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Kerkering Barberio & Co job in Sarasota, FL
Job DescriptionWhether we're hiring for a role right now, or planning for the future, when we find great people we want to connect with them and keep the conversation going. Being part of our Talent Community means you'll be kept up to date with what's happening at Kerkering Barberio, any events we think you might be interested in, and kept top of mind for opportunities which match your skillset and capability.
Financial Advisor
Pensacola, FL job
This job posting is anticipated to remain open for 30 days, from 10-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Registered Branch Associate
Valrico, FL job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1953 S R 60 East, Valrico, FL
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $29.08
Hiring Maximum: $30.90
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Director, Digital Assets, Financial Crimes Models & Analytics
Jacksonville, FL job
Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role
We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.
Responsibilities of this role:
Drive digital assets model development and enhancement initiatives.
Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.
Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.
Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision.
Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.
Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.
Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.
Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.
Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.
Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.
Providing insight on all aspects of Fidelity's crypto operations
Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come
The Expertise and Skills You Bring
Prior AML/Fraud advisory, surveillance, or investigative experience.
Prior financial crimes model development and/or maintenance experience.
Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.
Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.
Prior experience managing a team of high performing individuals with diverse skill sets.
Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.
Personal experience trading cryptocurrencies, stablecoins and/or NFTs.
Passion for cryptocurrencies and the broader crypto ecosystem in general.
Prior experience supporting regulatory response efforts.
Chainalysis Academy or Elliptic LEARN certifications a plus.
FINRA Series 7, 63, 24 or 9/10 registrations a plus.
Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products
Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships
Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings
Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists
Excellent listening, communication (verbal and written), influencing, and presentation skills
Knowledge/experience with Agile frameworks and methodologies a plus
Passionate about crypto and its intersection with Financial Crimes
Intellectually curious and an early adopter of new technology
Very thorough with strong documentation skills
Able to communicate and explain crypto concepts to non-technical audience
Great demeanor, teammate, and effective contributor
Strong interpersonal skills
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.
Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.
The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Business Analytics and Insights
Financial Advisor
Orlando, FL job
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Registered Branch Associate
Saint Augustine Beach, FL job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 4108 A-1-A South, Saint Augustine Beach, FL
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $29.08
Hiring Maximum: $30.90
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Case Manager
Palm Valley, FL job
About the Role
We are seeking a proactive, organized, and detail-oriented Case Manager to join our Life Insurance Operations team. This role is responsible for managing the complete new business and underwriting process for life insurance cases-ensuring every case moves efficiently from submission through placement.
The ideal candidate thrives in a fast-paced, structured environment, communicates clearly and professionally, and takes ownership of delivering exceptional service to advisors and clients.
What You'll Do
• Manage a portfolio of 50-70 pending life insurance cases from submission through placement.
• Review new life insurance applications to ensure all requirements are complete and 'in good order'.
• Order and track medical requirements, medical records, exams, and other underwriting documentation.
• Act as the liaison between financial advisors, clients, vendors, and carriers-providing timely case status updates and resolving issues quickly.
• Proactively follow up with all parties to ensure each case progresses smoothly and meets service level standards.
• Advocate and negotiate with carrier underwriters to secure the best possible underwriting outcomes for clients.
• Partner with the internal underwriting team to review escalations or complex cases.
• Maintain accurate documentation and records in internal systems such as eApp, eDelivery, SharePoint, Agency Integrator, Outlook, and Vital Term.
• Build and maintain strong relationships with advisors, internal team members, and carrier contacts.
• Provide high-quality customer service as the primary contact for financial advisors on case-related matters.
• Develop a solid understanding of carrier products, procedures, and underwriting guidelines.
What You'll Bring
• 3-5 years of experience as a Life Insurance Case Manager in a multi-carrier environment.
• Proven ability to manage complex or high-net-worth cases for independent advisors.
• Strong understanding of the life insurance sales process and client communication best practices.
• Excellent organizational and follow-up skills, with the ability to manage multiple cases simultaneously.
• Proactive problem solver who takes ownership of outcomes and demonstrates initiative.
• Experience working across multiple systems, managing both electronic and physical documentation.
• Strong written and verbal communication skills; ability to build trusted relationships.
• Familiarity with medical terminology and life insurance underwriting processes preferred.
• Education: High school diploma or equivalent required; higher education a plus.
Preferred Licenses & Certifications
• Life & Health License
• Series 63
• Series 6
Why Join Us
• Competitive base salary
• Comprehensive benefits package
• Collaborative, professional work culture
• Opportunity to make a direct impact in a high-performance team supporting advisors nationwide
BUSINESS SUPPORT SPECIALIST - WATERFORD
Miami, FL job
Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling.
Essential Responsibilities:
Coordinates with both internal and external parties as it relates to portfolio management process.
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews.
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets.
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients.
Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs.
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report.
Prepare Datamart validation and certification as well as TDR reporting.
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations.
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission.
May serve as back up for ordering of residential appraisals and update of log.
Support for Commercial Appraisal/ Appraisal review tracking.
Assist with loan processing as needed.
Support special Project and/ or audits as needed
Other Responsibilities:
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates,
Review ONBASE system file upload accuracy.
Independent Judgement:
Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities.
Impact of Errors:
The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed.
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.
Strong analytical and problem-solving skills
Well-developed written communication and verbal presentation skills.
Able to handles stress, flexible working hours.
Attention to details.
Good communication skills
Customer service oriented
Minimum Requirements
Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
Quality Control Technician/Inspector-Concrete Industry
The Villages, FL job
Job Title: Quality Control Technician/Inspector - Concrete Industry
Company: DZ Corporation
Employment Type: Full-Time
About Us:
DZ Corporation is a trusted name in the concrete industry, committed to delivering high-quality products and services. We are currently seeking a dedicated and detail-oriented Quality Control Technician/Inspector to join our team in The Villages, FL.
Responsibilities:
Inspect and test concrete samples to ensure compliance with industry standards and project specifications.
Conduct pre-pour and post-pour inspections of forms, molds, and reinforcement placement.
Perform wet and hardened concrete testing (e.g., slump, air content, compressive strength).
Monitor curing processes and verify proper procedures are followed.
Maintain accurate documentation of inspections, tests, and corrective actions.
Communicate with production teams and suppliers to resolve quality issues.
Ensure compliance with safety and environmental regulations.
Assist in developing and improving quality control procedures.
Conduct audits of batch plants and material suppliers.
Qualifications:
High school diploma or equivalent; technical training or associate degree in construction or materials science is a plus.
2+ years of experience in concrete quality control or inspection.
Familiarity with ACI, ASTM, and NPCA standards.
ACI Certification (Field Testing Technician Grade I) preferred.
Strong attention to detail and problem-solving skills.
Ability to work independently and as part of a team.
Basic computer skills for data entry and reporting.
Benefits:
Competitive salary based on experience.
Health, dental, and vision insurance.
Paid time off and holidays.
Opportunities for professional development and certification.
Supportive team environment.
Attorney - Intellectual Property
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Responsibilities
Handle complex intellectual property litigation with emphasis on trademark, unfair competition, patent, and trade secret cases.
Apply knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues in practice.
Qualifications
Admitted to the Florida Bar or willing to seek admission within 12 months following date of employment.
Litigation experience with excellent analytical, research, and writing skills.
Ability to successfully work on multiple projects simultaneously and autonomously with keen attention to detail.
Familiarity with e-discovery and e-discovery programs is a plus.
International experience and foreign language skill are a plus but not required.
Compensation and Culture
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Application
Please click here to submit your cover letter and resume and apply.
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Chief Operating Officer
Boca Raton, FL job
KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices.
Core Responsibilities:
Operational Leadership
Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals.
Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives.
Partner with department heads to align staffing with strategic priorities and maintain high-performing teams.
Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration.
Technology & Process Innovation
Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices.
Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking.
Financial Management and Resource Allocation
Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning.
Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership.
Risk and Compliance Support
Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions.
Qualifications:
Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue).
Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices.
Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration.
Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment.
The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas.
The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.
Application Development Analyst
Tallahassee, FL job
Primary Responsibilities:
Provide maintenance, enhancement, and support for a variety of the agency's business applications.
Assist in the preparation and documentation of program requirements and specifications.
Research and document requirements of program users.
Write, translate, and code software programs and applications per specifications.
Assist in the development and maintenance of user manuals and guidelines.
Work with network administrators, systems analysts, and software engineers to assist in resolving problems with software products or company software systems.
Provide mentoring and guidance to junior programmers.
Required Qualifications:
7+ years' experience with Java application development, leveraging frameworks such as Struts/Tiles, Struts 2, Servlets/JSP, and JPA/Hibernate.
5+ years' experience with Oracle databases, possessing the capability to develop DML and DDL statements to produce very complex queries and PL/SQL database objects, including both DML and DDL.
3+ years' experience with JavaScript frameworks such as AngularJS, NodeJS, React, or jQuery.
3+ years' experience as a full-stack developer.
Experience with responsive design frameworks, preferably Bootstrap.
Experience using code repositories, preferably Git.
Experience using continuous integration tools, preferably Jenkins.
Knowledge of relational database designs.
Knowledge of object-oriented design methodologies.
Knowledge of Information Systems Development Methodology (ISDM).
Experience with database query tools (i.e., TOAD, SQL Developer, SQL Navigator).
Knowledge of database security, including role-based security.
Knowledge and experience with Unified Modeling Language (UML).
Ability to be creative, to use sound judgment, and to display foresight to identify potential problems in design/specifications and assigned application software systems.
Ability to establish and maintain effective working relationships with others.
Ability to work independently.
Ability to determine work priorities and ensure proper completion of work assignments.
Ability to work well under pressure and meet deadlines without sacrificing quality.
Excellent interpersonal, collaborative, oral, and written communication skills.
Preferred Qualifications:
Oracle certification(s).
Familiarity with Agile development, specifically Scrum, Extreme Programming (XP), and Kanban.
Experience with virtualization, preferably Docker.
Experience implementing GIS (Geographic Information System) applications.
Experience developing web services, preferably RESTful web services.
Experience with environmental regulatory business processes and practices.
Knowledge and understanding of DEP's technical environment.
Education:
Bachelor's Degree in Computer Science, Information Systems or other Information Technology major, or equivalent work experience.
Premium Cruise & Custom Vacation Consultant - Sunrise, FL
Sunrise, FL job
Salary Range\: $20.00 to $33.05 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://*******************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment.
We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way.
If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected.
As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day:
Deliver world-class customer service in an in-bound, high-volume travel call servicing environment
Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world
Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting
A flair for building long-lasting relationships through exceptional listening and communication
Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences
Communicate new and existing product offerings and value propositions relevant to the Card Member
Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication
Minimum Qualifications:
Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required
Proficient understanding of world geography and emerging travel destinations
Resilience and composure to remain positive under pressure and in changing circumstances
Strong time management and multi-tasking skills
Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate
Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation
Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily
Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals
Flexibility to work shifts, including evenings and weekends
Hours of Operation (7 days/week):
Monday-Sunday; 8\:00am-11\:00pm ET
Auto-ApplySurveillance Data Analyst
Winter Park, FL job
OVERVIEW - About the role
The Broker-Dealer is seeking a Surveillance Data Analyst with experience in the financial and trading industry, strong technical and analytical skills, and a results-driven approach. The role involves collecting, transforming, and analyzing trade and related data to support surveillance, compliance, and audits. As part of the Trade Desk Surveillance (TDS) team, you'll help identify regulatory risks, increase efficiency, and optimize processes for scalability.
RESPONSIBILITIES - What you'll do
What You'll Do:
Collect, transform, and analyze trade-related data to support reviews, audits, and regulatory reporting
Build workflow automations and optimize processes for efficiency and scalability
Use SQL, Python, and Excel to query and analyze large datasets
Collaborate with TDS, Trading, and Compliance teams to identify risks and improve systems
Maintain documentation and support issue resolution via Jira
Assist with exception investigations and train team members
What You Bring:
Bachelor's degree in Finance, Computer Science, or related field
1-3 years experience with SQL, Python, Excel, and data visualization tools
Strong analytical, troubleshooting, and communication skills
Familiarity with server-based systems and JSON/CSV data structures
Willingness to obtain SIE and Series 7 within 6 months
Bonus Points:
Knowledge of FINRA/SEC regulations, CAT reporting, and trading systems
Experience with automation tools (VBA, UiPath, PowerShell) and Jira/Confluence
Familiarity with AI/LLM applications for analysis
SBA Credit Risk Team Lead
Tampa, FL job
The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending.
Responsibilities include, but are not limited to:
Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes.
Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers.
Underwrite complex new loan requests and modifications.
Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package.
Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports.
Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority.
Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans.
Assure that credits are accurately risk rated and credits are properly monitored and reported.
Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division.
Create and maintain current BSA Information.
Adhere and comply with all requirements of watch list and EDD procedures.
Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts.
Assist in preparation of quarterly CLMR reports.
Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms.
As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders.
Required Skills:
Knowledge of SBA 7a Underwriting
Knowledge of credit underwriting, accounting and loan documentation with the ability to.
Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management.
Proficient computer skills using Microsoft Word, Excel and Outlook.
Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers.
Strong personal time management skills.
Strong mathematical skills.
Strong credit skills.
Strong administrative skills.
Ability to write reports and business correspondence.
Ability to effectively present information and respond to questions.
Required Experience:
High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position.
Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred.
Full-time/Part-time
Full-time
FLSA
Exempt
Location(s).
405 N Westshore Blvd, Tampa, Florida 33609, United States
180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States
Total Rewards Summary
We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.
In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.
Job Details
Pay Range $110,600.00 - $195,700.00 / year
Pay Transparency
In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
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Concrete Layout Engineer
Miami, FL job
Role: Concrete Layout Engineer - Commercial Concrete
Salary: $80,000 - $100,000 + Benefits
Join a growing commercial concrete contractor delivering ground-up and structural projects across South Florida. We're looking for a Concrete Layout Engineer who can bring precision, technical capability, and field awareness to fast-paced commercial jobs-including schools, retail developments, mixed-use buildings, and healthcare facilities. If you enjoy problem-solving, working with advanced layout tools, and being the technical anchor for field crews, this is an excellent opportunity to build your career with a respected Miami team.
Why Join Us?
Steady Pipeline: Consistent work in Miami-Fort Lauderdale on high-value commercial projects.
Grow Your Career: Clear path toward Senior Layout, Field Engineering, or Project Engineering roles.
Strong Package: Competitive compensation, health benefits, PTO, and 401(k) options.
Your Role:
Layout & Control: Perform precise layout for foundations, vertical concrete, slabs, embeds, and structural elements using robotic total stations and GPS equipment.
Plan Verification: Compare field conditions to construction documents, identify discrepancies, and coordinate solutions with project engineers and superintendents.
Quality Support: Assist with ensuring formwork, rebar placement, and concrete tolerances meet project specs and industry standards.
Tech-Enabled Workflows: Update layout files and as-builts using AutoCAD, Civil 3D, and related software.
What We're Looking For:
2+ years in concrete layout, surveying, or field engineering (commercial experience preferred).
Strong proficiency with total stations, laser tools, GPS, and digital layout equipment.
Ability to read structural drawings, shop drawings, and concrete plans with high accuracy.
Experience with AutoCAD/Civil 3D or similar tools (Trimble a plus).
OSHA 10 or similar certifications preferred.
Apply Now:
Send your resume to ************************* or call ***************** to learn more.
L3 Network Administrator
Jacksonville, FL job
requires in person interview.
The Network Level 3 Administrator provides advanced support for data and voice network infrastructure (WAN, LAN, Wi-Fi, VPN, firewalls, load balancers, telephony, etc.) across corporate, data center, and retail locations. This role is responsible for incident resolution, proactive monitoring, configuration management, and vendor coordination. The administrator will also lead transition activities, including knowledge transfer and documentation, and must demonstrate strong communication skills.
Advanced knowledge of network protocols, devices (routers, switches, firewalls, load balancers, telephony systems) Experience with network monitoring and diagnostic tools
Strong troubleshooting and analytical skills
Experience in vendor management and multi-vendor environments
Proven ability to lead transition and knowledge transfer activities
Excellent communication and interpersonal skills
# LI-RJ2
Salary Range - $86,000-$110,000 a year
LEGAL COUNSEL MANAGER - WATERFORD
Miami, FL job
The VP Legal Counsel is responsible for all legal activities within the Bank's Florida Region, overseeing the legal team and ensuring the region's operations comply with applicable laws and regulations. This role provides strategic legal counsel to management and all business, operational, and administrative units in the region. The VP Legal Counsel supports the Corporation's Legal Department, as it relates to the region, on vendor contract negotiation, major transactions, litigation, and regulatory matters, keeping management informed of relevant legal developments.
Essential Responsibilities:
Lead and manage all legal matters for the Bank's Florida operations, including research and interpretation of local and federal banking laws.
Advise management and department heads on legal risks, policy formulation, and compliance issues.
Conduct comprehensive legal research on specialized topics, including statutes, regulations, case law, and legal periodicals.
Provide legal counsel on employment, compensation, benefits, training, communications, and other operational matters.
Support internal investigations as needed.
Advise Credit Officers on corporate and commercial financing agreements and amendments.
Oversee residential and commercial loan closings, including drafting and negotiating loan documents.
Review, draft, and negotiate contracts and agreements with vendors, partners, and clients, ensuring legal compliance.
Manage relationships with external counsel and other legal service providers.
Represent the Bank in real estate transactions, legislative and regulatory hearings, and related matters.
Assist in litigation and coordinate with regulatory and independent auditors and examiners.
Review and approve documentation for billings, probate claims, title disputes, and other legal issues.
Support the Subpoenas & Legal Requirements Unit for matters served by law enforcement, government agencies, and courts.
Respond to levies, writs of garnishment, and subpoenas.
Oversee foreclosure litigation, including review of accounts recommended for foreclosure.
Negotiate agreements for the sale of OREO property.
Contribute to drafting and updating policies and procedures for the Corporation in the region.
Assist in departmental budgeting and management.
Prepare and deliver training sessions for internal clients.
Represent the Bank in business, government, and community activities.
Independence of Judgment:
The degree of judgment is related to the identification and definition of new problems of moderate complexity and recommendation of action or decision on specialized and complex subjects of impact for important functions of the Corporation.
Impact Errors:
The impact of errors of this position could affect other department activities, as well as the Corporation's reputation with government entities, regulatory agencies, and the community in general. It could also affect material activities for the Bank, either from other divisions or departments, or within.
Competencies:
Computer proficiency
Fully Bilingual - Write, speak and comprehend English and Spanish
Strong Analytical Skills
Interpersonal communication skills
Initiative:
Striving for Excellence
Teamwork and Diversity
Negotiation skills
Problem solving capabilities
Good Analytical abilities
General Banking and Business Knowledge
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this position include close and distance vision. While performing the duties successfully, the employee is regularly required to sit; use hands, handle or feel, talk and hear. The employee is occasionally required to stand and walk. Able to handle pressure and juggle multiple priorities.
Education/Experience:
Juris Doctor (JD) from an accredited law school.
Minimum of 10 years of progressively responsible legal experience representing financial institutions.
Familiar with banking law, employment law and litigation concepts, practices and procedures.
Proven leadership and team management skills.
Flexible work schedule
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUALEMPLOYMENT OPPORTUNITY EMPLOYER
EQUALEMPLOYMENT OPPORTUNITY EMPLOYER
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IT GRC & Security Co-op
Orlando, FL job
Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values
Customer First - We earn the right to be our clients' first choice.
Integrity - We hold ourselves to the highest standard to build trust.
Collaborative - We always win as a team.
Innovative - We find new methods to deliver change and advance technology to the industry.
Passionate - We are driven to be the best in class.
Currency Exchange International is looking for a skilled and motivated IT GRC & Security Co-op to join our GRC Team! This is a hybrid position based in Orlando, FL.
Summary
The IT GRC & Security Ops Co-op will gain valuable experience assisting IT GRC and Information Security teams with a wide range of activities, including governance, risk management, compliance, security awareness, and security operations. This role provides hands-on exposure to real-world security challenges and the opportunity to contribute to the protection of the organization's information assets. The co-op will collaborate with experienced professionals to learn about security best practices and support the implementation of a robust security posture.
Essential Functions:
Assist with the evaluation and implementation of security controls, and learn how to frame security risks in business terms.
Support the assessment of vendor security, review of third-party contracts, and collection of evidence for internal audits and regulatory exams.
Contribute to the development and delivery of security awareness training and phishing simulations.
Assist with the IT risk management framework and methodologies.
Gain experience with security tools, including monitoring, investigating alerts, and participating in incident response activities.
Support vulnerability management processes and the maintenance of security documentation.
Competencies:
Thinks critically and analytically with the ability to express a point of view supported by data (for both technical and non-technical audiences)
Raises concerns early and facilitates constructive problem-solving at all levels of the enterprise; knows when to escalate
Exhibits passion for learning in technology and cybersecurity domains
Collaborates effectively with colleagues, stakeholders, and leaders across multiple organizations to get consensus, socialize strategy and achieve objectives
Displays the ability to be confident, respectful, and articulate when registering dissenting or unpopular opinions
Manages multiple parallel initiatives
Is execution-oriented and self-motivated
Requirements
Enrolled in, or recently graduated from, a four-year college program focused on Information Technology, Information Security, or a similar field; OR;
Completed a security boot camp and earned a security-related certification
Benefits
Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work
401K Plan - CXI will match up to 5%
Tuition Assistance - CXI offers tuition assistance for part-time employees *conditions apply*
Holiday Pay - CXI offers additional pay for select holidays
Sick Time - CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours)
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
Tax Manager / General Tax Team
Kerkering Barberio & Co job in Sarasota, FL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Relocation bonus
Training & development
Tuition assistance
Vision insurance
Position Overview:
A Manager is the liaison between the Shareholder, client, and professional staff. Managers are responsible for directing multiple accounting projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers make associations to develop new business for the Firm. In addition, they develop and train staff. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff, In-Charge, Senior and Supervisor level personnel, the ability to meet time and budget constraints, as well as client deadlines, and the ability to develop new business for the Firm.
Essential Functions:
Performs a broad range of accounting, tax assignments, and assumes responsibility for all phases of an engagement.
Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
Maintains contact with clients throughout the year; has a thorough knowledge of the client and all facets of the clients business or personal needs.
Plans, schedules and staffs engagements using Firm policies and procedures.
Meets time and budget constraints and client deadlines.
Supervises staff and provides on-the-job training; reviews staff assignments for appropriateness; reviews tax returns/workpapers and reports prepared by staff.
Mentors, counsels staff, and performs or provides input on staff performance appraisals.
Anticipates problems and potential questions with an engagement.
Keeps Shareholder(s) informed of important developments on engagements and analyzes problems and recommends solutions.
Ensures that financial statements, tax returns and letters of recommendations are prepared in accordance with professional and Firm standards.
Communicates with clients and team members, as requested, in an efficient and professional manner.
Possesses knowledge of the Firms philosophy and its opinions on financial matters working with the respective Shareholder in-charge.
Participates in Firms practice development efforts and demonstrates ability and desire to secure new business for the Firm.
Conducts research as needed.
Other Functions:
Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firms Quality Control document.
Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position).
Works to develop responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
Does research and prepares reports and projects as requested by shareholders.
Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.
Effectively bills and collects charges from clients for whom the Manager acts as the Bill Manager and/or Primary Partner.
Other duties as may be assigned.
Required Experience and Skills:
Experience preparing and reviewing individual, corporate, partnership, and S-Corp tax returns.
Demonstrated progression in complexity, scope, and number of engagements managed.
Demonstrates sound critical thinking, professional judgment, and decision-making skills.
Effective verbal and written communication skills.
Conducts themselves with integrity in a responsible, professional manner and appearance.
Excellent organizational and time management skills.
Proficiency in use of computers, computer accounting software and tax software programs.
Required Education: Bachelors in accounting or related field
Required Experience: 7 years progressive experience in public accounting
License/Certification: CPA
Working Requirements:
Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
Occasional overtime is expected throughout the year and heavy overtime is required from January through April.