Job Purpose
Essential Duties and Responsibilities include support of the Risk Department & Contracts & Risk Attorney with the following:
Contract Management & Compliance:
Support the administration of contracts and subcontracts.
Assist with review, negotiation, drafting of special clauses for contracts, Addenda, subcontracts, purchase order terms & conditions, bids, and other standard agreements, including identification of bidding RFIs.
Maintain, review, and customize ConsensusDocs, FIDIC, and industry standard contracts (i.e. AIA, EJCDC, DBIA, etc.) contracts for international and domestic subcontracting.
Review of other corporate documents.
Worker's Compensation & Accident Reporting & Compliance:
Assist Risk Department with employee case management & liaison with Insurance Representatives.
Monitor litigation and settlements.
Monitor Litigation with Outside Counsel:
Assistance with preparation for mediation and depositions, as needed.
Liaison with outside counsel, as needed.
Respond to discovery requests, subpoenas, & draft releases as necessary.
Oversee & draft litigation memos, confidentiality agreements, and other releases, as needed.
Other issues and special projects, as necessary.
Collections Compliance:
Ensure compliance with, monitor and advise on non-payment and collections deadlines, as needed.
Support and review nonpayment notices, 255 letters, and surety bond claims.
Motor Vehicle Compliance:
Assist with review of MVRs and drafting letters for approved drivers
Maintain and review Independent Contractor Agreements.
Insurance & Claims Compliance:
Assist with insurance renewals, as requested.
Order COIs and assist with other insurance related matters as needed
Liaison with insurance professionals and brokers, as needed to resolve issues.
Other Compliance:
Support Risk Department as needed.
Compliance with and assist with policy drafting for employment related issues.
Legal & Risk support for project related issues (ie., project letter drafting and issue analysis).
Assist with due diligence efforts for private equity sales, as requested.
Liaison with Safety and HR regarding special employment and safety issues, as needed
Other compliance duties as assigned and needed in support of the Company.
Minimum Qualifications
Holds a Bachelor's or Masters in Contract Risk Management, Risk Management, MBA, or other relevant Business Degree with 3+ years of contract review/paralegal experience.
Other requirements
Some overnights are required to attend legal events and training.
Work closely with management on a variety of legal, risk management, and compliance issues.
Strong organizational, multi-tasking, and oral and written communication skills.
Ability to work independently to resolve problems.
Prior construction or engineering experience preferred.
Knowledge of construction, contract, construction law and lien and bond law is preferred.
Open and able to learn new subject matters.
Ability to be flexible with changing environments.
Working Conditions
This position is located in the corporate office and requires extensive time sitting at a desk. Candidate must be located near a corporate office (ie., Gainesville, FL, Chattanooga, TN, Austin, TX, Raleigh, NC, West Palm Beach, FL, Ft. Meyers, FL) for in-office requirements.
Physical Requirements
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.
EEO Statement: CROM, LLC is an equal employment opportunity employer who may provide reasonable accommodation to enable individuals with disabilities to perform the essential functions of the job. EEO/VETS/DISABILITY
$53k-73k yearly est. Auto-Apply 25d ago
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Risk Manager (Clinical) - Full-time
Solaris Healthcare Lely Palms 4.0
Risk analyst job in Naples, FL
#2025 At Solaris HealthCare Lely Palms, located at 6135 Rattlesnake Hammock Rd, Naples, FL 34113. We understand that a significant change in health can be challenging. That's why our mission is to provide top-quality care that helps our residents move forward and resume their normal way of life.
We believe that who we are and what we stand for is evident in our name. At Solaris HealthCare Lely Palms, we strive to care for each resident like family, recognizing that compassionate, personalized care can achieve limitless possibilities. By joining our team, you will be part of a dedicated group of professionals committed to supporting and uplifting our residents, ensuring they receive the best possible care to lead fulfilling lives.
Join us and make a meaningful difference in the lives of our residents every day!
Proud Partner of the Tampa Bay Buccaneers - join the spirited KARE KREWE of Lely Palms!
You'll love being part of our team-and you may also qualify for these amazing benefits:Affordable Health, Dental & Vision Insurance (family options included) Daily Pay -get paid when YOU want 401k with Company Match -plan of your future Generous PTO, Holidays & Sick Time -we value work life balance Tuition Reimbursement -invest in your growth Life Insurance & Disability Coverage -peace of mind for you & your family Uniforms Provided & Perks Programs -we've got your covered Wonderschool Concierge Services -childcare made simple Shift Differentials up to $3 an hour depending on location, position & shift!Join a team that invests in YOU - your health, future & your success!
Purpose of Your Job Position
Shall be responsible for Risk Management activities that may include, but may not be limited to, those relating to resident/patient care, clinical practice, medical staff, physical plant and property, safety hazards, and employee safety. Additionally responsible for Quality Assurance and Improvement activities that may include, but may not be limited to, those relating to resident/patient care practices, facility quality indicators, incidents, grievances, deficiencies cited by the agency, and plans of action to correct and respond quickly to identified quality concerns.
Job Functions
General Responsibilities
Residents Rights
Safety
Staff Development
Risk Management Responsibilities
Demonstrates knowledge and appropriate use of the Solaris HealthCare Infection Control Manual.
Understands, participates and assists in implementing the Quality Improvement Program.
Coordinate the establishment and maintenance of an internal Risk Management/Quality Assurance Program.
Oversee Risk Management and Quality Assurance and Improvement activities.
Provides risk management, risk reduction, and quality assurance/improvement education to staff at orientation, annually, and as needed.
Participates in the survey process.
On call for risk questions and concerns.
Assist with litigation issues as needed.
Other Responsibilities
Administrative Responsibilities
Special Activities/Attributes
Education HealthCare Professional (Licensed Nurse preferred). Training in Risk Management preferred. CPR certified.
ExperienceLong term care experience preferred. Experience in Risk Management required.
The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
PRIMARY RESPONSIBILITIES:
* Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
* Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
* Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
* Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
* Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
* Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
* Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
* Positively represents the firm in the community and with our insurance company partners.
* Performs other functions as assigned by leadership.
* Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
* Is expected to meet monthly new business goals.
EDUCATION AND EXPERIENCE REQUIREMENTS:
* Certification(s): None required; None preferred
* License(s): Maintains a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
* Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
* Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
* Ability to learn any other appropriate program or software system used by the firm as necessary
OTHER REQUIREMENTS:
* None
SPECIAL WORKING CONDITIONS:
* Fast paced multi-tasking environment
* Travel as needed
IMPORTANT NOTICE:
* This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
* BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
#LI-JG1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
$70k-94k yearly est. Auto-Apply 60d+ ago
Remarketing Analyst
Hertz 4.3
Risk analyst job in Estero, FL
The Remarketing Analyst plays a crucial role in evaluating the performance of the division's lead, prospect and sales results as well as providing the team with the tools required to make an informed decision to fostering growth. This position focuses on in-depth reporting and analytics to inform decision-making as well as steer and optimize lead generation strategies.
Starting salary is $60K; commensurate with experience.
Main responsibilities include:
Generate consistent daily, weekly, and monthly reporting to assist the Operations, Marketing, and Finance departments in making key decisions to boost sales and efficiencies.
Automate and maintain reporting current and new structure
Collaborate with Project Managers and relevant parties responsible for retail expansion to guarantee notable and accurate online presence for all new locations.
Evaluate changes in leads and sales as well as implement new ideas or solutions to increase growth
Communicate with the Ecommerce Manager to monitor advertising spend against the assigned per vehicle cost.
Manage the Used Vehicle Listings (CarGurus, Autotrader, Cars.com, etc.) day to day partnerships and efficiencies, and analyze then implement new product offerings with positive ROI.
Identify and examine geographic regional trends to support in remarketing initiatives.
Minimum Qualifications:
Analytically driven
Strong proficiency in Excel, PowerPoint and Tableau
Strong communication skills with ability to present complicated data into valuable information
Ability to work collaboratively with third-party suppliers / partners to deliver efficient results
Highly organized and able to handle and prioritize multiple projects
Proven knowledge and experience analyzing key metrics of digital marketing and sales
Design and develop a variety of reports for measuring trends and making key decisions
Attention to detail with the ability to respond to last minute requests
Strong sense of individual accountability and follow-through
Punctual and hardworking nature
Educational Background:
Bachelor's degree or higher in Business, Finance, or Computer Science
Proven interest and understanding in lead generation and sales
Professional Background:
1-2 years previous managing data to provide in-depth analysis of trends and insights that inform strategic decisions making.
Experience working in cross functional teams.
$60k yearly Auto-Apply 21d ago
Senior Revenue Cycle Analyst
Lee Health 3.1
Risk analyst job in Fort Myers, FL
Department: Admin - CFO Work Type: Full Time Shift: Shift 1/8:00:00 AM to 4:30:00 AM Minimum to Midpoint Pay Rate:$40.36 - $52.47 / hour Lee Health is seeking a SrRevenue Cycle Analyst Decision Support to join our finance team. This pivotal role provides deep analytical support to ensure the accuracy, efficiency, and financial integrity of our healthcare revenue cycle. The ideal candidate possesses comprehensive knowledge of healthcare billing, coding, and reimbursement processes, along with strong expertise in managed care contract modeling and decision support tools.
You will oversee the maintenance and optimization of revenue cycle decision support systems, model managed care contract offers, and produce detailed analyses that drive payer performance, financial accuracy, and compliance. This position partners closely with Revenue Cycle leaders and the Chief Financial Officer to identify improvement opportunities, reduce net revenue leakage, and enhance operational performance through data-driven insights.
What Youll Do
* Maintain and optimize decision support tools to support revenue cycle management
* Model managed care contract offers and provide financial impact analyses
* Develop ad hoc reports and dashboards to enforce payer contract terms and monitor performance
* Collaborate with finance, managed care, and revenue cycle teams to identify and mitigate revenue leakage
* Create and manage complex data sets to support strategic financial initiatives
* Partner with leadership to deliver actionable insights that drive financial improvement and operational efficiency
What Youll Need
Education:
* Bachelors degree in Finance, Accounting, Business Administration, or a related field required
Experience:
* Minimum of 5 years of experience in healthcare finance, revenue cycle, or managed care contracting
Skills:
* In-depth knowledge of CPT/HCPCS, ICD-10, DRG, and APC methodologies
* Strong understanding of Medicare, Medicaid, and commercial payer structures
* Proficiency with decision support systems and advanced reporting tools
* Knowledge of Strata Contract Modeling software and/or Epic billing systems preferred
* Familiarity with database programs and programming concepts preferred
* Excellent communication, analytical, and customer service skills
* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Why Join Lee Health
As one of Floridas largest not-for-profit health systems, Lee Health is nationally recognized for excellence in quality, safety, and innovation. We are committed to fostering a collaborative environment that values growth, integrity, and community impact. Join us and help shape the financial health of an organization dedicated to improving lives every day.
$40.4-52.5 hourly 14d ago
Capital Analyst
Discovery Senior Living
Risk analyst job in Bonita Springs, FL
The Capital Analyst is responsible for accurately entering, updating, and verifying data related to capital projects. This role includes maintaining and organizing both physical and electronic files, generating reports and summaries, and ensuring the integrity of capex data. The analyst works with the Director of Capital Planning to collaborate with project managers and team members to keep data up-to-date and reflective of project progress, responds to data inquiries, and provides support for data entry and project information. Additional duties include processing invoices, managing administrative accounts payable (AP) procedures, handling budget amendments, performing regular data backups, and reconciling end-of-month expenditures. The specialist adheres to data entry guidelines and participates in team meetings to contribute to continuous process improvements.
Accurately enter, update, and verify data related to capital projects in the relevant database or system, ensuring data integrity.
Maintain and organize both physical and electronic files of capital project documents.
Generate reports and summaries from the data as required by the project management team.
Collaborate with project managers and team members to ensure all data is up-to-date and accurately reflects project progress.
Respond to data inquiries, provide support regarding data entry and project information, and identify and correct data entry errors.
Adhere to data entry guidelines and protocols to ensure consistency and reliability, perform regular data backups, and assist in the maintenance of data systems.
Participate in team meetings and contribute to the continuous improvement of data entry processes.
Process invoices, route them for approval, and manage administrative accounts payable (AP) procedures.
Enter approved projects into the maintenance information system, manage budget amendments, and input necessary approvals.
Reconcile end-of-month expenditures, ensuring accurate project ID mapping.
Qualifications:
A bachelor's degree in a relevant field is preferred.
Proven experience in data entry and analysis, preferably related to capital projects or in a construction/project management environment.
Proficiency in Microsoft Office Suite, especially Excel, and experience with
Excellent organizational and time management skills.
Ability to work independently and as part of a team.
Strong communication skills, both written and verbal.
Ability to handle confidential information with integrity and discretion.
Locations:
Bonita and Tampa, Florida - in person with 20% travel.
Boston, Massachusetts - Hybrid with the expectation of one day a week together, and 20% travel.
JOB CODE: 1004409
$53k-73k yearly est. 60d+ ago
Financial Analyst
Reliability Won & Affiliated Companies
Risk analyst job in Fort Myers, FL
Job DescriptionDescription:
The Financial Analyst will play a critical role in supporting business operations through financial reporting, data analysis, and coordination with internal teams and external partners. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects across accounting, reporting, and partner support. The Financial Analyst will collaborate closely with the Accounting, Business Development, and Leadership teams to ensure accurate reporting, streamlined processes, and actionable financial insights.
Key Responsibilities
Financial Reporting & Analysis
Prepare, refresh, and publish financial reports, including weekly revenue summaries and monthly reporting packages for senior leadership.
Develop and maintain Power BI dashboards and financial models, ensuring data accuracy and consistency across systems (PBI, NetSuite, Microsoft Access, Excel).
Create and update financial slides in PowerPoint presentations for senior leadership, integrating data from multiple sources for executive and partner review.
Perform variance analysis, trend identification, and scenario modeling to support business decision-making.
Training Partner Accounting Support
Assist in processing Training Partner (TP) quotes, imports, and purchase orders in NetSuite and related systems.
Maintain and update the tracking of quotes, POs, credit memos, and special pricing arrangements, ensuring accuracy and compliance with internal policies.
Support credit management activities, including monitoring credit stop status and communicating with partners and the Australia business team.
Assist in responding to accounting- and pricing-related partner inquiries, ensuring timely and accurate resolutions.
Business Partner Support
Prepare and distribute quarterly and monthly reports for strategic partners.
Manage partner-related financial tracking, including student survey data, incentive tracking, and discount programs.
Cross-Functional Collaboration
Work with Business Development and regional teams to ensure alignment of financial reporting, pricing, and credit policies.
Support leadership with ad hoc analysis, financial models, and reporting packages to guide strategy and performance monitoring.
Serve as a key contact for financial data integrity and process improvement initiatives.
Requirements:
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field.
2-5 years of experience in financial analysis, accounting support, or reporting roles.
Strong technical skills with Excel, Power BI, and financial systems (NetSuite, SAP/Ariba preferred).
Familiarity with financial reporting processes, credit management, and incentive programs.
Excellent communication skills with ability to summarize complex data for diverse audiences.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
MUST have current authorization to work in the U.S. and must not require visa sponsorship now or in the future.
Key Competencies
Analytical Thinking - Ability to interpret data, identify trends, and make recommendations.
Attention to Detail - Ensures accuracy in financial reporting and transaction support.
Collaboration - Works effectively across functions and with external partners.
Problem Solving - Anticipates challenges and develops creative, compliant solutions.
Adaptability - Thrives in a dynamic, multi-tasking environment.
$41k-65k yearly est. 25d ago
Financial Consultant - Ft. Myers/Naples FL
Fidelity Investments 4.6
Risk analyst job in Cape Coral, FL
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
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.
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.
$40k-68k yearly est. 18h ago
Financial Professional - Retirement Benefits Group - FL, Fort Myers/Naples (5062)
EQH
Risk analyst job in Fort Myers, FL
**Join Equitable Advisors\: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
Client Engagement\: Cultivate and expand your network within established markets
Products and Services Consultation\: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation\: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance\: Flexible schedule to maximize productivity and personal time
Location\: Working outside the office in local schools and municipalities
Skills & Experience
Education\: Bachelor's degree or equivalent skills and work experience
Licensing\: State Life & Health, SIE, Series 7, Series 66
Personal Attributes\: values-driven with a track record of success and accomplishment
Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence
Mindset\: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration\: ability to work with and learn from top performers
Work Authorization\: must be authorized to work in the United States
Training & Development
FINRA Sponsorship\: provided for required FINRA licensing
Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training
Virtual University\: access to Equitable Advisors' Virtual University for continuous learning
Mentorship\: opportunities for joint work and mentorship
Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development\: access to Leadership Development School for those with management ambition
Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Base Salary\: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus\: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
$40k-77k yearly est. Auto-Apply 60d+ ago
Financial Professional - Retirement Benefits Group - FL, Fort Myers/Naples (5062)
AXA Equitable Holdings, Inc.
Risk analyst job in Fort Myers, FL
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
* Client Engagement: Cultivate and expand your network within established markets
* Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
* Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
* Work-Life Balance: Flexible schedule to maximize productivity and personal time
* Location: Working outside the office in local schools and municipalities
Skills & Experience
* Education: Bachelor's degree or equivalent skills and work experience
* Licensing: State Life & Health, SIE, Series 7, Series 66
* Personal Attributes: values-driven with a track record of success and accomplishment
* Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
* Mindset: entrepreneurial spirit with a desire to positively impact others' lives
* Collaboration: ability to work with and learn from top performers
* Work Authorization: must be authorized to work in the United States
Training & Development
* FINRA Sponsorship: provided for required FINRA licensing
* Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
* Virtual University: access to Equitable Advisors' Virtual University for continuous learning
* Mentorship: opportunities for joint work and mentorship
* Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
* Leadership Development: access to Leadership Development School for those with management ambition
* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
* Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
* Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
* Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
* Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
$40k-77k yearly est. 60d+ ago
Public Works Asset Management Analyst
Charlotte County (Fl
Risk analyst job in Port Charlotte, FL
General Summary & Essential Responsibilities Are you ready to turn data into smarter decisions and stronger asset performance? Join our team as a key contributor to the County's Asset Management Program, where your expertise with the Computerized Maintenance Management System (CMMS) helps drive efficiency, consistency, and long-term value across departments. In this role, you'll serve as the CMMS liaison-shaping global workflows, templates, and reporting tools that support an enterprise-wide approach to asset management.
You'll collaborate closely with asset managers, leadership, supervisors, and field crews to maintain system access, provide user training, and ensure accurate, meaningful data is captured in the CMMS. By developing analytics, dashboards, and reports, you'll help identify trends, optimize maintenance schedules, and improve asset utilization while reducing operating and capital costs.
Your work will also support process improvement initiatives, the development of standard operating procedures, and the refinement of preventative maintenance programs. From assisting with budgets and financial models to supporting operations during emergency response, your role connects data, people, and systems to keep county services running effectively.
If you enjoy solving problems, improving processes, and using data to make a measurable impact, this is an opportunity to play a central role in how our organization manages and protects its assets.
Min. Education, Licenses and Certifications
Education and Experience:
An equivalent combination of relevant training, education and experience:
* Associate's Degree
* Preferred:
* Accounting
* Business Administration
* Construction Management
* Project Management
* Information Technology (I.T.)
* Three (3) years of experience in field operations and maintenance, construction, administration, technical or facilities maintenance, or asset management.
* Preferred:
* Asset management experience
Licenses and/or Certificates:
* Must maintain a valid driver's license.
* Within six (6) months of position assignment:
* The Institute of Asset Management (IAM) Asset Management Certificate
Knowledge, Skills and Abilities
What You Bring To The Team
You have a solid understanding of departmental policies and modern office practices, along with proficiency in Microsoft Word, Excel, PowerPoint, and other job-related software. You bring general experience with Geographic Information Systems (GIS), including data maintenance and analysis using ArcGIS, and a working knowledge of materials, equipment, and techniques used in architecture, engineering, construction, maintenance, and repair.
You're comfortable using standard office equipment and specialized databases or spreadsheets to assemble, analyze, and report data accurately. With strong research, analytical, and problem-solving skills, you're able to manage projects effectively, stay organized, and meet deadlines.
Clear communication is one of your strengths-whether writing reports, preparing correspondence and procedures, delivering presentations, or providing guidance and customer support through multiple communication channels. You're also able to operate a motor vehicle as required and build positive, professional working relationships with managers, service providers, coworkers, and the public.
Supplemental Information
PHYSICAL DEMANDS
Walking, lifting, hearing, seeing up close, seeing far away, talking, standing, finger movement, repetitive motions, depth perception. Dependent upon position assignment, may frequently lift up to 25 pounds and occasionally up to 50 pounds.
WORK ENVIRONMENT
Work is performed both indoors and outdoors, potentially exposed to temperamental changes (e.g., field conditions, warehouses, tight spaces, equipment, etc.) or irate customers, extreme noise, odors, heights and/or dust.
RISK/SAFETY CONDITIONS
The position requires no exposure or risk related to physical and/or mental health and safety.
To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the , but which may be reasonably considered to be incidental in the performing of their duties just as though they were actually written out in this job description.
Charlotte County is an Affirmative Action/ADA/Veterans' Preference and Equal Opportunity Employer. Women, Minorities, and Persons
with Disabilities are Encouraged to Apply.
$41k-66k yearly est. 12d ago
Financial Analyst (FP&A)
Fyisoft
Risk analyst job in Naples, FL
FYIsoft offers Cloud Financial Reporting Software. FYISoft is looking for a Financial Analyst for their financial reporting solution. FYIsoft's reporting software deploys in the cloud and supports multiple GLs including Acumatica, Flexi, Microsoft (All ERPs including Business Central & F&O) Sage Intacct & NetSuite and many others.
This position provides opportunities to move into other positions within the Company including:
Presales - Product Representative
Consulting - Implementation Consultant, implementation of our FP&A solutions
Business Analyst-design product specifications for development
Product Marketing-research and analysis of competition
Responsibilities
Financial analysis
Board presentations
Budgeting and planning
Sales support with heavy emphasis on leveraging accounting systems and other software products.
Requirements/Qualifications
BA degree in Finance or Accounting, MBA preferred
Proficient in accounting and financial software
Minimum of 5 years of experience in financial reporting and analysis
Exceptional presentation skills
Excellent communication skills - written and verbal
Previous software experience desired
Proven ability to set goals and meet deadlines
Exceptional self-management and organizational skills
Ability to work efficiently under pressure
Ability to create, build and deliver customized presentation content and interact with C level executives
FYIsoft provides an entrepreneurial environment with excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan.
Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check.
$80K - $100K/year commensurate with experience
No phone calls, please. Principals Only.
Drug-free workplace. M/F/V/H EEO
$80k-100k yearly 60d+ ago
Financial Consultant - Ft. Myers/Naples FL
Fidelity 4.2
Risk analyst job in Fort Myers, FL
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
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.
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.
$64k-78k yearly est. 60d+ ago
Financial Analyst
Taylor Morrison 4.7
Risk analyst job in Bonita Springs, FL
As a Financial Analyst working for Taylor Morrison you will be responsible for working with Finance departmental leaders on Division's financial policies, planning, reporting and controls. Assist in overseeing all financial functions. Will assist in creating functional strategies and specific objectives for the departments and develop budgets/policies/ procedures to support the functional infrastructure.
Job Details
We trust that as a Financial Analyst you will: (responsibilities)
Prepare annual and quarterly budgets, collect, consolidate, and validate budget information from multiple cost centers
Work with the land department for preparation, analysis and validation of proformas on new community opportunities
Prepare monthly Management Accounts, which include cash flow and profit forecast for submission to Regional and Corporate Management
Assist in preparation of monthly consolidated financial results
Prepare various monthly/quarterly analytical reports for management and Corporate finance
Collect and consolidate SBU financial data
Validate financial data
Analyze statistical data for consistency with financial data
Perform ad hoc financial analysis and other duties as needed and/or assigned
Develop and maintain financial report formats
Extensive interaction with Region, Corporate & field to assist them with questions and procedures
You are willing to perform other duties as assigned
What you will need: (competencies, behaviors & attributes)
Analytical
Communication
Detail Oriented
Ethics & Integrity
Prioritization
Team Worker
About you:
3+ years financial/accounting experience required
Experience with investment analysis, with an understanding of Net Present Value, Return on Net Assets, and Internal Rate of Return required
Bachelor's degree in Accounting or Finance required
Extensive experience with Excel
Accounting experience, preferably in the homebuilding, land development or the construction industry
Credit report in good standing
FLSA Status: Exempt
Will have responsibilities such as:
Office or non-manual work, which is directly related to management or general business operations
Act as a primary component of which involves the exercise of independent judgment and discretion about matters of significance
Essential Functions:
Successful job applicants will be able to perform these functions. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
Report to Division/Corporate Office/Community daily and adhere to schedule
Ability to access, input, and retrieve information from a computer and/or electronic device
Ability to have face to face conversations with customers, co-workers and higher level manager
Ability to sit or stand for long periods of time and move around work environment as needed
Ability to operate a motor vehicle if applicable
Comply with company policies and procedure
Physical Demands:
Must be able to able to remain in a stationary position up to 50% of the time
The ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
*Taylor Morrison experience and/or successful completion of training program may override required education and/or experience requirement.
Job descriptions are not intended as, nor should be construed to be, exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job duties and responsibilities essential for making fair pay decisions about the job.
Benefits of Working With Taylor Morrison
We are looking for dedicated professionals that share our values of putting the customer - and their needs - first. In addition to a great team atmosphere, career development and advancement opportunities, we offer full-time employees an extensive benefits package, to include:
Competitive Compensation
Health Care - Medical/Dental/Visio n/Prescription Drug Coverage
401(k) with Company Matching Contributions
Flexible Spending Accounts
Disability Programs
Employee & Dependent Life Insurance
Vacation & Company Holidays
Tuition Reimbursement
Employee Home Purchase Rebate Program
Home Mortgage Program
Employee Assistance Program (EAP)
$47k-68k yearly est. Auto-Apply 20d ago
Pricing Analyst
Herc Rentals Inc. 4.4
Risk analyst job in Bonita Springs, FL
If you are currently an employee of Herc Rentals, please apply using this link: Herc Employee Career Portal Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2024 pro forma total revenues reaching approximately $5.1 billion. Herc Rentals' parent company, known as Herc Holdings Inc., listed on the New York Stock Exchange on July 1, 2016, under the symbol "HRI." Herc Rentals serves customers through approximately 612 locations and has about 9,900 employees in North America as of September 30, 2025.
Job Purpose
Come be a part of building a brand new organization, one that has 50 years of market-leading legacy to position it for even greater success, Hertz Equipment Rental Corporation (HERC)! Join a growing team with great opportunities ahead at HERC.
What you will do...
* Provide support on pricing related projects and system enhancements, which includes development of business requirement documents and UAT when necessary
* Report out on weekly & monthly pricing performance and analytics on a market, region and division level.
* Drive contract renewal process by working closely with the sales team to ensure contracts are renewed prior to expiration date while optimizing contribution and share of wallet.
* Provide analysis on pricing trends and market conditions.
* Provide detailed pricing analysis and recommendations to align rates with strategies.
* Produce demand curve analysis and support for pricing decisions.
* Optimize local list and floor rates based on market conditions.
* Manage contract deviation process to optimize billing accuracy and contract compliance.
* Provide analysis on key performance indicators.
* Develop & design new reporting to meet demand or increase automation.
* Assist in the planning and direction of the organization's strategic and long-range goals.
* Provide consultation and support for region reviews and senior management meetings.
* Develop presentation material for reviews, meetings, conferences, analysts and senior management.
Requirements
* Minimum 4-year degree
* Strong mathematical/analytical skills
* Strong written and verbal communication skills
* Proficient in Microsoft Excel, Access, Powerpoint, Word critical
* Prior experience in sales or pricing analytics preferred
* Prior experience with analytics tools a plus
* Professional manner
* Detail-oriented
Skills
Req #: 64694
Pay Range: $55,000 - $65,000
Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
Herc Rentals values its employees and provides excellent compensation and benefits packages which are not limited to the following.
Keeping you healthy
Medical, Dental, and Vision Coverage
Life and disability insurance
Flex spending and health savings accounts
Virtual Health Visits
24 Hour Nurse Line
Healthy Pregnancy Program
Tobacco Cessation Program
Weight Loss Program
Building Your Financial Future
401(k) plan with company match
Employee Stock Purchase Program
Life & Work Harmony
Paid Time Off (Holidays, Vacations, Sick Days)
Paid parental leave.
Military leave & support for those in the National Guard and Reserves
Employee Assistance Program (EAP)
Adoption Assistance Reimbursement Program
Tuition Reimbursement Program
Auto & Home Insurance Discounts
Protecting You & Your Family
Company Paid Life Insurance
Supplemental Life Insurance
Accidental Death & Dismemberment Insurance
Company Paid Disability Insurance
Supplemental Disability Insurance
Group Legal Plan
Critical Illness Insurance
Accident Insurance
Herc does not discriminate in employment based on the basis of race, creed, color, religion, sex, age, disability, national origin, marital status, sexual orientation, citizenship status, political affiliation, parental status, military service, or other non-merit factors.
$55k-65k yearly 60d+ ago
Remarketing Analyst
The Hertz Corporation 4.3
Risk analyst job in Estero, FL
The Remarketing Analyst plays a crucial role in evaluating the performance of the division's lead, prospect and sales results as well as providing the team with the tools required to make an informed decision to fostering growth. This position focuses on in-depth reporting and analytics to inform decision-making as well as steer and optimize lead generation strategies.
Starting salary is $60K; commensurate with experience.
**Main responsibilities include:**
+ Generate consistent daily, weekly, and monthly reporting to assist the Operations, Marketing, and Finance departments in making key decisions to boost sales and efficiencies.
+ Automate and maintain reporting current and new structure
+ Collaborate with Project Managers and relevant parties responsible for retail expansion to guarantee notable and accurate online presence for all new locations.
+ Evaluate changes in leads and sales as well as implement new ideas or solutions to increase growth
+ Communicate with the Ecommerce Manager to monitor advertising spend against the assigned per vehicle cost.
+ Manage the Used Vehicle Listings (CarGurus, Autotrader, Cars.com, etc.) day to day partnerships and efficiencies, and analyze then implement new product offerings with positive ROI.
+ Identify and examine geographic regional trends to support in remarketing initiatives.
**Minimum Qualifications:**
+ Analytically driven
+ Strong proficiency in Excel, PowerPoint and Tableau
+ Strong communication skills with ability to present complicated data into valuable information
+ Ability to work collaboratively with third-party suppliers / partners to deliver efficient results
+ Highly organized and able to handle and prioritize multiple projects
+ Proven knowledge and experience analyzing key metrics of digital marketing and sales
+ Design and develop a variety of reports for measuring trends and making key decisions
+ Attention to detail with the ability to respond to last minute requests
+ Strong sense of individual accountability and follow-through
+ Punctual and hardworking nature
**Educational Background:**
+ Bachelor's degree or higher in Business, Finance, or Computer Science
+ Proven interest and understanding in lead generation and sales
**Professional Background:**
+ 1-2 years previous managing data to provide in-depth analysis of trends and insights that inform strategic decisions making.
+ Experience working in cross functional teams.
The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world.
**US EEO STATEMENT**
At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company.
Individuals are encouraged to apply for positions because of the characteristics that make them unique.
EOE, including disability/veteran
$60k yearly 21d ago
Financial Consultant - Ft. Myers/Naples FL
Fidelity Investments 4.6
Risk analyst job in Naples, FL
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
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.
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.
$40k-68k yearly est. 18h ago
Financial Consultant - Ft. Myers/Naples FL
Fidelity Brokerage Services 4.2
Risk analyst job in Fort Myers, FL
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
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.
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.
$64k-78k yearly est. Auto-Apply 14d ago
Treasury Analyst
Discovery Senior Living
Risk analyst job in Bonita Springs, FL
Discovery Senior Living ranks prominently among the 5 largestsenior housing providers in the US, and is nationally renowned for designing,developing, marketing, and operating a multi-brand portfolio of upscale, luxurysenior-living communities. With over 250 communities in nearly 40states, and 15,000 dedicated employees, Discovery Senior Living, with multiplenational brands, is one the largest and fastest growing senior living companiesin the United States. Recognized as a Great Place to Work, Discovery continuesits rapid growth trajectory to lead the industry in providing desirablecommunities and exceptional lifestyle and value for our residents all whileretaining our family-first culture. We're a 30-year-old innovative company witha rich history of delivering exceptional service and quality care in desirable,enriching residential environments.
Discovery Senior Living is looking for a Treasury Analyst to join our home office team in Bonita Springs, FL.
POSITION SUMMARY
This position will be responsible for account reconciliation, posting activity to general ledgers, collecting payments, and assisting in month-end closing procedures.
Responsibilities:
Reconciles multiple bank accounts to the general ledger.
Researches bank activity for multiple bank accounts.
Responsible for collecting payments submitted via ACH (Automated Clearing House)
Records and allocates all treasury activity and posts to the general ledger.
Forecasts Monthly and Annual Cash Flow needs for various partners and communities.
Other duties as assigned.
Qualifications:
Associate's Degree or equivalent from a two year college or technical school;
Three years related experience in treasury preferred; or equivalent combination of education and experience.
Experience with Excel, Word and accounting software required.
Benefits:
In addition to a rewarding career and competitive salary, Discovery offers a comprehensive benefit package.
Eligible team members are offered a comprehensive benefit package including medical, dental, vision, life and disability insurances, paid time off and paid holidays. Team members are eligible to participate in our outstanding 401(k) plan with company match our Employee Assistance Program and accident insurance policies.
JOB CODE: 1003309
$48k-74k yearly est. 60d+ ago
Pricing Analyst
Herc Rentals 4.4
Risk analyst job in Bonita Springs, FL
Job Type: Full-time Company: Herc Rentals If you are currently an employee of Herc Rentals, please apply using this link: **_Herc Employee Career Portal (**********************************************************************************************************************************************************
Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2024 pro forma total revenues reaching approximately $5.1 billion. Herc Rentals' parent company, known as Herc Holdings Inc., listed on the New York Stock Exchange on July 1, 2016, under the symbol "HRI." Herc Rentals serves customers through approximately 612 locations and has about 9,900 employees in North America as of September 30, 2025.
**Job Purpose**
Come be a part of building a brand new organization, one that has 50 years of market-leading legacy to position it for even greater success, Hertz Equipment Rental Corporation (HERC)! Join a growing team with great opportunities ahead at HERC.
**What you will do...**
+ Provide support on pricing related projects and system enhancements, which includes development of business requirement documents and UAT when necessary
+ Report out on weekly & monthly pricing performance and analytics on a market, region and division level.
+ Drive contract renewal process by working closely with the sales team to ensure contracts are renewed prior to expiration date while optimizing contribution and share of wallet.
+ Provide analysis on pricing trends and market conditions.
+ Provide detailed pricing analysis and recommendations to align rates with strategies.
+ Produce demand curve analysis and support for pricing decisions.
+ Optimize local list and floor rates based on market conditions.
+ Manage contract deviation process to optimize billing accuracy and contract compliance.
+ Provide analysis on key performance indicators.
+ Develop & design new reporting to meet demand or increase automation.
+ Assist in the planning and direction of the organization's strategic and long-range goals.
+ Provide consultation and support for region reviews and senior management meetings.
+ Develop presentation material for reviews, meetings, conferences, analysts and senior management.
**Requirements**
+ Minimum 4-year degree
+ Strong mathematical/analytical skills
+ Strong written and verbal communication skills
+ Proficient in Microsoft Excel, Access, Powerpoint, Word critical
+ Prior experience in sales or pricing analytics preferred
+ Prior experience with analytics tools a plus
+ Professional manner
+ Detail-oriented
**Skills**
**Req #:** 64694
**Pay Range:** $55,000 - $65,000
Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
Herc Rentals values its employees and provides excellent compensation and benefits packages which are not limited to the following.
**Keeping you healthy**
Medical, Dental, and Vision Coverage
Life and disability insurance
Flex spending and health savings accounts
Virtual Health Visits
24 Hour Nurse Line
Healthy Pregnancy Program
Tobacco Cessation Program
Weight Loss Program
**Building Your Financial Future**
401(k) plan with company match
Employee Stock Purchase Program
**Life & Work Harmony**
Paid Time Off (Holidays, Vacations, Sick Days)
Paid parental leave.
Military leave & support for those in the National Guard and Reserves
Employee Assistance Program (EAP)
Adoption Assistance Reimbursement Program
Tuition Reimbursement Program
Auto & Home Insurance Discounts
**Protecting You & Your Family**
Company Paid Life Insurance
Supplemental Life Insurance
Accidental Death & Dismemberment Insurance
Company Paid Disability Insurance
Supplemental Disability Insurance
Group Legal Plan
Critical Illness Insurance
Accident Insurance
Herc does not discriminate in employment based on the basis of race, creed, color, religion, sex, age, disability, national origin, marital status, sexual orientation, citizenship status, political affiliation, parental status, military service, or other non-merit factors.
**Nearest Major Market:** Fort Myers
**Nearest Secondary Market:** Cape Coral
**Job Segment:** Pricing, Compliance, Field Service, Operations, Legal, Manufacturing
The average risk analyst in Villas, FL earns between $43,000 and $74,000 annually. This compares to the national average risk analyst range of $59,000 to $112,000.
Average risk analyst salary in Villas, FL
$56,000
What are the biggest employers of Risk Analysts in Villas, FL?
The biggest employers of Risk Analysts in Villas, FL are: