Finance planner jobs in Miami, FL

About Us We are a vertically integrated real estate investment and development firm with offices in Bay Harbor (Miami). Our portfolio is focused on industrial and logistics assets across multiple U.S. markets. With a growing pipeline of acquisitions and development projects, we are seeking an Acquisitions Analyst to join our Miami office. The Acquisitions Analyst will be directly responsible for financial modeling, market research, due diligence, and business development. The position is best suited for someone who is a quick learner, motivated, detail oriented, and has a background in sales. Key Responsibilities Build and maintain financial models to evaluate prospective acquisitions Speak with brokers to identify new opportunities Conduct underwriting and scenario analyses to assess risk and return metrics Research market fundamentals, comparable sales and leases, and tenant exposure to support investment decisions Coordinate due diligence deliverables and closing documentation Maintain acquisition pipeline reports, databases, and transaction tracking tools Support asset management and finance teams with valuation updates, refinancing analyses, and disposition preparation Qualifications Background in a real estate sales position 1-3 years of experience in real estate investment sales Ability to manage multiple active projects and deadlines in a fast-paced environment Self-starter with strong attention to detail and the ability to thrive in a fast-paced environment. What We Offer Competitive base salary + performance-based bonus. Health, dental, and vision benefits. PTO and paid holidays. A growth-oriented environment where you can make an immediate impact.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance is required 3 years' finance or accounting experience at a large company Advanced knowledge of Excel

SIMONMILLER is expanding and hiring for their upcoming store in Miami, Florida. This is a key customer facing role that will be responsible for assisting in the projection of the brand's culture and maintaining a level of service of the highest standard. As a part-time Client Advisor, you will be responsible for: - Welcoming, guiding and providing smooth and elevated client experiences - Achieving sales, conversion, and clienteling targets - Upholding administrative procedures, as well as assisting in Visual Merchandising of the store, maintaining the appearance of the Store, and assisting managing inventory based on demand - Retaining information based on new collections and new seasons as they come in - Maintaining and adding to a positive work-environment - Retaining at least 3-5 clients per month including outreach - Additional store tasks Who we are looking for: - Excellent interpersonal and communication skills to provide clienteling and customer service - Someone who can work pro-actively and independently as well as in a team - Someone who can build and develop long-lasting relationships with clients - Strong sense of identifying customer needs, cross-selling products, and close sales to achieve store sales targets - Someone with customer-facing role experience - CRM and clienteling experience preferred - Contribution to creative; store activations, visual merchandising and collection turnover

A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.

Job Description: Financial Analyst Modality: on-site AG Contractors is seeking a Financial Analyst to join our growing team in Miami. This role focuses on managing high-volume billing, analyzing clean financial data, producing accurate reporting, and supporting operational decision-making. The ideal candidate has strong analytical skills, experience with QuickBooks, and preferably, a background in job costing within the construction industry. This position reports directly to the Director of Operations. Key Responsibilities Data Management & Financial Reporting Process and manage high-volume billing and maintain accurate records for contractual obligations. Collect, clean, and validate financial data to ensure accuracy in reporting. Prepare and deliver comprehensive financial analysis and dashboards for leadership. Generate monthly, quarterly, and annual reports to track financial performance and KPIs. Job Costing & Project Support Support the preparation and analysis of job costing reports to measure project profitability. Partner with project managers to evaluate project-level costs and identify opportunities for efficiency. Assist in reconciling project financials and ensuring proper allocation of costs. Systems & Tools Utilize QuickBooks for data management, reporting, and reconciliation. Assist in maintaining financial databases and dashboards for leadership insights. Cross-Departmental Collaboration Work closely with the Director of Operations and other teams to support decision-making with data-driven insights. Provide clear financial reports to executives and project managers to guide operational strategies. Qualifications Required Bachelor's degree in Finance. 2-5 years of experience in data analysis, financial reporting, or similar roles. Strong proficiency with QuickBooks and Microsoft Excel (pivot tables, lookups, and modeling). Experience handling large data sets and producing actionable insights. Excellent written and verbal communication skills. Bilingual (English & Spanish) required. Preferred Experience in the construction, contracting or service industry. Background in job costing or project-based financial analysis. Knowledge of financial data visualization tools (e.g., Power BI, Tableau).

OneSearch Group has partnered with one of the fastest-growing Corporate & Investment Banking groups in South Florida in their search for a Project Finance Analyst II to join their team based in Miami, FL. The Analyst is responsible for performing due diligence, structuring and credit execution of Natural Resource credit facilities across a wide variety of sectors. Functions Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information and supporting documentation. Prepare financial models, credit approval memorandums and presentations for existing loans, new potential loans, annual reviews, waivers, amendments, and others as required. Maintain contact with clients, key sponsors, and developers in the named industries - such as private equity funds, utility companies, international and domestic energy / infrastructure firms, developers and related manufacturers. Ensure that the loan package complies with credit, underwriting standards and lending/credit policies. Pro-actively anticipate questions/topics that credit committee members will likely focus on, sufficiently address those topics and include in the credit documents, and be prepared and ready to address/discuss those points at committee if needed. Assist the Corporate Banking group concerning loan policies and procedures, quality control matters, loan review, and underwriting. Participate in Corporate Banking/Project Finance pipeline meetings. Desirable Experience Bachelor's degree, preferably with a business, finance major or related field. Advanced proficiency in financial modeling, risk evaluation and project finance fundamentals. A minimum of 2-3 years of credit execution experience within Project Finance

Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 29,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors. Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in. Description: Our team operates in a dynamic, fast paced environment acting as functional system administrators for the Baptist Health South Florida Finance business applications and as liaisons between system end users, related functional pillars (Supply Chain Management and Human Resources) and the technical support teams for PeopleSoft Financials (General Ledger, Accounts Payable, Treasury, Payroll, Inventory, Asset Management and Project Costing). Provides value-added business financial systems applications support services to internal customers. The incumbent is responsible for various Financial application and I/T support activities. Value inclusion within day to day responsibilities by respecting others perspectives/convictions, engaging others opinions, creating a safe environment where people, ideas, and opinions are valued within your Team/Customers and external partners. Estimated salary range for this position is $63638.44 - $82729.97 / year depending on experience. Qualifications: Degrees: Bachelors. Additional Qualifications: Bachelor of Finance/Accounting/Business Admin. Masters Information Systems and or MBA. CPA preferred. Identifies and understand issues, problems, and opportunities, able to research solutions and recommend best practices, uses effective approaches for developing appropriate solutions, takes action that is consistent with available facts, constraints, and probable consequences (Prof. Judgment). Demonstrates a working knowledge of financial concepts and I/T systems. (Tech/Prof Knowledge Skills, Business Acumen). Ensures that the customer perspective is a driving force behind the business decisions and activities, demonstrates exceptional customer service. (Customer Focus/Service). Identifies, analyzes and improves existing processes within our organization to maximize opportunities for efficiency and meet new goals. (Continuous Process Improvement). Self- motivated. Requires ability to successfully lead projects. Requires multiple functional/system applications experience. 5 years or more experience in Accounting, Finance or IT. Proficient in PC/Office applications. xevrcyc Requires working knowledge of GAAP and understanding of financial concepts. Prefer proficiency with relational databases, SQL and familiarity with VBA. Prefer experience with PeopleSoft modules (G/L (including NVision), INV, PAY, AM, PC, AP, EX). Minimum Required Experience: 5 Years EOE, including disability/vets

Tobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary responsibility and a team-based approach, we deliver personalized solutions that integrate with our clients' broader financial goals. Our diverse experience and collaborative culture ensure we provide exceptional value, guiding clients through every stage of wealth accumulation and legacy planning. Our story begins back in 1980 when Benjamin Tobias founded our firm as an accounting and tax practice that supported local business owners and professionals. Over the years Ben realized his clients did not receive unbiased and integrated financial advice. Ben was an early adopter of the fee-only model, meaning he removed commissions from our business to help ensure that we always acted in our clients' best interests, and that's a value that still drives us today - we're committed to doing what's right for our clients, plain and simple. We are driven by a clear vision - to inspire, educate, and prepare our clients so they can live the lives they want, and as such we are always willing to flex depending on the client's specific needs and goals. Our values emerged as a reflection of this vision and of our collective beliefs and aspirations, and they drive how we interact with clients, employees, other professionals, and the broader community. Position Summary We are seeking a passionate Wealth Advisor to join our growing team. In this role, you will manage client relationships, lead key projects, and contribute to the firm's growth. This is an opportunity to work closely with clients, helping them achieve their financial goals through personalized, comprehensive planning. The ideal candidate will have strong client relationship management skills, a deep understanding of financial planning, and a commitment to our team-oriented culture. We're looking for someone who's passionate about diving deep into financial planning, engaging with clients in meaningful ways, and contributing to a collaborative team environment. Here, success is driven by dedication, expertise, and a genuine commitment to making a difference in our clients' financial lives. What You'll Get to Do Client Relationship Management: Lead and manage relationships with new and existing clients. Effectively communicate the value of our financial planning services. Financial Planning: Create comprehensive financial plans based on clients' goals, objectives, and unique circumstances. Collaborate with planners to develop and implement planning strategies. Investments: Develop personalized investment policy statements. Structure investments to meet clients' goals and provide ongoing portfolio reviews. Tax Planning: Review quarterly and annual tax planning opportunities with CPAs or planning associates. Research and Advice: Conduct research and delivery advice on estate planning, investments, and social security based on client needs. Business Development: Attend client events, network with Centers of Influence, and contribute to strategic firm initiatives. What We're Looking For Bachelor's degree and CFP certificate required Minimum three to five years of financial planning experience with proven leadership and client relationship management capabilities Proficient describing client financial plan concepts, scenario analysis and Monte Carlo analysis to clients Proficient reviewing and describing tax information and projections, as well as recommending & developing alternative scenarios Prior exposure to income tax planning and analysis is a major plus Ambitious with the ability and devotion to manage oneself and others Highly proficient in financial planning software and computer software, including MoneyGuidePro and Salesforce Organized with a strong attention to detail and ethical standards Someone who is open-mind, has strong work ethic, and is a team-oriented creative thinker High level of integrity and a passion for the wealth management profession Compensation & Benefits Competitive salary, commensurate with experience, plus performance-based incentive pay Comprehensive benefits, including fully paid medical coverage Unlimited personal time off (PTO) policy 401(k) and profit-sharing plan Professional development support, including tuition reimbursement, certification expense coverage, and association membership dues Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history. Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all employees can succeed.

The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation. Job Duties: Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc. Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses Develops client relationships through deal execution and pitching, as appropriate Analyzes companies and industries and works directly with client management teams Prepares pitch books, sells memoranda and management presentations Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes) Supervisory Responsibilities: Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required MBA, preferred Experience: Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required, Experience in middle market M&A sell side investment banking, preferred License/Certifications: FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required Software: Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to successfully interact with professionals at all levels Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $130,000 - $150,000 Maryland Range: $130,000 - $150,000 NYC/Long Island/Westchester Range: $130,000 - $150,000

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer associate, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communications and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027 * Must have a track record of superior performance in extracurricular and professional activities * Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry * Minimum of 2 years of work experience post undergraduate degree Bank of America does not complete third party forms from colleges, universities, or other parties.

The Wealth Strategist is responsible for developing comprehensive wealth plans and providing personalized financial advice to high-net-worth (HNW) clients. This role involves guiding clients on various financial topics to help them achieve their financial objectives. Additionally, the Wealth Strategist supports Private Bankers and team members in Investment Management & Trust sales opportunities and client relationship review meetings. About the Role: We are seeking a dedicated and experienced Financial Planner to join our team. In this role, you will work closely with clients to understand their financial goals and develop comprehensive wealth plans. You will collaborate with various professionals to ensure the delivery of high-quality financial advice and services. What You'll Do: Conduct discovery meetings with clients to discuss financial goals and objectives. Complete thorough financial assessments to understand clients' income, expenses, assets, liabilities, and risk tolerance. Develop and deliver comprehensive wealth plans based on clients' goals and financial situations. Advise clients on investment, retirement, estate, tax, risk management, and business succession planning. Maintain accurate and detailed records of clients' financial and personal information. Collaborate with legal, tax, and other professionals to develop comprehensive wealth plans. Ensure compliance with relevant regulations, laws, and company standards. Work with Wealth team members and other internal partners to enhance the client experience. Build a network of internal and external sources to acquire new client relationships. Stay informed on legal, tax, and regulatory changes affecting financial planning strategies. Drive business results and acquire new assets from both existing clients and new client acquisition. Actively participate in community activities and events to increase visibility and attract prospects. Perform other duties as assigned. What We're Looking For: Experience: Five plus years of financial planning experience. Experience with various financial planning software and tools. Education: Undergraduate degree in a business-related field or equivalent experience. Preferred degree or designations: JD or CPA. Required certification: CFP. Required Skills: Strong knowledge and understanding of financial markets, investments, estate and tax laws, and retirement plans. Ability to work independently and within a team structure. Good interpersonal skills to represent the bank positively in dealing with clients. Excellent analytical, verbal, and written communication skills. Preferred Skills: Advanced degrees or certifications (JD, CPA). Additional certifications or specialized training in financial planning. Position Type This is a full-time position that requires schedule flexibility to work evenings and weekends as needed. This position requires up to 25% travel. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

JobID: 210679095 JobSchedule: Full time JobShift: : 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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities * Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades * Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation * Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports * Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires * Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) * Prioritize daily work, track progress for current work, and consistently meet deadlines * Maintain and foster team culture Required qualifications, capabilities, and skills * A valid and active Series 7 license is required * If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam * A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment 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.

The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. MBA, CFA or CPA is desirable SKILLS Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models Knowledge of corporate finance and accounting Experience analyzing company financials Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind Understanding of worldwide gaming markets, performance and regulations. Multiple language abilities a plus; fluency in English required. Must possess strong communication and listening skills, excellent speaking, reading and writing. Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.

The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3 rd party tools to provide additional data analytics Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. MBA, CFA or CPA is desirable SKILLS Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models Knowledge of corporate finance and accounting Experience analyzing company financials Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind Understanding of worldwide gaming markets, performance and regulations. Multiple language abilities a plus; fluency in English required. Must possess strong communication and listening skills, excellent speaking, reading and writing. Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy. We can recommend jobs specifically for you! Click here to get started.

The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities * Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions * Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities * Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors * Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics * Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties * Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS * A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. * At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. * Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. * MBA, CFA or CPA is desirable SKILLS * Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models * Knowledge of corporate finance and accounting * Experience analyzing company financials * Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner * Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. * Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements * Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment * Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind * Understanding of worldwide gaming markets, performance and regulations. * Multiple language abilities a plus; fluency in English required. * Must possess strong communication and listening skills, excellent speaking, reading and writing. * Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. * Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. * Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. * Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.

We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio. Key Responsibilities: Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions. Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management. Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives. Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments. Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders. Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency. Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures. Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits. Perform ad-hoc financial analysis and research to support strategic initiatives and special projects. Required Skills and Experience: Bachelor's degree in Finance, Real Estate, Accounting, or related field. Minimum of 3 years of financial analysis experience with a focus on real estate investments or development. Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus. Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics. Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.

Job DescriptionSalary: Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through lifes transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team. Why Join Us As part of our team, youll have the opportunity to make a meaningful impact on clients lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships. Position Summary Were looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm. What Youll Get to Do Lead and deepen relationships with new and existing clients Develop comprehensive financial plans that align with clients goals Build investment policy statements and conduct ongoing portfolio reviews Identify tax planning opportunities and collaborate with CPAs and planning associates Research and provide recommendations on estate planning, investments, and Social Security strategies Participate in business development, including attending client events and engaging Centers of Influence Contribute to firm initiatives and mentor junior team members (as applicable) What Were Looking For Bachelors degree CFP certification Minimum 35 years of financial planning experience within a wealth management or financial advisory firm Experience managing client relationships and presenting complex planning concepts Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce) Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards Compensation & Benefits Competitive salary + performance-based incentive compensation Fully paid medical, dental and vision coverage Unlimited PTO 401(k) and profit-sharing plan Professional development support (tuition reimbursement, certification expenses, association dues) Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history. Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all employees can succeed.