Investment Portfolio Specialist
2 days ago
Coastal Wealth, a reputable financial solutions firm, is committed to unwavering integrity and transparency. As a Portfolio Analyst, you will be responsible for analyzing market trends, comparing various industries, and interpreting financial metrics. Your primary tasks will include generating trading reports, monitoring performance metrics, tracking performance, and benchmarking against industry standards.
To excel in this role, you should possess strong quantitative and analytical abilities along with a solid understanding of markets and investments. A four-year college degree or professional certification is preferred. It is desirable to have an active Series 7, 63, and 65 or Series 7 and 66, or the capability to obtain them within six months. Proficiency in relevant software applications is required. Familiarity with the financial industry and various products is essential. Being a CFA Candidate level or having an interest in pursuing the CFA designation is advantageous.
This full-time position offers a competitive salary range of $60,000 - $80,000 yearly. Benefits include 401(k) matching, dental insurance, disability insurance, flexible schedule, health insurance, tuition reimbursement, and vision insurance. The weekly day range is Monday to Friday, and the work setting is an office environment.
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Senior Investment Portfolio Specialist
2 weeks ago
Fort Lauderdale, Florida, United States Coastal Wealth Full timeAre you a detail-oriented professional with a passion for analyzing investments and helping clients achieve their financial goals?We are seeking a talented Portfolio Analyst to join our team at Coastal Wealth in Fort Lauderdale. This role offers a competitive salary of $70,000 - $90,000 yearly, along with opportunities for professional growth and...
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Portfolio Manager Leader
2 weeks ago
Fort Lauderdale, Florida, United States YMP Real Estate Management LLC Full timeAbout the RoleWe are seeking a highly skilled Executive Multifamily Portfolio Specialist to join our team at YMP Real Estate Management LLC. This role offers an excellent opportunity for career growth and development in the multifamily industry.Job SummaryThe successful candidate will have full responsibility for a multi-state portfolio of multifamily...
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Elite Financial Advisor
4 weeks ago
Fort Lauderdale, Florida, United States Truist Full timeJob DescriptionWe are seeking a skilled Elite Financial Advisor to manage a portfolio of high-net-worth clients, providing personalized banking and investment solutions.About the RoleThis is an exceptional opportunity for a motivated and experienced professional to join our team as a Premier Banker II. As a key member of our financial services team, you will...
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Senior Portfolio Manager
2 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeAbout This RoleAt Finemark National Bank, we are seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our investment management department, you will be responsible for managing client portfolios and building meaningful relationships with our clients.Job SummaryThis is a senior-level position that requires a...
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Strategic Portfolio Manager
3 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob DescriptionWe are seeking a highly skilled Strategic Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for managing client portfolios and building strong relationships with our clients.About the RoleThe Strategic Portfolio Manager will be responsible for analyzing...
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Financial Portfolio Manager
2 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob OverviewWe are seeking a highly skilled Financial Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for managing client portfolios and developing meaningful relationships with our clients.About the RoleThe successful candidate will have a strong background in...
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Strategic Investment Manager
2 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeCompany OverviewFineMark National Bank & Trust is a leading financial institution dedicated to providing exceptional banking and wealth management services.Salary: $120,000 - $180,000 per year, depending on experience.Job DescriptionWe are seeking an experienced Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for...
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Financial Services Portfolio Manager
2 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob OverviewWe are seeking a skilled Financial Services Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our organization, you will play a critical role in managing client portfolios and building meaningful relationships with clients.About the RoleThis is a highly responsible position that requires a deep understanding...
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Senior Investment Manager
5 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeAt Finemark National Bank, we are seeking an exceptional Senior Investment Manager to join our wealth management team. As a key member of our team, you will be responsible for managing client portfolios and building long-lasting relationships with our clients.We offer a highly competitive salary, ranging from $120,000 to $180,000 per year, depending on...
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Senior Trust Portfolio Manager
2 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob SummaryWe are seeking an experienced Senior Trust Portfolio Manager to join our team at Finemark National Bank. This is a senior-level position that requires a high level of expertise in managing complex financial portfolios and trust relationships.About the RoleThe successful candidate will be responsible for managing and administering trust accounts,...
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Wealth Management Specialist
2 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at Finemark National Bank. In this role, you will be responsible for managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration.About the RoleThe successful candidate will have a proven...
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Community Engagement Specialist
2 weeks ago
Fort Lauderdale, Florida, United States Hotwire Communications Full timeUnlock your potential as a Community Engagement Specialist with Hotwire Communications, a pioneer in fiber optic telecommunications. Join our team of innovators who are passionate about technology and serving their community.About the RoleWe are seeking a highly motivated and customer-focused individual to provide administrative and customer support to our...
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Fort Lauderdale, Florida, United States Premier Protection Insurance Services Full timeCompany OverviewPremier Protection Insurance Services is a specialty boutique insurance agency catering to high-net-worth entrepreneurs. Our team excels at delivering top-tier insurance solutions, and we're seeking an experienced Senior Personal Lines Insurance Specialist to join us.Salary: $120,000 - $180,000 per year, depending on experienceJob...
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Multifamily Real Estate Finance Leader
2 weeks ago
Fort Lauderdale, Florida, United States NewVine Employment Group Full timeDirector of Finance Role OverviewThe Director of Finance is responsible for overseeing the financial aspects of our Family Office, focusing on managing a multi-family real estate investment portfolio. This role includes developing financial strategies, ensuring robust financial operations, and supporting decision-making processes that enhance business...
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Compliance Expert
2 weeks ago
Fort Lauderdale, Florida, United States A. Solomon Recruits Full timeCompany Overview: A. Solomon Recruits is a leading recruitment agency providing top talent to the financial industry.About the Role: We are seeking an experienced Compliance Expert to join our client's Asset Management team. The ideal candidate will have a strong understanding of regulatory requirements and compliance procedures.Job Description: The...
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Regional Sales Specialist
2 weeks ago
Fort Lauderdale, Florida, United States Danaher Corporation Full timeAbout the RoleWe are seeking a highly skilled Regional Sales Specialist to join our team in Florida. As a key member of our sales team, you will be responsible for driving sales growth and revenue expansion across our portfolio of molecular diagnostic tests.Job SummaryThe successful candidate will have 5+ years of experience in healthcare sales, preferably...
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Urologist Specialist
2 days ago
Fort Lauderdale, Florida, United States GenesisCare Full timeAt GenesisCare, we strive to innovate and drive better life outcomes for patients worldwide. As a seasoned Urologist Specialist, you will play a pivotal role in growing our comprehensive and patient-centered Urology group in Fort Lauderdale/Broward County.We are seeking a highly skilled Urologist with exceptional interpersonal skills and a team-oriented...
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Cardiac Intervention Specialist
2 weeks ago
Fort Lauderdale, Florida, United States HCA Florida Westside Hospital Full timeHCA Florida Westside Hospital, a leading healthcare provider in South Florida, offers an exciting opportunity for a skilled Cardiac Intervention Specialist to join our team.Job SummaryWe are seeking a highly motivated and experienced Cath Lab Tech to assist physicians in practicing Invasive Coronary Angiography. The ideal candidate will provide quality...
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Surgical Technology Specialist
2 weeks ago
Fort Lauderdale, Florida, United States HCA Florida Woodmont Hospital Full timeUnlock Your Potential as a Surgical Technology SpecialistHCA Florida Woodmont Hospital is committed to investing in our team members, and we're looking for dedicated individuals like you to join our team.About HCA Florida Woodmont HospitalOur hospital has been a pioneer in breakthroughs in orthopedic care and joint replacement. We continue to build on this...
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Real Estate Investment Acquisition Professional
2 weeks ago
Fort Myers, Florida, United States Prime Cash Offer Full timeJob OverviewAt Prime Cash Offer, we are a reputable real estate investment company specializing in property acquisitions and renovations in strategic locations. Our team of experienced professionals is dedicated to delivering exceptional results for clients.We are seeking a highly motivated and results-driven Acquisitions Specialist to join our dynamic team....