Business advisor jobs in Miami, Florida - Page 3Crear alertas

Overview: About The Role Acts as the primary advisor for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy. Principal Duties & Responsibilities: • Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance., • Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals., • Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals., • Requires significant marketing presentation, sales and relationship building skills. Expands existing client relationships and actively seeks new clients via targeted prospecting., • Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists. Partners with these specialists to meet the full range of client needs and ensures optimal response and service levels between departments., • Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other., • If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank., • In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc., • Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank’s credit policies and criteria in loan decisions., • Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum., • Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio. Submits timely and accurate reports as required., • Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney.Qualifications:, • 2-4 years of Commercial Lending experience. Required, • Formal credit training by national or large regional bank Preferred, • Strong understanding of the principles of accounting and finance., • Strong marketing and analytical skills., • Demonstrated problem-solving skills and interpersonal skills in demanding situations., • Must be a self-starter and highly disciplined., • Ability to work in a fast-paced environment with aggressive goals and objectives., • Must be able to analyze financial conditions and industry trends., • Excellent and effective presentation and communication skills, both verbal and written., • Proficient with Excel, Word, Microsoft Office, and CRM Applications.Education:, • Bachelor's Degree in Business or related field.

Department: Jackson Memorial Hospital-Human Resources Address: 1611 NW 12thAve, Miami, Florida, 33136 Shift details: Full-Time, Days Ready to elevate Your HR Leadership in Healthcare? Jackson Health System is looking for a dynamic HR leader to make a real impact! If you're passionate about shaping workplace culture and driving employee engagement, this is your opportunity to lead with purpose. We need a strategic HR professional who: • Builds strong, meaningful relationships, • Enhances employee engagement and fosters a positive work environment, • Partners with leadership to develop and optimize talent strategies, • Champions a culture that elevates both the employee and patient experience At Jackson Health System, we live our CARE values everyday creating miracles and transforming lives. Ready to make a difference? Join us today! Summary The Director of Human Resources serves as a strategic business partner and primary advisor to the leadership team of the assigned business area. This role is responsible for designing and operationalizing user-centric HR programs that align with the organization's mission, enhance employee engagement, and support business objectives. The Director provides leadership, direction, and oversight for HR functions, ensuring alignment with strategic priorities while fostering a culture of continuous improvement and operational excellence. Responsibilities Strategic HR Leadership & Business Partnership • Serve as the primary HR advisor to business unit leaders, guiding workforce strategies that align with organizational goals., • Develop and implement HR initiatives that enhance business performance, foster employee engagement, and drive operational effectiveness., • Lead workforce planning efforts, leveraging analytics and forecasting to ensure optimal staffing and resource allocation., • Provide thought leadership and consultation on organizational effectiveness, succession planning, and talent strategies. HR Operations & Talent Management • Oversee the execution of HR programs, including talent acquisition, onboarding, retention, and development., • Improve early retention rates for new hires by enhancing onboarding processes in collaboration with managers., • Partner with hiring managers to maintain an effective applicant pipeline, ensuring a proactive approach to talent management., • Act as the single point of contact for all HR-related processes, issues, and inquiries within the assigned business area. Employee & Labor Relations • Provide expert consultation on employee relations, conducting investigations and resolving workplace concerns in alignment with policies., • Support managers in adhering to collective bargaining agreements (CBA) and addressing union-related matters in collaboration with labor relations teams. Learning & Development • Partner with Learning & Development specialists to coach leaders in enhancing team dynamics, leadership skills, and performance management capabilities., • Drive strategies that support continuous learning and professional growth for employees across the organization. Compliance & Performance Improvement • Ensure HR policies and initiatives comply with federal, state, and local employment regulations., • Participate in performance improvement activities, identifying opportunities to streamline processes and enhance organizational efficiency. Experience • Generally requires 7 to 10 years of related experience. Management experience is required., • Minimum of 5 years of direct Healthcare HR leadership experience within a hospital or healthcare system strongly preferred., • Labor Relations expertise strongly preferred., • Experience in large workforce management strongly preferred., • Experience in HR People Strategy leadership strongly preferred. Education • Bachelor's degree in related field is required., • Master's degree is strongly preferred. Valid license or certification is required as needed, based on the job or specialty. Jackson Health System is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

JOB SUMMARY Identify adequate and qualified international sources of supply for NCLH's required products and/or services. Recommend alternative products of same or better quality at a more favorable cost, in collaboration with Suppliers, Operations and sourcing specialists. DUTIES & RESPONSIBILITIES • Develop a category strategy to achieve cost savings and improve quality and service levels by identifying opportunity areas such as product standardization and supplier consolidation., • Oversee all spend activity and purchase requests for category and determine proper action plan for all purchases that meet the Supply Chain involvement threshold., • Solicit price bids and proposals from qualified registered suppliers. Conduct comparison analysis of all bids against provided scope of work for contracted and non-contracted services., • Administer/manage contracted and non-contracted services to ensure that all contractual requirements are met by both the supplier and the organization. Ensure prices and expiration dates are accurately reflected on service POs., • Monitor actual usage of contracted service (ie agreed number of visits per year on specific vessel). Evaluate and confirm usage estimates on service POs with department heads., • Provide category related subject matter expertise when necessary., • Effectively work with functional and business groups as a trusted advisor to determine desired product/service specifications and projected demand when making recommended action plans., • Develop Strategic Supplier Relationship Management programs., • Collaborate with Spend Analysis & Reporting Team to conduct analysis for category improvement opportunities (e.g., market research) and to implement non-sourcing category projects (e.g., demand management)., • Support Sourcing Specialists to lead cross-functional teams to execute strategic sourcing projects for category areas., • Ensure that NCLH has good supply market understanding and works with the business/function teams to provide input for creating innovative win-win customer and supplier strategies., • Proactively identify improvement opportunities for Beverage related products and recommend key actions to the appropriate stakeholders., • Conduct testing as per NCLH's standard operating process., • Monitor supplier performance and manage supplier relationships for key suppliers across multiple business divisions., • Perform other job-related functions as assigned. QUALIFICATIONS DEGREE TYPE: Bachelor's Degree FIELD(S) OF STUDY: Business, MBA or any equivalent combinations of relevant education and work experience. EXPERIENCE • Minimum 5 years of strategic sourcing/procurement experience, performance measurement, contract negotiation, project management, category management, business analysis, or change management experience., • 2+ years of category or industry specific experience. Cruise line and Duty-Free knowledge a plus. COMPETENCIES/SKILLS • Working knowledge of an automated logistics and purchasing system is required, preferably with MXP and SAP., • Strong knowledge of strategic sourcing methodology with pragmatism to manage exceptions., • Ability to develop category and sourcing strategies by identifying areas of opportunity., • Track record of effectively directing and leveraging procurement spend by leading global cross-functional teams., • Experience managing and maintaining strong supplier relationships., • Strong leadership presence and negotiation/contract management experience., • Knowledge and experience with best practice processes, tools, and procurement/spend systems data and analysis., • Strong interpersonal and management capabilities., • Must have strong organizational skills., • Strong problem solving, analytical and report summation, and conflict resolution skills., • Ability to apply change management and consulting skills/knowledge and expertise., • Firsthand working knowledge of strategic sourcing methodology required. Technical knowledge and expertise preferred., • Proficiency in Microsoft suite (Word, Excel, and PowerPoint), proficiency in Procure-to-Pay systems (e.g. Ariba). Team Building, technical knowledge and expertise, high degree of business acumen, management, and interpersonal skills. To Executive Search Firms & Staffing Agencies: NCLH does not accept unsolicited resumes from any agencies. All unsolicited resumes will be considered NCLH property, and NCLH will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting the NCLH Human Resources Talent Acquisition Department.

Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You’ll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You’ll Do: • Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones., • Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services., • Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship., • Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs., • Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience., • Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance., • Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele.Qualifications: What We’re Looking For • Experience: 8–10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred., • Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions., • Education: Bachelor’s degree in Business, Finance, or a related field required. Master’s Degree, preferred., • Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs., • Knowledge: Strong understanding of financial products, credit policies, and the private banking market.Education:

A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION • Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store, • Supports colleagues & other team members in the boutique, • Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients’ touchpoints), • Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS • Embodies TAG Heuer’s brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events, • Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided, • Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business, • Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR • Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…), • Leverages properly all tools (CEGID, Salesforce) and performs VM, • Coordinates Aftersales operations until the return of the watch, • Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…), • Contributes to a positive, inclusive and supportive work environment, • Contributes to the store maintenance, • Ensures compliance with internal control policies Job Responsibilities HARD SKILLS • Knowledge of luxury retail environment (minimum 2 year-experience), • Knowledge / passion for watches, new trends in lifestyle, new technologies and sports, • Fluent in English + local language, a third language is a plus, • Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc., • Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales…, • Knowledge of Client and Clienteling KPIs, • Knowledge of digital tools, • Knowledge of / interest for Brand DNA, history & collections, • Knowledge of Front and Back tools, • Knowledge of (Brand) Retail Procedures Soft Skills • Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients, • Open minded, excellent interpersonal and communication skills, • Energetic, self-motivated, action and results-oriented, • Self-starter, able to work effectively in a fast-paced and dynamic environment, • Adaptable to changes, flexible, able to bring up new ideas and solutions, • Team spirit, high integrity and transparency, • Ability to represent the Maison in & outside the store, great presentation skills, • Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.

Job Summary We are seeking a strategic, hands-on IT Director, Ancillary Operations to support and advance the technology needs of Femwell’s Ancillary Services division, which includes outpatient Imaging Centers, Maternal Fetal Medicine (MFM) clinics, a pathology laboratory (MediPath), and other specialty care centers. While the primary focus of this role will be on Imaging and MFM, the IT Director will also provide cross-functional support to the full Ancillaries portfolio. This individual will act as a liaison between the Ancillaries operations teams and the Corporate IT department, working closely with office managers at key sites and operational leaders across departments to triage issues, identify root causes, and drive improvements to systems and workflows. This role requires strong communication, problem-solving, and leadership skills, as well as deep familiarity with healthcare IT systems. Essential Job Functions Technology Strategy & Leadership • Collaborate with Ancillaries leadership and Corporate IT to develop and execute IT strategies aligned with business goals., • Support technology planning for new site launches, system upgrades, and service line integrations., • Serve as a strategic partner and advisor to department heads, clinical leadership, and office management teams. Systems & Infrastructure Oversight • Manage and support core systems including PACS/RIS, Maternal Fetal Medicine platforms such as AS Software, EHR/EMR integrations, laboratory information systems (LIS), imaging modalities, and telecommunications., • Ensure seamless interoperability between ancillary systems and referring practices., • Oversee physician-facing technologies including diagnostic viewing systems, image/report delivery tools, and portals., • Work collaboratively with ancillary site-level IT staff while aligning initiatives with Corporate IT standards and architecture. Stakeholder Liaison & Process Optimization • Build strong relationships with office managers and operational leads at Imaging, MFM, MediPath, and other ancillary sites., • Triage technical and workflow-related issues, facilitate root cause analysis, and coordinate cross-functional solutions., • Identify and implement system enhancements to improve efficiency, data accuracy, and clinical operations. Cybersecurity & Compliance • Ensure HIPAA and HITECH compliance across all ancillary IT environments., • Partner with Corporate IT on security protocols, backup, disaster recovery, and data protection strategies. IT Operations & Support • Provide support and oversight for local IT resources, help desk operations, and third-party vendors serving ancillary locations., • Monitor technology performance, escalate unresolved issues, and guide adoption of IT best practices across sites., • Facilitate training and communication with non-technical end users Other Essential Tasks/Responsibilities/Abilities • Must be consistent with Femwell’s core values., • Excellent verbal and written communication skills., • Professional and tactful interpersonal skills with the ability to interact with a variety of personalities., • Excellent organizational skills and attention to detail., • Excellent time management skills with proven ability to meet deadlines and work under pressure., • Ability to manage and prioritize multiple projects and tasks efficiently., • Must demonstrate commitment to high professional ethical standards and a diverse workplace., • Must have excellent listening skills., • Must have the ability to maintain reasonably regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards and organization attendance policies and procedures., • Must maintain compliance with all personnel policies and procedures., • Must be self-disciplined, organized, and able to effectively coordinate and collaborate with team members., • Extremely proficient with Microsoft Office Suite or related software; as well as Excel, PPT, Internet, Cloud, Forums, Google, and other business tools required for this position. Education, Experience, Skills, and Requirements • Bachelor’s degree in Information Technology, Computer Science, Health Informatics, or a related field., • Advanced degree or professional certifications (e.g., CPHIMS, PMP, CompTIA) preferred. Experience: • 3+ years of IT leadership or healthcare IT experience, preferably in outpatient or multispecialty clinical environments., • Direct experience with PACS, RIS, HL7, EHR/EMR integration, and MFM platforms such as AS Software., • Familiarity with imaging modalities (ultrasound, mammography, X-ray, MRI) and LIS systems., • Strong understanding of HIPAA, HITECH, and cybersecurity in clinical healthcare settings. Skills: • Exceptional communication and stakeholder management skills., • Proven ability to triage complex issues, lead root cause investigations, and optimize clinical workflows., • Technically proficient with strong problem-solving, vendor management, and project coordination skills., • Able to bridge the gap between clinical operations and technical infrastructure. Preferred Experience: • Experience supporting women’s health or OB/GYN-focused practices., • Implementation of new outpatient or diagnostic center technologies., • Experience with cloud-based imaging, remote access solutions, or distributed multisite infrastructures.

Job DescriptionDescription: Please Note: This is an in-office position that is located in Miami, Florida. About Us: At INB, a career is more than just a job; it’s a chance to make a meaningful impact in the communities we serve. As a locally owned, community-focused bank, we’re proud to help individuals, families, and businesses achieve their financial goals through personalized service and trusted relationships. Our success is driven by a team that genuinely cares about our customers, our coworkers, and our community. When you join INB, you’re not just joining a workplace; you’re becoming part of a purpose-driven culture built on our core values: Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. Together, we make a positive difference every day for our customers and for each other. Summary INB Wealth’s purpose is to help everyone become financially fit. Through advocacy and innovation, INB Wealth has worked to make investing more affordable, more accessible, and more understandable for all. At INB Wealth, we respect the unique differences of our employees, our clients, and the communities we serve, striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at INB! Requirements: Essential Duties and Responsibilities include the following. Other duties may be assigned. As an Investment Advisor Representative at INB Wealth, you will work with existing clients to deepen relationships. Additionally, you will be responsible for business development through client referrals, marketing events, and proactive calls to prospects. At INB Wealth, you will have the tools, resources, and support to succeed in a sales environment. Specifically: • Systems and tracking to maximize client retention, • Sales support and marketing, • Software designed for customized client-focused solutions We are looking for people with a passion for helping clients. You will provide ongoing advice to clients, which will be delivered primarily during face-to-face meetings. You will work across a wide spectrum of investments as you help clients manage larger and more complex portfolios. This unique and rewarding opportunity will provide both you and your clients the ability to not only share the common desire to build portfolios, but also long-term relationships. INB offers progressive benefits as well as a competitive compensation program, which reflects our deeply held belief that the client relationship cannot be compromised by commission payments that may incent product sales. We value integrity, open communication, perseverance, and relentless service to our clients. If you want to work with a firm that is dynamic, client-centric, and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Advisor Representative with INB Wealth. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Active FINRA Series 7 and 66 Savvy industry knowledge/Comprehensive client solution experience Superior relationship and client retention experience, and success Polished interpersonal and communication skills This is a summary only, and duties and responsibilities may be changed from time to time, or over time. Qualifications • At least three years of demonstrated success in proactive sales, with a focus on delivering tailored client solutions within the financial services industry., • A minimum of five years as a licensed advisor with strong financial planning expertise, or ten years of industry experience with an emphasis on portfolio management and/or financial planning., • Commitment to building trusted relationships, providing personalized guidance, and helping clients achieve their financial goals., • Bilingual abilities are highly valued and considered a strong asset. Education and/or Experience Undergraduate degree or the equivalent; or a BA/BS college degree preferred. Group Insurance Benefits and Plans INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage also is extended to their eligible dependents. Active employees make premium contributions based on plan selections. Please click the link below for all benefits that are offered. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions. ADA Disclaimer: In developing this job description, care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here: Know Your Rights: Workplace discrimination is illegal

Job Description This is a remote position. Partnership Executive: Business Advisor & Investment Acquisition About Fusion Growth Partners Fusion Growth Partners is a dynamic business incubator and micro venture capital firm. We identify and invest in small, service-based businesses, particularly individual real estate agents, who have a strong track record but are often overlooked by traditional investors. Our unique "Partnership as a Service" model involves investing heavily in their businesses to significantly boost their clientele and scale profits. We're proud to have been ranked among Inc. 5000's fastest-growing businesses (813th nationally), making this an unparalleled opportunity for ambitious sales professional business advisors. Our partners gain access to sophisticated growth planning, a full suite of back-office services, cutting-edge SaaS resources, and the dedicated support of our experienced team. Fusion is the only company in the country offering these services with a compensation structure specifically designed to accommodate the cash flow needs of real estate agents. With over 300 team members and rapid expansion, we're now seeking top talent to help us penetrate new markets. Fusion's income is primarily generated from a small share of the revenue our partners' businesses generate. We're looking to hire additional Partnership Executives to support our rapidly growing volume of new partnership investments. Your Mission as a Partnership Executive: Forge Partnerships, Then Cultivate Growth As a Partnership Executive at Fusion Growth Partners, your journey begins with a focused inside sales approach, identifying and acquiring new business investment partnerships. This initial phase is crucial for building your foundation. From there, you'll swiftly transition into a consultant role, managing and nurturing your growing book of business as a trusted business advisor. This commission-based, revenue-sharing position offers a typical starting income of $70,000 annually. As you successfully acquire partners and your "book of business" expands, you can realistically earn $250,000 annually or more within the first two years. We're only looking for exceptionally talented individuals who can help us grow and represent Fusion at the highest levels of professionalism. Your two main functions will evolve as follows: Initial Focus: Investment / Partner Acquisition (Inside Sales) Your primary responsibility will be to qualify potential business candidates and provide a detailed, personal explanation of our unique investment model. This involves actively reaching out, presenting our services, and engaging in compelling conversations to identify ideal partners. If a candidate expresses a strong desire to partner with Fusion, you'll help structure the "deal," which can feel a little like a "Shark Tank" scenario, but with a different collaborative approach. Progression: Business Advisor & Partnership Management (Consultant Role) Once we invest in these small businesses and they join your portfolio, your role quickly shifts to a consultant role where you act as a "board member" or trusted advisor to the business owner. You'll be fanatically obsessed with the success and business growth of each partner you serve, encouraging best practices and promoting full adoption of our systems to maximize their likelihood of success. As an executive, you are responsible for the partner's experience and business success in partnership with Fusion. While Fusion provides a team of individuals to work on the client’s behalf, you, as the Partnership Executive, must drive and advocate for that success. Real estate agents and other small businesses join us to scale their operations, and it is your job to ensure that happens. Our Ideal Candidate Our ideal candidate is a polished professional with highly effective communication skills. You should be very persuasive but not "salesy," comfortable with difficult conversations, and able to tackle challenges head-on. A successful candidate will confidently present ideas and concepts. You must be able to work with very strong-willed individuals and guide them to embrace Fusion’s unique perspective, which they will embrace over time. While experience in the residential real estate industry is helpful, it is not required. We'll provide extensive training on our go-to-market strategy, business philosophies, and our unique systems and processes. Explore our website at: Position Requirements * Possess a "fanatical obsession" with the success of every single client you manage. * Possess a "fanatical obsession" with doing the best you can for everyone on your team. * Possess a "fanatical obsession" with contributing to the success of the company. * Highly professional in appearance, dress, and action. * Willing to follow company systems and processes. * Able to work autonomously with little or no supervision. * Very comfortable and confident in presenting concepts and ideas. * A true servant leader. * Authentic and genuine personality. * A great communicator. Requirements *

Job Description Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financial advisor talent. Summary: We’re hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. You’ll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm. This is a remote position working 9:00 AM – 5:00pm ET. What You’ll Do: • Proactively source and engage financial advisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels, • Conduct discovery calls to understand the advisor’s book, business model, goals, and ideal platform/firm environment, • Build trust-based relationships and maintain consistent touchpoints throughout the process, • Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit, • Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up, • Partner closely with business development to learn each client’s recruiting priorities, compensation structure, transition support, culture, and expectations, • Present opportunities to advisors clearly and professionally, aligning their goals with client parameters, • Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools, • Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc, • Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties Tools & Systems You’ll Use: • Loxo (ATS/CRM), Excel / Google Sheets, • Email + calendar tools, • Phone systems / dialing tools, • LinkedIn, ZoomInfo, and other sourcing platforms, Requirements: • 4+ years of recruiting experience, with direct exposure to financial advisor recruiting, • Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality, • Prior experience recruiting financial advisors in one or more of the following environments:, • Wealth management firm / RIA / broker-dealer, • Bank or financial institution, • Recruiting / search firm supporting advisor hiring, • Strong phone presence and ability to build rapport quickly with experienced professionals, • Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management, • Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools) Preferred (Nice to Have): • Existing advisor network or history of placing advisors successfully, • Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.), • Experience working alongside business development and client management teams What Success Looks Like: • You build a healthy advisor pipeline consistently, • Advisors trust you and stay engaged through the process, • You present aligned, qualified advisors to clients based on real discovery, • Your CRM/pipeline is tight: no missed follow-ups, no surprises Work Location & Schedule: • Remote (U.S.), • Hours: 9:00 AM – 5:00 PM Eastern Time Compensation includes a Salary and Performance Bonus

Job Description JAMES PERSE IS CURRENTLY HIRING A FULL TIME LEAD CLIENT ADVISOR FOR OUR BAL HARBOUR LOCATION OBJECTIVE OF THE POSITION The Lead Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas of customer service excellence, adherence to visual merchandising standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff, when is the most senior presence in the store. ESSENTIAL DUTIES AND JOB RESPONSIBILITIES • Achieve daily, monthly, and annual sales targets and key performance indicators., • Establish relationships with clients and manage communication consistent with James Perse., • Set the example for exceptional customer service, client experience and store standards., • Maintain the selling floor, merchandise. visuals and store standards., • Maintain and grow existing clients and reach new prospects through networking and outreach., • Support operational tasks and projects., • Open and close the store and conduct all opening and closing procedures., • Local market knowledge of clientele base and brand competitors., • Participate in special events and or projects as needed (i.e. Sample Sale, Physical Inventory, etc.)., • Adhere to all store and company procedures while maintaining operational and client experience excellence. Education • High School Diploma or GED required., • Prior experience in a retail/boutique store dealing with high-end goods, and clientele-oriented sales., • Ideally has a cultivated and established clientele following, • Candidates must also be outgoing, energetic, professional and good representatives of our brand and be able to emanate the James Perse brand lifestyle., • Strong interpersonal and communications skills both verbal and written., • Strong independent work ethic, excellent time management skills, and high level of integrity. At the Company’s inception, James’ mission was to bring an elevated look and feel to unique baseball caps and basic tees. Two decades later, the Company has expanded to producing full lines of its famously soft and meticulously constructed modern classics for men and women, as well as home furnishings, accessories, and limited edition goods. Our collections are sold in over 40 JAMES PERSE boutiques, as well as in fine department and specialty stores around the world. Our employees are smart, creative, passionate, and service-driven individuals who meet the same superior standards we set for our products. We embrace talented people with diverse backgrounds and experiences, and support policies and practices that prohibit discrimination against any person because of race, color, national origin, religion, gender, gender identity, age, marital status, disability, sexual orientation, or any other characteristic protected by applicable law. JAMES PERSE offers competitive benefits packages, including health, dental, and vision insurance, life insurance, short-term and long-term disability insurance, flexible spending accounts, an employee assistance program, paid vacation, paid sick time, a retirement savings plan with company match, and a generous employee discount. To view and learn more about our open positions visit: We appreciate your interest in our company and look forward to hearing from you. Powered by JazzHR 1s9ZM3MZRx

Job Description Senior Financial Advisor sought for Private Wealth Management of Ultra High-Net Worth Clientele in the Miami and Greater South Florida Region Exceptional compensation structure for an individual contributor with total annual earning contingent upon performance and transitioned assets or generated management fees. There's two highly competitive remuneration models: • One percent (1%) of the revenue from any book you bring in is split: 60% of that amount goes to salary plus commission., • Work commission only and receive 80%/85% of the total revenue you generate plus the generated management fees. This institution is a leader in comprehensive wealth management, offering a sophisticated, full-service platform for a discerning clientele of high-net-worth individuals, families, and institutions. Renowned for their stability, deep market expertise, and client-centric philosophy, they provide an unparalleled environment for seasoned advisors to elevate their practice. Job Description: This is a premier individual contributor role designed for an established advisor. The core objective is the successful transition and fiduciary management of your existing client portfolio onto our client's robust platform. Your responsibilities will center on advising high-net-worth clients, developing sophisticated, bespoke financial strategies, and driving revenue through diligent asset management and advisory services. This opportunity is pointedly structured to reward individual performance and is not a management or leadership role, ensuring your focus can remain exclusively on superior client service and strategic portfolio growth. Qualifications: • Must possess a verifiable, substantial, and portable book of business of minimum $40 million., • Demonstrable track record of significant revenue generation in a wealth advisory capacity., • All requisite financial licenses (e.g., Series 7, Series 66 or 65) must be active and in good standing., • Advanced professional designations, such as a Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA®)., • Deep expertise in complex financial planning, trust and estate strategies, or specialized investment products., • Experience servicing an ultra-high-net-worth (UHNW) clientele for at least 5 years within the South Florida market preferably.

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. Why Choose Henley & Partners? • Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network., • Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth., • Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills., • Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility. As a Private Client Advisor, you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • +3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real estate, or recruitment., • Mandatory to have Undergraduate degree in business, economics, marketing, or related disciplines. Master's or advanced degrees are considered an advantage., • Knowledge and experience with HNWIs is highly appreciated., • Multilingual and territorial-specific experience is considered an advantage., • Exceptional communication skills to engage with industry stakeholders - full English and Spanish proficiency is required., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Competitive base salary;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 20 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR AQDRqFJnV5

Job Description Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don't just advise — we educate, empower, and guide families toward financial confidence. Here, you'll spend 90% of your time sitting with clients and prospects, delivering exceptional service while a dedicated team handles lead generation, administrative support, and scheduling. This structure allows you to focus on what matters most: building relationships, providing sophisticated financial guidance, and mentoring the next generation of advisors. If you're a seasoned financial professional seeking a role where you can maximize your impact, lead complex client engagements, and shape the future of a thriving firm, Guerra Wealth Advisors is calling your name. Role: The Senior Wealth Advisor at Guerra Wealth Advisors is a trusted strategist, portfolio architect, and mentor who serves as the primary advisor for the firm's most complex client relationships. You will develop comprehensive wealth management solutions, navigate intricate financial scenarios, and provide leadership to junior advisors while cultivating deep, multi-generational client partnerships. This role is perfect for accomplished financial professionals with 7+ years of experience who excel at handling high-net-worth clients, sophisticated planning strategies, and want to make a lasting impact on both clients and the firm's culture. With a robust team providing qualified leads and administrative support, your focus will be on delivering elite-level guidance, expanding client relationships, and mentoring the advisory team. Responsibilities: • Lead comprehensive financial planning for high-net-worth and complex client situations including business owners, executives, and multi-generational families., • Develop sophisticated strategies encompassing advanced tax planning, estate planning, retirement income distribution, and legacy wealth transfer., • Design and manage diversified investment portfolios with emphasis on risk-adjusted returns and tax efficiency., • Provide strategic guidance on concentrated stock positions, equity compensation, trust structures, and charitable giving strategies., • Navigate complex scenarios including divorce settlements, business succession planning, and inheritance management., • Conduct in-depth financial analyses using advanced planning tools and modeling techniques., • Communicate intricate financial concepts with clarity and confidence to clients and their professional advisors (CPAs, attorneys, estate planners)., • Lead regular client meetings, reviews, and strategic planning sessions with C-suite executives and business owners., • Mentor and develop junior advisors, providing coaching on technical skills and client relationship management., • Identify opportunities to deepen existing relationships and expand assets under management., • Represent the firm at high-level networking events, conferences, and speaking engagements., • Stay at the forefront of industry trends, regulatory changes, tax legislation, and emerging planning strategies., • Collaborate with internal teams to ensure seamless execution and world-class client experience., • Contribute to firm strategy, thought leadership, and best practices development., • Pursue advanced education and maintain elite professional designations. Requirements: • 7+ years of experience as a financial advisor serving high-net-worth clients., • CFP (Certified Financial Planner), CFA, ChFC, or advanced designations strongly preferred., • RICP Required, • Active Series 65 required; Series 7 is a plus., • Life & Health licenses (2-14) required or ability to obtain immediately., • Bilingual in English and Spanish strongly preferred., • Proven track record managing $50M+ in assets under management., • Deep expertise in advanced financial planning, portfolio management, and tax-efficient strategies., • Experience with complex estate planning, trust structures, and multi-generational wealth transfer., • Exceptional interpersonal and communication skills with ability to command presence in boardrooms., • Strong leadership and mentoring abilities with a commitment to developing others., • Strategic thinker with business development acumen and relationship-building prowess., • Impeccable ethical standards and fiduciary mindset., • Tech-savvy with proficiency in financial planning software. What We Are Expecting: • Elite-level client relationships built on trust, expertise, and extraordinary service delivery., • Consistent growth in assets under management through client retention, referrals, and expanded relationships., • Leadership in complex planning scenarios that elevate the firm's reputation and capabilities., • Active mentorship of junior advisors, fostering a culture of excellence and continuous improvement., • Thought leadership contributions including client seminars, content creation, and industry representation., • Proactive collaboration with internal teams and external professional networks., • Measurable contribution to firm growth, culture, and long-term strategic success., • Professional representation of Guerra values in every client interaction and team engagement. Schedule: • Full-time role based in Miami, FL (office and client meeting locations)., • Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments for high-value client engagements. Compensation: $150,000–$350,000+ Annually (Base Salary + Uncapped Commissions + Performance Bonuses) Elite earning potential supported by a lead generation team providing high-quality client opportunities and an established book of business. Benefits: • Competitive base salary plus uncapped commission and performance incentives, • Significant referral and business development bonuses, • 401(k) with company match, • Health insurance, Vision and Dental options, • 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO), • Sponsored advanced training, designations, and premier conference attendance, • Access to personal financial planning services, • Bonus compensation for advanced certifications and licenses (Guerra Growth Lab), • Leadership opportunities and equity consideration for exceptional performers, • Partnership track for long-term career advancement, • Culture of continuous learning, professional excellence, and collaborative leadership Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they'll live them daily. Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it. All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability. Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. Do the Right Thing: Integrity first, always. Choose what's right over what's easy — even when no one's watching. If you're ready to leverage your deep financial expertise, lead complex client engagements, mentor the next generation of advisors, and maximize your impact with the support of a world-class team, this is your opportunity. Apply today and help shape the financial legacies of our most valued clients at Guerra Wealth Advisors. Powered by JazzHR 8Re7I5hO7X

Job DescriptionSalary: Atractive base salary, plus commisions, bonuses and manufacturer's SPIFFS Are you passionate about good living in special cooking? Do you enjoy beautiful design, establishing and maintaining long term personal relationships? Do you thrive when providing advice to potential clients when guiding them through the process of selecting the right kitchen and outdoor Appliances for them? Do you understand luxury, design and excellent customer journey experience? if your answers are yes, we have a career opportunity for you at La Cuisine Appliances - house of brands. La Cuisine Appliances Purpose is : inspiring good living by bringing families and friends closer together around the kitchen. Our core values areIntegrity, Passion, Humility, Team Work, Continuous Improvement, Perseverance, Social Responsibility, Customer Focus and Loyalty. If you share our purpose and core values, we have a place for you as part of our South Florida Team. The position is for a proactive and competitive sales associate with a passion for advising customers and selling our luxury brand portfolio for indoor and outdoor use. The job consists in providing advice and specifying the right products for each client based on their needs and dreams. Working with Architects, Interior Designers, Kitchen Studios and General Contractors from the beginning until the client moves in and beyond. RESPONSIBILITIES • Maintain, nurturekey relationships with specifiers ( interior designers, kitchen studios, architects, general contractors, realtors) and open new relationshipsfor La Cuisine, • Manage pipeline to meet monthly, quarterly and annual sales-lead goals., • Build and maintain relationships with customers, specifiers, and act as a trusted advisor., • Explore and understand complex customer requirements; engage, educate, and ensure satisfaction., • Ensure company forms and procedures are fully completed., • Build client and customer database for the company., • Assist in maintaining excellent showroom appearance including displays., • Secure company information including database and sensitive information., • Consult with client, utilizing product knowledge and research to determine a budget limitations., • Pipeline development through a combination of cold calling and market sector knowledge., • Maintain extensively product and brand knowledge., • Strong competency in articulating the value proposition of the product/service and positioning strong proposals., • Required to work at least one Saturday per Month., • Local travel via personal car with compensation benefits. SKILLS & REQUIREMENTS • Passionate, motivated personality and persistent work ethic., • Self-driven, independent and leadership skills., • Innovative and resourceful., • experience working with design, spaces, shop drawings and elevations., • Customer focus and excellencyin customer care and customer service, • Persuasive, sales ability and negotiation skills., • Excellent oral and written communication skills in English additional language is a plus., • Ability to learn quickly and develop a requisite knowledge base., • Strong organizational and task-management skills., • Professional attitude and outlook., • Punctual and reliable., • Detail oriented., • Experience in kitchen appliances, bathroom equipment, high-end home goods, and e-commerce is a plus., • Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint), SAP is a plus. Compensation package: Attractive base salary, attritive commissions & manufacturer spiffs bonuses based on performance and results. if you bring a solid book of business or you build one fast when joining us, your annual compensation package should exceed the six figures target. We offer c benefits including a solid health insurance plan, 401K and a great working environment and culture.

Job Description Balanz USA Financial Advisor Job Description About us- Balanz USA is boutique private wealth management firm headquartered in Coral Gables, Florida. We were incorporated in the United States and are governed by its regulators. We represent the strategic expansion of Balanz into the U.S. private client market. While this marks our first U.S.-based platform dedicated to serving individual advisors and their clients, Balanz is not new to the U.S. market. The firm has longstanding relationships with U.S.-based institutional clients and operates as an international introducing broker-dealer to major U.S. custodians. Our Coral Gables office serves as a hub for both domestic and international advisors and their clients, providing customized wealth management solutions backed by global scale, operational strength, and local expertise. Balanz has been in business for 23 years and has 1,200 advisors serving more than 1.2 million clients in five countries. Position Type- · Full time Primary Responsibilities- Sales Management · Achieve annual new business goals by formulating and coordinating a custom marketing plan · Organizing and conducting regular prospecting activities · Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. · Follow-up on all sales leads and calls. · Build a strong network by participating in community affairs, activities and organizations to maintain visibility and enhance the business development function. Client Management · Take clients through a discovery process in order to know and understand them better than anyone in the marketplace, assemble the right team based on what you learn, and deliver financial peace of mind by providing the right planning experience. · Assess opportunities and determine alternatives and solutions to meet client needs. · Obtain client commitment and collect assets. · Demonstrate expertise by managing or working with the client's outside advisors; and setting the stage for follow-up sales opportunities. Account Management · Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough. · Effectively determine the best solution(s) for each client and address service issues. Preferred Skills and Experience- · Master’s degree · Series 7 and either 66 or 63/65 · Collaborative mindset and approach · Established network with strong relationship management, networking, and business development skills · Ability to profile clients and formulate customized strategies to address needs · Holistic approach · Strong communication skills with ability to simplify complex concepts to those with different levels of sophistication · Passion for problem solving Requirements- · Bachelor's degree or relevant industry experience · If not currently licensed, new hires must become licensed within 90 days Location- · Coral Gables, Florida Compensation · Salary to be determined based on individual experience · Incentives based on new assets under management and revenue Benefits- · Paid vacation/Sick time · 401(k) with company match · Medical, Dental, and Vision · Disability · Health Savings Account · Flexible Spending Account · Life Insurance Company DescriptionWe are a boutique, U.S.-based private wealth management firm headquartered in Coral Gables, Florida. Incorporated in the U.S. and governed by its regulators, our firm represents the strategic expansion of BALANZ into the U.S. private client wealth management space. While this marks our first U.S.-based platform dedicated to serving individual advisors and their clients, BALANZ is not new to the U.S. market. The firm has longstanding relationships with U.S.-based institutional clients and operates as an international introducing broker-dealer to major U.S. custodians. Our Coral Gables office serves as a hub for both domestic and international advisors and their clients, providing customized wealth management solutions backed by global scale, operational strength, and local expertise.We are a boutique, U.S.-based private wealth management firm headquartered in Coral Gables, Florida. Incorporated in the U.S. and governed by its regulators, our firm represents the strategic expansion of BALANZ into the U.S. private client wealth management space.\r\nWhile this marks our first U.S.-based platform dedicated to serving individual advisors and their clients, BALANZ is not new to the U.S. market. The firm has longstanding relationships with U.S.-based institutional clients and operates as an international introducing broker-dealer to major U.S. custodians. Our Coral Gables office serves as a hub for both domestic and international advisors and their clients, providing customized wealth management solutions backed by global scale, operational strength, and local expertise.

Job Description Balanz USA Financial Advisor Job Description About us- Balanz USA is boutique private wealth management firm headquartered in Coral Gables, Florida. We were incorporated in the United States and are governed by its regulators. We represent the strategic expansion of Balanz into the U.S. private client market. While this marks our first U.S.-based platform dedicated to serving individual advisors and their clients, Balanz is not new to the U.S. market. The firm has longstanding relationships with U.S.-based institutional clients and operates as an international introducing broker-dealer to major U.S. custodians. Our Coral Gables office serves as a hub for both domestic and international advisors and their clients, providing customized wealth management solutions backed by global scale, operational strength, and local expertise. Balanz has been in business for 23 years and has 1,200 advisors serving more than 1.2 million clients in five countries. Position Type- · Full time Primary Responsibilities- Sales Management · Achieve annual new business goals by formulating and coordinating a custom marketing plan · Organizing and conducting regular prospecting activities · Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. · Follow-up on all sales leads and calls. · Build a strong network by participating in community affairs, activities and organizations to maintain visibility and enhance the business development function. Client Management · Take clients through a discovery process in order to know and understand them better than anyone in the marketplace, assemble the right team based on what you learn, and deliver financial peace of mind by providing the right planning experience. · Assess opportunities and determine alternatives and solutions to meet client needs. · Obtain client commitment and collect assets. · Demonstrate expertise by managing or working with the client's outside advisors; and setting the stage for follow-up sales opportunities. Account Management · Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough. · Effectively determine the best solution(s) for each client and address service issues. Preferred Skills and Experience- · Master’s degree · Series 7 and either 66 or 63/65 · Collaborative mindset and approach · Established network with strong relationship management, networking, and business development skills · Ability to profile clients and formulate customized strategies to address needs · Holistic approach · Strong communication skills with ability to simplify complex concepts to those with different levels of sophistication · Passion for problem solving Requirements- · Bachelor's degree or relevant industry experience · If not currently licensed, new hires must become licensed within 90 days Location- · Coral Gables, Florida Compensation · Salary to be determined based on individual experience · Incentives based on new assets under management and revenue Benefits- · Paid vacation/Sick time · 401(k) with company match · Medical, Dental, and Vision · Disability · Health Savings Account · Flexible Spending Account · Life Insurance Company DescriptionWe are a boutique, U.S.-based private wealth management firm headquartered in Coral Gables, Florida. Incorporated in the U.S. and governed by its regulators, our firm represents the strategic expansion of BALANZ into the U.S. private client wealth management space. While this marks our first U.S.-based platform dedicated to serving individual advisors and their clients, BALANZ is not new to the U.S. market. The firm has longstanding relationships with U.S.-based institutional clients and operates as an international introducing broker-dealer to major U.S. custodians. Our Coral Gables office serves as a hub for both domestic and international advisors and their clients, providing customized wealth management solutions backed by global scale, operational strength, and local expertise.We are a boutique, U.S.-based private wealth management firm headquartered in Coral Gables, Florida. Incorporated in the U.S. and governed by its regulators, our firm represents the strategic expansion of BALANZ into the U.S. private client wealth management space.\r\nWhile this marks our first U.S.-based platform dedicated to serving individual advisors and their clients, BALANZ is not new to the U.S. market. The firm has longstanding relationships with U.S.-based institutional clients and operates as an international introducing broker-dealer to major U.S. custodians. Our Coral Gables office serves as a hub for both domestic and international advisors and their clients, providing customized wealth management solutions backed by global scale, operational strength, and local expertise.

Position Summary The Senior Financial Systems Analyst is responsible for the administration, optimization, and strategic support of Oracle Hyperion / EPM applications used for financial planning, forecasting, consolidation, and reporting. This role serves as a key liaison between Finance and IT, ensuring financial systems effectively support business objectives, close cycles, and executive reporting. The ideal candidate combines strong Hyperion technical expertise with a deep understanding of financial processes, controls, and data governance. Key Responsibilities • Own and support Oracle Hyperion applications (e.g., HFM, Hyperion Planning, Essbase, Smart View, FDMEE, FCCS), • Partner with Finance teams on budgeting, forecasting, monthly close, consolidation, and management reporting, • Design, build, and maintain Hyperion metadata, business rules, calculations, and financial models, • Manage system integrations between Hyperion and ERP platforms (Oracle, SAP, NetSuite, Workday, etc.), • Lead enhancements, upgrades, patches, and system performance optimization, • Troubleshoot data, calculation, and reporting issues; provide root cause analysis and solutions, • Support financial controls, SOX compliance, and audit requests related to financial systems, • Develop documentation, training materials, and provide end-user support, • Act as a subject matter expert and advisor on EPM best practices and future-state improvements, • Bachelor’s degree in Finance, Accounting, Information Systems, or related field, • 5–8+ years of experience supporting Oracle Hyperion / EPM solutions, • Strong knowledge of financial statements, consolidation, budgeting, and forecasting, • Hands-on experience with:, • Hyperion Planning / HFM / FCCS, • Essbase & Smart View, • FDMEE or data integration tools, • Experience supporting month-end and year-end close cycles, • Solid understanding of financial controls, data governance, and SOX requirements, • Oracle EPM Cloud experience, • Prior involvement in full-cycle Hyperion implementations, • ERP integration experience (Oracle, SAP, Workday, NetSuite), • SQL or scripting knowledge, • CPA, CMA, or Oracle Hyperion certification, • Experience in large, complex, or publicly traded environments

Job Summary We are seeking a strategic, hands-on IT Business Partner to support and advance the technology needs of Femwell’s Ancillary Services division, which includes outpatient Imaging Centers, Maternal Fetal Medicine (MFM) clinics, a pathology laboratory (MediPath), and other specialty care centers. While the primary focus of this role will be on Imaging and MFM, the IT Business Partner will also provide cross-functional support to the full Ancillaries portfolio. This individual will act as a liaison between the Ancillaries operations teams and the Corporate IT department, working closely with office managers at key sites and operational leaders across departments to triage issues, identify root causes, and drive improvements to systems and workflows. This role requires strong communication, problem-solving, and leadership skills, as well as deep familiarity with healthcare IT systems. Essential Job Functions Technology Strategy & Leadership • Collaborate with Ancillaries leadership and Corporate IT to develop and execute IT strategies aligned with business goals., • Support technology planning for new site launches, system upgrades, and service line integrations., • Serve as a strategic partner and advisor to department heads, clinical leadership, and office management teams. Systems & Infrastructure Oversight • Manage and support core systems including PACS/RIS, Maternal Fetal Medicine platforms such as AS Software, EHR/EMR integrations, laboratory information systems (LIS), imaging modalities, and telecommunications., • Ensure seamless interoperability between ancillary systems and referring practices., • Oversee physician-facing technologies including diagnostic viewing systems, image/report delivery tools, and portals., • Work collaboratively with ancillary site-level IT staff while aligning initiatives with Corporate IT standards and architecture. Stakeholder Liaison & Process Optimization • Build strong relationships with office managers and operational leads at Imaging, MFM, MediPath, and other ancillary sites., • Triage technical and workflow-related issues, facilitate root cause analysis, and coordinate cross-functional solutions., • Identify and implement system enhancements to improve efficiency, data accuracy, and clinical operations. Cybersecurity & Compliance • Ensure HIPAA and HITECH compliance across all ancillary IT environments., • Partner with Corporate IT on security protocols, backup, disaster recovery, and data protection strategies. IT Operations & Support • Provide support and oversight for local IT resources, help desk operations, and third-party vendors serving ancillary locations., • Monitor technology performance, escalate unresolved issues, and guide adoption of IT best practices across sites., • Facilitate training and communication with non-technical end users Other Essential Tasks/Responsibilities/Abilities • Must be consistent with Femwell’s core values., • Excellent verbal and written communication skills., • Professional and tactful interpersonal skills with the ability to interact with a variety of personalities., • Excellent organizational skills and attention to detail., • Excellent time management skills with proven ability to meet deadlines and work under pressure., • Ability to manage and prioritize multiple projects and tasks efficiently., • Must demonstrate commitment to high professional ethical standards and a diverse workplace., • Must have excellent listening skills., • Must have the ability to maintain reasonably regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards and organization attendance policies and procedures., • Must maintain compliance with all personnel policies and procedures., • Must be self-disciplined, organized, and able to effectively coordinate and collaborate with team members., • Extremely proficient with Microsoft Office Suite or related software; as well as Excel, PPT, Internet, Cloud, Forums, Google, and other business tools required for this position. Education, Experience, Skills, and Requirements • Bachelor’s degree in Information Technology, Computer Science, Health Informatics, or a related field., • Advanced degree or professional certifications (e.g., CPHIMS, PMP, CompTIA) preferred. Experience: • 3+ years of IT leadership or healthcare IT experience, preferably in outpatient or multispecialty clinical environments., • Direct experience with PACS, RIS, HL7, EHR/EMR integration, and MFM platforms such as AS Software., • Familiarity with imaging modalities (ultrasound, mammography, X-ray, MRI) and LIS systems., • Strong understanding of HIPAA, HITECH, and cybersecurity in clinical healthcare settings. Skills: • Exceptional communication and stakeholder management skills., • Proven ability to triage complex issues, lead root cause investigations, and optimize clinical workflows., • Technically proficient with strong problem-solving, vendor management, and project coordination skills., • Able to bridge the gap between clinical operations and technical infrastructure. Preferred Experience: • Experience supporting women’s health or OB/GYN-focused practices., • Implementation of new outpatient or diagnostic center technologies., • Experience with cloud-based imaging, remote access solutions, or distributed multisite infrastructures.

Job DescriptionMeet Guerra Wealth Advisors At Guerra Wealth Advisors, we redefine retirement planning and help families achieve financial confidence. With over 30 years of experience serving South Florida and nationwide, we’ve built a boutique firm combining financial expertise with a personal touch. We don’t just advise — we empower. If you’re ambitious, thrive in a target-driven sales environment, and want a path to become a financial advisor, this is the place for you. “Launch your sales career, grow into an advisor.” Role: The Sales Growth Associate connects prospective clients with our advisory team, guiding families toward financial success. Warm leads are provided—no cold calling. Your focus will be on qualifying prospects, building rapport, and scheduling advisor appointments. This role is ideal for candidates with 1–3 years of sales or business development experience, excellent communication skills, and a desire to transition into a financial advisor role. Responsibilities: * Reach out to prospective clients and schedule appointments for advisors * Understand client needs and qualify leads * Maintain consistent follow-up and engagement * Track interactions and appointments in the CRM system * Represent Guerra professionally at events and workshops * Support team projects and administrative tasks as needed * Continue developing financial and sales expertise Requirements: * 1–3 years of sales, client services, or business development experience * Bilingual English/Spanish preferred * Financial industry experience a plus * Relevant certifications/licenses a plus (SIE, 2-15, 2-14) * Strong communication, rapport-building, and goal-oriented mindset What We Are Expecting: * High-quality appointments scheduled for financial advisors. * Accurate and timely CRM updates and prospect tracking. * Measurable contribution to business growth through sales performance. * Strong collaboration with advisory and administrative teams. * Professional, client-focused communication at all times. Schedule: * Full-time, role based in Miami, FL. * Standard weekday hours with flexibility for prospect calls and advisor support. Compensation: $60,000–$90,000 Annually (Base Salary + Uncapped Commission + Bonuses) Competitive pay structure with uncapped earning potential based on performance and appointments scheduled. Benefits: * Base salary plus uncapped commission and performance incentives * Referral and business development bonuses * 401(k) with company match * Health insurance, Vision and Dental options * 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO) * Sponsored industry training and conference attendance * Access to personal financial planning services * Bonus compensation for certifications and licenses (Guerra Growth Lab) * Career advancement within a growing, established firm * Culture of continuous learning and professional growth Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily. * Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. * Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it. * All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability. * Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. * Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching. If you’re ready to leverage your sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity. Apply today and help us drive growth and success at Guerra Wealth Advisors. Powered by JazzHR iZ2Sp7JFVd

Job Description As an Electrical Advisor with Mister Sparky Electric, you’ll play a critical role in driving sales and overseeing high-value residential electrical projects. Your knowledge will help guide the design and execution of complex installations including panel upgrades, whole-home rewires, EV charger installations, and more. In addition to providing an exceptional customer experience, you'll be a key mentor to our team of electricians—training and supporting them to meet the highest standards of safety, quality, and efficiency. With a blend of technical expertise and strong sales acumen, you'll directly impact company performance and customer satisfaction. Key Responsibilities * Drive Sales: Manage and close high-value leads provided by our service electricians, focusing on large-scale residential projects. Use Mister Sparky’s proven sales process to deliver results. * Achieve Sales Success: Exceed targets in closing percentage, revenue, and customer satisfaction. * Custom Sales Approach: Develop sales strategies tailored to unique project scopes and customer preferences to improve closing rates. Project Oversight and Management * Full-Scope Oversight: Manage electrical installations from assessment to final inspection, ensuring code compliance, safety, and quality. * Resource Coordination: Ensure materials, permits, and equipment are secured on time for each job. * Progress Monitoring: Perform site visits, address obstacles quickly, and uphold Mister Sparky’s high project standards. * Team Collaboration: Partner with the Install Coordinator and other departments to ensure flawless project execution. Client Engagement and Follow-Up * Ensure Satisfaction: Conduct post-job follow-ups with customers to resolve any concerns and confirm satisfaction. * Build Loyalty: Establish long-term relationships with clients by delivering a 5-star experience. Performance Metrics and KPIs * Consistent Excellence: Meet or exceed KPIs in close rates, average ticket size, and club membership sales. * Protect Our Reputation: Maintain and build on our outstanding customer service reputation. Additional Duties * Perform other tasks as needed to support business operations and customer satisfaction. Job Qualifications * Experience: 5-6 years in residential electrical service and repair, with knowledge of code, safety, and installation procedures. * Leadership: Experience in mentoring or managing teams in a field-based service or sales capacity. * Technical Knowledge: Proficiency with electrical troubleshooting tools and systems, including panels, breakers, surge protectors, and smart home integration. * Sales-Focused: Demonstrated success in selling residential projects and presenting solutions to homeowners. * CRM Systems: Experience with ServiceTitan or a similar CRM is a plus. * Communication Skills: Outstanding communication, listening, and interpersonal abilities. * Organized and Efficient: Skilled at managing multiple projects and priorities under tight deadlines. * Regulatory Awareness: Deep understanding of electrical codes, regulations, and permitting. * Problem Solver: Strong critical thinking and independent decision-making skills. Physical Demands * Must be able to drive and travel to customer sites. * Ability to work in confined spaces, climb, stand, crawl, and lift up to 90 pounds. * Comfortable working in all weather and site conditions. What We Offer * Top Performers Earn Over $200K Annually! * Full-Time Position with unlimited earning potential. * FREE Health Savings Account (HSA) for medical coverage, plus affordable medical plans. * Dental & Vision Insurance. * Life Insurance provided. * Paid Time Off (PTO) and Paid Holidays. * 401(k) Plan with Company Match. * Company Vehicle, Fuel Card, and iPad. * Career Advancement Pathways across Service Minds companies. * Employee Discounts on Mister Sparky, Benjamin Franklin Plumbing, and One Hour Heating & Air services. * Access to career development and training in multiple skilled trades. Join Mister Sparky and Service Minds At Mister Sparky, we value your craft, your leadership, and your commitment to excellence. If you’re ready to take your electrical career to the next level and be part of a fast-growing company that truly invests in your success, apply today. Join a team where your potential is limitless and your impact is meaningful.

Job Description GENERAL JOB DESCRIPTION Under the direction of the Business Office Director, the Patient Account Rep II will act as a trusted advisor and educator on healthcare related inquiries, including but not limited to billing, payments, collections, and general account inquiries. DUTIES AND RESPONSIBILITIES Provide outstanding customer service, resolving patient inquiries and complaints. Provides itemized billing information and documentation to patients upon request. Help patients and their families to understand their statement, answer questions about their balances and facilitate payment options. Accept and process credit card and ACH check payments by phone. Prepare and submit global physician and research company claims timely and accurately. Follow up on global physician and research accounts for timely payments. Accurately document all communications. Review patient balances to ensure accuracy and follow up with patients to obtain payment. QUALIFICATION FOR THE JOB Education: Highschool diploma or equivalent preferred Experience: Minimum of 1 year of experience in customer service in the medical field.

Overview: As a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients’ growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals. You’ll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You’ll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards. Principal Duties & Responsibilities • Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements., • Independently grow your portfolio through client referrals, networking, and targeted outreach., • Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals., • Present and promote banking solutions with confidence and clarity to both existing and prospective clients., • Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience., • Make informed decisions on overdrafts, wires, pricing, and structuring within your authority., • Negotiate loan terms based on risk, market conditions, and overall client relationship value., • Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies., • Monitor portfolio quality, manage past due loans, and proactively address potential issues., • Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements.Qualifications:, • 8-10 years of commercial lending experience required., • Formal credit training from a national or large regional bank preferred., • Strong understanding of accounting, finance, and credit analysis., • Proven ability to build and grow client relationships in a fast-paced environment., • Excellent communication, presentation, and problem-solving skills., • Proficiency in Microsoft Office and CRM tools.Education:, • Bachelor’s degree in business, Finance, or a related field required.

Overview: About the Role We are looking for a results-driven Corporate Banking Relationship Manager Senior, you’ll be the primary advisor for high-value corporate clients, driving business development and delivering tailored financial solutions. You’ll grow your portfolio by building new relationships and deepening existing ones, focusing on strategic guidance, cross-selling opportunities, and seamless client service. Collaboration with internal partners is key to meeting client needs while managing risk and ensuring regulatory compliance. Principal Duties & Responsibilities • Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements., • Independently grow your portfolio through client referrals, networking, and targeted outreach., • Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals., • Present and promote banking solutions with confidence and clarity to both existing and prospective clients., • Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience., • Make informed decisions on overdrafts, wires, pricing, and structuring within your authority., • Negotiate loan terms based on risk, market conditions, and overall client relationship value., • Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies., • Monitor portfolio quality, manage past due loans, and proactively address potential issues., • 8-10 years of commercial lending experience required., • Formal credit training from a national or large regional bank preferred., • Strong understanding of accounting, finance, and credit analysis., • Proven ability to build and grow client relationships in a fast-paced environment., • Excellent communication, presentation, and problem-solving skills., • Proficiency in Microsoft Office and CRM tools.Education:, • Bachelor’s degree in business, Finance, or a related field preferred.

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Job DescriptionTax Manager – Public Accounting Firm (Confidential Search) Location: Miami, FL (multiple office locations) Work Style: Hybrid (flexible in-office schedule) Compensation: $120,000 – $175,000 base + bonus (DOE) About the Opportunity Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work–life balance without compromising technical excellence. We’re partnering with them to identify an experienced Tax Manager who’s ready to lead engagements, mentor staff, and be a trusted advisor to clients. Key Responsibilities * Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses * Review returns prepared by staff and seniors for technical accuracy and compliance * Research complex tax issues and provide practical solutions for clients * Support client relationships through proactive communication and planning discussions * Lead, mentor, and develop team members through review and training * Assist partners with business development, client onboarding, and workflow efficiency What They’re Looking For * Active CPA license (required) * 6+ years of experience in public accounting (preferably within a regional or mid-sized firm) * Strong technical knowledge in federal and state tax compliance * Excellent communication and leadership skills * Experience with CCH Axcess, UltraTax, or similar tax software (a plus) Why This Firm * Hybrid flexibility – typically 2–3 days in office * Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.) * Real promotion potential – leadership succession planning is a key focus * Competitive compensation package, comprehensive benefits, and strong PTO Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. (605) 601-4597

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