TWDC Policies. Drive and maintain the capital project approval process. Generate detailed project reports for stakeholders; ensure completeness, accuracy, and timeliness. 4. Operational Execution Perform monthly resource allocations reclass from expense to capital. Perform monthly capital accruals. Review procurement of goods and services for policy alignment and budget compliance. Assist the Fixed Assets team in asset capitalization and confirm project details. Identify and implement enhancements to portfolio management tools, templates, and workflows to improve efficiency and data accuracy. Track and report on key performance indicators (KPIs) for portfolio health, financial performance, and delivery effectiveness. 5. Compliance & Risk Management Assure compliance with tax, legal, asset accounting, and TWDC policies and procedures. Proactively resolve issues related to the portfolio or budget. Escalate issues as appropriate. Facilitate post-mortem reviews to assess financial and strategic outcomes. 6. Tools & Technical Proficiency Use Airtable, Microsoft Excel, Power Query and other MS Office tools for analysis and reporting. Familiarity with SAP and PowerBI for financial tracking and visualization. Required Qualifications: BS/BA in Business or related field. Strong organizational, interpersonal and communication skills. Strong analytical skills, including expertise in Microsoft Excel, Power Query as well as other MS Office programs. Thorough understanding and experience with Portfolio Management and Project Accounting concepts and practices. Familiarity with corporate accounting software such as SAP and Airtable is a plus. Minimum 7+ years experience. Job Posting Segment: Business Operations Job Posting Primary Business: BO - Portfolio Management Primary Job Posting Category: Portfolio Management Employment Type: Full time Primary City, State, Region, Postal Code: Orlando, FL, USA Alternate City, State, Region, Postal Code: USA - CT - ESPN Building 12 - 280 Ronzo Rd Date Posted: 2026-01-22
    $63k-101k yearly est. Auto-Apply 9d ago
  • Financial Advisor - Melbourne, FL

    Thrivent Financial 4.4company rating

    Finance planner job in Melbourne, FL

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $44k-82k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance planner job in Melbourne, FL

    This job posting is anticipated to remain open for 30 days, from 27-Jan-2026. The posting may close early due to the volume of applicants. 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 five 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 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five 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 five 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 $45,000 - $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 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-USFATA
    $45k-100k yearly 10d ago
  • Multifamily Portfolio Analyst

    Atrium Management 4.2company rating

    Finance planner job in Orlando, FL

    Full-time Description Who We Are Atrium Management Company is a growing property management and development firm serving communities throughout Florida and Virginia. Our team is empowered to lead with professionalism, compassion, and creativity, making Atrium one of the most trusted and fastest-growing names in property management. At Atrium, we don't simply manage properties- we build relationships. Do you have a passion for people and ready to join a company with strong career-growth opportunities? Apply and learn why Atrium was named #1 Best Place to Work in 2025 by Orlando Business Journal ! About the Role Due to significant growth, we are seeking an exceptional Multifamily Portfolio Analyst to join our team and support the ownership and asset management functions of our growing multifamily portfolio. This pivotal role is responsible for analyzing financial and operational performance, identifying value-creation opportunities, and supporting strategic decisions that drive NOI growth, capital efficiency, and long-term asset value. The ideal candidate thinks like an owner, understands how on-site execution impacts financial results, and can translate property-level data into clear recommendations for leadership and investors. The Multifamily Portfolio Analyst reports directly to the Controller, and is expected to make teamwork and customer service their top priority. Join us at Atrium as we celebrate 11 years of rewarding hard work! Salary: $60,000 to $80,000 annually Location: Atrium Management Company, Corporate Office, 201 S Bumby Ave. Orlando, FL 32803 (in-office preferred / hybrid schedule will be considered) Schedule: Full-Time. Monday thru Friday, 8:30am - 5:30pm Key Responsibilities Asset Performance Analysis Analyze monthly and quarterly property financials including income statements, T-12s, rent rolls, and variance reports Evaluate NOI performance, margin trends, and revenue/expense drivers across the portfolio Identify underperforming assets and recommend corrective strategies Budgeting, Forecasting & Business Planning Support annual business plans, operating budgets, and periodic reforecasts Monitor actual performance versus budget and underwriting assumptions Assist in evaluating pricing, renewal strategies, concessions, and revenue-management initiatives Ownership & Investor Reporting Prepare asset-level and portfolio-level reporting for ownership and capital partners Assist with investor presentations, executive summaries, and performance narratives Ensure consistency, accuracy, and clarity in asset management reporting Value-Creation & Strategic Analysis Support initiatives focused on NOI growth, expense optimization, and operational efficiencies Analyze capital projects, ROI assumptions, and post-completion performance Assist with hold/sell analyses, refinance support, and long-term asset strategy Operational & Asset Management Collaboration Partner with asset managers, regional managers, and property teams to understand performance drivers Translate operational challenges into financial impact and solutions Support due diligence for acquisitions, dispositions, and property transitions Data, Systems & Process Improvement Maintain and improve asset-management dashboards and reporting tools Work within property management and accounting systems (e.g., AppFolio, Yardi, RealPage) Help standardize asset-management processes and improve data quality Requirements Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field 2-4+ years of experience in multifamily asset management, real estate analytics, or property financial analysis Strong financial analysis and Excel skills (pivot tables, complex formulas; Power BI or similar a plus) Solid understanding of NOI drivers and multifamily financial statements Ability to communicate insights clearly to both operational and executive audiences What We're Looking For Experience: Experience supporting ownership, investors, or asset managers. Familiarity with underwriting assumptions and the real estate valuation concepts. Exposure to capital planning, refinance analysis, or value-add strategies. Soft Skills: Strategic thinker who connects operations to asset value. Detail-oriented with the ability to synthesize large date sets. Hard Skills: Experience with AppFolio, Yardi, MRI, or RealPage. Strong written and verbal communication skills. Bi-lingual (conversational English and Spanish) is a big plus! Mindset: Ownership mindset with strong financial acumen. Proactive, curious, and solution-oriented. Self-disciplined, goal-driven, professional, positive, energetic and resourceful, hands-on, adaptable, and dependable. Why Join Us? Direct exposure to asset management leadership and ownership decisions Opportunity to impact NOI, capital strategy, and long-term portfolio value Hands-on experience across acquisitions, operations, and investor reporting Clear growth path into Asset Manager or Portfolio Manager roles Benefits Health, Dental and Vision Insurance PTO and Paid Holidays Parental Leave Life Insurance and Short-Term Disability Provided 401K with company match FSA and DSA Flexible Schedule Fun company and community events throughout the year! Competitive Bonus & Commission Structure Strong mentorship and a career path for internal growth Atrium Management Company is an Equal Opportunity Employer Atrium Management Company provides equal employment and advancement opportunities to all employees and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Salary Description up to $80,000 per year
    $60k-80k yearly 8d ago
  • Multifamily Portfolio Analyst

    Career Opportunities at Atrium Management

    Finance planner job in Orlando, FL

    Job DescriptionDescription:Who We Are Atrium Management Company is a growing property management and development firm serving communities throughout Florida and Virginia. Our team is empowered to lead with professionalism, compassion, and creativity, making Atrium one of the most trusted and fastest-growing names in property management. At Atrium, we don't simply manage properties- we build relationships. Do you have a passion for people and ready to join a company with strong career-growth opportunities? Apply and learn why Atrium was named #1 Best Place to Work in 2025 by Orlando Business Journal ! About the Role Due to significant growth, we are seeking an exceptional Multifamily Portfolio Analyst to join our team and support the ownership and asset management functions of our growing multifamily portfolio. This pivotal role is responsible for analyzing financial and operational performance, identifying value-creation opportunities, and supporting strategic decisions that drive NOI growth, capital efficiency, and long-term asset value. The ideal candidate thinks like an owner, understands how on-site execution impacts financial results, and can translate property-level data into clear recommendations for leadership and investors. The Multifamily Portfolio Analyst reports directly to the Controller, and is expected to make teamwork and customer service their top priority. Join us at Atrium as we celebrate 11 years of rewarding hard work! Salary: $60,000 to $80,000 annually Location: Atrium Management Company, Corporate Office, 201 S Bumby Ave. Orlando, FL 32803 (in-office preferred / hybrid schedule will be considered) Schedule: Full-Time. Monday thru Friday, 8:30am - 5:30pm Key Responsibilities Asset Performance Analysis Analyze monthly and quarterly property financials including income statements, T-12s, rent rolls, and variance reports Evaluate NOI performance, margin trends, and revenue/expense drivers across the portfolio Identify underperforming assets and recommend corrective strategies Budgeting, Forecasting & Business Planning Support annual business plans, operating budgets, and periodic reforecasts Monitor actual performance versus budget and underwriting assumptions Assist in evaluating pricing, renewal strategies, concessions, and revenue-management initiatives Ownership & Investor Reporting Prepare asset-level and portfolio-level reporting for ownership and capital partners Assist with investor presentations, executive summaries, and performance narratives Ensure consistency, accuracy, and clarity in asset management reporting Value-Creation & Strategic Analysis Support initiatives focused on NOI growth, expense optimization, and operational efficiencies Analyze capital projects, ROI assumptions, and post-completion performance Assist with hold/sell analyses, refinance support, and long-term asset strategy Operational & Asset Management Collaboration Partner with asset managers, regional managers, and property teams to understand performance drivers Translate operational challenges into financial impact and solutions Support due diligence for acquisitions, dispositions, and property transitions Data, Systems & Process Improvement Maintain and improve asset-management dashboards and reporting tools Work within property management and accounting systems (e.g., AppFolio, Yardi, RealPage) Help standardize asset-management processes and improve data quality Requirements Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field 2-4+ years of experience in multifamily asset management, real estate analytics, or property financial analysis Strong financial analysis and Excel skills (pivot tables, complex formulas; Power BI or similar a plus) Solid understanding of NOI drivers and multifamily financial statements Ability to communicate insights clearly to both operational and executive audiences What We're Looking For Experience: Experience supporting ownership, investors, or asset managers. Familiarity with underwriting assumptions and the real estate valuation concepts. Exposure to capital planning, refinance analysis, or value-add strategies. Soft Skills: Strategic thinker who connects operations to asset value. Detail-oriented with the ability to synthesize large date sets. Hard Skills: Experience with AppFolio, Yardi, MRI, or RealPage. Strong written and verbal communication skills. Bi-lingual (conversational English and Spanish) is a big plus! Mindset: Ownership mindset with strong financial acumen. Proactive, curious, and solution-oriented. Self-disciplined, goal-driven, professional, positive, energetic and resourceful, hands-on, adaptable, and dependable. Why Join Us? Direct exposure to asset management leadership and ownership decisions Opportunity to impact NOI, capital strategy, and long-term portfolio value Hands-on experience across acquisitions, operations, and investor reporting Clear growth path into Asset Manager or Portfolio Manager roles Benefits Health, Dental and Vision Insurance PTO and Paid Holidays Parental Leave Life Insurance and Short-Term Disability Provided 401K with company match FSA and DSA Flexible Schedule Fun company and community events throughout the year! Competitive Bonus & Commission Structure Strong mentorship and a career path for internal growth Atrium Management Company is an Equal Opportunity Employer Atrium Management Company provides equal employment and advancement opportunities to all employees and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Requirements:
    $60k-80k yearly 6d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Melbourne, FL and Brevard County

    Jpmorgan Chase 4.8company rating

    Finance planner job in Melbourne, FL

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $51k-96k yearly est. 60d+ ago
  • Accepting Resumes for Future Openings: Financial Representative / Advisor - Sales Position

    Fort Myers 3.8company rating

    Finance planner job in Rockledge, FL

    Put yourself on the fast track to success MWA Fraternal Financial's mission is to improve members' quality of life while continuing to grow in size and strength. Our financial services representatives fulfill this mission by: • Playing a vital role in helping families realize their financial dreams. • Having the tools, financial resources and local and home office support to serve the family and small-business market. • Offering a diverse portfolio of financial products to help meet individuals' short and long-term needs. • Positively impacting families and communities through our volunteer and member involvement programs. As a MWA Fraternal Financial Representative you'll earn these valuable benefits: • Medical and dental insurance coverage • Matching 401(k) plan • Noncontributory retirement plan • Group term life insurance Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, ************. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Nothing contained herein is an offer for a contract with Modern Woodmen of America. Applications will be subjected to further review before Modern Woodmen of America makes such an offer. Posted by Southwest Florida Regional Office ************. Please apply for immediate consideration.
    $25k-45k yearly est. Auto-Apply 60d+ ago
  • Investment Consultant - Vero Beach, FL

    Charles Schwab Corporation 4.8company rating

    Finance planner job in Vero Beach, FL

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required: * A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) * A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) * A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred: * 2 years of experience in the financial services industry * Ability to leverage Business development experience * Passion for gaining knowledge of brokerage/banking products and services * Openness to build strong client relationships Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
    $69k-127k yearly est. Auto-Apply 10d ago
  • Financial Risk Consultant

    The Strickland Group 3.7company rating

    Finance planner job in Palm Bay, FL

    Navigate Uncertainty, Deliver Clarity - Become a Financial Risk Consultant Are you driven by data, strategy, and impact? As a Financial Risk Consultant, you'll help clients identify, assess, and manage financial exposure-providing insight-driven solutions that build resilience and support smarter decision-making. What You'll Do: 📊 Risk Assessment & Analysis - Evaluate financial risk exposures across investment portfolios, credit, liquidity, market, and operational domains. 📈 Strategic Consulting - Advise clients on risk mitigation strategies that align with their business goals and regulatory requirements. 🔍 Modeling & Forecasting - Utilize financial modeling tools and scenario analysis to measure risk probabilities and potential outcomes. 💼 Client Advisory - Serve as a trusted advisor-translating complex risk data into actionable insights and solutions. 🧠 Regulatory Compliance - Ensure clients understand and comply with evolving financial regulations and risk frameworks. What You Bring: ✔ Strong foundation in financial analysis, risk management, and economics ✔ Experience with tools like Excel, Python, R, or risk modeling platforms ✔ Excellent communication and stakeholder management skills ✔ Analytical thinking and attention to detail ✔ Familiarity with industry regulations (e.g., Basel III, IFRS, Dodd-Frank) Why This Role Matters: ✅ You help clients build financial resilience ✅ You reduce uncertainty through strategic foresight ✅ You support growth through informed decision-making ✅ You bring value by protecting what matters most 💼 Shape the Future of Financial Security - Be a Financial Risk Consultant. Ready to turn complexity into clarity? Let's build a stronger financial future together.
    $42k-70k yearly est. Auto-Apply 60d+ ago
  • Financial Professional - Retirement Benefits Group - FL, Orlando (5139)

    AXA Equitable Holdings, Inc.

    Finance planner job in Orlando, FL

    Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights * Client Engagement: Cultivate and expand your network within established markets * Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services * Work-Life Balance: Flexible schedule to maximize productivity and personal time * Location: Working outside the office in local schools and municipalities Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
    $39k-74k yearly est. 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance planner job in Orlando, FL

    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.
    $53k-94k yearly est. Auto-Apply 21d ago
  • Program Financial Analyst Intern - Summer 2026

    Leonardo DRS, Inc.

    Finance planner job in Melbourne, FL

    **Job ID: 113435** The Leonardo DRS Land Electronics business provides C4I Network computing and integrated situational awareness, as well as state-of-the-art embedded diagnostics, vehicle power management and combat vehicle integration products and services. **Job Summary** **Financial Analyst Internship: Fuel Your Future in Finance!** Ready to balance your career and build real-world finance skills? Join our team as a Program Financial Analyst Intern and spend a meaningful summer developing hands-on experience in program finance, cost analysis, and contract support. You'll work alongside experienced finance and program professionals to help ensure accurate costing, compliant reporting, and strong financial performance across a variety of contract types. This role is an excellent opportunity to apply classroom knowledge to practical problems in a collaborative, mission-focused environment. **Job Responsibilities** + Understand how job costs are collected and billed on all contract types + Ability to work on cross-functional teams + Establish, develop and maintain effective business relationships with internal and external customers + Conduct analytical studies, monitor trends and interpret the results + Support government compliance and audit activities + Develop an understanding of the Standards of Conduct to include: conflicts of interests; improper practices; liability and fraud + Develop an understanding of contract design and structure to include: FFP; CPIF; CPFF; CPAF; BOA; IDIQ; Foreign Military Sale (FMS); and International Direct Commercial Sale (DCS), and, competitive and sole source procurements + Ability to grasp generally accepted accounting principles and develop a working knowledge of the cost accounting standards (CAS) and IFRS + Supports proposal preparations including: bid/no-bid requirements; cost estimating; pricing; RFP review; risk mitigation; and negotiation + Develop an understanding of the source selection evaluation process to include cost and price analysis, discussions, debriefings and protest + Program and finance: Basis of Estimate (BOE) preparation; budget preparation, reporting and management; cost & variance analysis; Earned Value Management Systems (EVMS); Estimate at Completion (EAC); cash management/working capital; forecasting; contractual reporting (CDRL, EVM, cost and pricing, C/SSR); risk management; return on investment (ROI); audit preparation and management; and program review preparation **Qualifications** + Must be actively enrolled in a 4-year undergraduate or master's program in Finance or Accounting. + Current standing must be a Junior, Senior or Graduate student with a minimum GPA of 3.0 or higher. + Strong communication and organizational skills. + Strong computer skills (Excel, MS Office Suite) with MS Project, Visio, Oracle, Pro Pricer a plus. + Ability to solve complex problems and work effectively as a member of a team. _Taking care of our people is a top priority at Leonardo DRS. We are proud to offer competitive salaries and comprehensive benefits, including medical, dental, and vision coverage, a company contribution to a health savings account, telemedicine, life and disability insurance, legal insurance, and a 401(k) savings plan. We champion wellness programs that focus on physical, emotional, and financial well-being. We develop our talent by offering programs and activities to support career-growth, professional development, and skill enhancement. And we understand there is more to life than work, and the importance of offering flexible work schedules with our 9/80 program, competitive vacation, health/emergency leave, paid parental leave, and community service hours._ _*Some employees are eligible for limited benefits only_ _Leonardo DRS, Inc. and its subsidiaries provide equal opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, protected veteran status, or any other characteristic protected by federal, state, or local laws. #LEL_
    $26k-38k yearly est. 4d ago
  • Associate Financial Advisor

    Rehmann 4.7company rating

    Finance planner job in Vero Beach, FL

    Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Job Description: We are seeking an experienced and dynamic Financial Advisor to join our high-end CPA/wealth management team. This unique role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the potential to assume primary responsibility for these relationships in the coming years. The ideal candidate will have exceptional interpersonal skills, a deep understanding of financial planning, and the ability to build trust and deliver tailored solutions for our discerning clientele. How You Will Make an Impact: Financial Planning & Advisory Services: Develop and implement tailored financial strategies, including retirement, investment, estate, tax, and risk management planning. Conduct regular reviews of clients' financial plans and investment portfolios, ensuring alignment with their objectives. Stay abreast of changes in tax laws, financial products, and economic conditions to provide informed advice. Collaboration with Internal Teams: Work closely with CPAs, tax professionals, and other specialists within the firm to deliver integrated solutions. Contribute to the firm's culture of excellence by collaborating on client service initiatives and supporting business development efforts. Business Development: Identify opportunities to expand the firm's client base through referrals and strategic networking. Participate in client events, seminars, and other activities to enhance visibility and trust within the community. Your Desired Skills, Experiences & Values: Bachelor's degree in finance, accounting, business, or a related field; advanced degree or certifications (CFP, CFA, CPA, etc.) preferred. 1-2+ years of experience in financial planning or wealth management, preferably working with high-net-worth clients. Proven success in relationship management and client retention. In-depth knowledge of investment strategies, tax planning, estate planning, and risk management. Strong communication and interpersonal skills, with the ability to simplify complex financial concepts. Technologically adept, with proficiency in financial planning software and CRM tools. We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.
    $57k-76k yearly est. Auto-Apply 9d ago
  • Merrill Financial Solutions Advisor - Central Florida Market

    Bank of America 4.7company rating

    Finance planner job in Orlando, FL

    At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. 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. 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. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. 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 skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services). Is a 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. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: 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. A 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. ADPJOB Shift: 1st shift (United States of America) Hours Per Week: 40
    $47k-77k yearly est. Auto-Apply 60d+ ago

Learn more about finance planner jobs

How much does a finance planner earn in Melbourne, FL?

The average finance planner in Melbourne, FL earns between $36,000 and $118,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in Melbourne, FL

$66,000
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