Current jobs related to Senior Financial Solutions Advisor - Jupiter - Bank of America

  • Healthcare Account Executive

    2 months ago

    Jupiter, Florida, United States A Place for Mom Full time

    About A Place for MomA Place for Mom is the leading online resource connecting families searching for senior care with a team of expert advisors providing insight-driven, personalized solutions. As the nation's largest senior care advisory service, A Place for Mom helps hundreds of thousands of families every year navigate the complexities of finding the...

  • Financial Controller

    2 weeks ago

    Jupiter, Florida, United States Kratos Defense & Security Solutions Full time

    Job Description:Are you a detail-oriented accounting professional looking for a challenging role in a dynamic company? We are seeking a highly skilled Financial Controller to join our team at Kratos Defense & Security Solutions.About the Role:Prepare and consolidate financial statements, including balance sheets, income statements, and cash flow...

  • Financial Controller

    4 weeks ago

    Jupiter, Florida, United States Kratos Defense & Security Solutions Full time

    Job Description:Are you a detail-oriented accounting professional looking for a challenging role in a dynamic company? We are seeking a highly skilled Financial Controller to join our team at Kratos Defense & Security Solutions.Key Responsibilities:Prepare and consolidate financial statements, including balance sheets, income statements, and cash flow...

  • Financial Controller

    4 weeks ago

    Jupiter, Florida, United States Kratos Defense & Security Solutions Full time

    Job Title: Financial ControllerJoin Kratos Defense & Security Solutions, a leading aerospace engineering company, as a Financial Controller. This exciting role offers a unique opportunity to work with a highly skilled expert workforce and contribute to the company's growth and success.About the CompanyFlorida Turbine Technologies (FTT), a Kratos Turbine...

  • Financial Controller

    3 weeks ago

    Jupiter, Florida, United States Kratos Defense & Security Solutions Full time

    Job Description:Are you a detail-oriented accounting professional looking for a challenging role in a dynamic company? We are seeking a highly skilled Financial Controller to join our team at Kratos Defense & Security Solutions.About the Role:Prepare and consolidate financial statements, ensuring accuracy and compliance with GAAP and IFRS.Establish and...

  • Strategic Financial Planning Director

    2 days ago

    Jupiter, Florida, United States enVision Staffing Solutions Full time

    Job Title: Director of Financial Planning and AnalysisAbout the Role:We are seeking a highly skilled Director of Financial Planning and Analysis to join our team at enVision Staffing Solutions. As a key member of our organization, you will be responsible for optimizing excellence in operational processes through data-driven insights and financial...

  • Audit Senior

    2 weeks ago

    Jupiter, Florida, United States Jobot Full time

    Audit Senior OpportunityThis is a HYBRID REMOTE position with a top-rated public accounting firm.About UsWe are a Professional Advisory firm with decades of excellence in accounting, assurance, and strategic advisory services to individuals and businesses.Our ServicesComprehensive financial advisoryLeading-edge accounting and assurance solutionsFinancial...

  • Audit Senior

    2 weeks ago

    Jupiter, United States Jobot Full time

    Job DescriptionJob DescriptionAudit Senior Opportunity with Top-Rated Public Accounting Firm!This Jobot Job is hosted by: David DeCristofaroAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $75,000 - $100,000 per yearA bit about us:We are Professional Advisory firm with decades of excellence in accounting,...

  • Tax Senior

    2 weeks ago

    Jupiter, United States Jobot Full time

    Job DescriptionJob DescriptionTax Senior Opportunity with Top-Rated Public Accounting Firm!This Jobot Job is hosted by: David DeCristofaroAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $75,000 - $100,000 per yearA bit about us:We are Professional Advisory firm with decades of excellence in accounting,...

  • Audit Senior

    2 weeks ago

    Jupiter, Florida, United States Jobot Full time

    Audit Senior OpportunityThis is a HYBRID REMOTE position with a top-rated public accounting firm.About UsWe are a Professional Advisory firm with decades of excellence in accounting, assurance, and strategic advisory services to individuals and businesses.Our team provides comprehensive financial advisory, leading-edge accounting and assurance solutions, and...

  • Tax Senior

    3 weeks ago

    Jupiter, Florida, United States Rehmann Full time

    About RehmannAt Rehmann, we're passionate about empowering our clients to achieve their goals. Our team of experts is dedicated to providing exceptional service and support to help our clients succeed.Job SummaryWe're seeking a talented Senior Tax Associate to join our Jupiter team. As a Senior Tax Associate, you will play a key role in preparing tax...

  • Tax Senior Associate

    3 days ago

    Jupiter, Florida, United States Tandym Group Full time

    A seasoned Tax Associate is sought by Tandym Group in Jupiter, Florida, to fill the role of Senior Tax Associate. The ideal candidate will possess 2-6 years of pertinent tax experience in public accounting or industry, preferably holding a CPA license. Key responsibilities include preparing tax returns for individuals, corporations, and entities, conducting...

  • Senior Tax Associate

    3 days ago

    Jupiter, Florida, United States Rehmann Full time

    We're seeking a talented Senior Tax Associate to contribute to the success of our clients' organizations.Key responsibilities include:Preparing a broad range of individual, corporate and other entity tax returnsPreparing financial statement reviewsConducting research to develop solutions for our clients' unique tax issuesBuilding relationships internally to...

  • Director of Financial Planning and Analysis

    4 days ago

    Jupiter, United States enVision Staffing Solutions Full time

    Our client in healthcare, located in Jupiter FL, has partnered with enVision to identify a Director OR Manager level candidate in Financial Planning & Analysis reporting to the CFO. Salary will range depending on the experience of the candidate. $120-145k plus bonus. This is a hybrid role (2 days remote/3 days in office).Benefits include:100% Employee...

  • Director of Financial Planning and Analysis

    4 days ago

    Jupiter, United States enVision Staffing Solutions Full time

    Our client in healthcare, located in Jupiter FL, has partnered with enVision to identify a Director OR Manager level candidate in Financial Planning & Analysis reporting to the CFO. Salary will range depending on the experience of the candidate. $120-145k plus bonus. This is a hybrid role (2 days remote/3 days in office).Benefits include:100% Employee...

  • Aerospace Materials Solutions Director

    4 weeks ago

    Jupiter, Florida, United States Power Systems Mfg., LLC Full time

    Job Title: Director of Materials SolutionsPower Systems Mfg., LLC is seeking a seasoned professional to lead our Materials Solutions team in the Aerospace industry.Job SummaryThe successful candidate will be responsible for executing the Materials Solutions strategy and managing the Aerospace Aftermarket Business Unit as a member of the PSM Executive...

  • Client Advisor

    1 month ago

    Jupiter, United States Seacoast Bank Full time

    Description JOB SUMMARY: This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing...

  • Client Advisor

    1 month ago

    Jupiter, United States Seacoast Bank Full time

    JOB SUMMARY: This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions...

  • Audit Senior Professional

    2 days ago

    Jupiter, Florida, United States Jobot Full time

    Audit Senior OpportunityThis is a HYBRID REMOTE position with a Top-Rated Public Accounting Firm.We are seeking a dynamic and experienced Audit/Assurance Senior to join our Accounting + Finance team.Responsibilities:1. Prepare and review complex audit areas2. Lead and direct the audit team in the planning and execution of audit procedures including but not...

  • Senior Data Architect

    1 week ago

    Jupiter, Florida, United States Open Systems Technologies Full time

    Job SummaryA financial firm is seeking a highly skilled Senior Data Architect to lead the development of data pipelines and ensure the scalability and maintainability of their data architecture. The ideal candidate will have extensive experience building ETL/ELT pipelines, working with database technologies, and evaluating tools and technologies based on...

Senior Financial Solutions Advisor

3 months ago

Jupiter, United States Bank of America Full time
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization.

From day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You'll learn to consider a client's entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.

With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We'll help you
  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from Academy managers who are invested in your success. You'll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is yours.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
  • Get smart on core banking and investment solutions and connect clients to all the solutions we provide.
  • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
  • Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.
  • Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America and Merrill.
  • Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.
As a Senior FSA, you can look forward to
  • Unlimited potential for financial growth.
  • A strong referral network from across the business that will give you a leg-up on client acquisition.
  • Robust marketing support to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
  • Leadership opportunities, from leading client and conference seminars to mentoring junior associates.
We're a culture that
  • Believes in responsible growth and has a proven dedication to supporting the communities we serve.
  • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
  • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required skills:
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • One year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • One year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) by start date.
  • Maintains $15mil in AUM (for Field) and $25mil in AUM (for Centralized/National) on their current book.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills:
  • Strong computer skills with an ability to multitask in a demanding environment.
  • Obtained insurance licenses.


Shift:
1st shift (United States of America)

Hours Per Week:
40