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Job Description About us: We believe the next generation of financial services will be powered by stablecoins. Founded in 2021, our mission at BVNK is to accelerate global money movement. We're building stablecoin-native infrastructure so businesses can move value instantly across borders and networks. With global licenses and T1 bank partnerships, we facilitate billions in transactions for enterprise clients like Worldpay, Deel, LianLian Global, and Rapyd. Our technology is transforming how businesses operate globally by eliminating payment delays, reducing costs, and unlocking trapped capital. We're a diverse team spread across EMEA, North America, and APAC, with a shared belief that stablecoins are the new infrastructure layer for financial services, and that BVNK is at the forefront of this shift. In 2025, we secured strategic investment from Visa, following our $50 million Series B with Haun Ventures, Coinbase Ventures, Scribble Ventures, DRW Venture Capital, Avenir, and Tiger Global. With the backing of these leading investors, we're accelerating our growth – and we're looking for smart, ambitious people to help us build the future of financial services. We're incredibly honored to have made Newsweek's list of The Top 100 Global Most Loved Workplaces three years running (most recently in 2025) and to have been recognised by LinkedIn as one of the Top 20 Startups in the UK in 2024. About this role in the team: We pride ourselves on innovation, creativity and developing within a rapidly expanding industry. Our accelerated growth is driven by our successful product offerings. BVNK is seeking an experienced, motivated, and proactive candidate that is fluent in Spanish to join our Commercial team as the Sales Director - Fintech & PSP in the United States. This role reports directly to the SVP, Fintech & PSP but will work closely with other functions within the business. This role will encompass all aspects of the sales process; lead generation, relationship building, onboarding, and ongoing account management and client service. The candidate will work closely with the Commercial team to acquire and develop new relationships with relevant clients. You will utilize your extensive network and industry knowledge to identify and pursue new business opportunities, leveraging your network of contacts to generate leads and close deals. Key Areas of Responsibilities: • Increase revenue for BVNK across all product lines, • Acquire and maintain relationships with clients in financial verticals, • Understanding the needs of clients at every stage of their development and consider how BVNK may continue to add value while also evaluating competitor activities, • Work with commercial lead to build and manage pipeline of clients as well as developing the commercial strategy for adequate coverage of targeted verticals, • Utilize your extensive network and industry knowledge to identify and pursue new business opportunities, leveraging your network of contacts to generate leads and close deals., • Provide accurate sales forecasts, reports, and performance analysis, • Be the commercial point of contact for product managers to understand customer pain points, product requests and feedback, • Experience - 5+ years end to end sales & business development, • Experience developing business within the fintech / digital asset industry, • Successful track record for managing relationships and closing business, • Fluent in Spanish, • Experienced in successfully managing multiple projects at the same time, • Fair and competitive salary at every stage of your growth, • Meaningful ownership in the business through our employee option scheme, • Flexible working hours, with hybrid working at its heart, • A culture built on passionate, growth-minded people, • A flexible approach to holiday, • Opportunities to travel to our offices around the world, • An open and creative environment where you can help us define the future of BVNK, its culture, and its opportunity sets Salary Range - $120,000 - $150,000 per year + Uncapped Commission At BVNK, we are focused on building a diverse and inclusive team. While you may not meet all of our requirements, we'd encourage you to apply if you meet the majority of our expectations. You may be a great fit for this role or another role in our team.

Job Description Staff Accountant, Shareholder Services Office – ICBD Downtown Fort Lauderdale, FL HQ - In-Office About ICBD ICBD is a robust single-family office focused on private investment and business development, supporting exceptional companies in healthcare, technology, and beyond. We own and operate a growing portfolio of high-performance businesses united by a shared commitment to people, operational excellence, and long-term value creation. But we’re not just building businesses—we’re building a legacy of leadership, innovation, and purpose. Joining ICBD means you'll be part of the team behind some of the fastest-growing companies in healthcare, technology, and business services. We are proudly self-funded, committed to sustainable growth, and led by visionary thought leaders—including our CEO and Founder, the 2024 Ernst & Young U.S. Entrepreneur Of The Year® National Overall Award winner. Our most visible success is ABA Centers, a revolutionary leader in autism care and diagnostics, ranked #5 on the 2024 Inc. 5000 list of fastest-growing private companies in the U.S. The ICBD portfolio includes these dynamic organizations united by strategic vision, operational expertise, and unwavering commitment to excellence: • ABA Centers – The leading provider of autism care in the U.S., with 13 regional brands and 70+ operating areas, • GateHouse Treatment – A comprehensive network of substance use disorder programs that address the full spectrum of recovery needs from medical treatment to supportive housing and respite services, • Marquis MD – A concierge medicine concept redefining healthcare by prioritizing convenience, connection, and care powered by advanced technology, • Exact Billing Solutions – Innovative revenue cycle management and advanced billing support systems for healthcare providers, • Curative AI – A next-generation platform using AI to disrupt and transform the healthcare system by providing new solutions for revenue cycle management, scheduling, medical documentation, clinical and diagnostic support, and more, • The Christopher M. Barnett Family Foundation – The philanthropic heart of ICBD, advancing programs that address autism care, food insecurity, homelessness, women’s empowerment, and underserved children Recognition & Awards At ICBD, our commitment to operational excellence, ethical leadership, and transformative care has earned us recognition across industries. Our portfolio companies and leadership team have been honored with multiple awards, including: • Inc. 5000 –5th Fastest-Growing Private Company in America (2024)., • Financial Times – #1 on "The Americas' Fastest Growing Companies.", • EY Entrepreneur Of The Year® U.S. Overall., • South Florida Business Journal’s Top 100 Companies., • Florida Trend Magazine's 500 Most Influential Business Leaders., • Inc. Best in Business, Health Services. About the Role At ICBD, every number tells a story — of innovation, growth, and impact. We’re looking for a Staff Accountant who’s curious, analytical, and ready to help shape that story alongside our CFO and Controller. This is a perfect opportunity for an individual who is detail-oriented, communicates effectively, technically capable, intellectually curious and holds a deep desire to solve problems, and efficiently delivers a quality work product in a fast-paced, dynamic environment. Key Responsibilities • Prepare journal entries, accruals, and routine general ledger postings, • Perform account reconciliations and investigate discrepancies, • Support monthly, quarterly, and annual close processes, • Process accounts payable and accounts receivable transactions, • Post and reconcile customer payments (cash, checks, ACH, credit cards), • Assist with bank reconciliations and cash activity tracking, • Support payroll processing activities, including data preparation and validation, • Prepare schedules and documentation for internal and external audits, • Maintain accurate financial records across accounting systems The Staff Accountant requires a minimum of a bachelor’s degree in accounting, Finance, or related field. • 3+ years of progressive accounting experience, • Working knowledge of GAAP, • Experience supporting month-end close and reconciliations, • Proficiency with accounting systems (QuickBooks Online preferred), • Strong Excel skills (pivot tables, lookups), • High attention to detail and discretion6+ years of progressive accounting experience Expertise Needed • Intercompany accounting and reconciliations, • Proficiency with QuickBooks Online and Concur (or similar ERP/expense platforms), • Advanced Excel skills, including pivot tables, lookups, and modeling, • Experience with cash management and reconciliations, • Strong organizational skills with the ability to manage multiple priorities under deadlines, • Proven analytical, troubleshooting, and critical thinking skills, • Ability to work independently while also collaborating effectively across teams, • Strong attention to detail with excellent proofreading skills, • High-level data-entry accuracy and efficiency, • Excellent interpersonal and communication skills, with the ability to present financial information clearly Attributes for Success • Strong communication and executive presence, • Operates with urgency and discipline, • Strategic thinker, • Natural collaborator with business partners across departments Outstanding Benefits • 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays), • Flexible Spending Account (FSA) and Health Savings Account (HSA) options, • Medical, dental, vision, long-term disability, and life insurance, • Generous 401(k) with up to 6% employer match At ICBD, we believe leadership, innovation, and purpose go hand in hand. Be part of a team where your work drives lasting impact and your career reaches new heights. ICBD participates in the U.S. Department of Homeland Security E-Verify program. Recruiter ID: #LI-JW1

Job Description Controller - ICBD Downtown Fort Lauderdale, FL HQ – In-Office About ICBD ICBD is a robust single-family office focused on private investment and business development, supporting exceptional companies in healthcare, technology, and beyond. We own and operate a growing portfolio of high-performance businesses united by a shared commitment to people, operational excellence, and long-term value creation. But we’re not just building businesses—we’re building a legacy of leadership, innovation, and purpose. Joining ICBD means you'll be part of the team behind some of the fastest-growing companies in healthcare, technology, and business services. We are proudly self-funded, committed to sustainable growth, and led by visionary thought leaders—including our CEO and Founder, the 2024 Ernst & Young U.S. Entrepreneur Of The Year® National Overall Award winner. Our most visible success is ABA Centers, a revolutionary leader in autism care and diagnostics, ranked #5 on the 2024 Inc. 5000 list of fastest-growing private companies in the U.S. The ICBD portfolio includes these dynamic organizations united by strategic vision, operational expertise, and unwavering commitment to excellence: • ABA Centers – The leading provider of autism care in the U.S., with 13 regional brands and 70+ operating areas., • GateHouse Treatment – A comprehensive network of substance use disorder programs that address the full spectrum of recovery needs from medical treatment to supportive housing and respite services., • Marquis MD – A concierge medicine concept redefining healthcare by prioritizing convenience, connection, and care powered by advanced technology., • Exact Billing Solutions – Innovative revenue cycle management and advanced billing support systems for healthcare providers., • Curative AI – A next-generation platform using AI to disrupt and transform the healthcare system by providing new solutions for revenue cycle management, scheduling, medical documentation, clinical and diagnostic support, and more., • The Christopher M. Barnett Family Foundation – The philanthropic heart of ICBD, advancing programs that address autism care, food insecurity, homelessness, women’s empowerment, and underserved children. Recognition & Awards At ICBD, our commitment to operational excellence, ethical leadership, and transformative care has earned us recognition across industries. Our portfolio companies and leadership team have been honored with multiple awards, including: • Inc. 5000 – 5th Fastest-Growing Private Company in America (2024)., • Financial Times – #1 on "The Americas' Fastest Growing Companies.", • EY Entrepreneur Of The Year® U.S. Overall., • South Florida Business Journal’s Top 100 Companies., • Florida Trend Magazine's 500 Most Influential Business Leaders., • Inc. Best in Business, Health Services. About the Role: We are seeking a hands-on, results-driven Controller to lead the accounting function for one or more entities within a multi-entity organization. This role is responsible for overseeing the month-end close process in NetSuite, ensuring the accuracy and integrity of financial reporting, and maintaining a strong internal control environment. The Controller will take ownership of close execution, financial reporting quality, and process optimization, while also playing a key role in cash and treasury activities, budgeting and forecasting support, payroll accounting, and revenue recognition. This position requires both a detail-oriented operator and a proactive process leader—someone who can streamline close timelines, enhance reporting accuracy, and drive complex issues to resolution in a fast-paced, evolving environment. Key Responsibilities Close Leadership & Financial Reporting • Own and lead month-end close in NetSuite, including close calendar, task ownership, review standards, and quality controls., • Review/approve journal entries, reconciliations, and key schedules; ensure complete support and audit trail., • Deliver accurate monthly financial statements and variance explanations on a predictable timeline., • Strengthen internal controls and documentation standards (audit-ready workpapers)., • Identify and remediate control gaps; implement process improvements that reduce errors and rework., • Partner on cash forecasting and cash needs planning; support banking controls and payment authorization processes., • Support budgeting/forecast cycles with clean actuals, trend analysis, and reliable schedules., • Oversee payroll accounting, including accruals, reconciliations, and payroll liability account integrity., • Oversee revenue recognition support and related reconciliations (ASC 606 familiarity preferred)., • Lead, develop, and hold accountable the accounting team supporting the entities., • Serve as primary accounting contact for auditors and tax providers for assigned areas., • Bachelor’s degree in accounting (required), • CPA active (required), • 8+ years progressive accounting experience; 2+ years in a leadership role preferred, • NetSuite expert-level proficiency (hands-on close owner), • Multi-entity / shared services experience Special C-Suite Benefits Package • 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays), • 100% paid family health insurance premium, • 100% premium paid for dental and vision insurance for family, • Concierge medical doctor for employee, • 100% premium paid for long-term disability, • SERP (Supplemental Executive Retirement Plan) for employee, • Generous 401(k) match, • Annual C-suite bonus program At ICBD, we believe leadership, innovation, and purpose go hand in hand. Be part of a team where your work drives lasting impact and your career reaches new heights. ICBD participates in the U.S. Department of Homeland Security E-Verify program. Recruiter ID: #LI-TF1

Job Description Treasury Manager – ICBD Downtown Fort Lauderdale, FL HQ - In-Office About ICBD ICBD is a robust single-family office focused on private investment and business development, supporting exceptional companies in healthcare, technology, and beyond. We own and operate a growing portfolio of high-performance businesses united by a shared commitment to people, operational excellence, and long-term value creation. But we’re not just building businesses—we’re building a legacy of leadership, innovation, and purpose. Joining ICBD means you'll be part of the team behind some of the fastest-growing companies in healthcare, technology, and business services. We are proudly self-funded, committed to sustainable growth, and led by visionary thought leaders—including our CEO and Founder, the 2024 Ernst & Young U.S. Entrepreneur Of The Year® National Overall Award winner. Our most visible success is ABA Centers, a revolutionary leader in autism care and diagnostics, ranked #5 on the 2024 Inc. 5000 list of fastest-growing private companies in the U.S. The ICBD portfolio includes these dynamic organizations united by strategic vision, operational expertise, and unwavering commitment to excellence: • ABA Centers – The leading provider of autism care in the U.S., with 13 regional brands and 70+ operating areas., • GateHouse Treatment – A comprehensive network of substance use disorder programs that address the full spectrum of recovery needs from medical treatment to supportive housing and respite services., • Marquis MD – A concierge medicine concept redefining healthcare by prioritizing convenience, connection, and care powered by advanced technology., • Exact Billing Solutions – Innovative revenue cycle management and advanced billing support systems for healthcare providers., • Curative AI – A next-generation platform using AI to disrupt and transform the healthcare system by providing new solutions for revenue cycle management, scheduling, medical documentation, clinical and diagnostic support, and more. At ICBD, our commitment to operational excellence, ethical leadership, and transformative care has earned us recognition across industries. Our portfolio companies and leadership team have been honored with multiple awards, including: • Inc. 5000 – 5th Fastest-Growing Private Company in America (2024)., • Financial Times – #1 on "The Americas' Fastest Growing Companies.", • EY Entrepreneur Of The Year® U.S. Overall., • South Florida Business Journal’s Top 100 Companies., • Florida Trend Magazine's 500 Most Influential Business Leaders. Lead treasury operations at a powerhouse portfolio shaping the future of healthcare and technology! The Treasury Manager provides strategic and hands-on support within the Shareholder Services function. Responsibilities include overseeing day-to-day operations, managing payables, intercompany transactions, and cash flow between bank accounts, as well as developing cash flow models and long-term financial strategies. The role also involves guiding departmental activities such as budgets, forecasts, and payment scheduling, and providing oversight of transactions related to investments, debt, taxes, and external funding. Additionally, the Treasury Manager manages relationships with external financial institutions and ensures effective coordination across all treasury functions to support the organization’s financial goals. Key Responsibilities • Manage daily cash operations, including liquidity monitoring, cash-position reconciliation, and bank reporting., • Ensure adequate funds are available to meet operational and capital investment needs., • Track payables in real time, ensure timely reimbursements, and maintain accurate reconciliations., • Conduct efficient end-of-day reconciliations with roll-forward reporting and exception tracking., • Develop and maintain consolidated treasury dashboards to provide visibility for stakeholders., • Foster strong communication and collaboration with key internal partners., • Bachelor’s degree in Accounting, Finance, or a related field required., • Advanced degree is a plus but not required., • CPA is welcomed but not required, considering the hands-on nature of the role., • Five to ten years of progressive experience in finance or accounting., • Experience in a family office, healthcare, or multi-entity environment strongly preferred., • Background from smaller accounting firms or hands-on finance roles in growing companies is ideal. Expertise Needed • 5–7 years of accounting or finance experience with progressive responsibility in treasury operations., • Proficiency in MS Office, especially advanced Excel skills., • Strong knowledge of financial instruments, credit facilities, treasury best practices, forecasting, budgeting, and accounting., • Familiarity with accounting rules, government policies, and general treasury operations., • Demonstrated leadership and ability to collaborate across multiple departments., • Excellent problem-solving, organizational, and detail-oriented skills., • Strong verbal, written, and interpersonal communication abilities., • Ability to work under pressure in a fast-paced, deadline-driven, and metrics-oriented environment., • 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays)., • Flexible Spending Account (FSA) and Health Savings Account (HSA) options., • Medical, dental, vision, long-term disability, and life insurance., • Generous 401(k) with up to 6% employer match. At ICBD, we believe leadership, innovation, and purpose go hand in hand. Be part of a team where your work drives lasting impact and your career reaches new heights. ICBD participates in the U.S. Department of Homeland Security E-Verify program.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? () If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in-office position. The location is 1200 Weston Road, Weston, FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. * Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement. * Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights. * Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records. * Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions. * Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. * Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment. * Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation. * Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires. * Maintain a professional environment and create a positive impression. * Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. * Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met. * May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's degree or equivalent experience and related training. * Experience in the securities industry and/or a sales assistant role. * Knowledge of securities markets and brokerage accounts. * Knowledge of the features and attributes of annuity products. * FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be considered if they have at least 1 of the required licenses and can obtain the additional licenses during employment. * Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts. * Effective time management skills. * Ability to communicate effectively and professionally with clients, managers and other teammates. * Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information. * Ability to work in a self-directed fashion. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * Three years of experience in the securities industry. * Previous sales and/or banking experience. * Bachelor's degree in business, accounting, finance, banking or equivalent education and related training. * Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site () . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law () E-Verify () IER Right to Work ()

Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Join us! This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-ser

Research Centers of America - Hollywood, FL 33024.Level: Experienced Position Type: Full Time Job Shift: Day Category: Accounting.Accounts Payable including: purchase orders and vendor records maintenance.Medical Billing Knowledge a plus.Multiple Bank reconciliations for depository accounts.Reconcil

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? () If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in-office position. The location is 1200 Weston Road, Weston, FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. * Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement. * Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights. * Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records. * Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions. * Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. * Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment. * Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation. * Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires. * Maintain a professional environment and create a positive impression. * Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. * Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met. * May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's degree or equivalent experience and related training. * Experience in the securities industry and/or a sales assistant role. * Knowledge of securities markets and brokerage accounts. * Knowledge of the features and attributes of annuity products. * FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be considered if they have at least 1 of the required licenses and can obtain the additional licenses during employment. * Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts. * Effective time management skills. * Ability to communicate effectively and professionally with clients, managers and other teammates. * Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information. * Ability to work in a self-directed fashion. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: * Three years of experience in the securities industry. * Previous sales and/or banking experience. * Bachelor's degree in business, accounting, finance, banking or equivalent education and related training. * Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site () . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law () E-Verify () IER Right to Work ()

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Bank of America believes both in the importance of working togethe

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank of America aims to create a workplace free from the dangers and resulting consequ

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Bank of America is committed to an in-office culture with speci

Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market Fort Lauderdale, Florida;Plantation, Florida; Aventura, Florida; Weston, Florida; Boca Raton, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: * Developing a book of business in order to meet and exceed established performance hurdles * Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs * Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences * Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning * Organizing and managing resources (time, people, budget) to run a productive practice * Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client * Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: * Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. * Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. * Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: * Handles inbound inquiries from leads regarding Merrill offerings * Positions the extensive capabilities of Merrill and Bank of America * Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate * Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts * Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses * Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services * Proven ability to engage with and influence others * Exceptional interpersonal and relationship building skills * Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility * Proven ability to assess needs and recommend appropriate solutions/interventions * Proven ability to work collaboratively on a team and with key partners * Proven ability to listen and probe for clarity and understanding * Goal and results oriented * Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking * Ability to work in an environment where the majority of your compensation is tied to your performance * Strong follow-through skills * Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously Skills: * Business Acumen * Business Development * Oral Communications * Prospecting * Wealth Planning * Analytical Thinking * Client Experience Branding * Client Investments Management * Portfolio Analysis * Risk Management * Active Listening * Client Solutions Advisory * Emotional Intelligence * Referral Management * Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights () " poster. View the LA County Fair Chance Ordinance () . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Responsibilities: * Leads the Client Process Management Process within the client team to identify new business development opportunities * Sources new clients in alignment with the bank's established risk appetite * Leads the client team to deliver meaningful interactions and a Branded Client Expe

Bank of America believes both in the importance of working together and offering flexibility to our employees. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Working at Bank of America will give you a great career with

Bank of America believes both in the importance of working together and offering flexibility to our employees. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offeri

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Shift: 1st shift (United States of America).

Job Description Looking for a part time Bookkeeping assistant and ADMIN. to learn our system and eventually take over the accounting function for our company. This can develop into a full-time position. Will also train on client administration. This position is a hybrid position which will require on site office time during the initial stages, and then blend into a on-site/at home hybrid opportunity. Successful candidate will have at least a high school degree, be fluent in English, and a good working knowledge of Quick Books accounting software and be proficient in Microsoft Office applications in particular Excel. Working hours are flexible, but there are strict deadlines which must be met. Pay level is dependent on bookkeeping validation and experience level. We run a small administrative office for our business which is a wholesale furniture sales agency. This agency sells every major furniture retailer in the state of Florida and represents major manufacturers to retailers located in the state of Florida, the Caribbean, and Central and South America. Part-Time Bookkeeper (QuickBooks & Excel) – Hybrid location (Fort Lauderdale 33309) Responsibilities: - -Maintain records in QuickBooks • Bank and credit card reconciliations, • Accounts payable and receivable, • Monthly reporting support -, • Prepare records for CPA, • Identify discrepancies Qualifications: • 2+ years experience, • QuickBooks proficiency - Excel skills, • Detail-oriented -Ability to work independently • Schedule & Compensation:, • 10–20 hours/week -$20-$24/hour