Hybrid Financial Consultant & Investment Planner
Ocean Bank
Ocean Bank seeks a Financial Consultant in Miami, Florida, to build and maintain client relationships, deliver personalized financial planning, and execute investment strategies. Candidates must have an Associate's Degree and five years of investment experience, with strong communication and analytical skills. Successful applicants must hold necessary FINRA licenses and demonstrate a thorough understanding of financial products. The role supports a hybrid work environment. #J-18808-Ljbffr
- ...Financial Consultant The Financial Consultant in Ocean Financial Services is responsible for building... ...personalized financial planning and investment strategies. Responsibilities Develop... ...Posting Locations In this role you can work hybrid from Miami, Florida, United States #J-...SuggestedWork at office
- ...team to shape the event, build key relationships, and drive revenue and innovation while ensuring an exceptional attendee experience. Hybrid role with global reach, multi-million budget oversight, and a culture of collaboration and continuous improvement. #J-18808-Ljbffr...Suggested
- ...relationships with clients. Delivers financial advice and complex portfolio... ...you a Certified Financial Planner (CFP®) looking to take the... ...goals. Provide disciplined investment approaches, tax management strategies... ...Vanguard has implemented a hybrid working model for the...SuggestedRemote work
- ...Join to apply for the VP, Financial Consultant - Miami, FL role at Charles Schwab . Your opportunity: In addition to the salary range, this... ...incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment...Suggested
- ...You will advise CMBS loan servicers, special servicers, and institutional lenders, handling modifications, restructurings, loan sales, and workouts from a leading CRE finance team. The role offers a hybrid work model with significant client exposure. #J-18808-LjbffrSuggested
- ...RGP seeks an experienced Technology Strategic Sourcing Consultant to lead technology procurement within a complex financial services environment. The role spans software, cloud, AI, telecom, and professional services with substantial negotiation and contract management...Contract work
- Code Metal, Inc. is seeking a Deployment Strategist to work with engineers, product, and growth teams to deploy software for government customers. You will synthesize complex user needs into actionable product requirements and help scale implementations. The role requires...
$200k - $350k
...lenders, borrowers, investors, developers, financial institutions, debt funds, and other... ...base, including institutional lenders, investment funds, borrowers, developers, and other... ...and jurisdictions. Take advantage of hybrid working flexibility. Access a comprehensive...Permanent employmentWork at officeLocal area$250k - $350k
...Estate Finance Associate 4+ years Miami, Florida | Hybrid 2 days from home ~ $250,000 - $350,000 Join a global... ...established and growing team advising banks, debt funds, financial institutions, investment firms and borrowers on sophisticated commercial real...Permanent employmentWork at office3 days per week- ...successful family office is seeking a Manager, Investment Accounting & Performance to join its... .... Location: South Miami Schedule: Hybrid, 3 days onsite Key Responsibilities... ...calculations Review investment fund financial statements and monitor portfolio activity...Work at officeImmediate start
- Hyve Group Ltd is seeking an accomplished Event Director for LegalTechTalk USA to lead strategy, planning and delivery of a major legal tech event in Miami. You will manage a global team, drive revenue targets, and maintain key industry relationships to ensure the event...
- ...Financial Advisor Reports to: Commercial Head About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated...Temporary workWork experience placement
- ...Investment Manager / Advisory Team Lead Confidential Wealth Management Firm Remote – United States 100% Commission | Uncapped... ...practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve...Remote work
- ...relationships and structure financing solutions aligned with clients’ goals. The role emphasizes advisory excellence, cross-selling opportunities in investments and fiduciary services, and coordination across the bank to deliver a seamless client experience. #J-18808-Ljbffr
$79k - $127k
...clients. We continually seek to perfect our craft of personalized financial planning with our team‑based Roundtable and UniFi processes... ...approach. We proudly provide unique financial plans and investment management services to over 80,000 households from over 140 offices...Full timeTemporary workWork at officeFlexible hours- ...suite of traditional banking, custom credit, capital markets, and investment management products to deliver highly tailored wealth... ...by orchestrating internal specialist resources to meet complex financial goals while ensuring strict compliance with all local and international...Work at officeLocal area
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Work at officeFlexible hoursShift workWeekend workDay shift
$158.4k - $237.6k
...clients by positioning the full value proposition across deposits, investments, mortgage, and lending. Provide expert investment advice and... ...with transparency. Qualifications 8+ years of experience in financial services, wealth management, or private banking. Demonstrated...Full time$100k
...Florida Financial Advisors provides the ability to create your own financial success by... ...progress over time Provide ongoing consultation and support FFA is different from... ...includes financial planning, analyzing investment portfolios, management, and portfolio recommendations...Permanent employmentWork at officeLocal area- ...play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a...
$105k - $125k
...Strategy Consultant Miami (hybrid) $105,000 - $125,000 + 20% Bonus Lime Talent is partnering with a rapidly growing international boutique... ...Building strategic and operational models to inform investment, capacity, workforce and resource allocation decisions....- ...requirements, evaluate suppliers, and negotiate favorable terms to advance firm priorities. This remote-optional role supports a hybrid work model within a leading professional services firm, with responsibilities spanning contract review, vendor management, and #J...Contract workRemote work
$68k
...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...Flexible hours- ...Deutsche Bank AG in Miami seeks an Investment Manager for Latin America Private Bank to collaborate with investment specialists and Relationships... ...investment transactions, with adherence to regulatory and compliance requirements in a hybrid work environment. #J-18808-Ljbffr
$177k - $300k
...guided by a common purpose to help make financial lives better through the power of every... ...with Advisors, and specialists across investment management, credit, banking, and trust... ...planning opportunities through personalized consultations, presentations, and ongoing guidance....Work experience placementWork at officeWork from homeFlexible hoursShift workDay shift$152k - $268k
...give them the best chance for investment success. We put our investors... ...hard-earned savings to us. Financial Advisor Services (FAS) provides... ...fund selection decisions. Consults with clients to develop or adapt... ...Vanguard has implemented a hybrid working model for the majority...Remote workHome office- ...documents, and partnership agreements with legal counsel - Oversee financial models for acquisitions and developments, including sources... ...pro formas, and investor returns - Prepare and present investment memoranda and financial recommendations to executive leadership...Permanent employment
$200k - $250k
...Title: Director, Head of Private Direct Investments Reports To: Head of Investment and... ...strategic partnerships, and managing the financial performance of the platform. This is an... ...securities, structured investments, and hybrid financing solutions. Prepare investment...Work at office- ...offering 360° search solutions within global financial markets. With a competitive coverage of... ..., Wealth Managers, Fund Managers and Investment Houses; Redstone Banking Search can... ...existing client relationships through a consultative and investment-focused approach...
- ...Financial SpecialistA Financial Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible... ..., and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Financial Consultant & Investment Planner. Be the first to apply!
- associate corporate finance Doral, FL
- estate planning consultant Doral, FL
- financial counselor Doral, FL
- financial advisor associate Doral, FL
- financial planning assistant Doral, FL
- financial advisor Doral, FL
- financial planner Doral, FL
- jde finance consultant Doral, FL
- finance associate Doral, FL
- financial planning associate Doral, FL

