Experienced Equities Trader - Miami, FL
Finance representative job in Miami, FL
“You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders located in Miami, FL with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance.
The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization.
In short, the Experienced Equities Trader role is a chance to join a high-performance team of:
experienced traders pushing their skills and adapting to new market opportunities;
talented technology professionals developing leading-edge trading and market analytics systems;
quantitative/business analysts providing tools and insights to fuel business growth;
top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere.
Our JV is currently seeking qualified candidates in Miami, FL who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
Equity Trader
Finance representative job in Miami, FL
Trillium is a leading proprietary trading firm active in US Equities, US Options, Canadian Equities, and OTC Equities. With trading technology built, tested, and optimized in-house, our engineers and technologists collaborate with our traders to deliver tools and functionality designed to support their needs. Our passion for the markets and our drive to succeed have propelled our track record of growth and profitability for over 20 years. At Trillium, we are a team of problem solvers and independent thinkers dedicated to seizing market opportunities.
We are headquartered in New York City, with additional trading floors in Chicago and Miami. To learn more about Trillium, visit ************
The Role:
As an Equity Trader, you will gain direct exposure to the markets while mastering our proprietary trading tools and strategies. From day one, you'll work side-by-side with an experienced trainer and be immersed in a diverse mix of trading strategies, developing both the technical skills and judgment needed to succeed in a fast paced environment.
Within your first month on the desk, you'll actively trade and manage firm capital under close mentorship, honing your ability to make split-second buy and sell decisions on our proprietary keyboard-based trading platform. Along the way, you will develop a deep understanding of U.S., Canadian, and OTC equity markets, as well as the U.S. options market.
We invest heavily in education and development for both new and veteran traders, offering a mix of classroom sessions and on-demand resources to support continuous growth. This structure helps strengthen your quantitative, analytical, and research skills, while deepening your knowledge of economics, risk management, and market structure.
Continuous improvement is at the core of our trading culture. Traders are challenged to refine their strategies, expand their perspectives, and grow every day. If you're competitive, curious, and eager to be rewarded for your performance, you'll find the platform, mentorship, and resources to build a lasting career here.
This position is open in any of our three locations: New York, NY | Chicago, IL | Miami, FL (please only apply to your top choice).
Compensation:
Annual base salary of $58,000-$66,300 (gross)
Monthly P&L-based bonuses (contingent on trading performance)
Responsibilities:
Research market microstructure patterns to uncover inefficiencies
Collaborate with your trainer and other traders during daily trade reviews
Stay informed on industry and market news
Participate in educational seminars and group discussions with senior traders
Learn and apply our proprietary trading tools and platforms
About You:
You are enthusiastic, motivated, and proactive, with a strong desire to learn and grow in a performance-driven environment. The ideal candidate:
Has a resourceful, team-oriented, and entrepreneurial mindset, demonstrated through extracurriculars, group projects, or academic achievements
Is analytical, intellectually curious, disciplined, and deeply interested in financial markets
Thrives in competitive, fast-paced settings and adapts well to challenges
Holds (or is pursuing) a degree in economics, mathematics, business, finance, or a related field
Please note, Trillium will not sponsor applicants for work visas
Job Requirements:
The position is intended for soon to be college graduates (Fall/Winter 2025 or Spring 2026 graduation) with a cumulative 3.5+ GPA
Benefits and Perks:
Complimentary breakfast on Tuesdays and lunch on Wednesdays and Thursdays
Trillium sets itself apart with a collaborative culture built on mutual respect and a shared commitment to excellence. Many of our team members have chosen to build their entire careers here, drawn by an environment that values long-term growth, fosters innovation, and creates a truly great place to work.
Trillium offers a wide range of best in class, comprehensive and inclusive employee benefits and perks including PTO, medical and dental insurance, 401(K) matching, parental leave, pre- tax commuter benefits, and catered lunches.
Trillium is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Trillium are based on merit, qualifications, and the needs of the company. Trillium does not discriminate on the basis of race, creed, color, religion, sex, national origin, age, disability, predisposing genetic characteristics, ancestry, military status, family care status, marital status, sexual orientation, domestic violence victim status, gender identity or any other legally protected basis protected by applicable law. Applicants who are interested in applying for a position and require special assistance or a reasonable accommodation due to a disability should contact ****************.
Auto-ApplyTraders Market Desk Executive
Finance representative job in Miami, FL
Type: Full-Time
Compensation: $155,000-$215,0000
QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln.
QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment.
Required Qualifications:
5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution.
Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives).
Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets.
Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure.
Excellent written and verbal communication skills.
Proficiency in Spanish is strongly preferred
What We Offer:
Competitive salaries, often better than industry, for comparable roles;
Daily premium lunch catering, and keeping the office stacked with fruits and snacks;
Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts;
Bonus and incentive programs
Future Position at rbb
Finance representative job in Coral Gables, FL
We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities..
** Minimum Qualifications:**
- Competed college degree and agency experience.
- Excellent written and verbal communication skills.
- Strong organizational and multitasking abilities.
- Proficiency in various communication tools and platforms.
- Ability to work proactively and effectively in a team environment or independently.
**Application Process:**
If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.
Financial Representative - Entry Level
Finance representative job in Boca Raton, FL
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to deliver personalized, innovative financial solutions that empower clients to take control of their financial futures. We are dedicated to building long-term relationships grounded in trust, integrity, and expertise, providing tailored guidance to help clients make informed decisions and achieve their financial objectives. By adopting a collaborative approach and maintaining a focus on excellence, we strive to be the premier choice for comprehensive financial planning. Our goal is to ensure that every client has the resources and confidence to navigate their financial path successfully.
Snow Financial Group is a dynamic, client-centered organization where professional growth is prioritized. We create an environment that encourages innovation and personal development, empowering individuals to reach their full potential. As a part of our team, youll benefit from strong mentorship, career development opportunities, and a robust support system that enables success in the competitive financial services industry. With uncapped earning potential and the chance to create a lasting impact on clients, Snow Financial Group provides a foundation for both career advancement and financial prosperity.
Our thriving office is located: 902 Clint Moore Rd. #228 Boca Raton, FL 33487
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tim Snow - Managing Director:
How long with NM? Tim has been serving as a Managing Director for the past 20 years.
Prior Experience? Before joining Northwestern Mutual, Tim spent many years in the hospitality industry, where he developed skills in customer service, management, and leadership.
Passionate About? Tim enjoys golf, spending time in the gym, and spending time with family and friends. Hes a passionate hockey fan (supporting the Panthers and Sabers), and follows the Buffalo Bills enthusiastically.
Paul Stadfeld - Wealth Management Advisor:
How long with NM? Paul has been serving as a Wealth Management Advisor for 15 years.
Prior Experience? Originally from Boston, Paul transitioned to Northwestern Mutual after working in sports advertising for four years. He also gained valuable experience working in his family business, which helped him develop strong business acumen and client relationship skills.
Passionate About? Paul is married with a son and is deeply passionate about spending quality time with his family. A dedicated Boston sports fan, he follows the Red Sox, Celtics, and Patriots closely. In his free time, Paul enjoys playing Pickleball and chess, staying active and engaged both mentally and physically.
Graham Davis - Financial Advisor:
How long with NM? Graham has been a Financial Advisor for nearly 13 years.
Prior Experience? Graham worked for the U.S. Secret Service for four years, where he developed valuable skills in security, attention to detail, and crisis management. He also worked in car sales at MINI, building his expertise in sales, customer service, and relationship management, which has greatly contributed to his success in the financial services industry.
Passionate About? Graham, recently married, is an avid fitness enthusiast and enjoys working out. He is passionate about golf, both for leisure and as a challenge. Outside of work, Graham loves spending time with his rescue dog, Bailey, and enjoys playing the trombone.
Natalia Margolis - Wealth Management Advisor:
How long with NM? Has worked as a Wealth Management Advisor for over 15 years.
Prior Experience? Natalia previously worked as an analyst in the consumer solutions industry.
Passionate About? Natalia is deeply committed to her family and enjoys traveling, exploring new destinations with her loved ones.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A specific level of education is not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Snow is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Cocoa Trader
Finance representative job in Miami, FL
With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Business Segment Overview
Commercial: With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more
Job purpose:
We are looking to hire a Cocoa Trader who will be responsible for the trading and procurement of cocoa beans within the US market.
Responsibilities
Responsibilities
Support all aspects of the US cocoa operation, including trading, procurement, logistics, and operational supervision.
Perform the physical trade of cocoa beans, driving internal origin flows and market presence across the US.
Take ownership of bean trade positions, including market, basis, structure, arbitrage, and FX exposure.
Collaborate with the financing team to optimise financial processes and reduce stock carrying costs.
Liaise with leadership teams on P&L analysis, annual budgets, and exchange-related activities while representing the business with customers, institutions, and industry events.
Qualifications
To land this role you will need:
Extensive trading experience within cocoa and deep knowledge of the US market.
Demonstrated track record of delivering positive P&L results in commodity trading.
Strong analytical skills with the ability to interpret data and make commercial decisions.
Detail-oriented with excellent organisational capabilities.
Permanent, full-time, #LI-SD1
Auto-ApplyFort Lauderdale Traders
Finance representative job in Fort Lauderdale, FL
Department
Traders
Employment Type
Full Time
Location
Florida
Workplace type
Onsite
Compensation
Competitive
Reporting To
Management
Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************
Graduate Execution Trader
Finance representative job in Fort Lauderdale, FL
Job Description
Who we are:
At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader.
Your Role:
As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment.
The responsibilities will include:
Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution.
Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments.
Ensure reconciliation alerts from orders and settlements are rectified in a timely manner.
Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing.
Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required.
Maintain personal diligence in handling sensitive data to uphold security.
Provide blockchain and internal system technical assistance to the broker team and customers
Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles.
Requirements
About you:
1 - 3 years of professional experience
An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day
Strong numerical and quantitative analysis skills
Decisiveness with the ability to process complicated information quickly and accurately under pressure
A passion for cryptocurrency is highly regarded
Benefits
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
Hybrid working arrangements designed around trust and autonomy
Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally
0% trading fees with Caleb and Brown
Investment Real Estate Rep
Finance representative job in Delray Beach, FL
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
Auto-ApplyBanker (Multiple Positions Available)
Finance representative job in Miami, FL
Duties: Conduct quantitative analyses of information involving investment options and/or financial data for high-net-worth (HNW) individuals and families in the Latin America (LATAM) region, and use resulting analyses to provide personalized financial advice and wealth management strategies tailored to LATAM clients' goals and risk tolerance. Analyze market trends and economic conditions to recommend investment opportunities to HNW clients in Argentina, Chile, and Uruguay, monitoring market fluctuations and adjusting investment strategies accordingly, and use insights to inform strategic decision-making and client advisory. Propose/present and explain in Spanish a range of banking products and services, including loans, credit facilities, and investment products, ensuring all banking products and activities comply with local and international regulations and standards. Manage clients' investment portfolios, including asset allocation and diversification strategies. Prepare detailed reports in Spanish on client portfolios, market analysis, and performance metrics, and maintain accurate and organized records of client interactions and transactions. Attend industry events and conferences to network with potential clients and partners. Use the Spanish language to develop and maintain commercial relationships, and conduct regular reviews of clients' portfolios to ensure alignment with their financial objectives. Use the Spanish language to identify and pursue new business opportunities that expand the client base. Conduct research on economic trends, market developments, and competitor activities in the LATAM region. Evaluate clients' risk profiles and develop strategies to mitigate potential financial risks. Collaborate with colleagues in other departments to deliver comprehensive banking solutions. Lead team projects aimed at improving service delivery and client satisfaction. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus five (5) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation. The employer will alternatively accept a Master's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus three (3) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with the following skills: using and interpreting advanced Excel functionalities to conduct quantitative financial analysis for banking clients, including generating detailed interactive financial reports and creating financial models that forecast investment performance and cash flow projections; using Powerpoint to create professional presentations that communicate complex financial information to clients, including investment strategies, financial plans, and market trends; and using FactSet to deliver precise data-driven advice and to manage complex investment portfolios. This position requires one (1) year of experience with the following skills: analyzing client portfolios, assessing investment opportunities, and performing risk assessments; U.S. and Latin America (LATAM) financial markets; advising clients in the LATAM region on investment principles and strategies; diversifying asset allocation; assessing financial risks; analyzing complex financial situations; conducting investment portfolio reviews and evaluating investment opportunities; anticipating clients' financial needs, addressing clients' financial inquiries, and delivering tailored financial solutions; client acquisition and retention, specifically by using local networks in LATAM countries to access potential clients and referral sources; identifying opportunities within LATAM market countries in to prospect potential clients; using local LATAM professional networks to research regional economic conditions, capital market trends, and investment opportunities so as to tailor financial needs for each client; and maintaining services for existing client base. This position requires knowledge of the following skills: banking products, credit facilities, trust services, estate planning, and tax planning; Latin America (LATAM) markets, economic trends, cultural nuances, regulatory frameworks, and client preferences; and U.S. and LATAM banking regulations. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following license(s): SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Financial Services Representative I - Miami Gardens Walmart
Finance representative job in Doral, FL
Financial Service Representative - Miami Gardens Walmart Branch
Starting Salary:
$20.00 per hour
Responsibilities include cross-selling credit union products and services that meet our member's financial needs. Candidate will provide account services and resolve member inquiries. This is a high contact position requiring the ability to communicate face to face effectively with prospective/current members and to represent the credit union in a positive and professional manner. Candidate will also be part of the Float Staff which requires to go to various branches as needed.
Essential Duties & Responsibilities:
Process all financial transactions and member inquiries in an accurate and timely manner.
Accepts sales goals and understands the role played in achieving branch's sales goals.
Establishes good rapport with members.
Possesses thorough knowledge of Dade County Federal Credit Union products and services.
Recognizes selling opportunities and effectively cross-sells credit union products and services to build member relationships.
Performs new account openings and all other related platform functions.
Has a thorough understanding of credit union loan products and handles all loan applications, including but not limited to accepting the loan application with all the required information. .
Obtains all required licenses as established by Credit Union.
Handles inquiries, concerns and requests from members and employees.
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
Willingly assists all departments as requested.
Complies with all Bank Secrecy Act (BSA) regulations and standards. Attends all required BSA training.
Willing to assist in any other areas as requested.
Requirements:
Intermediate PC skills are required, MS Office and Windows necessary.
Candidate must have excellent written and verbal communication skills.
Candidate must be detailed oriented and display excellent mathematical skills.
Schedule to include extended branch and Saturday hours .
Candidate must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations.
High school diploma or equivalent required.
Bilingual: English and Spanish, Highly Desirable
Dade County Federal Credit Union requires certain positions to obtain a Florida 2-11 Credit Life/Credit Disability License in order to perform the duties required of the position. DCFCU is responsible for fees associated with this licensing process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance representative job in Miami, FL
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Richard Cossio Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. This position offers a base compensation of $40,000 plus commissions
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
2+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 65 licenses preferred.
PATIENT FINANCIAL SERVICES SPECIALIST II
Finance representative job in Miami, FL
Job Description
The purpose of the Patient Financial Services Specialist II is to ensure that the batches and daily registration have been processed correctly. Coordination of work from the patient care areas, maintaining the work flow of documents to and from data processing and supervising closing by staff.
POSITION REQUIREMENTS / QUALIFICATIONS:
Education/Experience:
High School Diploma or GED Equivalent. Some College Credits Preferred, Five years' experience in Health Care. Knowledge of Medicaid / Medicare insurance, collections and setup. Must know how to post B&E's.
Licensure / Certification:
Maintain current CPR certification from the American Heart Association
Skills / Ability:
Ability to work as a team leader and independently. Must have clerical skills, ability to type 35 WPM and have interviewing skills. Must have knowledge of math, operation of calculator; telephone etiquette, human relation skills and organizational skills. Must be computer literate. Ability to demonstrate effective oral and written communication skills.
POSITION RESPONSIBILITIES (THIS IS A EXEMPT POSITION)
Complete statistical data and submit daily.
Plans, supervises and coordinates the work of Patient Financial Services Specialist staff and supporting clerical staff in various Departments.
Assist with training of new employees and work related problems.
Answers inquiries of staff as questions arise in connection with obtaining needed information.
Spot check work in progress to ensure prompt work flow to and from Data Processing.
Ensures that decisions are in accordance with CHI Policies.
Make credit decisions regarding admission deposit in problem situations.
Discuss with patient the status of their accounts and make payment arrangements.
Verifies Medicare, Medicaid and all other insurance carriers when needed.
Coordinates and directs balance of daily closing and ensures that all procedures and payments are posted accurately by staff.
Performs cashier duties, collects patient funds for services and enters data into computer for payment received.
Performs voids, deletions, corrections on payments, B&E's and batches.
Performs billing audits to ensure compliance by the PFSS.
Provides instruction regarding posting in computer correctly.
Verifies batches of PFSS.
Provides updates and training of cashier functions.
Provides reports to the Director of Finance or appropriate staff.
Use appropriate and correct telephone etiquette at all times.
Participates in Continuing Educational In-service and Performance Improvement Activities.
Report of PFSS errors.
Report of Medical Coding errors.
Ensures that all B&E (billing and encounter) forms are posted by the PFSS within the same of service.
Ensure batches are scanned into the Imaging system on time and accurately.
Allocation of Personnel to cover staff shortages.
Reports to work on time and ready to work with minimal absenteeism.
Adheres to the Confidentiality Policies and Procedures / HIPAA Regulations.
Performs other duties as assigned, including variable shifts if needed.
Financial Service Representative
Finance representative job in Hollywood, FL
Are you a dynamic and driven sales professional?
If so, Momentum Financial Services Group wants you to join our team.
In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.
What we offer:
Market competitive hourly pay rates
Earn a percentage of the store's profits for exceeding company targets
Other benefits include:
Comprehensive medical/dental benefits
Paid Time Off
401K with company match
Tuition assistance
Career development
Branch Location: 240 State Road 7
During a typical day, you will:
Deliver results on store profitability goals
Provide a quality customer sales experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements
Successful candidates will:
Be sales driven
Have a minimum of one year of financial services and sales experience
Have a passion for customer service
Have previous cash handling experience
Have a high school diploma or equivalent
About us:
Momentum Financial Services Group is a top financial services provider in North America
We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store
We offer access to cash and related financial products to help customers achieve their financial goals
We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store
We value:
Employees who are committed to continuously improving their performance and achieving new levels of success
Recognizing our employees for their achievements and developing them to be future leaders
Diversity is an essential element for the success of our business
Giving back to our local communities through annual contributions to charities and non-profit organizations
Next Steps:
Apply now to be considered for this opportunity!
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance representative job in Fort Lauderdale, FL
Job DescriptionBenefits:
Company parties
Opportunity for advancement
Paid time off
Signing bonus
Wellness resources
ROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Series 6 or 7, and 65 required.
Must have 215 Life and Health Insurance License.
Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential/Opportunity for advancement within my office
Customer Financial Services Representative
Finance representative job in Fort Lauderdale, FL
Job Brief: We are looking for a Credit & Collections Clerk who wants to excel in an environment of operational excellence. The Credit and Collections Clerk performs vital functions to the business as well as to the customers (both internal and external) by focusing on customer billing and collections.
Responsibilities:
Gathers records such as purchase orders, sales tickets, work order & charge slips in order to verify billing
Confers with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract with customer
Records information about financial status of customer and status of collection efforts
Documents correspondence on the customer accounts within the billing system
Assist customers with online payment services
Work closely with brokered accounts to track payments and provide information requested by them to identify short pays
Produce manual invoices for certain customers requiring additional details
Learn and utilize all billing tools available
Other duties as assigned
Skills Required:
Speaks clearly and persuasively in positive or negative situations; listens and gets clarifications; responds well to question
Solid working knowledge of Microsoft Office Applications (i.e
Word, Excel, Outlook)
Good Communication skills
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Coral Springs, FL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Health insurance
ROLE DESCRIPTION: As a Finacial Services Rep with Darrell Shelton State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 66 licenses preferred.
Florida 2-15 Life, Health, Variable Annuities License
New/Developing Equity Trader- Miami
Finance representative job in Miami, FL
SMB Capital is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program in Miami, FL.
We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry.
What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantative trading, starting with simple alerting scripts in python and moving onward to fully-fledged models for diverse trading environments. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis, risk management, and quant skills. All traders benefit from coaching and mentorship from the firm's partners and senior traders. Our top traders are experts in their unique market niches and are generally multi-product traders, supplementing equities trading with asset classes like equity options, and futures.
This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic"
One Good Trade
. SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications.
We are looking for individuals with the following characteristics:
-Passion for the Markets
-Demonstrable History of Success
-Entrepreneurial
-Focused
-Emotionally Disciplined
-Great Teammate
-Coachable
Qualifications
BA/BS degree in ... or related field
5+ years experience in ...
Experience with ...
Effective written and verbal communication
Ability to ...
US Citizen or Green Card holder
Location
This position will be located at our new office in Miami, FL.
Graduate Execution Trader
Finance representative job in Fort Lauderdale, FL
Who we are:
At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader.
Your Role:
As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment.
The responsibilities will include:
Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution.
Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments.
Ensure reconciliation alerts from orders and settlements are rectified in a timely manner.
Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing.
Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required.
Maintain personal diligence in handling sensitive data to uphold security.
Provide blockchain and internal system technical assistance to the broker team and customers
Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles.
Requirements
About you:
1 - 3 years of professional experience
An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day
Strong numerical and quantitative analysis skills
Decisiveness with the ability to process complicated information quickly and accurately under pressure
A passion for cryptocurrency is highly regarded
Benefits
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
Hybrid working arrangements designed around trust and autonomy
Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally
0% trading fees with Caleb and Brown
Auto-ApplyPatient Financial Services Specialist II
Finance representative job in Miami, FL
The purpose of the Patient Financial Services Specialist II is to ensure that the batches and daily registration have been processed correctly. Coordination of work from the patient care areas, maintaining the work flow of documents to and from data processing and supervising closing by staff.
POSITION REQUIREMENTS / QUALIFICATIONS:
Education/Experience:
High School Diploma or GED Equivalent. Some College Credits Preferred, Five years' experience in Health Care. Knowledge of Medicaid / Medicare insurance, collections and setup. Must know how to post B&E's.
Licensure / Certification:
Maintain current CPR certification from the American Heart Association
Skills / Ability:
Ability to work as a team leader and independently. Must have clerical skills, ability to type 35 WPM and have interviewing skills. Must have knowledge of math, operation of calculator; telephone etiquette, human relation skills and organizational skills. Must be computer literate. Ability to demonstrate effective oral and written communication skills.
POSITION RESPONSIBILITIES (THIS IS A EXEMPT POSITION)
Complete statistical data and submit daily.
Plans, supervises and coordinates the work of Patient Financial Services Specialist staff and supporting clerical staff in various Departments.
Assist with training of new employees and work related problems.
Answers inquiries of staff as questions arise in connection with obtaining needed information.
Spot check work in progress to ensure prompt work flow to and from Data Processing.
Ensures that decisions are in accordance with CHI Policies.
Make credit decisions regarding admission deposit in problem situations.
Discuss with patient the status of their accounts and make payment arrangements.
Verifies Medicare, Medicaid and all other insurance carriers when needed.
Coordinates and directs balance of daily closing and ensures that all procedures and payments are posted accurately by staff.
Performs cashier duties, collects patient funds for services and enters data into computer for payment received.
Performs voids, deletions, corrections on payments, B&E's and batches.
Performs billing audits to ensure compliance by the PFSS.
Provides instruction regarding posting in computer correctly.
Verifies batches of PFSS.
Provides updates and training of cashier functions.
Provides reports to the Director of Finance or appropriate staff.
Use appropriate and correct telephone etiquette at all times.
Participates in Continuing Educational In-service and Performance Improvement Activities.
Report of PFSS errors.
Report of Medical Coding errors.
Ensures that all B&E (billing and encounter) forms are posted by the PFSS within the same of service.
Ensure batches are scanned into the Imaging system on time and accurately.
Allocation of Personnel to cover staff shortages.
Reports to work on time and ready to work with minimal absenteeism.
Adheres to the Confidentiality Policies and Procedures / HIPAA Regulations.
Performs other duties as assigned, including variable shifts if needed.
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