Investment banker jobs in Pembroke Pines, FL - 454 jobs

Mount Dora, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members. Degrees: * High School, Certificate of completion, GED, Training, Experience. Additional Qualifications: Associates Degree preferred. Complete and pass the Patient Access training course. Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service. In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role. Ability to perform basic mathematical calculations. Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . Ability to multitask and have an agile mindset. Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc. Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc. Knowledge of medical terminology. Bilingual English, Spanish/Creole. Minimum Required Experience: Less than 1 year

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.

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 or may be obtained within a 60 day condition of employment 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.

Job Description Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees. Primary Responsibilities Evaluating new investment opportunities, including modeling, industry research, and meeting with management teams Preparing and presenting analysis and materials for the firm's investment committee Monitoring the firm's existing portfolio companies Assisting in firm's business development efforts, such as attending industry conferences, meeting with Private Equity Firms and Bankers Desired Skills & Experience 2-4 years experience in investment banking, buyside transaction advisory or at a similar Lender or Private Equity Fund. Will NOT consider candidates without Investment Banking, Buyside Transaction Advisory or Lending/Private Equity backgrounds Strong academic record Excellent financial modeling skills Considerable deal execution experience Ability to work independently Willingness to travel Preference given to candidates currently residing in or that have demonstrable ties to the Chicago, Boston or Fort Lauderdale areas NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes. Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics. Powered by JazzHR eSqG1aHPnZ

Our Firm Theorem Fund Services is a award winning multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients' needs and goals. Location Remote in the United States Essential Duties and Responsibilities Investor Relations: Review and process investor subscription and redemption documents Complete KYC and AML verifications Prepare FATCA/CRS filing Generate investment confirmations and capital call letters Manage user access to the interactive investor portal Assist with answering inquiries from investors Banking: Assist clients with the bank account opening process for partner banks Review wire disbursement requests for validity and compliance Setup or review wire disbursements on the bank's portal Provide ongoing support with banking related inquiries Maintain banking master summary file containing contact information for each bank and other key operational details Qualifications Bachelor's Degree Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues Ability to work independently in an organized manner and ensure timely responses to all requests Some experience in hedge fund administration and/or banking/financial services preferred but not required Minimum 1+ years of experience in Investor Relations (at a fund or fund administrator) or AML/KYC. Benefits 4 weeks paid vacation per year 100% company paid health, dental, vision, short term disability, and life insurance for employee Company sponsored retirement plan with company matching contributions

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.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. + Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adheres to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. + 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience in cultivating relationships with affluent clients. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Duties & Responsibilities • Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs • Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis • Work collaboratively with the investment & advisory team, product experts and other business areas in order to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients. • Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner. • Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight • Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis • Maintain required documentation of the book (W8, KYC updates etc.) • Efficiently manage client communication, including business travel plans • Identify sources for prospects, defining a methodology to maximize client acquisition efforts • Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures . Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures. Qualifications • Bachelor's degree in business administration or related field • FINRA Series 7 required • Demonstrated knowledge of private banking investments, products and services • Superior sales and relationship management skills • Outstanding analytical and organizational skills • Exceptional interpersonal and influence management capabilities • Superb oral & written communication skills • Ability to work well with multiple teams • Fluency in Spanish and English

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

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.

Investment Associate People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our advisors. We have a proven success model that enables you to build a long-term career. If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion & Walsh is an advocate to the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings! Opportunity • Work for a successful investment firm dedicated to performance, integrity, service, and innovation • Gain business expertise and market knowledge through our comprehensive training and mentoring program • Perform in an energetic, open environment • Succeed in an achievement-based culture Qualifications • Bachelor's degree • Personal or professional track record of achievement • Highly professional work ethic • Ability to handle multiple responsibilities and take initiative • Excellent organizational and time management skills Benefits • Competitive compensation • Open and supportive team-based environment • Full medical and dental benefits • 401(k) plan with company match The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance. Placement in the range will vary based on performance throughout the training period. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

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

Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes. They as looking for an experienced Private Banker Responsibilities • Develop and maintain relationships with existing and prospective clients. • Provide comprehensive financial planning and investment advice. • Manage client portfolios • Execute transactions on behalf of clients Qualifications • 5+ years of experience in private banking • Strong network of contacts in Latin America • Bachelor's degree in finance or a related field • SEC Series 65 or 66 license Benefits • Competitive salary and benefits package • Opportunity to work with a global team of experienced professionals • Chance to make a significant impact on the lives of our clients • Hybrid work model

Job Description Compensation: $80-100K base salary plus bonus (dependent on experience & qualifications) Our client is a well-established wealth management firm seeking a motivated, driven individual to join their team as Service Financial Advisor in close partnership with their Founder/Wealth Management Advisor. As Service Financial Advisor, this person will be a vital link communicating between the client-facing team and the in-house operations team. To be successful in this role, you must possess excellent interpersonal communication skills, a professional presence, a customer service mentality and strong organizational skills. In return, you will find this position offers flexibility, a supportive team atmosphere, and opportunities for professional growth. Professional growth opportunities may include, but not limited to Senior Service Advisor, Lead Advisor, and Investment Operations. Team values are founded on the principles of authenticity, hard work, and caring for clients and team alike. This firm takes their team values to heart and is looking for someone who also resonates with these: putting people first, delivering platinum level service, taking pride in all that you do, exhibiting a problem-solving & growth mentality and having fun! Responsibilities: Serve as the secondary chair in client meetings for administrative and service follow up Establish strong relationships with new and existing clients Highly involved in client interactions - engage with clients, solve client service issues, handle rollover calls, and establish rapport to ensure clients are comfortable reaching out Help client with understanding product/plan as needed Support the Advisor in developing comprehensive financial plans for clients Plan and prepare materials for client meetings Maintain accurate and detailed records of client interactions, financial plans, and investment decisions Address client concerns and resolve issues promptly, demonstrating problem-solving skills and a commitment to client satisfaction Ensure compliance with financial regulations, industry standards, and company policies to protect both clients and the firm Stay abreast of industry developments, competitors, and market conditions to provide valuable insights and recommendations to clients Keep informed about financial products, investment options, and market trends Qualifications: 3-5+ years of experience in wealth management Series 7, Series 66/63 and State Life & Health required (or must be obtained within first 3 months of the job) Basic understanding of financial products and planning concepts Interest in advising clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, real estate, credit and alternatives Ideal candidate has working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes An understanding of financial markets and a relentless drive to learn more CFP, CFA, CPA, or similar designations or progress towards these designations are a plus Compensation: $80,000 -100,000 base salary plus bonus and full benefits (dependent on experience & qualifications)

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.

Job Description We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. The main role is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. Ideal candidate is a professional with a great attitude and outgoing personality! Someone who has 'never met a stranger,' has stellar computer skills, the ability to multi-task, works well with their peers, and has a true passion for helping others. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary Base plus Commission Bonuses Paid Time Off (vacation and personal/sick days) Retirement Plan Health Insurance Valuable experience and training provided Growth potential/Opportunity for advancement within my office Requirements Must live within 20 miles / 30 minutes of agency and be able to commute into the office Must be able to obtain FL 2-20 license Must be able to obtain FL 4-40 license Prior Customer Service and Property/Casualty experience preferred Knowledge of Citizens and EasyLink a must. Prior State Farm experience a plus. Bilingual language skills preferred Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

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.

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