Senior Licensed Trader & Investment Operations Leader
Singer Wealth
Singer Wealth in Boca Raton, Florida is looking for a Senior Licensed Trader/Investment Operations Manager to manage trading and investment operations. This role involves ensuring efficient execution of trades, overseeing portfolio rebalancing, and working closely with Financial Advisors on investment strategies. The ideal candidate should have a Series 65 License, possess advanced Excel skills, and have at least 2 years of relevant experience in financial management. A strong aptitude for technology and analytical tasks is essential. #J-18808-Ljbffr Singer Wealth
$100k
Senior Licensed Trader & Investment Operations Manager Singer Wealth Advisors , a growing independent Registered Investment Advisor (RIA) based in Boca Raton, Florida, is seeking a Senior Licensed Trader / Investment Operations Manager to join our team. This is a key investment...SuggestedFlexible hours$150k
Campbell Property Management in Boca Raton seeks a Senior Licensed Community Association Manager to oversee a large-scale HOA community... ...an experienced HOA professional with strong leadership and operational skills. Responsibilities include budget management, compliance...SeniorFull time- Jushi in Boca Raton, Florida is looking for an experienced IT Network & Operations Manager to oversee enterprise network architecture and ensure network reliability and security across multiple sites. The ideal candidate should have 8-10 years of experience in IT infrastructure...Senior
- Jushi Holdings Inc. is seeking a Manager of IT Network & Operations in Boca Raton, Florida. This role is critical in ensuring network reliability and security, managing IT infrastructure across multiple locations. Candidates should have 8-10 years of experience in IT infrastructure...Senior
- ...Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud... ...20 years. We are recruiting for a Senior Wealth Advisor to join our expanding... ...degree in Finance or similar. ~ Series 65 license highly preferred. ~ CFP® designation...SeniorLocal area
- ...Position Overview Senior Manager in Wealth Tax – Trusts & Estates, serving as a senior technical and client-facing leader advising high-net-worth individuals and families on complex... .... Collaborate closely with attorneys, investment advisors, and estate planners to...SeniorLocal area
- ...civil engineering firm located in Deerfield Beach, Florida, is seeking a Licensed Surveyor and Mapper to manage a variety of projects. This full-time role involves overseeing field and office operations, scheduling crews, and ensuring project deadlines are met. The ideal...SeniorFull timeWork at office
$70k
...The Senior Wealth Advisor SAFE Act is a seasoned professional role... ...recommendations and provide investment advice to clients through a select... ...Regulatory and Compliance operating procedures Ensure that KYC/... ...Series 7, 66 (or 63 and 65) licenses Group 1 insurance This position...SeniorFull timeWork at office- ...Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boca Raton, FL. The ideal... ...restructuring of businesses. Understanding of U.S. real estate investments by non‑U.S. persons. Benefits Hybrid work environment with remote...SeniorRemote work
- ...client service. We also make a significant investment in training and professional development... ...accounting is required. Active CPA license Minimum 7-10 years public accounting... ...joining a firm-you're joining an industry leader. Of those surveyed, 98% of our...SeniorFull timeWork at officeLocal areaRemote workFlexible hours
$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...SeniorHourly payContract workFor contractorsWork experience placementRemote work- Jushi Holdings Inc. is seeking a Manager of IT Network & Operations in Boca Raton, Florida. In this role, you will oversee enterprise network architecture, ensuring reliability and security across all sites. Responsibilities include managing third-party vendors, enforcing...Senior
- Janney is seeking a Branch Operations Manager for its Boca Raton office. This role involves overseeing client activities, ensuring compliance... ...should have a relevant diploma and Series 7, 9, and 63 licenses. The ideal applicant will thrive in a fast-paced environment and...Work at office
- AEG Vision in Boca Raton, Florida, is seeking a Licensed Practice Manager to oversee the location's business operations and ensure outstanding patient service. This role involves team development, sales improvement, and operational excellence. Ideal candidates should have...
- A financial services firm in Boca Raton is seeking a Branch Operations Manager to oversee operational efficiency and compliance at the... ...years of experience in the financial services industry. Required licenses include the SIE and Series 7, 9 & 10. This role offers...Home office
- ...Senior Private Banking Relationship Manager (Palm Beach & Broward... ...including asset allocation, investment management, wealth planning,... ...Series 7, 66 and Insurance licenses preferred Proactive, takes... ...subsidiary First Horizon Bank operates in 12 states across the southern...SeniorTemporary workWork experience placementLocal area
- ...Licensed Insurance Executive - State Farm Experience Required Bob Wylin State Farm Agency is seeking an experienced, licensed insurance professional to join our team in Florida. This role is ideal for a semi-retired insurance account executive or seasoned State Farm...Full timePart timeWork at officeFlexible hours
- ...affordable Medicare Health Plans. Our agents are licensed in over 30 states and work with the... ...and mission of the organization and Senior Market Sales by serving on relevant internal... ...and local laws, wherein the Company operates; Performs other duties as assigned....Work at officeLocal areaFlexible hours
- Bank of America is seeking an experienced investment advisor in Boca Raton, Florida, specializing in high-net-worth clients. The successful candidate will develop personalized investment strategies, manage portfolios, and ensure client retention through exemplary service...Senior
$70k
Citigroup Inc. is looking for a Senior Wealth Advisor in Boca Raton. This role requires at least 5 years of experience in financial services... ...on building relationships with clients and providing tailored investment advice. The position demands strong analytical abilities and...Senior$100k
Overview Now Hiring: Licensed Life & Health or Health Insurance Agents Location: Boca Raton, FL (Onsite & Remote Opportunities Available... ...to long-term success Professional, ethical, and able to operate in a compliant and client-focused manner Location Details Onsite...Hourly payFull timeWork at officeImmediate startRemote workWork from homeFlexible hours- UBS is looking for an experienced leader in Boca Raton for an Administrative Manager role. You will manage the operations team, oversee cost management, and ensure employee compliance with training and regulatory standards. Ideal candidates have 7+ years in financial services...Senior
$25 per hour
...Boca Raton, Florida is seeking an Experienced Health Insurance Sales Agent for a full-time, onsite position. This role requires a licensed agent to assist individuals with Affordable Care Act enrollments and educate clients on additional insurance options. The compensation...Hourly payFull time$700 per week
...calls, helping members retain their coverage, and conducting annual reviews. Essential qualifications include a valid Health Insurance License and experience in customer service. The position offers a base salary of $700/week plus commission, with the potential to earn over...Full time$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Senior Manager, Private... ...tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns. Build and...SeniorFull time- 2Twelve Recruiting, LLC is seeking a Senior Electrical Engineer for their Deerfield Beach office. This role offers a hybrid work schedule... ...in Electrical Engineering and a Professional Engineering (PE) License, with over 10 years of experience in the A/E industry. #J-1880...SeniorWork at officeRemote work3 days per week
- ...consumer banking and credit, corporate and investment banking, securities brokerage, and... ...internally with retail branch partners, operations, community business development officers... ...with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain...Local area
$100k - $125k
...while staying closely connected to a high-performing team We invest in our people with long term career advancement- Ongoing market... ...Required Qualifications: ~ Active State Property & Casualty license and/or Surplus Lines license ~5+ years of wholesale insurance...SeniorFull timeContract workWork experience placementImmediate startRemote workShift work- ...Atlantic Aviation FBO Services, Inc. is seeking an Operations Manager for our Boca Raton location. This key role involves managing all operational staff to ensure compliance with safety standards and delivering exceptional customer service. The ideal candidate will have...Work at office
$190k - $250k
...utilisation, scenario modelling, investment cases. Proactively surface... ...across NAmer financial operations including tax, statutory filings... ...experience with at least 5 years in a senior leadership role. Professional... ...-negotiable. Proven finance leader with experience as a regional...SeniorFull time
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