Financial Services Consultant
3 weeks ago
Job Description:
Are you looking for a career that will provide you an opportunity to build a business, deepen your connection within the community, and leverage your years of work experience? As a Financial Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively.
At Coastal Wealth, you'll have the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network. This will enable you to focus on activities that get results.
Responsibilities:
- Prospect for clients through networking and referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions for clients through fact gathering and needs analyses
- Expand your knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications:
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated, and goal-oriented
- BA, BS, and/or graduate degree or equivalent work experience preferred
-
Financial Services Consultant
4 weeks ago
Miami, Florida, United States The PNC Financial Services Group, Inc Full timeJob SummaryWe are seeking a highly skilled Financial Services Consultant to join our team at The PNC Financial Services Group, Inc. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement personalized...
-
Financial Consultant
4 weeks ago
Miami, Florida, United States Meron Financial Agency Full timeAt Meron Financial Agency, we believe in empowering individuals and businesses to achieve their financial goals. Our client-centric approach, cutting-edge technology, and supportive team environment provide the tools and opportunities you need to thrive.We're looking for passionate, driven individuals who want to make a meaningful impact on people's lives as...
-
Financial Services Representative
4 weeks ago
Miami, Florida, United States Global Financial Impact - Shannon Hunter Full timeJob OpportunityWe are seeking highly motivated and competent individuals to join our team as Financial Professionals. This is a remote opportunity that offers a great work-life balance and unlimited earning potential.Key Responsibilities:Develop Financial Need Analysis (FNA) for clientsPlace families, individuals, and business owners in a financial position...
-
Financial Data Associate
4 weeks ago
Miami, Florida, United States Bulltick Financial Services, LLC. Full timeBulltick Financial Services, LLC. is seeking a highly skilled Financial Data Associate to join their team in Miami, FL. The ideal candidate will have a Bachelor's degree in Economics, Finance, or a related field, and a minimum of 5 years of experience in the field. Key responsibilities include conducting trade booking and settlement of US and non-US equities...
-
Financial Services Representative
4 weeks ago
Miami, Florida, United States Erick Bryant Jr - State Farm Agent Full timeJob DescriptionAs a Team Member with Erick Bryant Jr - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable...
-
Senior Financial Accountant
4 weeks ago
Miami, Florida, United States One Park Financial Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Accountant to support our growth in brokerage and funding operations. As a key member of our finance team, you will be responsible for day-to-day accounting operations, internal controls, and financial reporting for all OPF-related entities.Key ResponsibilitiesFinancial and tax reportingCredit...
-
Service Consultant
4 weeks ago
Miami, Florida, United States Warren Henry Automotive Group Full timeJob SummaryAs a Service Consultant at Warren Henry Automotive Group, you will be the face of our service department, greeting customers and providing exceptional customer service. You will determine the service needs of vehicles, maintain customer relationships, and resolve any customer concerns. This is a full-time position that requires a high school...
-
Service Consultant
4 weeks ago
Miami, Florida, United States Warren Henry Automotive Group Full timeJob SummaryAs a Service Consultant at Warren Henry Automotive Group, you will be the face of our service department, greeting customers and providing exceptional customer service. You will determine the service needs of vehicles, maintain customer relationships, and resolve any customer concerns. This is a full-time position that requires a high school...
-
Senior Tax Accountant
1 month ago
Miami, Florida, United States RES Consultant Group Full timeJob OpportunityRES Consultant Group is seeking a highly skilled Tax Senior to join our team in a fully remote role. As a key member of our team, you will be responsible for preparing and reviewing tax returns, building relationships with clients, and providing expert tax advice.Key Responsibilities:Prepare and review tax returns for individual, corporate,...
-
Senior Financial Accountant
4 weeks ago
Miami, Florida, United States One Park Financial Full timeJob OpportunityWe are seeking a highly skilled Senior Financial Accountant to support our growth and expansion in the brokerage and funding operations at One Park Financial.This is a hands-on role that involves day-to-day accounting operations, internal controls, financial and tax reporting, credit facility management, month-end close process, key metric...
-
Financial Services Accountant
4 weeks ago
Miami, Florida, United States EJI Recruiting, LLC Full timeHiring for a Fund/Staff Accountant to join a growing Real Estate Developer in Miami, FL. This is an excellent place to grow and develop in financial services accounting.Key Responsibilities:Financial Reporting - Prepare and maintain financial statements, balance sheets, income, and cash flow statements.General Ledger Management - Heavy journal entries,...
-
Voya Financial Advisor
4 weeks ago
Miami, Florida, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors Inc. is seeking a skilled Financial Professional to join our team in the greater Miami area. As a key member of our team, you will be responsible for developing and maintaining strong relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting...
-
Financial Services Manager
4 weeks ago
Miami, Florida, United States Aligned Solutions Inc Full timeThe Financial Services Manager will oversee the accounting and reporting functions for commercial lending at Aligned Solutions Inc. This position involves working closely with the team to review and prepare monthly journal entries, as well as reconcile roll-forward reports and account balances.Key Responsibilities:Supervise and review accounting entries for...
-
Financial Services Professional
4 weeks ago
Miami, Florida, United States American Income Life AO - Joshua Berduo Full timePosition Overview:We are seeking dedicated individuals to excel in a virtual work environment as a Manager in Training. This role offers the unique opportunity to work remotely, learn from the best in our company, and receive mentorship from our executive leadership team.As a result of our transition to a completely virtual work environment, we have been...
-
Financial Services Trainee
4 weeks ago
Miami, Florida, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)Are you driven and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that...
-
Financial Services Attorney
4 weeks ago
Miami, Florida, United States Ascension Global Staffing & Executive Search Full timeAscension Global Staffing & Executive Search, a leading national recruiting firm, is dedicated to identifying and attracting top talent across the nation.Our firm is committed to creating an environment that fosters success for both employers and candidates.We seek a highly skilled Associate to join our client's Financial Services group in Miami, FL.The...
-
Cloud Infrastructure Advisory Consultant
4 weeks ago
Miami, Florida, United States RSM Full timeWe are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. As a Cloud Infrastructure Advisory Consultant, you will work directly with our highly trained consultants and have...
-
Business Development Specialist
4 weeks ago
Miami, Florida, United States Idea Financial Full timeIdea Financial is seeking a highly motivated Business Advisor to join our Sales team in Miami. This role will report to the Portfolio Success and Retention Manager and will be responsible for building and maintaining relationships with our clients, understanding their business needs, and providing them with tailored lending solutions.In this strategic...
-
Financial Services Litigation Associate
4 weeks ago
Miami, Florida, United States 5 Legal Full timeJob Description5 Legal is seeking an associate to join their Financial Services Litigation Practice Group in any of their offices.The ideal candidate must have 3+ years of diverse litigation or clerking experience, with a strong background in commercial real estate, loan enforcement, or financial services litigation.Candidates should be motivated,...
-
Financial Services Representative
4 weeks ago
Miami, Florida, United States Educational Federal Credit Union Full timeJob SummaryThe Educational Federal Credit Union is seeking a highly skilled and customer-focused professional to join our team as a Member Advisor I. This role involves providing exceptional member service by serving as a consultant on deposit and loan transactions, resolving member issues, and identifying members' needs for Credit Union products and...