Finance Planner Jobs in Tamarac, FL

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  • Head of Creative, Empower Personal Wealth

    Empower 4.3company rating

    Finance Planner Job In West Palm Beach, FL

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As the Head of Creative for Empower Personal Wealth, you will operate as an Executive Creative Director and oversee the creative development efforts for all the direct to consumer (D2C), performance marketing creative, UX design, rollover, cross-over, organic social media and participant communications for the enterprise. You'll lead and direct the efforts of a team of creative directors, writers, and art directors on direct to consumer (D2C) efforts. Further, this executive creative leader partners closely with the creative teams that focus on the company's B2B efforts to establish and maintain a unified Empower brand. This highly visible role engages with senior executives throughout the company on a regular basis to present creative concepts for approval. In addition, this leader will build a pipeline of talent poised to meet the rapid expansion of creative content needs as Empower builds its stature in the marketplace as a storied retail brand.What you will do: Lead Empower's internal creative development by inspiring the team to develop compelling creative that entices end users in the D2C and B2B2C space to take the actions we want them to take Provide executive creative leadership on all performance marketing creative materials, which represents a significant part of our media buy. Develops a large variety of creative for testing and implementation for the broad spectrum of creative needs, including Direct Response (TV/video/radio/direct mail) and paid social Leverage appropriate measurement tools for each campaign so that creative is conceived with these tools in mind Provide creative leadership over the UX design of Empower.com and our on-line tool sets, ensuring our brand strategy is thoroughly integrated and articulated in all aspects of our website which is our primary communication and sales lead channel Play an active role in the management of the outside creative agency's efforts in our brand campaign work and ensure that the internal D2C creative aligns with that of the brand campaign Attract, retain and develop creative talent that constantly seeks ways to keep abreast of emerging trends in the creative arena such that we can more effectively connect and compel end users to consider Empower Uncover and compile best practices in creative development techniques to keep our approach to creative development current with the industry Lead the internal creative team from a goals and KPI perspective; conveying that good creative delivers desired results Maintain and update style guides to ensure branding standards throughout the Empower enterprise are consistent and up to date Manage the creative development process in partnership with the creative team leads and build a strong partnership with the internal agency team leaders who this leader will partner with to ensure excellence in creative product outcomes-these department leads include brand media specialists, social, video and traffic managers What you will bring: Bachelors Degree in Fine Arts or equivalent creative advertising background 15+ years advertising writing/art background required Depth of experience in digital creative development a must Prior experience as a creative director, now serving in an Executive Creative Director (or equivalent) role 5+ years of creative team management required Strong business to consumer and business to business creative background required Proven track record of developing successful ad campaigns in all formats (online/off-line/broadcast) What will set you apart: Experience working in a highly regulated environment a plus. Excellent communication skills and selling ability Able to work well under pressure and time constraints Strong detail-orientation and solid organizational skills Collaborative, with a team-oriented approach ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #PJMK ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $183,300.00 - $265,800.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 03-15-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
    $53k-99k yearly est. 22h ago
  • Investment Analyst

    The Johnson Company 4.4company rating

    Finance Planner Job In West Palm Beach, FL

    Established single family office is seeking a highly skilled and passionate Investment Analyst to join our dynamic investment team. The ideal candidate will have 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance. The individual will be responsible for analyzing external investment managers, evaluating new investment opportunities, and conducting in-depth market research to support investment decision-making across public and private markets. Additionally, the analyst will contribute to the firm's sports investing research and analysis. The position reports to the Chief Investment Officer and will be located in West Palm Beach, Florida. Key Responsibilities Conduct in-depth financial and strategic analysis of potential investment opportunities across public and private equity markets, and assist in research and analysis of sports-related opportunities Monitor the performance of existing investments, providing regular updates and insights on exposures, risks, and opportunities for value creation Perform market research to understand industry trends, investment opportunities, competitive dynamics, and regulatory frameworks Assist in developing investment strategies and asset allocation recommendations Conduct other ad hoc analysis and research and complete investment projects Work closely with senior leadership, providing data-driven insights to support decision-making and communicating findings and recommendations effectively Prepare and present investment memos and other materials to the Investment Committee Liaise with external partners to enhance deal flow and industry knowledge Qualifications and Skills 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance Bachelor's degree required. MBA or CFA a plus Strong analytical skills with experience in financial markets, portfolio strategy, and investment manager evaluation Enthusiastic about working on a small, nimble team and collaboratively sharing knowledge, participating in discussions, and providing support to colleagues Ability to thrive in a dynamic environment, managing multiple priorities and deadlines effectively Excellent interpersonal and communication (oral and written) skills, and ability to interact with investment managers and investment committees presenting complex ideas clearly and persuasively Highly organized and able to multi-task independently with strong attention to detail Uncompromising ethics and integrity Base compensation for this role is expected to be approximately $150,000-$175,000. In addition to base salary, you will also be eligible for an annual discretionary performance bonus. This position will be based in West Palm Beach, FL and will be 100% in-office. Send cover letters and resumes to **********************.
    $52k-88k yearly est. 7d ago
  • Investment Banking Associate - Equiturn

    Equiturn

    Finance Planner 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.
    $72k-112k yearly est. 4d ago
  • Wealth Management Advisor

    Nichols Wealth Partners

    Finance Planner Job In Boca Raton, FL

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our fast-growing organization! The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you. Description The Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm's clients, the Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Nichols Wealth Partners. Responsibilities & Activities · Develops new client relationships. · Sources prospective client opportunities by capitalizing on networking and referrals. · Follows up on firm-generated leads. · Guides prospective clients through sales process · Services and delivers financial planning to client base. · Assists in research. · Assists in developing client presentations. · Services client needs and requirements as determined through client interaction. Proactively communicates with clients. · Promotes the firm's wealth enhancement and planning services. · Promotes established investment models and strategies that are suitable for our targeted clients. · Adheres to all company and industry supervisory guidelines and policies. · Participates in required meetings, training, and continuing education requirements. · Assists the Firm's Principal Wealth Advisor as requested. · Performs other duties as assigned. Industry Experience Requirements · Sales experience · At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients. · Active Series 7 and 63 licenses. · Active Series 65 or 66. · Life, Health, and LTC Licenses. · Clean U-4 and U-5 history. · Certified Financial Planner (CFP) (preferred but not necessary) Knowledge, Skills, & Abilities: · Requires: · Excellent verbal, written, presentation, and interpersonal communication skills. · Excellent relationship management skills. · Superior business development skills. · Excellent attitude and an extraordinary client service orientation. · A genuine interest in serving and caring for clients. · Excellent organizational and time management skills. · A burning desire to succeed. · Proficiency with Microsoft Office Suite/Emoney/Morningstar · Bachelor's degree or higher strongly preferred. We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.
    $54k-110k yearly est. 13d ago
  • Investment Analyst- Multifamily Capital Markets

    Newmark 4.2company rating

    Finance Planner Job In Boca Raton, FL

    Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the year ending December 31, 2023, Newmark generated revenues of approximately $2.5 billion. Newmark's company-owned offices, together with its business partners, operated from approximately 170 offices with 7,400 professionals around the world. To learn more, visit nmrk.com or follow @newmark. The Investment Analyst will work closely with brokers and Transaction Managers to provide financial analysis, underwriting and market research. Additionally, the position will be responsible for effectively relaying this information through the production of comprehensive marketing material. Essential Job Duties: Assist in the underwriting and valuation of multifamily/commercial real estate using historical financial statements, pro forms and discounted cash flow analysis. Conduct various types of financial analysis including but not limited to: internal rate of return, present value, value-add, replacement cost, residual and rent roll analysis. Request and upload updated financial reports for listed properties. Track historical Income and Expense data for multifamily properties. Analyze performance trends of properties. Update and review multifamily development pipeline and sales for all major markets. Perform market research and writing of market demographic, economic conditions and area overviews for investment offerings. Coordinate with the Marketing team in the preparation of marketing proposals and presentations. Create offering memorandums and marketing materials for multifamily properties. Mapping of market surveys, condo conversions, new sales, new developments, etc. Assist brokers and clients with due diligence reviews for properties under contract. Provide support to the brokers and perform other tasks/ad hoc analyses as needed. Skills, Education, and Experience: Bachelor's degree in Accounting, Finance, or related field or equivalent experience required. Commercial real estate experience preferred. Minimum of 1-2 years financial analysis/market research experience. Advanced knowledge of Microsoft Excel, Word and PowerPoint. Modeling skills a plus. Experience using graphic design programs such as In Design a plus. Strong analytical skills. Excellent oral and written communication skills. Attention to detail and ability to work on multiple projects simultaneously in a fast-paced environment. Benefits and Perks: Industry leading Parental Leave Policy (up to 16 weeks) Generous healthcare Bright Horizons back-up care program Generous paid time off Education reimbursement Referral Program Opportunities to network and connect Benefits/perks listed may vary depending on the nature of your employment with Newmark and the job location. Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
    $63k-98k yearly est. 14d ago
  • Wealth Management Advisor

    Gamma Int'l Bank/Gamma Asset Management/Gamma Securities

    Finance Planner 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.
    $54k-111k yearly est. 14d ago
  • Investment Analyst

    Aw Property Co

    Finance Planner Job In North Palm Beach, FL

    AW Property Co. (AW) is a fully integrated real estate investment company that specializes in acquiring and enhancing medical office properties in major markets throughout the Southeast. We are seeking a highly organized and detail-oriented Investment Analyst to join our team. The analyst will be responsible for underwriting and analyzing potential healthcare investments on behalf of AW's real estate investment funds. The analyst will provide support throughout all aspects of the acquisition process including sourcing, underwriting, financial analysis, market research, financing, due diligence and closing. The analyst will also play a key role in all dispositions and assist in the financial management of AW's existing portfolio of properties. The position will be based out of AW's corporate headquarters in North Palm Beach, Florida. Qualifications Bachelor's degree in finance, business, accounting, economics or real estate and a minimum of two years of real estate acquisition, investment banking or lending experience. Must be organized and possess strong analytical skills, understand real estate financial metrics and be detailed oriented and process driven. Additionally, the candidate must possess strong writing and verbal skills. The position requires proficiency with Argus and Microsoft Office Suite. Our company offers a competitive pay package and great growth opportunities. Additional Items for Consideration We operate as a team and genuinely care about each other. We empower our employees with autonomy and treat them with respect. We help advance their careers through personal and professional development. We have an entrepreneurial culture where critical thinking and independent decision making are encouraged. We inspire our employees to act like owners. We build relationships through frequent and direct communication. We operate on a basis of transparency and trust. We make business decisions through experience and sound judgment. We accept responsibility for our actions and see failure as an opportunity for growth. Besides competitive pay and benefits, we offer additional compensation for annual team performance, employment anniversaries and employee referrals plus we share the profits from our real estate funds and joint ventures. We adhere to a 38-hour work week with flexible hours, one day per week remote and floating holidays. We also give paid time off for birthdays, voting and community service, provide complementary team lunches each week and have a casual dress code. We strive to be the employer of choice in our industry.
    $53k-89k yearly est. 12d ago
  • Private Wealth Advisor

    The Anderson Search Group 3.9company rating

    Finance Planner 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.
    $71k-140k yearly est. 16d ago
  • Investment Banking Analyst

    Arcadia Capital 4.0company rating

    Finance Planner 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
    $63k-94k yearly est. 15d ago
  • Financial Advisor

    Evershore Financial Group

    Finance Planner Job In Boca Raton, FL

    ARE YOU…? …tired of working for “big box financial”? …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? …confident in your background, experience, and acumen working with individuals and businesses to reach common goals? …exhausted by making money for a large corporation with no equity to show, versus building your own practice and legacy? …wanting a work-life balance culture, as opposed to punching a timeclock and being micromanaged? If you answered “YES” to any of the above, we may be the ideal home for you! Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially minded with client-facing certainty. Our Advisors have access to a dedicated support staff who help process business more efficiently and thoroughly, along with a multitude of competitive products and services including insurance, investments, and fee based financial planning. There are no proprietary product sales requirements. We have locations in Palm Beach Gardens, Boca Raton, and Orlando/Maitland. At Evershore Financial, you will work with individuals who walk the walk and have successful, growing practices. We don't hire for numbers; we have an incredibly strong culture within our tight-knit offices. We look for unique individuals who are worth devoting significant time and resources toward helping them grow - open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgement to help real advisors take their practice to the next level. We cater to each individual and will customize a compensation package based on your experience. What does this mean for you? We specialize in practice growth and the ability to help advisors become more sophisticated in their practice. Onboarding with comprehensive training and education from actual practitioners, not a cold ‘read the book' experience. You will receive unmatched mentoring relationships, joint work, support, and collaboration. We start with the end in mind and practice what we preach, so our advisors have access to succession planning tools and a guided future. ARE YOU THE RIGHT FIT FOR US; DO YOU HAVE….? …the desire to be and think like a business owner - matching work ethic, growth ambition, and capability to execute business initiatives? …the ability and willingness to cultivate long-term client relationships? …the goal of building equity in your career, opposed to growing a corporate bottom line? …a combination of confidence, competitiveness, humility, and willingness to learn from others? …the strong commitment to success - for you, the team, and most importantly - your clients? …or are you able to obtain your FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner? Again, if you answered “YES” to any of the above - CLICK TO APPLY NOW! Your successful career with Evershore awaits! Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. ******************
    $50k-97k yearly est. 14d ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance Planner 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: ********************************
    $40k-68k yearly est. 12d ago
  • Financial Services Professional & Management in Financial Services ***Local Candidates Only***

    New York Life Insurance Company 4.5company rating

    Finance Planner 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 ************
    $115.9k yearly 12d ago
  • Senior Financial Advisor

    Valais Wealth Management

    Finance Planner 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.
    $50k-98k yearly est. 16d ago
  • Financial Advisor Associate

    Insigneo 4.0company rating

    Finance Planner 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.
    $55k-103k yearly est. 16d ago
  • Investment Reporting Associate

    Ascendo Resources 4.3company rating

    Finance Planner 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
    $74k-128k yearly est. 15d ago
  • Investment Associate

    Spencer Ogden 4.3company rating

    Finance Planner 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.
    $55k-93k yearly est. 9d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Finance Planner 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
    $43k-79k yearly est. 15d ago
  • Financial Representative

    Northwestern Mutual 4.5company rating

    Finance Planner Job In Boca Raton, FL

    Northwestern Mutual is a fortune 100 company that has been helping families and businesses achieve financial security for over 160 years through personalized insurance and investment solutions. With over $265.0 billion in assets managed and $28.1 billion in revenues, we provide a holistic approach to financial planning, insurance, and wealth management services. Our commitment to diversity and professional development makes us a top choice for financial professionals nationwide. Join us in shaping the future of financial security. Role Description This is primarily a full-time on-site role with remote options throughout the week for a Financial Representative located in Boca Raton, FL (10 minutes from Mizner Park and Florida Atlantic University). The Financial Representative will be responsible for providing financial planning, insurance, retirement planning, and investment services to clients on a day-to-day basis. Paid on-site 2-week training and reimbursement for licenses and study material provided for hired representative. Qualifications Strong relationship building Strong analytical and problem-solving skills Excellent communication and interpersonal abilities 2-15 Insurance, SIE, Series 6 and Series 63 preferred but not required Associate's degree in any field Benefits Health Insurance Dental Insurance Vision Insurance Life Insurance Short- and Long-Term Disability Deferred Compensation Plan Defined Pension Plan
    $44k-74k yearly est. 12d ago
  • Investment Analyst

    Carmen Carbone Leadership Development & Recruiting

    Finance Planner Job In Palm Beach Gardens, FL

    The Opportunity Investment Analyst Who We Are Our client specializes in leasing and financing aircraft and engines for a global clientele, including airlines, financial institutions, and MROs. We pride ourselves on delivering tailored solutions that meet the complex needs of our clients. Position Overview As an Investment Analyst, you will play a crucial role in evaluating and managing the financial aspects of our leasing and financing operations. You will analyze investment opportunities, conduct financial modeling, and support decision-making processes to ensure the profitability and sustainability of our aircraft and engine portfolios. Key Responsibilities as an Investment Analyst- Accounting and Finance- To function in a high capacity with an excellent eye for detail and acumen in accounting and finance Financial Modeling- Responsibility for the creation financial models, conducting market research and writing investment memorandums and completing operational tasks Projections- Exhibit the ability to analyze market trends within the air transport industry, airline operator, fleet analysis and financial condition reviews Asset Management- Develop complex cash flow projections and model new opportunities in collaboration with the team using advanced Excel modeling skills Contract Research- Extract economic variables and other key contract considerations from lease documentation issued by counter-parties to verify and support pricing considerations Presentations- write investment memos, Power Point presentations and PPMs in collaboration with the investment team Transaction Processing- Operate in a fast-paced working environment with multiple transaction reviews occurring simultaneously Minimum Qualification as an Investment Analyst: • 2+ years' experience as a Financial Analyst • Basic knowledge of accounting and finance • Strong ability with Excel and MS Office • Highly collaborative and accountable • Detail-oriented and able to perform well under pressure • Positive and professional demeanor • Good listener and well organized • Bachelor's degree Preferred Qualifications as an Investment Analyst: • Top academic credentials, CPA, MBA, or CFA or partial completion • Equipment leasing experience • Experience in financial services industry, preferably PE • Exceptional written and verbal communication skills
    $53k-89k yearly est. 7d ago
  • Corporate Lending Analyst

    Banco Sabadell, Miami Branch 4.6company rating

    Finance Planner 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
    $52k-83k yearly est. 15d ago

Learn More About Finance Planner Jobs

How much does a Finance Planner earn in Tamarac, FL?

The average finance planner in Tamarac, FL earns between $38,000 and $122,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average Finance Planner Salary In Tamarac, FL

$68,000
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