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Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. () Summary This Manager Financial Planning & Analysis will be responsible for providing financial and analytical support as part of the corporate Financial Planning & Analysis team and reports to the Group Director of Corporate Financial Planning & Analysis REMOTE work from HOME MUST live in South Florida Essential Functions The financial and analytical support encompasses a potential broad range of financial and business analysis including but not limited to: Manage the monthly close and bi-monthly forecast... more ->
Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank... more ->
Financial Representative Trainee - Miami, FL Location: Florida Work Type: Full Time Regular Job No: 502874 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage:... more ->
Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. This role can be filled in either Ft. Lauderdale or Miami or Palm Beach County. Responsibilities: Client Acquisition - Acquires clients for Wealth... more ->
Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to... more ->
About the Opportunity: Our firm is seeking a highly motivated and experienced attorney to join our thriving Trust & Estate Planning practice group. This is a unique opportunity for an individual with a strong background in tax law and advanced knowledge of estate planning and trusts to provide comprehensive legal counsel to our high-net-worth clients. Responsibilities: Develop and implement sophisticated estate plans for individuals and families, considering complex tax implications. Draft and review wills, trusts, powers of attorney, and other estate planning documents. Advise clients on... more ->
Relationship Banker What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a... more ->
Seeking a Tax, Trusts & Estates Associate with 3+ years' experience to join our Boca Raton Florida office. LL.M preferred in Taxation or Estate Planning. Bar admission in one or more states in which the Firm has an office and where the candidate desires to be resident is required. Strong academic credentials, excellent oral and written communication skills required. Job Title: Tax, Trust & Estate Associate Job Summary: As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust... more ->
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisor's direction Accountable for the personal achievement of monthly new account production as assigned by upper management Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash... more ->