Financial Services Professional
3 days ago
KSDT CPA is an exciting and fast-growing accounting firm that is always looking for talented individuals to join our team. As a Financial Services Professional, you will play a critical role in helping our clients achieve their financial goals through expert tax planning and compliance services.
We are seeking a highly motivated and experienced professional who can analyze complex financial data and provide actionable insights to clients. The ideal candidate will have a strong background in finance, accounting, or a related field, along with excellent analytical and problem-solving skills.
The salary range for this position is $75,000 - $105,000 per year, depending on experience. In addition to a competitive salary, we offer a dynamic and supportive work environment, opportunities for career advancement, and a chance to make a real impact in the financial services industry.
To succeed in this role, you will need to:
- Develop and implement financial plans for clients.
- Analyze financial data and identify areas for improvement.
- Work closely with partners and staff on client management and business development activities.
- Collaborate with cross-functional teams to develop and execute strategic initiatives.
A Bachelor's or Master's degree in finance, accounting, or a related field is required, along with a minimum of 2 years of financial services experience. Strong technical skills in financial analysis, budgeting, forecasting, and financial modeling are essential.
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Financial Service Representative
6 days ago
Miami, Florida, United States TTS Financial Full timeJob OverviewTTS Financial is seeking a qualified Cash Handling Specialist to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service while handling cash transactions with accuracy and efficiency.
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Financial Services Professional
3 days ago
Miami, Florida, United States Sun West Mortgage-Since 1980 Full timeSun West Mortgage Company, Inc. is seeking a talented Financial Services Professional to join our team. The estimated salary for this role is around $90,000 - $140,000 per year, depending on experience.Job Description:This position involves evaluating and authorizing approval of real estate, commercial, and credit loans. Key responsibilities include advising...
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Financial Audit Professional
4 weeks ago
Miami, Florida, United States Brilliant Financial Search - FL Full timeBrilliant Financial Search is proud to present a remarkable opportunity for a seasoned Financial Audit Professional to join our team in Miami. As a key member of our accounting and finance practice, you will play a pivotal role in delivering exceptional audit services to our clients.About the RoleThis Hybrid position involves working on various operational...
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Financial Services Professional
3 days ago
Miami, Florida, United States Professional Legal Group Inc Full timeJob ResponsibilitiesAs a Tax Preparer, your primary responsibilities will include:Preparing and filing individual and business income tax returnsLearning to prepare quarterly estimatesHandling client inquiries and interacting with our modern client basePerforming data entry and various administrative dutiesWe are committed to providing a supportive and...
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Financial Services Professional
1 day ago
Miami, Florida, United States New York Life Full timeCompany OverviewNew York Life is a leading provider of life insurance and financial services in the United States. With over 175 years of experience, we have helped millions of people protect their families and achieve their financial goals.We are a mutual company, meaning that we are owned by our policyholders and are not driven by the pursuit of...
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Financial Professional
3 weeks ago
Miami, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewAs a Financial Professional at Global Financial Impact, you will play a crucial role in helping clients and businesses achieve their financial goals. With a strong understanding of financial products and services, you will act as a liaison between clients and financial institutions.
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Financial Services Professional
11 hours ago
Miami Beach, Florida, United States The Baldini Agency Full timeJob DescriptionWe are seeking a Financial Services Professional to join our team at The Baldini Agency. In this role, you will be responsible for providing expert insurance advice and guidance to clients, and building long-term relationships with them.You will have the opportunity to work with a wide range of insurance products and services, including life...
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Internal Audit Specialist
3 weeks ago
Miami, Florida, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly motivated and detail-oriented Internal Audit Specialist to join our team at Creative Financial Staffing. As an Internal Audit Specialist, you will play a critical role in ensuring the effectiveness of our internal controls and risk management processes.About the Role:This is a fantastic opportunity for someone looking to...
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Financial Services Coordinator
3 days ago
Miami, Florida, United States Professional Legal Group Inc Full timeJob SummaryWe are seeking a talented Accounting Specialist to join our team at Tax House Miami.This is a seasonal position that requires strong analytical skills and the ability to work accurately and efficiently.The ideal candidate will have experience working with financial data, be proficient in Microsoft Excel, and possess excellent attention to...
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Miami, Florida, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking an ambitious and driven individual to join our team as a Financial Services Professional. This is an exciting opportunity for someone who wants to build a successful insurance business and enjoy a high level of flexibility in their work schedule.As a Financial Services Professional, you will be responsible for meeting clients in...
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Financial Services Professional
4 weeks ago
Miami, Florida, United States Citigroup Inc. Full timeAbout the JobWe are seeking a Financial Services Professional to join our team in Miami. As a key member of our Client Services group, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.ResponsibilitiesMonitor money managers performance and update monthly reports using Capital Markets,...
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Financial Professional
3 days ago
Miami, Florida, United States Whetstone Management LLC Full timeAbout Whetstone Management LLCOur company is a direct business lending company looking to expand our current sales force. We are committed to helping our representatives reach their financial goals through a competitive commission structure and comprehensive benefits package. If you are a motivated and energetic sales professional looking for a challenging...
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Senior Financial Auditor
4 weeks ago
Miami, Florida, United States Creative Financial Staffing Full timeInternal Audit Role with Growth OpportunitiesThe company has been on the Fortune 500 list for over 66 years, consistently ranking in the top 100. In 2021, it was ranked as one of the World's Most Admired Companies by Fortune.This is an exciting opportunity to work with a innovative management team and contribute to the company's continued growth.As an...
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Accounting Professional
2 days ago
Miami, Florida, United States TTS Financial Full timeCompany OverviewTTS Financial is a leading financial institution dedicated to providing top-notch services to our clients. As a Teller, you will be an integral part of our team, working closely with our customers to meet their financial needs.">Salary and BenefitsThe estimated salary for this position is $45,000 - $60,000 per annum, depending on experience....
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Financial Support Specialist
3 days ago
Miami, Florida, United States Greenlight Financial LLC Full timeWe are currently seeking a highly skilled Financial Support Specialist to join our team at Greenlight Financial LLC. The successful candidate will provide administrative support to our tax department, including reviewing tax returns for accuracy and communicating with clients to gather information.This is an exciting opportunity for a detail-oriented and...
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Financial Solutions Specialist
5 days ago
Miami, Florida, United States One Park Financial Full timeJob OverviewOne Park Financial is a leading Financial Technology company that offers a wide range of financing and funding options to small businesses. As a National Account Executive, you will be responsible for identifying new business opportunities, developing strategic plans, and executing sales strategies to drive revenue growth.We are looking for...
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Financial Support Specialist
3 days ago
Miami, Florida, United States Greenlight Financial LLC Full timeJob DescriptionAt Greenlight Financial LLC, we are looking for a highly skilled and organized individual to join our tax department as a Financial Support Specialist. The successful candidate will have strong analytical and problem-solving skills, with excellent communication and interpersonal abilities.The estimated salary for this role is $48,000 - $65,000...
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Senior Corporate Financial Professional
4 weeks ago
Miami, Florida, United States Creative Financial Staffing Full timeJob OverviewAre you a skilled accounting professional looking for a challenging role with growth opportunities? We are seeking an experienced Corporate Accountant to join our team in Miami, FL. This is a hybrid schedule position with the possibility of remote work on Fridays.
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Financial Services Professional
19 hours ago
Miami, Florida, United States Garcia Espinosa Miyares Rodriguez Trueba & Co LLP Full timeJob Title: Staff AccountantGarcia Espinosa Miyares Rodriguez Trueba & Co LLP is seeking a skilled Staff Accountant to join our team. As a member of our accounting department, you will be responsible for preparing individual and corporate tax returns, performing basic bookkeeping, bank reconciliations, and data and journal entries.The ideal candidate will...
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Financial Services Attorney
15 hours ago
Miami, Florida, United States Paysend Group Full time**Expertise Sought: Financial Services Attorney**Paysend is a leading provider of cross-border payments solutions, and we are expanding our operations in the USA and Latin America. We seek a seasoned attorney with extensive experience in financial services law to join our team as a Legal Counsel.This role offers a unique opportunity to work with a...