Senior Financial Advisor
Finance Advisor Job In Miami, FL
Are you a dynamic, client-focused financial professional with a passion for helping individuals achieve their financial dreams? Valais Wealth Management is seeking an experienced Financial Advisor to join our dedicated team in Miami. If you have at least 10 years of experience, a Series 65 license, CFP designation and are proficient in financial planning software and asset management, we want to hear from you.
This is an opportunity with tremendous upside potential as we are seeking individuals who can really help develop the firm and build out our Miami presence.
Job Description:
As a Senior Financial Advisor at Valais Wealth Management, you will play a crucial role in assisting our clients in achieving their financial objectives. You will work closely with clients to provide personalized financial guidance and create tailored financial plans. You will utilize cutting-edge financial planning software and asset management tools to optimize clients' portfolios and make informed recommendations.
Key Responsibilities:
Engage with clients to understand their financial goals and objectives.
Create comprehensive financial plans that align with clients' needs.
Utilize financial planning and Estate planning software, analyze and implement investment strategies.
Manage asset allocation, portfolio rebalancing, and investment decisions.
Provide ongoing client support and maintain strong client relationships.
Stay up-to-date on market trends, financial products, and industry regulations.
Collaborate with the team to deliver outstanding financial services.
Requirements:
Minimum of 10 years of experience as a Financial Advisor.
Series 65 license and CFP designation preferred, or an intent to complete.
Proficiency in financial planning, estate planning software and asset management tools.
Strong interpersonal and communication skills.
Ability to analyze complex financial data and provide clear recommendations.
Detail-oriented and highly organized.
Client-centric approach and a passion for helping clients achieve their financial goals.
Demonstrated talent development experience, as well as training and mentoring new staff.
Portable book of business is an advantage.
A commitment to ethical and transparent financial practices.
Why Valais Wealth Management:
Valais Wealth Management is committed to excellence in financial advisory services. We offer a dynamic and supportive work environment, ongoing professional development, and a competitive compensation package, performance-based bonuses and equity potential in the firm for the right candidate. Pre-qualified leads are provided with 5 to 10 new appointments arranged for you each week.
Join our team and make a meaningful impact on the financial success of our clients while advancing your career in the financial services industry.
If you meet the requirements and are ready to take your career to the next level, we invite you to apply for the Senior Financial Advisor position at Valais Wealth Management. Please submit your resume and a cover letter outlining your relevant experience and why you're the right fit for our team.
Valais Wealth Management is an equal opportunity employer and encourages applications from candidates of all backgrounds.
Financial Advisor
Finance Advisor Job In Fort Lauderdale, FL
Elevate Your Career: Become a Financial Advisor at LSF Capital
Are you a skilled financial professional ready to focus solely on client relationships and financial planning, free from the demands of prospecting? LSF Capital, an independent financial advisory firm in Fort Lauderdale, is seeking a dedicated Financial Advisor to join our team.
Your Role:
Client-Centric Consultations: Engage with clients nearing or in retirement to understand and address their unique financial goals.
Tailored Financial Planning: Develop and present customized strategies, emphasizing managed money solutions and fixed indexed annuities.
Business Development: Utilize your exceptional communication skills to present solutions, address concerns, and secure client commitments.
Product Expertise: Maintain a thorough understanding of managed money solutions and fixed indexed annuities, ensuring you can clearly explain complex products.
Compliance: Adhere to all regulatory requirements and company policies, ensuring ethical practices in all client interactions.
What You Bring:
Licensing: Valid Life Insurance License and Series 65 License or equivalent.
Experience: Proven success in client-facing roles within financial services, with a strong emphasis on retirement or financial planning.
Product Knowledge: Proficiency in managed money solutions and fixed indexed annuities; experience with life insurance and other financial products is a plus.
Sales Acumen: Demonstrated ability to effectively close business, with excellent negotiation and persuasion skills.
Communication Skills: Exceptional verbal and written communication abilities, with the capacity to build trust and rapport with clients.
Why LSF Capital?
At LSF Capital, your focus is on what you do best-advising clients. We provide comprehensive marketing support and a steady stream of qualified leads, eliminating the need for prospecting. Enjoy a substantial base salary during your transition, reflecting our commitment to mutual success.
Ready to Advance Your Career?
If you're a licensed financial professional eager to concentrate on client relationships and financial planning without the burden of prospecting, apply now to join LSF Capital in Fort Lauderdale.
Take the next step in your career and make a meaningful impact on clients' financial futures.
Financial Advisor Associate
Finance Advisor Job In Miami, FL
The Financial Advisor Associate will be responsible for managing an assigned group of Insigneo clients to build and maintain strong client relationships. They will also be able to grow their business by introducing their own clients.
JOB RESPONSIBILITIES/MAIN FUNCTIONS
Respond promptly to client inquiries and provide exceptional customer service.
Conduct regular reviews of client portfolios to make appropriate investment recommendations.
Leverage existing book of business to deepen client relationships and identify growth opportunities.
Provide full account service to clients which includes trading, asset movements, profile updates, etc.
Ensure accurate documentation of client information by contacting clients and updating records as needed.
Monitor market trends and economic conditions to ensure risk management and identify investment opportunities for clients.
Understand the full platform of products and strategies available at Insigneo that may be offered to clients. Be fully knowledgeable and experienced with Insigneo House Views.
Adhere to all Insigneo policies and ensure compliance with industry regulations.
JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)
Bachelor's degree in business administration, finance, or related field.
Minimum of three (3) years of work-related experience.
Bilingual in English and Spanish.
FINRA Series SIE, 7, and 66 (or 63 and 65).
Insurance License(s) are a plus.
JOB COMPETENCIES (KNOWLEDGE, SKILLS AND CAPABILITIES)
Client service focus with the ability to respond to requests in a timely manner.
Comfortable in a sales role developing relationships with prospects and clients.
Knowledge of investment products and the markets.
Strong analytical skills and problem-solving abilities with high attention to detail and accuracy.
Strong organizational, multi-tasking, and prioritizing skills.
Good verbal, written, and interpersonal communication skills.
Ability to work independently while knowing when to leverage team resources as necessary.
Experience with Pershing's NetX360 platform preferred.
Financial Services Professional
Finance Advisor Job In Miami, FL
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals in the greater Miami area. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and quarterly bonus programs
Fully paid insurance pre-licensing course, SIE, Series 6, Series 63, CFP
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Please visit our career site to learn more about our mission: ********************************
Wealth Management Advisor
Finance Advisor Job In Miami, FL
GAMMA Asset Management
Job Requisition:
Wealth Investment Advisor
Experience Level: 3+ Years
GAMMA has been built by a group of individuals that have extensive experience working in the financial services industry. By way of our majority shareholder, we are associated with Centro Financiero Crecer, United Capital, Altio, and the GAEM ETF, which collectively manage over $5 billion in Assets Under Management (AUM). This association reinforces GAMMA's credibility within the industry, reflecting a solid foundation of trust and established market presence.
Gamma International Bank, which includes our Gamma Asset Management, LLC and Gamma Securities, LLC subsidiaries, is a boutique investment firm providing unmatched personalized advisory and trading services that are tailored to meet the unique needs and goals of our Corporate, Wealth and Institutional Clientele.
Gamma Asset Management was created with the same principles, values and passion that have helped our founders achieve success in the Dominican financial services industry. Established with the vision to give our clients a white-glove experience throughout the wealth advisory relationship. As a firm, we strongly believe in building relationships and through trust, confidentiality and a fully integrated approach to wealth management, our team looks forward to guiding Gamma's clients through the complexities of their financial picture.
Job Description:
We are seeking an experienced Wealth Investment Advisor to join our dynamic growing team. The successful candidate will provide comprehensive wealth management solutions and personalized investment advice to high-net-worth individuals, families, and institutions. As the initial member of our South Florida advisory team, you will be responsible for building and maintaining strong client relationships, understanding their financial objectives, and developing tailored investment strategies to help them achieve their goals.
Responsibilities:
o Proactively identify opportunities to bring in new clients and further expand existing client relationships to grow assets under management.
o Conduct in-depth financial assessments to understand clients' financial situations, investment objectives, risk tolerance, and time horizon.
o Develop customized investment plans and asset allocation strategies aligned with clients' goals and preferences.
o Provide ongoing portfolio management, monitoring, and rebalancing to ensure alignment with clients' objectives and market conditions.
o Conduct thorough research and analysis of investment opportunities, market trends, and economic indicators to make informed investment recommendations.
o Stay abreast of industry regulations, best practices, and emerging trends in wealth management and investment advisory services.
o Deliver exceptional client service and communication, including regular portfolio reviews, performance updates, and financial planning advice.
o Be present and engaged with South Florida community leaders, activities, and boards.
o Collaborate with internal stakeholders, including the Chief Investment Officer to deliver integrated wealth management solutions.
Qualifications:
Bachelor's degree in finance, economics, or related field; advanced degree (e.g., MBA, CFA) preferred.
Series 65 securities licenses required.
Minimum 3+ years of experience in wealth management, investment advisory, or related financial services roles.
Proven track record of acquiring and managing client relationships, with a focus on high-net-worth individuals and families.
Strong understanding of financial markets, investment products, and asset allocation principles.
Excellent analytical skills, with the ability to conduct thorough investment research and analysis.
Exceptional communication and presentation skills, with the ability to articulate complex financial concepts in a clear and concise manner.
Ability to work effectively in a hybrid remote and office team environment to collaborate with internal and external stakeholders due to their respective remote location.
Commitment to upholding the highest ethical standards and regulatory compliance.
Join our team and become part of a collaborative and client-focused environment where your expertise and dedication will be valued and rewarded. Through trust, confidentiality and a fully integrated approach to wealth management, our team looks forward to having our newest member guide Gamma's client through the complexities of their financial picture.
Your goal will be to enhance our client's long-term financial well-being so they can enjoy what matters most to them and their family.
==============================================================
Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience to:
*****************************.
Please include "Wealth Investment Advisor" in the subject line.
Application Deadline: Open
Gamma is an equal opportunity employer. We encourage candidates of all backgrounds to apply.
Investment Banking Associate - Equiturn
Finance Advisor Job In Miami, FL
New York, NY - On-Site Only
Equiturn Holdings, Inc. is a premier, sector-agnostic investment bank specializing in highly complex, strategic advisory, capital markets solutions, and bespoke wealth management. Our expertise spans M&A, capital raising, restructurings, and financial advisory, serving UHNWI, financial institutions, and global enterprises with tailored, high-impact solutions.
About This Role
As an Investment Banking Associate, you will play a critical role in executing live transactions, structuring complex financial solutions, and driving strategic initiatives across a diverse range of industries. Associates at Equiturn operate in a high-performance, analytically rigorous environment, working directly with senior leadership to develop sophisticated financial models, craft investment theses, and engage with key decision-makers in high-profile transactions.
This role requires exceptional financial acumen, deep market insight, and the ability to navigate fast-paced deal environments with precision. Associates are expected to take on significant responsibility from day one, demonstrating the technical expertise and strategic thinking necessary to advise clients at the highest levels of global finance.
Key Responsibilities
Design, manage, and deliver complex financial models, including valuation analysis, forecast and buyout models in support of M&A transactions, capital raises, and restructuring mandates.
Lead the development and drafting of Pitch Decks, Confidential Information Memoranda (CIM), offering memorandums, and other key transaction documentation.
Manage transaction processes, serving as the primary point of contact for internal teams and external counterparties for M&A, capital raising, and restructuring transactions.
Contribute to the preparation of fairness opinions, valuation reports, and other advisory deliverables.
Conduct research on relevant market trends, industries, and potential opportunities to support strategic advisory services.
Qualifications
Education/Licenses:
Undergraduate degree in Finance, Economics, Business, Accounting, or a related field, with a strong academic record.
Minimum of a Series 7 license required; Series 79 license is preferred.
Technical Skills:
Proficiency in Excel, financial modeling, valuation techniques, PitchBook, and Bloomberg Terminal Familiarity with other investment banking data services such as CapitalIQ is a plus.
Experience:
1+ years of experience working in an investment banking firm, with exposure to M&A, capital raises, restructurings, and general advisory services
Strong quantitative and analytical skills, including financial modeling, valuation, and understanding of accounting principles.
Strong communication skills, both written and verbal.
Ability to manage workstreams and collaborate effectively in a fast-paced environment.
Ability to thrive in a demanding, high-stakes setting while maintaining attention to detail.
A self-starter with the ability to work in teams, take initiative, and drive their career forward in investment banking.
How to Apply
Submit your resume and cover letter via LinkedIn. In your cover letter, detail your academic achievements, previous experience in finance, and explain your interest and why you are suited for this role.
Private Wealth Advisor
Finance Advisor Job In Fort Lauderdale, FL
Wealth Advisor - Fort Lauderdale, Florida
BEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Wealth Advisor for the Fort Lauderdale, Florida Market. This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth. The Anderson Search Group has placed both the President of Trust and Wealth and Chief Development Officer to whom this role will report. Network of commercial bankers and branch referrals to take advantage of!
About Our Client:
Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications.
Named #1 bank for strength, stability and focus on innovation.
Forbes named Client to “America's Best Banks” and “World's Best Banks”, a tribute to their innovative service offerings and outstanding service delivery.
Benefits:
Industry leading benefits - Medical, Dental, Vision, 401K, Flex Spending Accounts
Pet Insurance
Enhanced Family Leave
Employee Assistance Program
Brooks Brothers Discount
Microsoft Home User Program
NEOU - The latest and greatest in real-time and on-demand fitness offerings for the whole family
The Ideal Candidate Shall Possess:
7+ years HNW/UHNW Private Wealth Management Business Development Experience
Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Fort Lauderdale
Bank wealth platform team sales experience preferred
CFP Designation Preferred
Entrepreneurial drive
The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Financial Services Professional & Management in Financial Services ***Local Candidates Only***
Finance Advisor Job In Miami, FL
Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you.
You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
Awards & Accolades...
We're proud of our financial strength.
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer.
• Training Magazine's APEX Award for 2022
We're proud to be recognized by organizations that also
value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America's Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For
We're proud of the help we've provided and continue to
provide our clients.
• 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
• $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
• $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
If you are interested in becoming a financial professional, please contact me at:
********************** or ************
Investment Banking Analyst
Finance Advisor Job In Miami, FL
About the Role:
Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida.
Arcadia Capital offers Analysts the exceptional opportunity to work on small teams with direct exposure to clients and senior bankers. Analysts play an essential role in developing and managing our client relationships.
The Investment Banking Analyst will play a critical role in supporting senior bankers in executing a wide range of transactions within the technology sector, including mergers and acquisitions, capital raising and strategic advisory assignments.
Key Responsibilities:
Conduct comprehensive financial analysis, including financial modeling, valuation, and scenario analysis
Assist in the preparation of pitch materials, presentations, and marketing materials for client engagements
Conduct industry and company-specific research to identify market trends, competitive landscapes and potential transaction opportunities
Support due diligence efforts by analyzing financial statements, conducting market research and preparing diligence materials for transactions
Collaborate with cross-functional teams, including legal, accounting, and other advisors, to facilitate the execution of transactions and ensure seamless project management
Participate in client meetings and calls, providing analytical support and contributing insights to discussions
Assist in the drafting of transaction-related documentation, including offering memorandums, management presentations, and transaction agreements
Stay abreast of market developments, regulatory changes, and industry trends affecting the technology sector, and incorporate relevant insights into client deliverables and strategic recommendations
Contribute to the overall success of the team by actively participating in team meetings, sharing knowledge and best practices, and supporting junior team members as needed
Qualifications:
1-2 years of relevant experience in investment banking, with a focus on the technology sector preferred, but not required
An extremely ambitious and dynamic player who is competitive with a strong desire to achieve goals and able to work independently with limited direction
A high degree of self-motivation, intellectual curiosity and process-orientation
Professional verbal and written communication skills are required
Strong quantitative and analytical skills, with proficiency in financial modeling and valuation techniques
Proven ability to manage multiple tasks simultaneously, prioritize effectively, and meet tight deadlines in a fast-paced, dynamic environment
Detail-oriented with a high level of accuracy and diligence in work product
Team player with a positive attitude, strong work ethic, and willingness to learn and grow in a collaborative team environment
BS/BA required
Private Wealth Management Internship (Portuguese Speaker)
Finance Advisor Job In Coral Gables, FL
Only Candidates with US Work Authorization will be considered.
Please note this internship is for 1-year, Monday-Friday 8:30 AM - 5 PM, fully on-site in Coral Gables, FL.
Scope of Internship: Provide support to Private Wealth Management Relationship Officer/Manager by shadowing the team and assisting with client service requests.
Requirements:
Able to multitask and take accountability for tasks from beginning to end, doing constant follow-ups between the different areas of the bank
Strong critical-thinking skills
Team player
Thrive in a fast-paced, dynamic working environment
Eager to learn more about the financial markets
Willing to take the SIE and Series 7 examination
Education and Experience: Bachelor Degree in Finance, Business Administration or related field.
Language Skills: Excellent Written/Verbal skills in English and Portuguese.
Funding Analyst
Finance Advisor Job In Miami, FL
NOT REMOTE, MUST BE LIVING IN SOUTH FLORIDA
Exciting opportunity to work with a large, financial company based in Miami (Doral), FL! We have immediate openings for entry to junior level professionals interested in leveraging their proven accomplishments and expanding their career in the financial services industry. There will be paid training provided to ensure candidates are set up for success. The position will be contract to hire, and once converted to a fulltime employee, perks of joining the team include:
• Competitive compensation
• Excellent benefits package
• Growth opportunity
Please note, the client will require candidates to work ONSITE in Miami (Doral) Monday-Friday 9AM-5PM EST.
Job Description
• Accurately and thoroughly audit/review bank statements, application submissions.
• Quickly interpret bank statements for key information such as average daily balances, debits, revenue credits, negative days, NSF's, number of deposits, and other criteria as determined.
• Identify and flag any trends that may increase underwriting risk.
• Review credit and business scores, ownership records, mortgage or lease records, site inspections or other factors used by senior underwriters.
Qualifications
• Successfully meet or exceed all Company established performance/production metrics
• Proven time management skills.
• Proven ability to work independently, accurately, quickly while focusing on details.
• Proficient in Microsoft Office, particularly in use of Excel; able to navigate Excel spread sheets.
Benefits
• On-Site training & coaching by our excellent management team
• Incentives for performance excellence & possibility of permanent roles
Financial Representative
Finance Advisor Job In Hollywood, FL
Explore Your Future at Western & Southern Life
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company
Investment Associate
Finance Advisor Job In Miami, FL
Spencer Ogden is working with a Miami-based investment firm founded by several industry veterans focused on the energy & utilities, transportation, and digital sectors.
Key Responsibilities:
Conduct detailed financial analysis and modeling to support investment decision-making, including cash flow projections, IRR, DCF, and sensitivity analysis.
Perform market research and due diligence on potential investments in the energy and infrastructure sectors.
Assist in the preparation of investment memos, presentations, and reports for internal stakeholders and external investors.
Support senior investment professionals in sourcing, negotiating, and closing new investment opportunities.
Collaborate with legal, technical, and operational teams to evaluate potential risks and opportunities in projects.
Monitor portfolio companies and investment performance, providing regular updates and recommendations.
Build and maintain relationships with external stakeholders, including industry experts, financial institutions, and advisors.
Qualifications:
Bachelor's degree in Finance, Economics, Engineering, or a related field. MBA or CFA designation a plus.
2+ years of relevant experience in investment banking, private equity, project finance, or energy/infrastructure investment.
Strong understanding of financial modeling and valuation techniques.
Familiarity with energy and infrastructure sectors, including renewable energy, utilities, and transportation.
Investment Reporting Associate
Finance Advisor Job In Miami, FL
We are seeking an Investment Reporting Associage who carries experience in Addepar for one of our Registered Investment Advisory client. The ideal candidate should have experience and will be responsible for the following
Create portfolio and firm-level reports regarding assets held across diverse custodians and asset types.
Create target allocations according to the client's risk and financial profile.
Responsible for updating information on offline alternative investments and reconciling them.
Assist with onboarding and maintenance of client portfolios and new accounts via the Addepar system.
Act as a liaison between investment teams, advisors and clients regarding reporting related inquiries.
Analyze financial data to produce insights and trends for clients/stakeholders.
Requirements
Bachelor's degree in related field (Accounting, Finance, Economics, Business etc.)
Proficiency in spreadsheet & database management with MS Excel
2+ years of relevant experience within investment analysis and reporting
Bilingual - English & Spanish
Addepar or Orion experience preferred
Understanding of financial concepts
Full-time Client Advisor - Aventura
Finance Advisor Job In Miami, FL
A TAG HEUER CLIENT ADVISOR IS…
…A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION
Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store
Supports colleagues & other team members in the boutique
Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints)
Proposes new ideas to develop sales (merchandising, events, product mix…)
…A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS
Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events
Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided
Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business
Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship
…AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR
Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…)
Leverages properly all tools (CEGID, Salesforce) and performs VM
Coordinates Aftersales operations until the return of the watch
Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…)
Contributes to a positive, inclusive and supportive work environment
Contributes to the store maintenance
Ensures compliance with internal control policies
Job Responsibilities
HARD SKILLS
Knowledge of luxury retail environment (minimum 2 year-experience)
Knowledge / passion for watches, new trends in lifestyle, new technologies and sports
Fluent in English + local language, a third language is a plus
Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc.
Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales…
Knowledge of Client and Clienteling KPIs
Knowledge of digital tools
Knowledge of / interest for Brand DNA, history & collections
Knowledge of Front and Back tools
Knowledge of (Brand) Retail Procedures
Soft Skills
Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients
Open minded, excellent interpersonal and communication skills
Energetic, self-motivated, action and results-oriented
Self-starter, able to work effectively in a fast-paced and dynamic environment
Adaptable to changes, flexible, able to bring up new ideas and solutions
Team spirit, high integrity and transparency
Ability to represent the Maison in & outside the store, great presentation skills
Digitally savvy, fast learner and rigorous
Employee benefits:
At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more.
Equal Employment Opportunity
Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.
Client Advisor
Finance Advisor Job In Miami, FL
Job Title: Client Advisor
About Us:
Thom Sweeney is a British luxury menswear brand, renowned for its modern tailoring and ready-to-wear collections. We are excited to be opening our new store in the Miami Design District, offering an elevated shopping experience that reflects our commitment to craftsmanship, style, and impeccable service.
Position Overview:
We are seeking a dedicated and experienced Client Advisor to join our team at the Miami Design District store. The ideal candidate will be passionate about luxury fashion and delivering an outstanding customer experience. As a Client Advisor, you will act as a brand ambassador, building long-term relationships with clients and providing personalized styling advice to reflect Thom Sweeney's sophisticated and refined aesthetic.
Key Responsibilities:
· Deliver exceptional customer service by providing personalized styling and product advice tailored to clients' individual needs.
· Build and maintain long-term relationships with clients, fostering loyalty and repeat business.
· Represent the Thom Sweeney brand through impeccable manners, and knowledge of our product.
· Meet and exceed individual and store sales targets while maintaining a strong focus on KPIs.
· Actively engage in the merchandising of the store, ensuring it reflects our luxury brand standards.
· Assist in the planning and execution of in-store events and VIP client appointments.
· Stay informed about new product lines, collection releases, and current fashion trends to offer informed recommendations to clients.
· Ensure a seamless shopping experience by handling transactions, deliveries, and returns with professionalism.
Qualifications:
· Experience: Minimum of 2-3 years' experience in luxury retail, luxury hospitality, or a similar customer-facing role within a high-end environment.
· Sales-Driven: Proven track record of achieving and exceeding sales targets, with a proactive approach to client outreach and follow-up.
· Presentation: Impeccable presentation and grooming that aligns with Thom Sweeney's brand image.
· Knowledge of Menswear: An understanding of tailoring, luxury menswear, and seasonal trends is preferred, though a strong desire to learn will also be considered.
· Communication Skills: Excellent verbal and written communication skills, with a strong focus on listening to clients' needs.
· Team Player: Ability to work collaboratively in a team while maintaining a proactive and independent work ethic.
· Bilingual (preferred): Proficiency in Spanish or other languages is a plus, reflecting Miami's diverse clientele.
What We Offer:
· Competitive salary
· A generous uniform allowance
· Private medical insurance
· Opportunity to be part of an iconic, growing luxury brand
How to Apply:
Please send your resume and a brief cover letter detailing your experience in luxury retail or hospitality to ********************* with the subject line "Client Advisor - Miami."
Corporate Lending Analyst
Finance Advisor Job In Miami, FL
Sabadell is a global financial institution headquartered in Barcelona, Spain and one of Europe's oldest and most successful banking groups since its founding in 1881. Sabadell covers all areas of the financial business sector under a common denominator: professional performance and quality. In the United States, Sabadell has operated with an International Full Branch since 1993. We offer Corporate Banking services to international companies in the American market, and Private Banking services primarily to Latin American high net worth individuals and families.
Job Description
Banco Sabadell is seeking to add an Analyst to the Americas Corporate Lending team. The Corporate Lending team seeks to deploy the bank's capital into corporate syndicated loans, including Term Loan A's, Term Loan B's, and Revolving Credit Facilities.
Responsibilities
Perform full credit analysis, including company business model, financial performance, industry dynamics and trends, capital structure, loan terms and conditions, and financial projections including sensitivity analysis, among others
Meet regularly with Credit Analysts and Manager in order to discuss potential deals in pipeline.
Maintain order and attention to deadlines to ensure that assignments are completed timely, that loan proposals are submitted complete and in a timely manner.
Evaluate potential transactions in strict adherence to Sabadell's risk appetite and underwriting policies
Requirements
Minimum 2 years' experience in Corporate Finance, Investment Banking, Credit or Corporate Banking; credit analysis experience is preferred but not required
Bachelor's degree in finance, economics, accounting or related field
Bilingual in Spanish and English
Chartered Financial Analyst (CFA) or progress towards designation is preferred but not required
Sabadell is an Equal Employment Opportunity Employer
Financial Analyst ( Medical Groups )
Finance Advisor Job In Fort Lauderdale, FL
Reporting to the Director Finance for the Medical Groups, the Senior Financial Analyst is responsible for accurately paying providers employed by Holy Cross Health. In addition, the position performs financial analyses regarding the financial performance of the medical group, including volumes, reimbursement, and expense management. In doing so, this role works closely with various members of hospital and medical group leadership and with physicians.
**Hybrid Option**
Essential Functions:
*Prepare month-end close journal entries, and estimates accruals
*Works with hospital finance team and accounting to meet deadlines in accordance with the monthly accounting and financial reporting cycle.
*Financial analysis and support to the medical group and leadership team in order to help drive strategic operations for Holy Cross Hospital.
Skills, Knowledge, Education, and Experience:
Bachelor's Degree required, preferably in accounting, finance, or business administration. Master's Degree in Healthcare Administration, Business Administration, or another related field preferred.
Five (5) years minimum experience and/or educational years will apply, preferably in a health care setting, with background in accounting, finance, or provider compensation.
Microsoft Excel and Microsoft Access proficiency required.
Position Highlights and Benefits:
Comprehensive benefit packages available, including medical, dental, vision, paid time off, 403B, and education assistance.
We serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.
We live and breathe our guiding behaviors: we support each other in serving, we communicate openly, honestly, respectfully, and directly, we are fully present, we are all accountable, we trust and assume goodness in intentions, and we are continuous learners.
Ministry/Facility Information:
Holy Cross Hospital in Fort Lauderdale, Florida is a full-service, non-profit Catholic hospital, sponsored by the sisters of Mercy and a member of Trinity Health.
We are committed to providing compassionate and holistic person-centered care.
We are the only Catholic hospital in Broward and Palm Beach counties and are not for profit. We are part of Trinity Health, one of the largest multi-institutional Catholic health care delivery systems in the nation. Together, we serve people and communities in 21 states from coast to coast, providing nearly 2.8 million visits annually.
Comprehensive benefits that start on your first day of work
Retirement savings program with employer matching
Legal Info:
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Financial Analyst
Finance Advisor Job In Miami, FL
JOB SUMMARY: Provides finance support to executive leadership, various corporate functions, operations finance, capital management, accounting, and/or other areas of the business. This includes modeling short- and long-term financial results, budget and forecast preparation, financial results analysis and presentation to management. Also assists the accounting department with month end close activities.
DUTIES & RESPONSIBILITIES:
Assist in compiling financial data used in short and long-term projections for use by NCLH leadership as well as various internal and external stakeholders. Compile data accurately and reliably from various systems and build clear easy to follow models.
Research and report on financial actual result variances against budget and forecast. Seek to understand root causes of those variances.
Assist in monthly closing activities such as, journal entry preparation, review, research and preparation of monthly variance explanations, accruals, and analytical support to Management.
Investigate and resolve accounting discrepancies and irregularities.
Assist various departments with the development, review and upload of all budgets and forecasts.
Communicate with peers within the Finance organization. Present information as needed to peer group.
Assist in the preparation of presentations for leadership that support leadership's influence of other groups.
Consistently meet deadlines, commitments, and remain focused on the end goal.
Perform other duties as assigned.
QUALIFICATIONS
DEGREE TYPE: Bachelor's Degree
FIELD(S) OF STUDY: Bachelor's degree in Business Administration, Finance or related field of study; or any equivalent combination of relevant background and work experience. Master's Preferred.
EXPERIENCE:
Minimum 2 years' experience in Finance, Accounting, and/or budgeting functions.
Experience performing various types of business analysis preferred.
COMPETENCIES/SKILLS:
Excellent quantitative and analytical skills for a senior level position.
Must be an organized, detail-oriented individual fluent in Microsoft Suite applications including Excel, Word, Outlook and PowerPoint.
Excellent communication and interpersonal skills are mandatory to support working directly with upper management and operations team members.
The ideal candidate will be flexible to support a variety of tasks and eager to learn new skills and concepts.
Willing to take ownership of areas of responsibility.
The individual must be a team player who is able to work well with team members and outside contacts.
Willing to go the extra mile to ensure projects are completed on time. Must demonstrate ability to work with the highest degree of accuracy.
Financial Analyst
Finance Advisor Job In Pompano Beach, FL
Job Title: Financial Analyst
Department: Accounting & Finance
Reports To: Accounting Manager
Salary:
$100,000 per year plus benefits
in Pompano Beach, FL
The Financial Analyst will play a crucial role in supporting the company's financial operations by performing detailed data analysis, reporting, and collaborating with key stakeholders. The ideal candidate will have a strong foundation in finance, be driven to enhance efficiency and accuracy, and thrive in a fast-paced manufacturing environment.
Key Responsibilities:
The following are key duties and responsibilities for this position; additional tasks may be assigned based on departmental or strategic needs:
Analyze financial and production cost data to identify trends, variances, and opportunities for improvement.
Develop and organize reports using key metrics for performance evaluation.
Assess financial KPIs to drive cost control and process optimization.
Collaborate with operations, supply chain, and quality assurance teams to evaluate the financial impact of business decisions.
Assist in preparing monthly financial reports, highlighting key trends and variances.
Review and analyze capital expenditures, depreciation, and lease documentation.
Analyze financial data related to manufacturing variances, product costs, material usage, and scrap to optimize efficiency.
Utilize ERP systems (e.g., NetSuite, JD Edwards, SAP, or similar) to generate financial reports and support data-driven decision-making.
Assist in preparing and analyzing inventory valuation reports to ensure accurate costing and valuation.
Contribute to financial projects such as system enhancements and process automation.
Perform other duties as assigned by the supervisor.
Required Skills:
Proficiency in Excel (e.g., VLOOKUP, PivotTables, multi-sheet formulas) and familiarity with financial tools (e.g., Power BI).
Solid understanding of accounting principles and cost accounting.
Experience with ERP reporting tools (NetSuite, JD Edwards, SAP, or similar). NetSuite experience is a plus.
Strong analytical and problem-solving skills with attention to detail.
Excellent time management and organizational skills.
Ability to work independently and collaborate in cross-functional teams.
Capable of handling large datasets and meeting tight deadlines.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
2-4 years of financial analysis experience, preferably in a manufacturing or pharmaceutical environment.
Master's degree preferred.
Strong Excel skills (e.g., VLookup, Pivot tables, multi-sheet formulas).
Experience in a manufacturing or cGMP environment is a plus.
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