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  • Patient Financial Services Representative-Thoracic Surgery-FT-Days-MPG

    Memorial Healthcare System 4.0company rating

    Trader job in Hollywood, FL

    At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience. Summary The Patient Financial Services Representative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly. Responsibilities Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner. May guide the patient to appropriate destination for services.Obtains pre-certification and authorization.Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active. Determines correct insurance filing order, if multiple insurance coverages are effective for that service.Explains polices including all regulatory and financial consent forms; secures all required signatures.May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.May confirm physician and prescription orders ensuring accuracy.May schedule walk-in appointments for services offered.Collects patient out-of-pocket responsibility per collection guidelines. Provides patient estimates as requested. Prepares and balances a daily deposit of all payment collections. Competencies ACCOUNTABILITY, ACCURACY & QUALITY, CUSTOMER SERVICE, EFFECTIVE COMMUNICATION, ORGANIZATION SKILLS, PATIENT AND FAMILY CENTERED CARE, PROBLEM SOLVING, PRODUCTIVITY, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR, TEAM WORK Education And Certification Requirements High School Diploma or Equivalent (Required) Additional Job Information Complexity of Work: Requires excellent communication skills, critical thinking skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Ability to work and build relationships collaboratively. Required Work Experience: No experience required. One (1) year of related hospital, medical office, or customer service experience preferred. Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referrals In the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed.In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template. Working Conditions And Physical Requirements Bending and Stooping = 60% Climbing = 0% Keyboard Entry = 100% Kneeling = 0% Lifting/Carrying Patients 35 Pounds or Greater = 60% Lifting or Carrying 0 - 25 lbs Non-Patient = 80% Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 40% Lifting or Carrying > 75 lbs Non-Patient = 0% Pushing or Pulling 0 - 25 lbs Non-Patient = 80% Pushing or Pulling 26 - 75 lbs Non-Patient = 80% Pushing or Pulling > 75 lbs Non-Patient = 0% Reaching = 80% Repetitive Movement Foot/Leg = 0% Repetitive Movement Hand/Arm = 80% Running = 0% Sitting = 80% Squatting = 80% Standing = 80% Walking = 80% Audible Speech = 80% Hearing Acuity = 80% Smelling Acuity = 0% Taste Discrimination = 0% Depth Perception = 80% Distinguish Color = 0% Seeing - Far = 80% Seeing - Near = 80% Bio hazardous Waste = 60% Biological Hazards - Respiratory = 60% Biological Hazards - Skin or Ingestion = 60% Blood and/or Bodily Fluids = 60% Communicable Diseases and/or Pathogens = 60% Asbestos = 0% Cytotoxic Chemicals = 0% Dust = 0% Gas/Vapors/Fumes = 60% Hazardous Chemicals = 60% Hazardous Medication = 60% Latex = 60% Computer Monitor = 100% Domestic Animals = 0% Extreme Heat/Cold = 0% Fire Risk = 0% Hazardous Noise = 0% Heating Devices = 0% Hypoxia = 0% Laser/High Intensity Lights = 0% Magnetic Fields = 0% Moving Mechanical Parts = 0% Needles/Sharp Objects = 60% Potential Electric Shock = 0% Potential for Physical Assault = 40% Radiation = 0% Sudden Decompression During Flights = 0% Unprotected Heights = 0% Wet or Slippery Surfaces = 40% Shift Primarily for office workers - not eligible for shift differential Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification. Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process. Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity. Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law. We are proud to offer Veteran's Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program. Employment is subject to post offer, pre-placement assessment, including drug testing. If you need reasonable accommodation during the application process, please call ************ (M-F, 8am-5pm) or email *******************************
    $29k-39k yearly est. 1d ago
  • Freight Trader or Junior Freight Trader

    Cargill, Inc. 4.7company rating

    Trader job in Coral Gables, FL

    Cargill's size and scale allows us to make a positive impact in the world. Our purpose is to nourish the world in a safe, responsible and sustainable way. Cargill is a family company providing food, ingredients, agricultural solutions and industrial products that are vital for living. We connect farmers with markets so they can prosper. We connect customers with ingredients so they can make meals people love. And we connect families with daily essentials - from eggs to edible oils, salt to skincare, feed to alternative fuel. Our 160,000 colleagues, operating in 70 countries, make essential products that touch billions of lives each day. Join us and reach your higher purpose at Cargill. This position is in Cargill's agricultural supply chain business. We sit at the heart of the supply chain, partnering with farmers and customers to source, make and deliver essential products. Job Purpose and Impact The Freight Trader will handle a supplier and customer base and fulfill transactions delivering freight that meets specifications in terms of timing, volume, quantity and cost for Geared (Handy and Supramax) vessels. Key Accountabilities * Buy and sell freight to regional customers to reach target volumes and generate PnL. * Execute the regional position by buying and selling tonnage on TC and Voyage to meet contract requirements and optimize fleet revenue. * Generate market, position and profit and loss reports based on data and specialty reports gathered by supporting functions team members. * Research and analyze various freight opportunities in the marketplace to maximize margin. * Work directly with customers, suppliers and business counterparts to meet their needs in solving routine problems and addressing complaints and concerns. * Independently solve moderately complex issues with minimal supervision, while escalating more complex issues to appropriate staff. * Other duties as assigned #LI-BG1 #themuse #FGB Qualifications Minimum Qualifications * Bachelor's degree in a related field or equivalent experience * Minimum requirement of 2 years of relevant work experience. Typically reflects 3 years or more of relevant experience. Preferred Qualifications * Minimum 2 years of trading experience, preferably in the commodity or maritime industries. * Strong focus on quality, well-timed execution - converting desk plans into reality. * Assist the team to set and execute regional game plans based on supply and demand analysis - ultimately generating profitable growth. * Pricing excellence. Ensuring time charter to voyage conversion is done accurately with a strong understanding of the regional nuances. * Develop and implement sales strategies, identifying potential customers and foster existing customer relationships. * Proficient business level Spanish. Equal Opportunity Employer, including Disability/Vet.
    $68k-117k yearly est. 35d ago
  • Graduate Execution Trader

    Caleb and Brown Pty Ltd.

    Trader job in Fort Lauderdale, FL

    Job Description Who we are: At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader. Your Role: As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment. The responsibilities will include: Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution. Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments. Ensure reconciliation alerts from orders and settlements are rectified in a timely manner. Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing. Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required. Maintain personal diligence in handling sensitive data to uphold security. Provide blockchain and internal system technical assistance to the broker team and customers Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles. Requirements About you: 1 - 3 years of professional experience An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day Strong numerical and quantitative analysis skills Decisiveness with the ability to process complicated information quickly and accurately under pressure A passion for cryptocurrency is highly regarded Benefits Learn from a team of experienced cryptocurrency experts Competitive compensation that recognises experience and impact Hybrid working arrangements designed around trust and autonomy Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally 0% trading fees with Caleb and Brown
    $55k-95k yearly est. 11d ago
  • Experienced Equities Trader - Miami, FL

    SMB Capital 3.8company rating

    Trader job in Miami, FL

    “You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders located in Miami, FL with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading. The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance. The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization. In short, the Experienced Equities Trader role is a chance to join a high-performance team of: experienced traders pushing their skills and adapting to new market opportunities; talented technology professionals developing leading-edge trading and market analytics systems; quantitative/business analysts providing tools and insights to fuel business growth; top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere. Our JV is currently seeking qualified candidates in Miami, FL who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
    $70k-128k yearly est. 60d+ ago
  • Sports Trader

    Betr

    Trader job in Miami, FL

    About BetrFounded in 2022 by Joey Levy and Jake Paul, Betr is building the world's first real money gaming super app. The company's first product, Betr Picks, launched in September 2023 and quickly grew to several hundreds of thousands of paying users that have already won $250M on the platform. Betr recently launched Betr Arcade with plans on launching additional new nationwide gaming products within its single app experience in 2025 to further differentiate its product offering. In addition to its single-app experience, Betr's gaming products are differentiated through a unique, simplified user interface that is catered to the casual sports fan and gamer, enabling Betr to capture more of the under-penetrated online gaming addressable market. Betr's media division, Betr Media, is one of the fastest growing sports gaming media brands in the U.S. and helps support the company's user acquisition and retention efforts. Betr is backed by Fuel Venture Capital, Aliya Capital Partners, IA Sports Ventures, FinSight Ventures, Florida Funders, Harmony Partners, 8vc, and other top-tier investors. About The Role:The Betr team is looking for a Sports Trader with enthusiasm and passion for the sports gaming industry. Reporting into our Head of Sports Trading, you will have a direct impact on both revenue profitability and expanding our market offerings. You will be the person behind the odds that our users bet on, using a variety of data to formulate what Betr believes are the most accurate odds, and then managing those odds throughout their lifecycle. This role will require scheduling flexibility and working on holidays and weekends when necessary. You will join a new, exciting, & fast growing team looking to build innovative products! This role is based in Miami, Florida. You must be based in this area or be willing to relocate to be considered for this position. It will require scheduling flexibility including working nights, holidays, and weekends when necessary. What You'll Do: Manage risk and liability of all DFS player props games in accordance with Betr risk and trading SOP's Monitor league news and injuries to make real time market adjustments Adjust Betr markets in coordination with the market consensus Assist in analyzing daily reports to ensure proper player profiling as well as other key metrics Collaborate with operations to enhance the best customer experience About You: 3+ years of experience trading in a DFS or Sports Betting platform Strong analytical skills and ability to calculate odds Highly motivated self-starter with a proactive approach to problem-solving and a passion for staying up-to-date with industry trends and best practices Problem solving and strong critical thinking You thrive in a fast paced environment and are not intimidated by ambiguity or change Excellent verbal, written, and interpersonal skills with the ability to communicate clearly and effectively with team members and stakeholders, both internally and externally Self-motivated the the ability to drive initiatives from end-to-end, holding yourself to a high standard of excellence An entrepreneurial mindset with excellent organizational skills, the ability to be flexible, & prioritize responsibilities Bonus Points: Passionate and enthusiastic about a wide range of sports Experience in high pressure and high volume situations At Betr, we're driven by a shared vision to reshape the sports & gaming industry. As a dynamic startup poised for remarkable growth, we're dedicated to crafting innovative experiences that cater to sports enthusiasts across the nation. We believe in pushing boundaries, embracing diversity, and fostering a collaborative culture that extends beyond the world of sports. Join us in shaping the future of sports entertainment! Betr provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or gender expression. We deeply understand the value of bringing together a team with different perspectives, educational backgrounds, and life experiences. We encourage people from underrepresented backgrounds to apply Thank you for your interest in Betr. We look forward to reviewing your application.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $55k-95k yearly est. Auto-Apply 60d+ ago
  • Traders Market Desk Executive

    Quantfury

    Trader job in Miami, FL

    Type: Full-Time Compensation: $155,000-$215,0000 QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln. QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment. Required Qualifications: 5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution. Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives). Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets. Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure. Excellent written and verbal communication skills. Proficiency in Spanish is strongly preferred What We Offer: Competitive salaries, often better than industry, for comparable roles; Daily premium lunch catering, and keeping the office stacked with fruits and snacks; Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts; Bonus and incentive programs
    $55k-95k yearly est. 11d ago
  • Quant Trader

    Voloridge

    Trader job in Jupiter, FL

    Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals. We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours. Summary of Job Functions Provide rotational overnight coverage (3-6 months per year) Monitor systematic trading books and overnight processes Apply rigorous attention to detail to minimize errors and risk Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis Contribute to process improvements that strengthen risk controls and trading efficiency Communicate effectively with internal teams and external brokers Minimum Requirements Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics) Strong proficiency in Python, with advanced analytics capabilities Experience with SQL Server and Excel Proven ability in data manipulation and analysis Strong sense of ownership and ability to work independently within a collaborative team Willingness to work onsite daily in our Jupiter, FL office Preferred Skills and Previous Experience Background as a Quantitative Trader, Analyst, or Researcher Experience supporting or developing electronic trading systems Familiarity with equity and futures market data Exposure to transaction cost analysis (TCA) Hands-on experience with RESTful APIs and/or microservices Compensation and Benefits Competitive base salary, commensurate with experience Profit-sharing bonus tied to performance Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
    $54k-94k yearly est. 60d+ ago
  • Quant Trader

    Voloridge Investment Management

    Trader job in Jupiter, FL

    Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals. We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours. Summary of Job Functions * Provide rotational overnight coverage (3-6 months per year) * Monitor systematic trading books and overnight processes * Apply rigorous attention to detail to minimize errors and risk * Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis * Contribute to process improvements that strengthen risk controls and trading efficiency * Communicate effectively with internal teams and external brokers Minimum Requirements * Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics) * Strong proficiency in Python, with advanced analytics capabilities * Experience with SQL Server and Excel * Proven ability in data manipulation and analysis * Strong sense of ownership and ability to work independently within a collaborative team * Willingness to work onsite daily in our Jupiter, FL office Preferred Skills and Previous Experience * Background as a Quantitative Trader, Analyst, or Researcher * Experience supporting or developing electronic trading systems * Familiarity with equity and futures market data * Exposure to transaction cost analysis (TCA) * Hands-on experience with RESTful APIs and/or microservices Compensation and Benefits * Competitive base salary, commensurate with experience * Profit-sharing bonus tied to performance * Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan * Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
    $54k-94k yearly est. 60d+ ago
  • Private Banker

    Morgan Stanley 4.6company rating

    Trader job in West Palm Beach, FL

    Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Job Description/Position Responsibilities Partner with FAs to provide advice and potential cash management and lending solutions to clients Build product awareness and understanding among Financial Advisors Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services Understand competitive environment and develop strategies to retain and win new business Develop and implement product marketing strategies with Branch Management and FA team Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners Qualifications: Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities Experience in understanding the financial needs of all types of clients Proven new business development / origination experience with Lending products is required Completion of formal credit training strongly preferred Bachelor's degree preferred or relevant experience Skills/Abilities: Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Ability to understand the financial needs of the retail brokerage clientele. Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships Possess excellent business development and marketing skills and desire to consistently achieve top revenue results Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Detail orientation with strong organizational and analytical skills Ability to train Financial Advisors on product suite Possess excellent oral and written communication skills Exceptional presentation skills Ability to meet deadlines and manage Financial Advisor and client expectations Good collaboration skills in a team-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $94k-164k yearly est. Auto-Apply 60d+ ago
  • Private Client Banker - Harbor Shops - Fort Lauderdale, FL

    Jpmorgan Chase & Co 4.8company rating

    Trader job in Fort Lauderdale, FL

    JobID: 210682248 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $61k-128k yearly est. Auto-Apply 48d ago
  • Investment Real Estate Rep

    Vertigo Real Estate Ventures

    Trader job in Delray Beach, FL

    At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.
    $41k-77k yearly est. Auto-Apply 33d ago
  • Financial Representative Entry Level

    Snow Financial Group

    Trader job in Boca Raton, FL

    Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to deliver personalized, innovative financial solutions that empower clients to take control of their financial futures. We are dedicated to building long-term relationships grounded in trust, integrity, and expertise, providing tailored guidance to help clients make informed decisions and achieve their financial objectives. By adopting a collaborative approach and maintaining a focus on excellence, we strive to be the premier choice for comprehensive financial planning. Our goal is to ensure that every client has the resources and confidence to navigate their financial path successfully. Snow Financial Group is a dynamic, client-centered organization where professional growth is prioritized. We create an environment that encourages innovation and personal development, empowering individuals to reach their full potential. As a part of our team, youll benefit from strong mentorship, career development opportunities, and a robust support system that enables success in the competitive financial services industry. With uncapped earning potential and the chance to create a lasting impact on clients, Snow Financial Group provides a foundation for both career advancement and financial prosperity. Our thriving office is located at: 902 Clint Moore Rd. #228 Boca Raton, FL 33487 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tim Snow - Managing Director: How long with NM? Tim has been serving as a Managing Director for the past 20 years. Prior Experience? Before joining Northwestern Mutual, Tim spent many years in the hospitality industry, where he developed skills in customer service, management, and leadership. Passionate About? Tim enjoys golf, spending time in the gym, and spending time with family and friends. Hes a passionate hockey fan (supporting the Panthers and Sabers), and follows the Buffalo Bills enthusiastically. Paul Stadfeld - Wealth Management Advisor: How long with NM? Paul has been serving as a Wealth Management Advisor for 15 years. Prior Experience? Originally from Boston, Paul transitioned to Northwestern Mutual after working in sports advertising for four years. He also gained valuable experience working in his family business, which helped him develop strong business acumen and client relationship skills. Passionate About? Paul is married with a son and is deeply passionate about spending quality time with his family. A dedicated Boston sports fan, he follows the Red Sox, Celtics, and Patriots closely. In his free time, Paul enjoys playing Pickleball and chess, staying active and engaged both mentally and physically. Graham Davis - Financial Advisor: How long with NM? Graham has been a Financial Advisor for nearly 13 years. Prior Experience? Graham worked for the U.S. Secret Service for four years, where he developed valuable skills in security, attention to detail, and crisis management. He also worked in car sales at MINI, building his expertise in sales, customer service, and relationship management, which has greatly contributed to his success in the financial services industry. Passionate About? Graham, recently married, is an avid fitness enthusiast and enjoys working out. He is passionate about golf, both for leisure and as a challenge. Outside of work, Graham loves spending time with his rescue dog, Bailey, and enjoys playing the trombone. Natalia Margolis - Wealth Management Advisor: How long with NM? Has worked as a Wealth Management Advisor for over 15 years. Prior Experience? Natalia previously worked as an analyst in the consumer solutions industry. Passionate About? Natalia is deeply committed to her family and enjoys traveling, exploring new destinations with her loved ones. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: **************************** Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A specific level of education is not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Snow is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $28k-53k yearly est. 8d ago
  • Private Client Banker - Pompano Citi Centre - Pompano Beach, FL

    JPMC

    Trader job in Pompano Beach, FL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $33k-71k yearly est. Auto-Apply 60d+ ago
  • Corporate/Finance Associate Attorney

    Aligned Talent Acquisition

    Trader job in Palm Beach, FL

    Job Description Corporate/Finance Associate Attorney -| $175k-$300k| Wilmington, DE; Miami, FL; Palm Beach, FL; Baltimore, MD; New York, NY; Dallas, TX A nationally recognized Am Law 200 law firm with offices across the United States is seeking experienced attorneys to join its expanding Corporate, Securities, Mergers & Acquisitions, and Finance practice. The firm represents public and private companies, investors, and financial institutions in complex domestic and cross-border transactions. The environment is collaborative and growth-oriented, with a strong commitment to professional development, client service, and maintaining a balanced work culture. Responsibilities Represent clients in a wide range of corporate and transactional matters, including mergers and acquisitions, securities offerings, joint ventures, financing transactions, and general corporate governance. Draft, review, and negotiate complex agreements and related documentation. Conduct due diligence, manage deal processes, and coordinate with cross-practice teams. Provide strategic legal advice to clients across diverse industries such as real estate, private equity, technology, and energy. Qualifications Juris Doctor (JD) from an accredited law school. Active membership in good standing with the bar of at least one state where the firm maintains an office (or eligibility for reciprocity). 3-7 years of experience in one or more of the following: Mergers & Acquisitions Corporate governance or general corporate advisory work Securities or private offerings Commercial lending or finance transactions Strong academic credentials and excellent drafting, analytical, and communication skills. Compensation and Benefits Competitive base salary commensurate with experience and market. Comprehensive benefits package, including medical, dental, vision, 401(k), and paid time off. Hybrid work flexibility depending on office and practice group. How to Apply: Ready to explore your options? Submit your resume or reach out directly to Devney to start a confidential conversation. Application Materials After applying, please submit the following via EMAIL: Generic Cover Letter Law school transcript Deal Sheet Contact Us *********************************** ************** alignedtalentacquisition.com *****************************************
    $38k-68k yearly est. Easy Apply 11d ago
  • Financial Service Representative

    The Check Cashing Store

    Trader job in North Lauderdale, FL

    Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 7125 West McNab Rd During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity!
    $25k-40k yearly est. Auto-Apply 60d+ ago
  • Public Finance Associate

    Carterwill Search

    Trader job in Miami, FL

    Miami, FL Carterwill Search , a TempExperts company, is seeking an experienced Public Finance Associate to join our dynamic public finance team. The ideal candidate will have comprehensive experience with the State of Florida laws governing municipal finance and a thorough understanding of the federal tax aspects of municipal bond law. The firm offers competitive compensation and benefits package. Responsibilities: Provide expert legal counsel and strategic advice on municipal finance projects. Ensure compliance with State of Florida laws related to municipal finance. Manage the federal tax aspects of municipal bond law Collaborate with team members and clients to structure and execute financial transactions. Conduct thorough legal research and analysis to support public finance activities. Draft and review legal documents related to public finance. Qualifications/Experience: Juris Doctor (JD) degree from an accredited law school Active membership in the Florida Bar. Proven experience in municipal finance and federal tax aspects of municipal bond law. Strong understanding of State of Florida laws governing municipal finance. Exceptional analytical, research, and writing skills. Excellent communication and interpersonal abilities. An undergraduate background in finance or accounting is a plus. Prior experience working in a law firm or public finance environment. Relevant finance-related work experience is advantageous. Carterwill Search is an Equal Opportunity Employer.
    $39k-70k yearly est. 60d+ ago
  • Patient Financial Associate 1, ED Patient Access, $1000 Bonus, 07P-7:30A

    Baptisthlth

    Trader job in Miami, FL

    Patient Financial Associate 1, ED Patient Access, $1000 Bonus, 07P-7:30A-154639 Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 28,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors. What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in.Description Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members.Qualifications Degrees: High School,Cert,GED,Trn,Exper. Additional Qualifications: Associates Degree preferred. Complete and pass the Patient Access training course. Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service. In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role. Ability to perform basic mathematical calculations. Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . Ability to multitask and have an agile mindset. Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc. Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc. Knowledge of medical terminology. Bilingual English, Spanish/Creole. Minimum Required Experience: Less than 1 year Job CorporatePrimary Location MiamiOrganization CorporateSchedule Full-time Job Posting Nov 14, 2025, 5:00:00 AMUnposting Date OngoingEOE, including disability/vets
    $39k-70k yearly est. Auto-Apply 30d ago
  • Private Banker - Miami

    Pacifica Continental

    Trader job in Miami, FL

    Private Banker Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. This role is ideal for a driven professional with a hunter mentality and a portfolio of high-net-worth clients. Responsibilities: Develop and expand relationships with high-net-worth clients, focusing on the Latin American market. Actively prospect and onboard new clients to grow the existing book of business. Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions. Maintain a deep understanding of client needs, preferences, and financial goals to deliver customized financial strategies. Collaborate with internal teams to deliver comprehensive solutions and ensure high levels of client satisfaction. Monitor and manage portfolio performance, ensuring alignment with clients' objectives and risk tolerance. Stay up-to-date with financial market trends and regulatory requirements to provide timely advice to clients. Requirements: Minimum of 5 years of experience in private banking or wealth management. Proven ability to build and maintain a book of clients in the Latin American market. Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management. Fluent in English, with proficiency in either Portuguese or Spanish. Strong business development skills and a hunter mentality, with the ability to drive revenue growth. If you meet the qualifications and are ready to take your career to the next level, we invite you to apply and join our client's dynamic team.
    $32k-71k yearly est. Auto-Apply 60d+ ago
  • Associate, Strategic Finance

    Hut 8 Mining 3.6company rating

    Trader job in Miami, FL

    ABOUT HUT 8 Imagine the ultimate destination for those who want to work at the cutting edge of technology, energy, and infrastructure. Hut 8 is on a mission to build and operate some of the world's largest data centers for next-generation computing workloads, including AI, Colocation, Cloud, and Bitcoin Mining. We are proud to offer interesting and challenging opportunities for individuals who want to build teams, solve problems, and make an impact from day one. If you're an ambitious individual looking for a career that is as rewarding as it is challenging, you've come to the right place. ABOUT THE ROLE We are seeking a highly analytical and driven Associate, Strategic Finance to join our team and support the Head of Strategic Finance. This individual will play a key role in evaluating and executing a wide range of strategic and financial initiatives, including financing activities, investment opportunities, joint ventures, M&A, and other bespoke opportunities. The ideal candidate has strong financial modeling capabilities, excellent business judgment, and the ability to work cross-functionally in a fast-paced, high-growth environment. This role offers exposure to Hut 8's highest priority corporate development initiatives and a unique opportunity to collaborate with senior leadership by contributing to, and eventually driving, these strategic and financial decisions. Some of the key responsibilities you should expect are the following: Strategic & Financial Modeling & Analysis Build and maintain detailed analyses and models to support financing and investment decisions. Conduct in-depth analysis of capital structures, financing scenarios, returns profiles, and sensitivity cases. Develop valuation materials and analytical outputs to support executive decision-making, including scenario comparisons, transaction economics, and strategic alternatives analyses. Deal Execution (Financing, Investments, JVs, M&A) Participate in the full deal lifecycle, from initial ideation and strategic evaluation to structuring, diligence, negotiation, and close. Lead financial modeling and valuation work streams, including DCF, comparable analyses, accretion/dilution, integrated operating/financial models, etc. Conduct market, competitive, and financial analyses to inform recommendations. Support creation of deal- and market-related materials for various stakeholders (C-Suite, Board, IC, investors, advisors, etc.). Cross-Functional Collaboration Partner closely with Energy Origination, Data Center Development, EPC, Treasury, Legal, Finance & Accounting, and Executive teams, among others, on transaction execution and ongoing strategic initiatives. Coordinate diligence processes and own key deliverables across internal and external stakeholders. Build and maintain strong relationships with external partners, including banks, lenders, financial advisors, and strategic counterparties, to support ongoing financing, investment, and M&A activities. ABOUT YOU Bachelor's degree in Finance, Economics, or a related field. 1-2 years of experience in investment banking, private equity, corporate finance, or a similar analytical role. Strong financial modeling skills and a deep understanding of corporate finance principles. Highly organized with a keen attention to detail and strong problem-solving capabilities. Strong communication and interpersonal skills, with a desire to grow into a leadership role over time. Demonstrated ability to learn quickly, prioritize effectively, and thrive in a fast-paced, evolving environment. Experience with capital markets or investment banking transactions. Familiarity with treasury management, corporate structuring, or M&A transactions. Passionate about finance, capital markets, and strategic investments. ABOUT THE WORK ENVIRONMENT This role is in office at our corporate headquarters in the Brickell area of Miami, Florida. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WHAT MAKES HUT 8 A GREAT PLACE TO WORK Hut 8 offers a benefits and wellness program that includes medical, dental, vision, life, and short-term and long-term disability insurance, as well as paid time off. We are proud to invest in building the best team in the industry. At all levels of the organization, we are driven by an entrepreneurial spirit, radical transparency, and relentless growth mentality. At Hut 8, you will have the opportunity to: ▶ Work with bright, driven peers from a range of educational and professional backgrounds including software development, energy, engineering, entrepreneurship, investment banking, private equity, and management consulting ▶ Design and pitch new products, services, and other initiatives to a leadership team consisting of serial entrepreneurs and seasoned executives and backed by a board of directors consisting of industry veterans of energy, finance, and government ▶ Debate ideas and alternatives in a truly meritocratic setting where the learning curve is steep and the lessons come from both senior and junior members of the team ▶ Build a lifelong network of friends and professional connections at the cutting-edge intersection of technology, energy, and infrastructure
    $36k-61k yearly est. Auto-Apply 31d ago
  • Pool Patient Financial Associate Emergency Department, Patient Access, Per Diem, 03P-11:30P

    Baptist Health South Florida 4.5company rating

    Trader job in Boca Raton, FL

    Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members. Estimated salary range for this position is $20.50 /hr depending on experience. Degrees: * High School,Cert,GED,Trn,Exper. Additional Qualifications: * Associates Degree preferred. * Complete and pass the Patient Access training course. * Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service. * In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role. * Ability to perform basic mathematical calculations. * Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . * Ability to multitask and have an agile mindset. * Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc. * Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc. * Knowledge of medical terminology. * Bilingual English, Spanish/Creole. Minimum Required Experience: Less than 1 year
    $20.5 hourly 27d ago

Learn more about trader jobs

How much does a trader earn in Coconut Creek, FL?

The average trader in Coconut Creek, FL earns between $43,000 and $121,000 annually. This compares to the national average trader range of $56,000 to $144,000.

Average trader salary in Coconut Creek, FL

$72,000

What are the biggest employers of Traders in Coconut Creek, FL?

The biggest employers of Traders in Coconut Creek, FL are:
  1. Caleb and Brown Pty Ltd.
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