Financial Professional - FL, Boca Raton (3954)
Equitable Advisors
Responsibilities Client Engagement : Cultivate and expand your network within established markets. Products and Services Consultation : Educate clients on a diverse range of financial products and services, demonstrating how these solutions can be tailored to meet their unique needs. Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare, and implement appropriate products and services. Work‑Life Balance : Flexible schedule to maximize productivity and personal time. Location : Working outside the office in local schools and municipalities. Qualifications Education : Bachelor’s degree or equivalent skills and work experience. Licensing : State Life & Health, SIE, Series 7, Series 66. Personal Attributes : Value‑driven with a track record of success and accomplishment. Communication Skills : Excellent interpersonal and communication abilities with strong self‑confidence. Mindset : Entrepreneurial spirit with a desire to positively impact others’ lives. Collaboration : Ability to work with and learn from top performers. Work Authorization : Must be authorized to work in the United States. Compensation and Benefits FINRA Sponsorship : Provided for required FINRA licensing. Preliminary Employment Period (PEP) : Comprehensive 120‑day hands‑on training. Virtual University : Access to Equitable Advisors’ Virtual University for continuous learning. Mentorship : Opportunities for joint work and mentorship. Personalized Coaching : Guidance from a local Vice President throughout your journey. Leadership Development : Access to Leadership Development School for management ambition. Professional Growth : Encourage pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors’ Credentialed Holistic Financial Coach program. Sign‑On Payment : Based on the time it takes you to complete the required FINRA licenses and registrations and enter PEP. Base Salary : Annual salary for eligible financial professionals. Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. Benefits : Comprehensive benefits including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP). Equal Opportunity Employer Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors
$40k - $65k
Join to apply for the Financial Services Professional - Clermont, FL role at Bankers Life Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning...SuggestedWork at officeFlexible hours$50k - $75k
A financial services firm in Florida is seeking a motivated individual to join their team as a Financial Professional. This role involves developing relationships with clients, gathering information to create financial plans, and preparing retirement strategies. No prior...SuggestedRemote job$90k
Project Accountant (Construction) at RPL International - North Miami, FL About the job We’re hiring a Project Accountant! Our client is looking to add a strong Project Accountant to their team in Opa‑Locka, FL . Salary: Up to $90K Location: Fully on‑site in Opa‑Locka...SuggestedWeekly payWork from homeMonday to Friday- ACCOUNTANT IV - 37002285 job at State of Florida. Apopka, FL. Requisition No:862521 Agency: Environmental Protection Working Title:... ...regarding accounting/budgetary changes necessary to maintain budget financial integrity of a Florida Park Service district. Conducts revenue...SuggestedWork at officeWeekend work
- Job Title: FL-DOT-Ocoee-Turnpike-Accountant Client: Florida Temp Staffing Location: Turkey Lake Service Plaza, MM263, Bldg 5315, Ocoee... ...Overview Preparation and presentation of the Turnpike System's financial information as required by GAAP, the Department of...SuggestedTemporary workImmediate start
$65k - $80k
...Specialist (AP/AR) Direct Hire Maitland, FL (100% On-Site) Full-Time | Direct Hire $... ..., FL. This role is ideal for a hands-on professional who thrives in a fast-paced environment... ...credit card transactions to ensure accurate financial records Prepare and distribute customer...Full timeFor subcontractorWork at office$82.1k - $172.4k
## Senior Program Finance AnalystDoral, FL, USApply NowFind out how well you match... ...member of a complex program that provides professional services in support of the Surveillance,... ...Analyst, you will be responsible for financial analysis, which includes long-term financial...Contract workFor contractorsWork experience placementFor subcontractorFlexible hours- ...highly accountable, yet vibrant group of professionals. Get ready to experience a comfortable... ...professional with strong experience in AP/AR, financial reporting, and system‑driven processes.... ...On‑site position based in Miami Lakes, FL Fast‑paced, high‑volume environment...Monday to Friday
- ...Accountant Fort Lauderdale Location: Corporate Office, Lauderdale Beach, FL Short Job Description An effective Staff Accountant is an... ...audit work Leverages Liquivida’s accounting system to produce financial reports. Maintains the confidentiality of all business financials...Work at officeLocal area
- ...may be the ideal home for you! Evershore Financial Group specializes in comprehensive wealth... ...We have locations in Palm Beach Gardens, Boca Raton, and Orlando/Maitland. At Evershore Financial... ...Blvd., Suite 990, Palm Beach Gardens, FL 33410. #J-18808-Ljbffr Evershore...
$144k - $216k
...highly motivated Associate investment professional to join their global digital infrastructure... ...management team. Located in either Boca Raton, FL or New York City, the Associate will... ...of relevant experience and exceptional financial modeling and analytical skills. The...- ...Investment Banking Analyst II (St. Petersburg, FL)Applylocations: Saint Petersburg,... ...analysis of key themes and trends.* Provide financial modeling input into business cases,... ...solutions. Solutions could be technical or professional in nature.**Skills*** Determine and...Work experience placement
- ...is seeking a Senior Level Corporate Controller based in Hollywood, FL, offering a salary range of $140,000 - $160,000, starting at $150,000+. This full-time, in-office role demands expertise in financial operations and strategic insight to manage high-volume activities...Full timeWork at office
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...Information Title: Personal Financial Counselor; Patrick SFB, FL Grade: 24 Work Experience - Required: Financial Counseling...Contract workTemporary workWork experience placementWork at office- Senior Financial Treasury Analyst job at TBC Corporation. Palm Beach Gardens, FL. Senior Financial Treasury Analyst Location Hybrid work in Palm Beach Gardens, FL : Company Overview For 65 years, TBC Corporation (TBC), one of North America's largest marketers of automotive...Temporary workWork experience placementImmediate startWorldwideFlexible hours
- Financial Professional / Agent - Pathway to Management Location: Sunrise, FL (Hybrid) Please Note: This opportunity is available to candidates residing in or near South Florida due to the hybrid work structure. Employment Type: Full-Time Company Description For over...Full timeFor contractorsWork at officeLocal areaRemote work
- ...possess strong actuarial knowledge and interpersonal skills, with at least four CAS exams completed. The role is remote with occasional travel to headquarters in Tampa, FL, and offers an opportunity to shape product offerings in the Florida market. #J-18808-Ljbffr LoggerheadRemote job
- Personal Banker Associate I - Tampa, FL (Downtown) Selected candidates will complete... ...serve as a Retail Personal Banker I, a Financial Center role focused on using a consultative... ...with a friendly, helpful demeanor and professionalism. Act with confidence by answering...Work experience placementWork at office
- ...Retail Personal Banker II - Kissimmee, FL GENERAL FUNCTION Selected candidates are... ...Use the consultative sales process and Financial Needs Assessment to build a thorough customer... ...with a friendly, helpful demeanor and professionalism. Act with confidence by answering...Work experience placementWork at office
- Hedge Fund Operations Manager job at Tandym Group. North Miami Beach, FL. A Hedge Fund in Florida is seeking an accomplished Hedge Fund Operations Manager to work full time in the Sunny Isles office. This is a critical role that interacts directly with traders, prime brokers...Full timeWork at office
- ...Personal Banker Associate I Location: Tampa, FL 33602 Overview Selected candidates will... ...to proactively identify and meet the financial needs of customers and prospects, while... ...satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering...Work experience placementWork at office
- ...job family. The Personal Banker I is a Financial Center position focused on using the consultative... ...with a friendly, helpful demeanor and professionalism. Act with confidence by answering... ...Personal Banker Associate I - Winter Garden, FL Our total rewards include comprehensive...Work experience placementWork at office
- Executive Admin Assistant for Financial Company in FL Our client is a U.S.-based business lending and funding company that helps small to medium-sized businesses secure financing solutions. They’re known for their fast-moving operations and responsive communication, working...Immediate start
- ...Finance Department by preparing monthly journal entries, reconciling balance sheet accounts and revenues, analyzing accounts and financial data, assisting with monthly financial reporting, participating in the annual audit, and contributing to the budgeting process. The...Full timeWork experience placement
- ...forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for... ...outlined in the goals for this position. Maintains a neat and professional personal appearance, in accordance with bank policy. Ensures...Temporary work
- Gravity IT Resources is looking for a Senior Accountant to lead month-end close processes and maintain financial accuracy. This remote role favors candidates located near Naples or Fort Lauderdale for occasional meetings. The ideal candidate should have a bachelor’s degree...Remote job
$50k - $55k
...complete general ledger, and bank reconciliations and support warehouse locations. Primary Responsibilities Perform month/year‑end financial analysis of actual results against budget/forecast Prepare and analyze closing journal entries and support month‑end review...Full timeLocal areaFlexible hours- Responsibilities Prepare and present the Turnpike System’s financial information in accordance with GAAP, the Department of Transportation, and the Department of Financial Services. Assist with the Turnpike’s year‑end and mid‑year financial reporting closing processes...
- ...Engineering Company is seeking a full-time Accountant to support the financial operations of a Florida-based engineering consulting firm. This role is a good fit for a detail-oriented accounting professional with experience in project-based billing, government contracting,...Full timeContract work
- ...by assisting internal associates and/or Financial Advisors in addressing and resolving escalated... ...and ensuring a high standard of professionalism and service. This position requires strong... ...2 days per month in our St. Petersburg, FL Corporate Office. Onsite Training Requirement...Work experience placementWork at officeHome office
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