Financial Planning Specialist
1 week ago
Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. This role is designed to provide a challenging and rewarding career path within our financial planning team.
Key Responsibilities:- Support financial advisors in formulating and implementing investment and financial planning advice.
- Assist in creating custom financial plans based on clients' goals and circumstances.
- Review clients' current investments and objectives, and help create a custom portfolio within the firm's guidelines.
- Develop expertise in a niche area of investments or financial planning and contribute to the firm's growth.
- Financial planning experience, preferably in a fee-only environment.
- Hold a CFP, CFA, CPA, or FPQP designation or be willing to obtain one.
- Undergraduate degree in Finance or a related field.
- Excellent communication and interpersonal skills.
- Ability to work in a team environment and prioritize tasks effectively.
- High integrity and a strong commitment to customer service.
- Competitive salary range: $80,000-$105,000.
- Generous benefits package, including fully paid medical plan, dental, vision, life insurance, and 401(k) matching.
- Opportunities for career growth and professional development.
Altfest Personal Wealth Management is a family-owned firm with a strong commitment to our employees and clients. We value a collaborative and analytical work environment and offer a range of benefits and opportunities for growth.
-
Financial Planning Specialist
4 weeks ago
Miami, United States Guerra Wealth Advisors Full timeAbout the RoleAs a boutique financial services firm, Guerra Wealth Advisors offers a unique blend of personalized attention and industry expertise. Our commitment to our clients' professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering our team members to elevate their financial...
-
Financial Leadership Specialist
2 weeks ago
Miami, Florida, United States SNI Financial Full timeJob Title: Assistant Controller - OnsiteSNI Financial is seeking an experienced Assistant Controller to join our team. As a key member of our Finance department, you will provide financial leadership and subject matter expertise to ensure the accuracy and integrity of our financial reporting.Key Responsibilities:Ensure adherence to GAAP principles and...
-
Financial Billing Specialist
1 week ago
Miami, Florida, United States Creative Financial Staffing Full timeBilling Accounts Receivable SpecialistWe are seeking a highly skilled Billing Accounts Receivable Specialist to join our team at Creative Financial Staffing.About the RoleThis is a unique opportunity to work with a well-respected, globally recognized company that values promoting internally and offers a family-oriented culture and great work-life balance.Key...
-
Financial Planning Specialist
1 week ago
Miami, Florida, United States Randstad North America, Inc. Full timeFinancial Analyst Job DescriptionWe are seeking a detail-oriented and analytical Financial Analyst to support our client's finance team in providing financial insights, forecasting, and budgeting. The ideal candidate will be responsible for analyzing financial data, identifying trends, and making recommendations to inform key business decisions.Key...
-
Financial Planning and Analysis Specialist
3 weeks ago
Miami, United States Corient Private Wealth LLC Full timeFinancial Planning and Analysis Role at Corient Private Wealth LLCCorient Private Wealth LLC is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our organization, you will play a critical role in driving business growth and success through strategic financial planning and...
-
Financial Planning and Analysis Specialist
2 weeks ago
Miami, United States Corient Full timeFinancial Planning and Analysis Role at CorientCorient is a leading wealth management platform in the United States, serving over 10,000 clients and managing over $100 billion of assets. We are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team.Key Responsibilities:Participate in field office visits to build and...
-
Financial Planning and Analysis Specialist
1 week ago
Miami, United States Corient Full timeFinancial Planning and Analysis Role at CorientCorient is a leading wealth management platform in the United States, serving over 10,000 clients and managing over $100 billion of assets. We are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team.Key Responsibilities:Participate in field office visits to build and...
-
Financial Planning and Analysis Specialist
3 weeks ago
Miami, United States Corient Private Wealth LLC Full timeJob Title: FP&A AnalystCorient Private Wealth LLC is seeking a highly skilled FP&A Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to senior management and key leadership.Responsibilities:Participate in field office visits to build and strengthen relationships...
-
Financial Specialist
4 weeks ago
Miami, Florida, United States Florida Southern District Court Full timeFinancial Specialist Job Details **Job Overview** The Florida Southern District Court is seeking a skilled Financial Specialist to join its team. As a Financial Specialist, you will play a critical role in ensuring the financial, accounting, and budgetary activities of the court are conducted in accordance with Judiciary guidelines, policies, and internal...
-
Financial Specialist
12 hours ago
Miami, Florida, United States Florida Southern District Court Full timeJob Details for Financial SpecialistCourt Name/Organization: Florida Southern District CourtOverview of the Position:Financial Specialists perform work related to the financial, accounting, and budgetary activities of the court, ensuring compliance with appropriate Judiciary guidelines, policies, and internal controls. This is a generalist position, and as...
-
Financial Specialist
5 days ago
Miami, United States U.S. Courts Full timeJob SummaryWe are seeking a highly skilled Financial Specialist to join our team at the U.S. Courts. As a Financial Specialist, you will play a critical role in ensuring the financial, accounting, and budgetary activities of the court are conducted in accordance with Judiciary guidelines, policies, and internal controls.Key ResponsibilitiesPerform financial...
-
Financial Planning and Analysis Specialist
3 weeks ago
Miami, Oklahoma, United States CLARINS (U.K.) LIMITED Full time{"Overview of the Position": "FP&A AnalystClarins Group is a global leading skincare and make-up company with a strong commitment to innovation and independence. Our mission is to make life more beautiful, while passing on a more beautiful planet.We are seeking a skilled FP&A Analyst to join our team, responsible for managing all aspects of financial...
-
Financial Specialist
6 months ago
Miami, United States Florida Southern District Court Full timeMain content Job Details for Financial Specialist Court Name/Organization: Florida Southern District Court Overview of the Position: Financial Specialists perform work related to the financial, accounting, and budgetary activities of the court, ensuring compliance with appropriate Judiciary guidelines, policies, and internal controls. This is a...
-
Financial Specialist
2 days ago
Miami, Florida, United States Florida Southern District Court Full timeFinancial Specialists play a crucial role in the financial, accounting, and budgetary activities of the Florida Southern District Court. Their primary responsibility is to ensure compliance with Judiciary guidelines, policies, and internal controls. This position requires a generalist with the ability to perform work in both the budget and financial...
-
Financial Specialist
2 weeks ago
Miami, United States U.S. Courts Full timeJob SummaryFinancial Specialists perform critical work related to financial, accounting, and budgetary activities of the court, ensuring compliance with Judiciary guidelines, policies, and internal controls. This is a generalist position, and as needed, the incumbent may be assigned to projects and/or may transition between both the budget and financial...
-
Financial Advisor
2 days ago
Miami, United States Roman Financial Group Full timeCompany DescriptionRoman Financial Group is a financial service brokerage that specializes in providing life insurance to clients across the US. Our goal is to help individuals and families secure their financial future through personalized insurance solutions.Role DescriptionThis is a full-time remote role for a Financial Advisor at Roman Financial Group....
-
Financial Advisor
1 day ago
Miami, United States Roman Financial Group Full timeCompany DescriptionRoman Financial Group is a financial service brokerage focused on providing life insurance to clients throughout the US. We are dedicated to helping individuals and families secure their financial futures with tailored insurance solutions.Role DescriptionThis is a full-time remote role for a Financial Advisor at Roman Financial Group. The...
-
Financial Advisor
2 days ago
miami, United States Roman Financial Group Full timeCompany DescriptionRoman Financial Group is a financial service brokerage focused on providing life insurance to clients throughout the US. We are dedicated to helping individuals and families secure their financial futures with tailored insurance solutions.Role DescriptionThis is a full-time remote role for a Financial Advisor at Roman Financial Group. The...
-
Financial Advisor
2 days ago
Miami, United States Roman Financial Group Full timeCompany DescriptionRoman Financial Group is a financial service brokerage focused on providing life insurance to clients throughout the US. We are dedicated to helping individuals and families secure their financial futures with tailored insurance solutions.Role DescriptionThis is a full-time remote role for a Financial Advisor at Roman Financial Group. The...
-
Financial Management Specialist
1 month ago
Miami, Florida, United States CAREERXCHANGE, Inc. Full timeJob SummaryCAREERXCHANGE, Inc. is seeking a highly skilled Financial Management Specialist to join our team. As an Accountant, you will play a crucial role in managing financial processes, analysis, and reporting for multiple subsidiaries.Key ResponsibilitiesAccrual & Pricing ManagementOversee the pricing process for international markets, ensuring timely...