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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., • 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:, • Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered.Special information to candidates:, • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters here., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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., • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates:, • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters here., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Overview: About The Role 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., • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates:, • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters here., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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:, • Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered.Special information to candidates:, • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters here., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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., • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates:, • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters here., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

POSITION SUMMARY The Finance Director will lead a team of two direct reports providing strategic and operational financial leadership across the organization. Reporting directly to the Chief Financial Officer, this role is responsible for driving enterprise-wide financial planning and analysis, consolidated reporting, and business partnership with senior leadership. The Finance Director will serve as the primary owner of corporate FP&A, including consolidated budgeting, forecasting, variance analysis, executive-level reporting, and Board-level financial materials. This role will ensure financial insights are translated into actionable recommendations that support growth, margin expansion, and disciplined cost management. KEY RESPONSIBILITIES • Lead, mentor, and develop the Finance Manager and Senior Financial Analyst., • Own the consolidated annual budget, rolling forecasts, and long-range financial plans., • Deliver monthly and quarterly consolidated financial reporting packages for executive leadership., • Analyze enterprise-wide performance drivers, including revenue, margin, OPEX, and cash flow., • Partner with the CFO to prepare financial materials for Board and committee meetings., • Support ad hoc Board requests, scenario analysis, and strategic financial presentations., • Act as a trusted financial advisor to the CFO and senior leadership team., • Partner with operations, retail, manufacturing, and functional leaders to evaluate strategic initiatives., • Support M&A integration, investment analysis, and capital allocation decisions as needed., • Oversee KPI development, financial dashboards, and performance scorecards., • Continuously improve FP&A processes, tools, and reporting infrastructure. PROFESSIONAL EXPERIENCE/QUALIFICATIONS Experience: • 10+ years of progressive finance experience, including FP&A and financial leadership roles., • Advanced financial modeling, forecasting, and analytical capabilities., • Strong proficiency with ERP systems and financial planning tools., • Experience with BI and visualization platforms (Power BI, Tableau, or similar). EDUCATION • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA preferred. SE#510776105

COMPANY BACKGROUND/CULTURE Our client is a vertically integrated, multi-state cannabis operator with end-to-end operations spanning cultivation, manufacturing, distribution, and retail. This company operates in one of the most complex and highly regulated industries in the country. The company supports more than 1,380 devices across 51+ locations and manages an IT ecosystem of more than 50 enterprise applications, including ERP, POS, seed-to-sale, customer engagement platforms, cybersecurity tools, collaboration suites, and retail technologies. Our client is an organization focused on operational excellence, customer experience, and continuous improvement. As the company continues to scale, it is undertaking a modernization effort to streamline technology platforms, strengthen cybersecurity, enhance service delivery, and improve the efficiency of IT operations and spending. POSITION SUMMARY The Finance Director will lead a team of two direct reports providing strategic and operational financial leadership across the organization. Reporting directly to the Chief Financial Officer, this role is responsible for driving enterprise-wide financial planning and analysis, consolidated reporting, and business partnership with senior leadership. The Finance Director will serve as the primary owner of corporate FP&A, including consolidated budgeting, forecasting, variance analysis, executive-level reporting, and Board-level financial materials. This role will ensure financial insights are translated into actionable recommendations that support growth, margin expansion, and disciplined cost management. KEY RESPONSIBILITIES Finance Leadership & Team Oversight • Lead, mentor, and develop the Finance Manager and Senior Financial Analyst., • Establish clear priorities, performance expectations, and professional development plans., • Own the consolidated annual budget, rolling forecasts, and long-range financial plans., • Deliver monthly and quarterly consolidated financial reporting packages for executive leadership., • Analyze enterprise-wide performance drivers, including revenue, margin, OPEX, and cash flow., • Partner with the CFO to prepare financial materials for Board and committee meetings., • Provide clear, concise financial insights and performance narratives for Board-level reporting., • Act as a trusted financial advisor to the CFO and senior leadership team., • Partner with operations, retail, manufacturing, and functional leaders to evaluate strategic initiatives., • Oversee KPI development, financial dashboards, and performance scorecards., • Ensure consistent definitions, data integrity, and timely delivery of insights., • Continuously improve FP&A processes, tools, and reporting infrastructure., • Support financial systems optimization, including ERP and BI tools., • Ensure strong financial controls, discipline, and compliance in partnership with Accounting. PROFESSIONAL EXPERIENCE/QUALIFICATIONS Experience: • 10+ years of progressive finance experience, including FP&A and financial leadership roles., • Demonstrated experience leading and developing high-performing finance teams., • Advanced financial modeling, forecasting, and analytical capabilities., • Strong proficiency with ERP systems and financial planning tools., • Strategic thinker with strong execution discipline., • Excellent communication and executive presentation skills., • Ability to translate complex financial data into clear business insights. EDUCATION • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA preferred. SE: 510776105 Compensation: $180,000 - $215,000 salary plus bonus

POSITION SUMMARY The Finance Director will lead a team of two direct reports providing strategic and operational financial leadership across the organization. Reporting directly to the Chief Financial Officer, this role is responsible for driving enterprise-wide financial planning and analysis, consolidated reporting, and business partnership with senior leadership. The Finance Director will serve as the primary owner of corporate FP&A, including consolidated budgeting, forecasting, variance analysis, executive-level reporting, and Board-level financial materials. This role will ensure financial insights are translated into actionable recommendations that support growth, margin expansion, and disciplined cost management. KEY RESPONSIBILITIES • Lead, mentor, and develop the Finance Manager and Senior Financial Analyst., • Own the consolidated annual budget, rolling forecasts, and long-range financial plans., • Deliver monthly and quarterly consolidated financial reporting packages for executive leadership., • Analyze enterprise-wide performance drivers, including revenue, margin, OPEX, and cash flow., • Partner with the CFO to prepare financial materials for Board and committee meetings., • Support ad hoc Board requests, scenario analysis, and strategic financial presentations., • Act as a trusted financial advisor to the CFO and senior leadership team., • Partner with operations, retail, manufacturing, and functional leaders to evaluate strategic initiatives., • Support M&A integration, investment analysis, and capital allocation decisions as needed., • Oversee KPI development, financial dashboards, and performance scorecards., • Continuously improve FP&A processes, tools, and reporting infrastructure. PROFESSIONAL EXPERIENCE/QUALIFICATIONS Experience: • 10+ years of progressive finance experience, including FP&A and financial leadership roles., • Advanced financial modeling, forecasting, and analytical capabilities., • Strong proficiency with ERP systems and financial planning tools., • Experience with BI and visualization platforms (Power BI, Tableau, or similar). EDUCATION • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA preferred. SE#510776105

As a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Lead the delivery of financial services to corporate client

Key Responsibilities Develop and manage financial planning processes, including budgets and forecasts Prepare and present detailed financial reports and analyses to senior management Collaborate with various departments to align financial targets with operational goals Required Qualifications

The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-de

Key Responsibilities Consults on investment and insurance strategies, develops financial plans, and manages client relationships Acquires and expands client relationships through business development and networking, enhancing client loyalty Coaches branch staff on identifying investment opportun

Key Responsibilities Provide high-level service to clients, retaining and garnering assets through communication and education Manage client relationships proactively and reactively via phone and email Coordinate with internal teams to address client needs and provide holistic financial planning

A company is looking for an Associate Vice President, Data Science & Analytics. Key Responsibilities Lead analytics strategy and serve as the primary advisor to senior stakeholders at a major financial institution Oversee the analytics lifecycle, ensuring compliance with financial industry standa

The UHealth system at the University of Miami has an exciting opportunity for a Director, Finance in the UHealth Finance Department. The Director, Finance - Central as principal advisor regarding all financial matters which may affect the short-term or long-term financial success of the University.

The Director of Corporate Banking is responsible for the management of the Corporate Banking business segment. Acts as the primary advisor for a portfolio of corporate banking clients who need financial products and services to meet their financial needs. Ensures adherence to the bank's credit polic

XP Investments US, LLC seeks Sr Financial Advisor in Miami, FL to manage portfolio of clients from Brazil & in US that have investments thruout the world & need assistance in making Investments decisions that best fit their goals & objectives.Req’mts: Bachelor’s or foreign equiv in Fin&#

Bank Of America Business Banking Advisor. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Management of an extensive portfolio of clients with annual revenues of $20-$50 million.

Summary: As a Financial Advisor, you will build trusted relationships with clients and referral partners, both inside and outside the bank. You'll play a vital role in guiding clients toward achieving their financial goals, including estate planning, investment strategies, and retirement planning. O

Corporate Banking Relationship Manager Sr - Healthcare. As a Corporate Banking Relationship Manager, you'll serve as the primary advisor for a portfolio of high-value clients. Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and productio

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

The Advisor, Student Accounts provides high-level specialized assistance to students, parents, and University partners regarding the detailed financial analysis of all student accounts' processes.Additionally, the Student Accounts Advisor coordinates and performs all student account processes to sup

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. At Bank of America, we are guided by a common purpose to help make financial lives bette

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. Twel

The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based on client suitability, time frame and goals. Und

We're excited to announce an opening for an Analyst, Financial Advisor role. Position: Analyst, Financial Advisor. Department: Financial Markets Broker-Dealer Firm.

Establishes individual financial plans based on client financial needs and objectives. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. Client Prospecting, Client Relationship Building, Credit Risk A

The Financial Advisor at Guerra Wealth Advisors is a client-facing strategist and trusted partner, helping clients navigate their financial journeys. Conduct comprehensive financial analyses to understand client goals, risk tolerance, and financial situations. Apply today and help shape the financia

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will e

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial li

Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - G

Financial Consultant Institutional Trader. Our client is searching for highly qualified financial sales specialists to join our team. Our client has opened a recruiting window for producing financial consultants and institutional traders in the South Florida Region.

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 entre

Job Description Client Service Associate (CSA) – Remote & to $90K - Growing Wealth Management Firm We're looking for a dependable and proactive Client Service Associate (CSA) to support a high-performing financial services firm with client service and internal process management. This is a fully remote opportunity that offers structure, autonomy, and the chance to contribute to a growing business that values precision and trust. Must have 5+ years of RIA (Registered Investment Advisor) or Broker/Dealer experience as a Client Service Associate or in Operations experience to apply You'll work behind the scenes to keep things running smoothly—handling account openings, supporting day-to-day operations, and serving as a reliable point of contact for both clients and internal team members. Your responsibilities will include assisting with documentation and custodial forms, managing schedules, updating systems, tracking workflows, maintaining CRM accuracy, and ensuring timely follow-ups—all while contributing to a seamless and professional client experience. Highlights: • Up to $90,000 base salary, • Work from anywhere in the US, • Full benefits, 401(k), and remote tech setup, • Paid time off, market holidays, and flexibility For further details and next steps please contact . We will be happy to assist you. Note: This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.

Job Description Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day. People see that management is caring and has a priority in their well-being.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: As an Entrepreneurial Services Manager, you’ll be responsible for leading compilation and review of engagements, and tax planning and preparation related to individual, corporate, and partnership tax returns. Accounting • Review the most complex engagements, • Resolve complex accounting matters, • Assist clients with banking relationships, • Review complex individual and business tax returns, • Review financial statement engagements, • Oversee the entire client relationship, • Recommend additional services where appropriate, • Recognize risk and resolve via appropriate channels, • Be adept at managing workflow including creating additional billable projects and shifting work to or from other professionals as necessary to maintain productivity, • Serve as an advisor in the CDA (Career Development Advisor) program, • Actively mentor staff What Skills You’ll Bring: • At least 7 years of experience within public accounting is required, • Master’s Degree in Accounting, • CPA, • Strong accounting skills, • Understanding of compilation and review of financial statements, • Tax preparation ability related to individual, corporate, and partnership tax returns, • Strong computer skills in Excel, Word, and PPT How You’ll Stand Out: • Bilingual, preferred, • Excellent verbal and written communication skills We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team. This role is designed for a seasoned advisor who wants to actively manage client relationships while helping shape the future of modern wealth management through technology, product innovation, and strategic growth initiatives. This is a highly visible, impact-driven role offering meaningful autonomy, revenue participation, and equity upside. Responsibilities • Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships, • Grow assets under management by onboarding a transferable book of business and cultivating new client opportunities, • Deliver holistic financial planning across:, • Investment strategy and portfolio construction, • Tax-aware planning, • Retirement and estate planning, • Equity compensation and stock options, • Design, implement, and rebalance customized investment strategies aligned with client goals and market conditions, • Coordinate with external specialists (tax, trust & estate, insurance) to deliver comprehensive advice, • Partner with internal Product Development and M&A teams to influence the evolution of the advisor technology platform, • Contribute to firm growth by recruiting, onboarding, and mentoring other financial advisors, • Support training initiatives and help scale best practices across the advisory organization Qualifications & Experience • 10+ years of experience in investment advisory or wealth management, • Proven, transferable book of business with high-net-worth clients, • Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent), • Strong client-facing presence with the ability to manage complex financial relationships independently, • Entrepreneurial mindset with enthusiasm for fintech and technology-enabled advisory models, • Ability to thrive in a fast-paced, high-growth environment with evolving priorities Compensation & Benefits • Highly competitive compensation structure, including revenue participation and equity ownership, • Comprehensive medical, dental, and vision coverage, • Unlimited PTO plus paid company holidays, • Solo 401(k) retirement plan, • Daily meals and snacks provided Why This Role • Influence the future of wealth management technology and advisor experience, • Maintain autonomy over client relationships while gaining platform-level scale, • Participate meaningfully in firm growth, value creation, and long-term upside, • Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management

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 DescriptionJira Lead AdminEmployment Type: Full-Time, Mid LevelDepartment: Information Technology CGS is seeking a talented Jira Lead Administrator who is passionate about driving transformation in the federal IT domain to join our growing team of technology and software consulting professionals. Strong candidates will have a desire to drive change in the federal space by developing executable strategies, implementing new technologies, streamlining processes, and improving the delivery of mission value delivery through new practices and tools. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Create custom projects in Atlassian tool suite for complex workflows to meet business needs.- Provide advanced configuration of the Atlassian suite of tools to promote CI/CD.- Create and maintain Jira and Confluence collaboration sites (e.g., Kanban boards, Scrum boards, documentation pages, etc.).- Analyze, research, manage, and implement integrated Atlassian tools, plugins, and applications.- Interface with various diverse stakeholders as a liaison and trusted advisor- Help define how information systems may be upgraded or replaced.- Gather requirements for business processes, and determine ways to optimize. Qualifications: - 7 years’ experience in systems analysis and design of information systems programs- 3 years’ experience with Jira and Confluence administration.- 3+ years’ experience of Bamboo and Bitbucket experience.- An advanced degree in an appropriate field with an additional three years of relevant experience.- Knowledge of Agile and principles and applied best practices required.- Excellent communications skills, both written and verbal, are required.- Must successfully complete a stringent Background Investigation and obtain the required Government Security Clearance (moderate risk public trust).- Atlassian certified Jira Administrator preferred.- Working knowledge of Networking, DNS, Databases, APIs, SAML, and Akamai.- Consulting in a Federal agency, especially within DHS.- Ability to write custom JQL (Jira Query Language), a plus.- Experience with Federal Systems Engineering Life Cycles (SELC) and Software Development Life Cycles (SDLC). Ideally, you will also have:- Experience with Government software development policies and procedures.- Client-facing communication experience.- Federal Agency issued security clearance. Our commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our clients’ specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation!Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout Belong We believe in a world where homes are owned by regular people, not corporations. Our mission is to provide authentic belonging experiences, empowering residents to become homeowners and homeowners to achieve financial freedom. We are building a scaled system of wealth creation for regular people through homeownership. We've survived Covid, the tech crash, and the toughest years of the capital markets. We are growing fast and we are AI First. Our 200+ Belongers are strong, curious, and extremely ambitious. High-Level Objective To deliver an exceptional Homeowner and resident experience from listing to love, by performing all leasing activities including resident application processing, lease execution and building and maintaining a positive homeowner relationship. You will give proactive Homeowner updates on resident interest, application statuses, market conditions, and rental pricing in order to reduce vacancy while placing the highest quality residents in their homes to reduce bad debt/eviction risk for the homeowner and Belong. About Us At Belong, we're on a mission to redefine the long-term rental experience by infusing technology and innovation into the real estate industry. As a fast-growing series C tech startup, we are dedicated to creating a rental experience that makes residents and homeowners feel valued and empowered. We believe in challenging traditional property management models and are committed to maximizing operational efficiency and delivering exceptional results. The Opportunity If you're a collaborative problem solver who takes pride in fostering great resident and homeowner relationships, step into this critical role as a Leasing Advisor. Managing a portfolio of 20+ homes, you'll be responsible for driving lease execution by following up with applicants, overseeing the application process, and signing leases. You will drive positive experiences for homeowners in your portfolio through weekly updates reviewing their homes interest, lead feedback, and number of applications, all while proposing strategies for optimizing interest with the goal of getting their home leased quickly to reduce vacancy. Your member-obsessed mindset and willingness to own end-to-end will guide you in the win-win partnership of reducing vacancy for our homeowner at the highest price the market will enable for qualified residents. Who You Are Problem Solver: You thrive in tackling new challenges head-on, approaching them with optimism and relentless problem-solving skills. Detail-Oriented: You are organized in your approach and can manage multiple priorities effectively. Exceptional Communicator & Persuasive Negotiator: You have strong interpersonal skills that allow you to work well with different customers, nurturing relationships while influencing outcomes through both written and verbal communication. Your ability to negotiate and navigate conversations ensures mutually beneficial results, whether handling inbound and outbound calls with homeowners and residents or closing key deals. Sales-Minded & Growth-Oriented: You have a natural drive to build and grow, always seeking opportunities to improve processes, expand impact, and contribute to business success. You understand the importance of persistence and adaptability in achieving ambitious goals. Customer-Centric: Your member-obsessed mindset ensures you always prioritize homeowner and resident experiences in your decision-making process. Ethical and Transparent: Your integrity and openness make you a trusted associate, and you understand the importance of transparent communication in complex projects. Responsibilities:Application Processing: Determine prospective tenants leasing eligibility through income verification, credit qualification, landlord references and resident interviews. Achieving Leasing Goals: Execute leases to ensure the satisfaction of the resident, homeowner, and Belong. Industry Knowledge: Stay updated on industry trends using market knowledge and personal portfolio, to create competitive strategies for your homes. Cross-Functional Collaboration: Work seamlessly with other teams to ensure a smooth transition for both homeowners and future residents. Homeowner & Applicants Satisfaction: Drive a positive homeowner experience through proactive communication, knowledgeable updates, and concise strategies. Compliance Assurance: Ensure all operations adhere to industry standards, local laws, and company ethics, upholding Belong’s commitment to responsible business practices. Qualifications Background: Minimum of 2 years of relevant work experience in sales, negotiation, or customer-facing roles. Communication: Excellent written and verbal communication skills, with the ability to collaborate effectively across cross-functional teams. Technical Proficiency: Experience with Google Workspace, Slack, and Intercom is preferred. Industry Knowledge: Prior experience in real estate, property management, or residential construction is highly advantageous but not required. Key Performance indicators and what good looks like: Customer Satisfaction: Maintaining a CSAT score of 75+ by driving positive customer feedback, while utilizing poor reviews to help find areas of improvement. Homes Loved: Closely manage a portfolio of ~25 active listings to ensure healthy interest and to reach your personal love goal. Communication: Maintain an SLA of 95%+ to ensure quick responses and results, furthering customer satisfaction. Team Performance: Regular team reviews and one-on-ones to ensure you are meeting your individual and collective team targets. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionMeet 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 blends world-class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Our team creates opportunities for clients to take control of their financial futures, and that’s where you come in. If you thrive in a sales-driven, client-focused environment, want a clear path to grow into an advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. “Start here, grow fast, become a financial advisor.” Role: The Financial Specialist (Phone Sales) is the bridge between prospects and their future financial freedom. With warm leads provided, NO cold calling is required, allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors. This role is perfect for someone with 1–3 years of sales or client-facing experience, strong closing skills, and the drive to advance into a financial advisor role. You’ll collaborate closely with the advisory team to fill their calendars with high-quality meetings, directly contributing to the firm’s growth while building the skills needed for long-term career progression. Responsibilities: * Call prospects and schedule appointments for financial advisors. * Qualify leads by gathering financial data and assessing prospect needs. * Consistently follow up to maintain engagement and maximize conversion. * Track progress, including calls made, appointments set, and appointments kept. * Represent Guerra professionally during seminars, workshops, and outreach. * Keep CRM records up to date with prospect interactions and notes. * Work proactively to meet business goals and team performance targets. * Assist with administrative tasks and team projects as needed. * Pursue ongoing education to enhance financial knowledge and sales skills. Requirements: * 1+ years of experience in a sales or closing role (appointment setting preferred). * Bilingual in English and Spanish preferred (verbal and written). * Financial industry experience is a plus. * Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus. * Excellent interpersonal skills with the ability to build rapport and trust. * Self-motivated, goal-oriented, and eager to grow professionally. * Tech-savvy with the ability to quickly learn new systems and processes. * Team-player mindset with a professional, service-focused attitude. 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 bexmgqGcDB

Job Description Litigation Attorney - Estates & Probate Litigation Location: Miami, FL 33131 (Biscayne Boulevard) Schedule: Hybrid; in-office on Tuesdays and Thursdays (additional perks provided) Compensation: $150,000 - $200,000 annually, with performance-based annual bonuses Client Overview: Our client, a prominent litigation firm based in Miami, FL, is renowned for its collegiate and energetic work environment. The firm is recognized nationally for its expertise in estates and probate litigation, with a unique emphasis on high-stakes financial disputes. The firm’s collaborative culture is bolstered by regular team interactions and a shared commitment to client success. Led by a team of thought leaders, including attorneys with CPA credentials, the firm excels at handling cases involving complex probate disputes, fiduciary mismanagement, elder exploitation, and family conflicts over significant estates. Position Overview: The Associate Attorney will be an essential member of a dynamic litigation team focusing on complex estate and probate disputes. The role involves working closely with senior attorneys and clients to navigate sophisticated financial issues, contested wills, and elder exploitation cases. The firm’s highly supportive and team-driven environment provides opportunities for professional growth while working on meaningful and impactful cases. Key Responsibilities: • Represent clients in complex probate litigation, including contested wills, trust disputes, and guardianship matters., • Develop innovative legal strategies for cases involving elder exploitation, fiduciary misconduct, and capacity disputes., • Collaborate with peers and experts to analyze financial and forensic evidence critical to the case., • Draft, review, and litigate high-level legal documents with precision and clarity., • Engage with clients in a professional and personable manner, providing counsel on sensitive family and financial matters., • Participate in court proceedings, demonstrating strong advocacy skills and a courtroom presence. Required Skills and Qualifications: • Juris Doctor (JD) and admission to the Florida State Bar., • 3-5 years of experience in probate, estate, or trust litigation; experience in commercial litigation is advantageous., • Exceptional analytical and legal writing skills, with attention to financial intricacies., • Strong client-relations abilities with a focus on empathetic and strategic representation. Preferred Skills: • LLM in Estate Planning or Taxation., • Experience handling elder exploitation cases and capacity-related disputes., • Exposure to high-profile or financially complex cases, ideally in a firm with a collaborative culture. Why Join This Firm? This firm offers more than just legal work; it provides a platform for attorneys passionate about meaningful impact. With leadership boasting CPA qualifications, the firm combines financial expertise with unparalleled legal acumen, making it a trusted advisor in the evolving field of probate litigation. Attorneys are empowered through mentoring, team collaboration, and exposure to challenging, rewarding cases The firm’s environment fosters camaraderie through initiatives like in-office perks (breakfast and lunch on collaboration days) and professional development opportunities. The dynamic culture is ideal for attorneys who thrive in fast-paced, team-oriented settings. Compensation & Benefits: • Competitive salary: $150,000 - $200,000 annually, • Performance-based discretionary bonuses, • Comprehensive health insurance, fully covered PPO for single employees, • 401(k) options with opportunities for contributions as attorneys advance Schedule: Hybrid structure with in-office work on Tuesdays and Thursdays. Team collaboration is encouraged through on-site incentives like catered meals. We are an Equal Opportunity Employer and encourage applications from all qualified individuals. If you are passionate about estate litigation and eager to grow within a collegial and forward-thinking team, apply today!

Job Description Title: Senior Manager, Fraud Operations Reports to: Director of Operations Location: Miami, FL (Hybrid) / US Remote About the Company At BMG Money, our mission is to provide access to affordable and responsible credit for underserved consumers facing unexpected expenses. We all share one vision— Redefining lending through technology, where underserved individuals can thrive financially through forward-thinking, responsible, and innovative financial solutions. Job Summary As we broaden our market reach and expand our consumer finance product offerings, we are establishing a next-generation fraud and payments risk capability. The Senior Manager, Fraud & Payments Risk will design and scale systemic safeguards that protect the company from fraud and financial crime while enabling growth across both current and future products. This leader will work collaboratively with Enterprise Controls and Payments functions, while owning the day-to-day fraud operations, risk detection, and funds flow monitoring. The role goes beyond traditional fraud management, requiring deep consumer finance experience, multi-rail payments expertise, and the ability to anticipate fraud typologies across a growing portfolio. Key Responsibilities • Develop and execute fraud and funds flow risk strategies aligned with the company's growth agenda., • Anticipate how fraud patterns may evolve as new consumer finance products are introduced., • Build dashboards and KPIs that track anomalies (refund-to-source integrity, velocity/structuring, cross-border flows)., • Leverage machine learning and AI modeling to enhance detection, predict emerging fraud typologies, and continuously strengthen defenses., • Own operational fraud detection and resolution processes across application, funding, repayment, and refunds., • Ensure strong preventative controls (refund-to-source enforcement, debit card ownership validation, automated deduction stops)., • Implement monitoring and exception reporting (rail mismatches, shared identifiers, dormant account exploitation)., • Partner closely with Enterprise Controls and Payments (for execution across ACH, debit, payroll, wallets) while owning the operational fraud decisioning and monitoring layer., • Stand up and scale a fraud operations team: recruit, coach, and grow diverse talent., • Deploy leading fraud tools and vendor solutions that extend across fraud + AML use cases., • Embed fraud and AML controls into new product launches and market entries, ensuring scalability from the outset., • Ensure compliance with regulatory expectations (CFPB, FDCPA, TCPA, BSA/AML)., • Prepare leadership and Board reporting on fraud/financial crime risk posture and emerging vulnerabilities., • Serve as advisor to senior leadership on fraud and payments risk strategy as products expand., • Establish "one-to-one traceability" as a cultural principle: funds in must equal funds out, with no breaks in attribution.Qualifications, • 7–10+ years of experience in fraud operations, payments risk, or AML operations within consumer finance (lending, banking, cards, or fintech)., • Broad understanding of consumer finance products and associated fraud typologies, with ability to adapt frameworks to new products., • Deep knowledge of various payment rails., • Proven ability to build fraud capabilities in a scaling environment., • Strong analytical and problem-solving skills; track record of using data to design systemic controls., • 3+ years of leadership experience developing high-performing teams., • Knowledge of major fraud schemes (synthetic ID, ATO, overpayment/refund manipulation, velocity/structuring)., • Bachelor's degree required; advanced degree or certifications (CFE, CAMS) preferred., • Flexibility and commitment to respond during critical fraud incidents, recognizing these events require immediate action, even if disruptive outside of normal business hours.

Job DescriptionMeet 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. Our operations team ensures exceptional client experiences through meticulous preparation and seamless execution, and that's where you come in. If you're detail-oriented, organized, and eager to launch your career in financial services, the Wealth Management Specialist Intern role is your opportunity to gain hands-on experience while making a meaningful impact on both clients and the firm. Role The Wealth Management Specialist Intern supports the advisory team by contributing to all client servicing activities, both pre- and post-meeting. You will update financial data, process client requests, and assist advisors with documentation and communication needed to deliver exceptional client experiences. This internship is perfect for students with strong attention to detail, excellent organizational skills, and a passion for financial planning who want real-world experience in a boutique yet resource-backed wealth management firm. Responsibilities • Update financial planning software (Retirement Analyzer) for all advisor meetings., • Prepare client review summaries and retirement analysis documentation., • Input advisor notes and update CRM records accurately., • Manage and attach financial statements, contracts, and reports to client files., • Receive incoming client service calls and emails in a professional and friendly manner., • Complete service change requests, account updates, and custodial login setup., • Review and process applications, trades, allocation changes, withdrawals, and transfers., • Coordinate and follow up on client transfers to ensure completion., • Assist with client update reports and outgoing mailings., • Support client scheduling and collaborate with WMAs, WMPs, and Advisors., • Assist with internal team projects and additional responsibilities as assigned., • Maintain clear, professional communication with clients and internal team members., • Stay informed on industry regulations, compliance changes, and relevant tax law updates., • Always act in the best interest of the client and adhere to company standards.Requirements, • Currently enrolled in an undergraduate program (Finance, Business Administration, Economics, or related field). Junior/Senior status preferred., • Proficiency with Microsoft Office; CRM experience is a plus., • Excellent verbal and written communication skills., • Exceptionally detail-oriented with strong organizational and time management skills., • Eager to learn new tools, processes, and systems., • Comfortable working both independently and within a team setting., • Bilingual in English and Spanish is a MUST., • Availability of 15–25 hours/week for the internship duration.What We Are Expecting, • Seamless advisor meeting preparation that reflects Guerra's commitment to client service., • Accurate, timely, and thorough CRM and financial data updates., • Consistent support to advisors in meeting operational and client experience goals., • Active contribution to team efficiency and client satisfaction., • Proactive communication and follow-through on all assigned responsibilities.Schedule, • Paid 3–6 Month Internship | Onsite in Miami, FL, • 3 - 4 day schedule with flexibility on schedule. Competitive hourly rate with opportunities for bonuses based on performance and contribution. Benefits • Real-world experience in financial operations, client services, and wealth management., • Exposure to CRM systems, workflow tracking, and financial planning processes., • Mentorship from experienced operations professionals and insight into the financial planning lifecycle., • Ongoing training and certification sponsorship opportunities., • Performance-based bonuses and future consideration for part-time or full-time roles. 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 join a team that values precision, professionalism, and client-first service — and want to launch your career in wealth management with hands-on experience — this is your opportunity. Apply today and help us deliver an exceptional client experience at Guerra Wealth Advisors. Powered by JazzHR BMnNEAhLnP

Job DescriptionCareer Renew is recruiting for one of its clients a Principal Solutions Engineer - Crypto - this is a fully remote role for US-based candidates. Join a stellar team of leaders and experts in blockchain technology, cryptography, infrastructure, and security to build the backbone of blockchain wallet infrastructure for the next financial era. We’re hiring a Principal Solutions Engineer to help institutions, fintechs, and enterprises across the Americas adopt us with confidence and ease. This role is hands-on and client-facing: you’ll design integrations for complex environments, guide customers through deployment, and provide end-to-end technical support. You’ll pair technical expertise with strong communication skills, serving as an advisor to CTOs, architects, and engineering teams. Expect to design tailored solutions, deliver technical proposals, troubleshoot issues in real time, and collaborate closely with our backend, security, and product teams to ensure successful outcomes. Preferred experience Responsibilities * Guide financial institutions and fintechs through seamless onboarding and integration. * Build secure, scalable deployment pathways that bridge legacy and modern systems. * Provide hands-on support: troubleshoot, fix, and build solutions alongside client teams. * Collaborate with sales on technical proposals, demos, and RFP responses. * Maintain and improve technical documentation and developer guides. * Gather client feedback and translate insights into product and API improvements. * Represent us at conferences, workshops, and customer meetings. Requirements * 10+ years in solutions engineering, forward-deployed engineering, enterprise integration. * Track record of helping institutions or enterprises deploy mission-critical systems. * Strong in TypeScript (or similar languages) with proven API experience (REST). * Deep knowledge of cloud platforms (AWS essential; GCP/Azure/Thales a plus), microservices, and serverless architectures. * Skilled in troubleshooting complex issues and delivering under pressure. * Solid understanding of enterprise security frameworks (ISO 27001, SOC 2, PCI DSS). * Excellent communicator, able to bridge technical and business conversations. * Strong documentation, presentation, and demo skills. * Knowledge of blockchain, custody, and financial workflows strongly preferred. * Certifications (e.g., AWS Solutions Architect) a plus; Spanish/Portuguese fluency valued. Compensation & Package * Title: Principal Solutions Engineer * Salary: $160,000-220,000 per year (full-time). * Equity: 100-200 stock options vested over 4 years. * Benefits: Healthcare, 401K, and travel expenses. * Location: United States (remote-first, office optional). * Equipment: MacBook Pro + essentials.

Job DescriptionSalary: About RMW Accounting RMW Accounting is a fast-growing, private equitybacked accounting firm with a presence spanning 16 offices across more than 10 states and plans to grow to 40+ offices in the next 5 years. The firm combines national reach with a client-centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized guidance, helping clients meet their goals and plan with confidence while preserving the strong relationships that define its culture. Were a values-driven company, and our values guide everything we do: • Client Service Excellence: We are dedicated to delivering exceptional, personalized service built on a deep understanding of each clients unique goals. By focusing on long-term relationships, proactive support, and attention to detail, we help clients succeed with confidence., • Integrity:Integrity is the cornerstone of everything we do. We uphold the highest ethical standards in all our business practices, always acting with transparency, honesty, and a strong sense of responsibility to our clients, colleagues, and partners., • Collaborative Culture: We believe in fostering a collaborative and inclusive work culture where every team member is valued and supported. Our success is driven by mutual respect, open communication, and a shared commitment to achieving our common goals, ensuring that everyone thrives together. Why This Role Matters RMW is growing rapidly, and with growth comes the need to deliver consistently excellent service, leverage our subject matter expertise at scale, and ensure our offices operate as one unified firm. The Head of Practice Operations is the leader who will architect and implement the processes and systems to drive quality and efficiency. This role bridges a foundational understanding of the tax and accounting services provisioned by a public accounting firm, practice management, and systems strategy to ensure that our professionals are supported with the right frameworks, tools, and insights to succeed.Reporting to the President, the Head of Practice Operationspartners with office leaders on driving revenue and profit growth by delivering excellent service cost effectively at scale, focusing on levers such as production management (staff utilization and productivity, and technology), technical quality, pricing and practice development, leveraging practice management tools and platforms for insights and execution. The Head of Practice Operations is the subject matter expert who understands how a CPA firm should operate at its best and ensures that our processes, systems, and people align to deliver that standard across every office. What Youll Do • Define and maintain firmwide frameworks for practice management, including developing service offerings, pricing strategy and implementation, staffing models, project management and client service standards, • Partner with office leaders to ensure consistent technical quality and efficient, scalable client service delivery across offices, • Coordinate staffing, including internal and external resources, across offices to optimize utilization, • Develop and monitor KPIs to provide leadership with visibility into practice performance, • Serve as the business strategist for office-level technology including practice management and CRM platforms (e.g., Canopy or Karbon Software) as well as point solutions (e.g. SafeSend, SurePrep, TaxGPT), ensuring our technology enhances productivity and collaboration, • Drive firmwide adoption and effective use of practice management tools by embedding them into daily processes and accountability structures, • Produce dashboards and insights on utilization, productivity, and client service trends, identifying opportunities for growth and efficiency, • Craft and implement training programs (in partnership with People team) to advance technical excellence and consistency across offices, • Mentor professionals and office leaders, ensuring alignment of technical skills, client service, and system usage, • Act as a trusted advisor to the President and office leaders on how practice management and subject matter expertise drive the firms growth About You • 10+ years in public accounting with 5+ years in a role directly responsible for firm operations (e.g. Director of Operations) or management (e.g. former firm owner or leader); experience in a high growth, multi-office environment strongly preferred, • Current or inactive CPA or EA (enrolled agent) preferred; 3+ years as a tax practitioner strongly preferred, • Demonstrated ability to connect domain knowledge with business strategy in a fast-growing firm, • Proven track record of leveraging technology to drive actionable insights and productivity, • Skilled at analyzing utilization and practice metrics and presenting insights that inform firm strategy, • Experienced in leading professional development, training programs, and mentoring staff, • Collaborative and influential, with the ability to build trust across multiple offices and leadership levels, • Experience evaluating, contracting and managing outsourced resources (e.g. offshore), • Hands-on and entrepreneurial, with the drive to build scalable systems and frameworks and quickly turn ideas into actions and results, • Experience navigating operational transitions related to firm acquisitions, book of business acquisitions and partner retirements / successions, • A pivotal leadership role shaping how a fast-growing CPA firm scales and delivers excellence, • Competitive compensation comprised of base salary, bonus and incentive equity, • 401(k) Matching Program, • Platinum Health Insurance, FSA, Life, STD, and LTD, • Dental & Vision Insurance, • 20 PTO Days and 7 Sick Days Annually, • South Florida candidates preferred; remote considered How to Apply Join us at a pivotal stage, where your leadership and Firm expertise will establish a foundation and guide our path to scale. Please email with your resume to apply.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Sales Executive - Commercial Lines Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-GK1 Powered by JazzHR INhagcSZOP

Job Description Who We Are… With over 50 years of experience, and several CITY Furniture and Ashley HomeStore showrooms and distribution centers throughout Florida, CITY Furniture continues to be recognized as a top furniture company in South Florida and nationwide. By joining CITY Furniture, you become part of a family-spirited organization that is focused on you! With planned local growth, plus growth in new markets over the next several years, the CITY Furniture team is excited about the future. Join our fun, family-spirited team to build a long-lasting career at a company that will continue to challenge, develop, and appreciate its Associates. Click Here to watch our Company video! Our Vision is to be the home store. Our Purpose is to enrich people’s lives and make the world a better place. Our Mission is to provide quality home furnishings, at excellent values, in an exciting and fun environment. Our Values: Mutual Trust & Respect | Continuous Improvement | Entrepreneurial Spirit | Customer Focus | Teamwork | Giving Back What This Role Is… As a People Services Advisor, the primary function of this position is to serve as the first point of contact for Associates and Leaders seeking HR support, providing timely, accurate, and professional assistance via phone, email, UKG, and in-person. This role is responsible for addressing a wide range of HR-related inquiries, resolving issues, and ensuring Associates receive clear guidance on policies, processes, and programs while delivering an exceptional positive Associate experience. Your contributions will ensure the success of the HR Shared Services team within the Human Resources & Development department at CITY Furniture. Position Title: People Services Advisor Reports To: Managing Director of HR Shared Services Location: On-site Tamarac Corporate Office and Miami Distribution Center Department/Sub-Department: Human Resources/ HR Shared Services Hourly pay range: $20 - $23 What You’ll Do… As a People Services Advisor, your primary responsibilities will be to: • Serve as the primary point of contact for all inbound inquiries received via phone, email, and UKG inquiries pertaining to HR policies and procedures, benefits, Associate records, payroll, leave of absences and other employment-related topics. Serve as the primary point of contact for these same inquiries in-person in the People Services Center. Resolve inquiries timely and independently utilizing policies and procedures, in addition to other resources. Determine root cause of an inquiry/ issue and provide appropriate guidance. Forward escalated inquires to the next tier when applicable., • Document details of all inquiries, including follow-up and resolution. Utilize InContact and HR Help in UKG., • Participates in special projects as requested., • Adheres to all assigned Standard Work and Role and Responsibilities for your role., • Additional duties may be assigned as needed, beyond those listed in the responsibilities. Changing business conditions may trigger changes to job responsibilities (i.e., COVID-19). What We’re Looking For… • Competencies and Job Specific Skills, • Problem Solver, • Results Oriented, • Metrics Driven, • Effective Communicator, • Strong interpersonal skills, • Customer Focused, • Time Management, • Strong understanding of company policies, process, benefits, and org structure What’s Required… • Education & Work Experience:, • Bachelor’s Degree from an accredited institution preferred, • 1 year of Human Resource experience, • Work Environment & Schedule:, • Monday through Friday, • Limited early morning and evening hours based on business needs, • On-site in Corporate Office and Miami Distribution Center, • Minimal Travel within CITY’s operating areas, • Physical Requirements:, • Limited light lifting, standing, walking, and prolonged sitting, • Technology Requirements:, • Knowledge of Microsoft Office Programs (i.e. Excel, Word, and Outlook, etc.), • Google Suite (i.e. Docs, Sheets, Slides, etc.), • Trello, • UKG, • Certifications / Licenses, • PHR or SHRM Certification preferred, • Valid Florida Driver’s License What Benefits You’ll Receive… • Competitive and Transparent Compensation, • Visibility into all Associate-level pay ranges within your department, • Opportunity for performance-based and profit sharing bonuses, • Associate Well-being, • Workforce and Demand Planning for Leveled Workload, • Paid Vacation & Sick Time, • Paid Parental leave, • Opportunity for Flexible Work Environment and Schedule (varies by department and role), • Community involvement and volunteer opportunities, • Health Benefits, • Free virtual healthcare services (for Associates enrolled in our medical plans), • Medical options include Employer-funded HSA options, • Vision to support your eye health and well-being, • 100% Employer-paid Dental option available to all Associate, • Employee Assistance Program (EAP), • Life & Disability Insurance 100% employer-sponsored options, • Voluntary Insurance (Accident, Hospital, Critical Care, etc.), • Retirement Benefits, • 401(k) - once enrolled, Associates are 100% vested with discretionary Company Match, • Roth 401K Option, • Financial Wellness webinars, • Growth Opportunities, • 90% Promote from Within, • Access to various training for professional development, • Individual Development Plan (IDP) (varies by department), • Associate Purchase Discount Program, • And so much more…. Are Your Excited?… Here are your next steps: • Apply, • Submit your application and resume, • Application Review, • A CITY Furniture Recruiter will carefully review your qualifications, • Virtual Interview, • Complete your short video interview with our AI Virtual Assistant, Zara, • Recruiter Review, • Your interview will be reviewed by a recruiter, • Recruiter Follow up, • A recruiter will contact you by phone to discuss next steps and answer any questions you may have, • Hiring Manager Interview, • Meet with the hiring manager for an in-person interview CITY Furniture, Inc. is an Equal Opportunity Employer. We recruit, hire, train, and promote individuals in all job titles without regard to age, race, color, sex, religion, sexual orientation, gender identity, national origin, disability, genetic information, or status as a covered veteran or any other status protected by federal, state or local law. At CITY Furniture, Inc. we are committed to a fair and equitable workplace where everyone is a respected and a valued member of the team. Job description is not an employment contract.