Finance Planner Jobs in West Park, FL

Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees. Primary Responsibilities Evaluating new investment opportunities, including modeling, industry research, and meeting with management teams Preparing and presenting analysis and materials for the firm's investment committee Monitoring the firm's existing portfolio companies Assisting in firm's business development efforts, such as attending industry conferences, meeting with Private Equity Firms and Bankers Desired Skills & Experience 2-4 years experience in investment banking, buyside transaction advisory or at a similar Lender or Private Equity Fund. Will NOT consider candidates without Investment Banking, Buyside Transaction Advisory or Lending/Private Equity backgrounds Strong academic record Excellent financial modeling skills Considerable deal execution experience Ability to work independently Willingness to travel Preference given to candidates currently residing in or that have demonstrable ties to the Fort Lauderdale area NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes. Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics.

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.

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

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.

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 ************

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: ********************************

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.

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.

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.

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

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. ******************

Job Description: Financial Advisor Noesis Capital Management is a Registered Investment Advisor (RIA) firm specializing in personalized, cross-border financial solutions for high-net-worth clients. With offices in the U.S. and Europe, we provide comprehensive wealth management services, including investment planning, portfolio management, generational planning, family office support, and more. We are seeking a proactive and dedicated Financial Advisor to join our team in Boca Raton, FL, and contribute to our continued growth and client success. Learn more about us by visiting *********************** Position Overview: As a Financial Advisor at Noesis, you will be responsible for managing and growing existing client relationships, fostering new business opportunities, and maintaining strong connections with Schwab Advisor Network (SAN) branches. You will provide strategic financial guidance while ensuring transparency, integrity, and personalized client service. Key Responsibilities: Manage Existing Clients: Maintain and grow existing client relationships by providing clear and transparent ongoing communication. Financial Planning & Advisory: Develop financial plans & investment strategies tailored to clients' needs. SAN Relationship Management: Maintain and enhance relationships within the Schwab Advisor Network, including domestic, national, and international partner branches. Schwab Branch Visits: Conduct regular visits to Schwab domestic branches to build and maintain collaborative relationships. Qualifications & Requirements: Requisites for Schwab/SAN System: Must meet the qualifications necessary for acceptance into the Schwab Advisor Network system. Proactive & Self-Motivated: Demonstrates a proactive approach to client management and business development. Commitment to Learning: Willingness to continuously expand knowledge among variety of subjects from financial markets to artificial intelligence. Transparency & Integrity: Maintains high ethical standards with a commitment to transparent financial advice. Team Player with Strong Social Skills: Excellent interpersonal and communication skills, fostering collaboration within the team and with external partners. Location Requirement: Must be based in the Boca Raton, FL area or willing to relocate. Preferred Designations: CFP designation (or applicant). Work Experience: Ideally 5+ years in financial services industry. Why Join Noesis Capital Management? Collaborative Culture: Be part of a dynamic team with a strong emphasis on collaboration and continuous learning. Unique Expertise: Opportunity to work with international clients and complex cross-border financial strategies. Competitive Compensation Package: Base salary with comprehensive benefits and professional development support. How to Apply: Interested candidates should submit their resume and cover letter detailing their qualifications and interest in the position to **************************. Please include “Financial Advisor - Boca Raton” in the subject line.

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.

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

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.

Ascendo is thrilled to present an incredible opportunity in the ever-evolving world of private wealth management! This is your chance to step into a high-impact role with a boutique firm that's growing fast and delivering big on personalized financial strategies. We're looking for a forward-thinking investment pro to join a tight-knit team driving real results for high-net-worth clients. If you're passionate about market trends, client success, and strategic portfolio growth-this could be your next big move! Responsibilities: This role is ideal for a sharp, analytical thinker who can thrive in a fast-paced environment and take ownership of portfolio decisions, client conversations, and strategic market insights. You'll be working closely with senior advisors to elevate portfolio performance and guide investment strategy through: Designing and refining takeover analyses for prospective clients Executing complex trades and overseeing day-to-day portfolio optimization Implementing index-based strategies and identifying rebalancing opportunities Conducting in-depth research on equities, fixed income, and mutual funds Collaborating on model building and financial forecasting for investment proposals Contributing to strategic planning meetings and sharing actionable investment insights Engaging directly with clients to provide market commentary and advice Monitoring market activity and adjusting risk exposure accordingly Desired Qualifications: We're looking for a seasoned professional with deep experience in private wealth management and a strong command of investment tools and principles. Ideal candidates will bring: Active CFA designation Series 7 license Proven expertise in individual stock analysis, mutual funds, and asset allocation Familiarity with portfolio modeling and performance tracking tools A keen eye for financial reporting and market trends Exceptional communication and interpersonal skills Ability to work autonomously and contribute to high-level strategy Confidence in presenting to clients and handling market downturn discussions ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

Job Title: Investment Associate - Multi-Family Office Investment Fund Reports To: Managing Partner Employment Type: Full-Time About Us: Our client is a multi-family office investment fund specializing in late-stage equity and debt investments across the lower and middle market. Their diversified investment portfolio spans various sectors, providing strategic capital to established companies seeking growth, recapitalization, or other strategic initiatives. They are committed to delivering consistent and attractive risk-adjusted returns for their clients through a disciplined investment approach. Position Summary: The Investment Associate will work directly with the Managing Partner to support all aspects of the investment process, from deal sourcing and evaluation to execution and portfolio management. This individual will play a critical role in research, financial analysis, transaction structuring, and ongoing monitoring of investments. The role offers an excellent opportunity to gain exposure to late-stage equity and debt investments across various sectors while working closely with senior leadership. Key Responsibilities: Assist in sourcing and evaluating new investment opportunities within the lower and middle market. Conduct in-depth industry, market, and financial research to identify attractive investment prospects. Develop detailed financial models, including projections, valuations, and sensitivity analyses to support investment decisions. Prepare investment memos, presentations, and other materials for internal and external stakeholders. Participate in due diligence processes, including reviewing financial statements, conducting interviews, and analyzing market trends. Support transaction structuring and negotiation efforts alongside the Managing Partner. Monitor existing investments, including analyzing financial performance and providing regular reporting updates. Maintain databases and tracking systems to monitor potential investment opportunities. Build and maintain strong relationships with portfolio companies, industry professionals, and external advisors. Assist in preparing materials for investor meetings and reports. Qualifications & Requirements: Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA designation is a plus. 2+ years of experience in investment banking, private equity, corporate finance, or a similar field. Strong financial modeling, analytical, and valuation skills. Excellent written and verbal communication skills. High attention to detail and strong organizational skills. Ability to manage multiple projects and prioritize tasks effectively. Proficiency in Microsoft Excel, PowerPoint, and financial research tools. Ability to work independently and collaboratively within a small, dynamic team. Strong interest in late-stage equity and debt investments across diverse sectors. Benefits: Competitive salary, performance-based bonuses Equity participation in deals from Day 1 Opportunity for professional growth and mentorship from world class investors Exposure to high-profile transactions and strategic decision-making processes.

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

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