Financial planning jobs in Miami, Florida - Page 9Create job alerts

Job Description Position Overview: The Financial Aid Advisor provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process and determines eligibility within the parameters of institutional, state and federal requirements. Key Responsibilities: • Communication Management: Respond promptly to daily communications via email and voicemail, addressing inquiries promptly and professionally., • Policy Adherence and Ethical Compliance: Ensure strict adherence to the University's mission, policies, procedures, ethical standards, compliance with data protection regulations and pertinent legal regulations in all aspects of admission activities., • University Engagement: Participate in Commencement Exercises, new student orientation, university events, committees, self-studies, and University Commencement Ceremonies., • Special Projects: Execute special projects assigned by the President or supervisor., • Compliance Adherence: Ensure compliance with Title IX of the Education Amendments Act of 1972, as well as FNU Policies, Procedures, Rules, and Regulation, the FNU Code of Ethics, Family Educational Rights and Privacy Act (FERPA), Florida Information Protection Act of 2014 (FIPA), the EU General Data Protection Regulation (GDPR), and all other applicable federal, state, and local laws, rules, and regulations., • Assigned Duties: Undertake other assigned duties as required. Position Responsibilities: • Provides advice throughout the financial aid process to prospective, new, and current students and their families., • Ensures students and their families receive the best possible student-focused support and service., • Must have a thorough knowledge of available types of financial aid, scholarships, and general student eligibility criteria., • Exercises independent judgment in the management of operational details of financial aid process including but not limited to:, • Reviews incoming financial aid application and any supporting documentation needed to determine the accuracy of the financial and household information reported on the FAFSA. This requires knowledge of not only federal financial aid regulations but IRS tax laws relate to federal student financial aid., • Completes assigned duties with a high degree of accuracy to ensure compliance while experiencing multiple interruptions., • Exercises great attention to detail when completing assignments as error in judgment or calculations could result in unintended consequences for the student and/or the institution such as under or over funding of a student, loss of student eligibility, audit findings, fines, damage to school’s reputation or loss of institutional eligibility., • Has the authority to recalculate and make adjustments to financial aid awards when student’s eligibility changes., • Maintains knowledge of policies of other departments (admission, registrar, student account, etc.) and understand the impact of them on a student’s financial aid eligibility., • Must utilize conflict resolution skill set to pacify disgruntled students and parents, helping them to understand the situation and identify potential solutions to issues., • Maintains student confidentiality in accordance with FERPA regulations., • Attends and completes financial aid webinars, courses, conferences assigned by the FA Director/Assistant/Officer., • Keeps up to date with the FSA handbook; electronic announcements, and Dear Colleagues letters at IFAP website., • Reads, interprets, and ensures compliance with federal and state regulations, deadlines, and school policies as they apply to federal, state, and institutional student aid., • Attends and participates in the Financial Aid Annual Meeting. Department of Defense Responsibilities: • Guide service member students through the federal funds application process, ensuring a clear understanding of FAFSA procedures and eligibility criteria., • Provide comprehensive financial counseling to address budgetary constraints, exploring options beyond military benefits to support the student’s educational journey., • Stay abreast of changes in military educational policies, ensuring institutional compliance with relevant regulations affecting active-duty students., • Develop workshops aimed at empowering military students to navigate and maximize non-traditional financial aid, such as military benefits (e.g., GI Bill, Tuition Assistance)., • High School - associate degree preferred., • Financial Aid experience, • English / Spanish Key Competencies • Numerical, literacy, organization, and planning skills, • Work management and prioritizing skills, • Verbal and written communication skills, • Problem solving ability, attention to detail., • Monday - Thursday: 2 days from 8:00am to 5:00pm and 2 days from 12:00pm to 9:00pm, • *Fridays alternate (campus closes at 7pm) (8:00am to 5:00pm or 10:00am to 7:00pm) Job Type Full-time

Job DescriptionMeet Guerra Wealth Advisors At Guerra Wealth Advisors, we redefine retirement planning and help families achieve financial confidence. With over 30 years of experience serving South Florida and nationwide, we’ve built a boutique firm combining financial expertise with a personal touch. We don’t just advise — we empower. If you’re ambitious, thrive in a target-driven sales environment, and want a path to become a financial advisor, this is the place for you. “Launch your sales career, grow into an advisor.” Role: The Sales Growth Associate connects prospective clients with our advisory team, guiding families toward financial success. Warm leads are provided—no cold calling. Your focus will be on qualifying prospects, building rapport, and scheduling advisor appointments. This role is ideal for candidates with 1–3 years of sales or business development experience, excellent communication skills, and a desire to transition into a financial advisor role. Responsibilities: * Reach out to prospective clients and schedule appointments for advisors * Understand client needs and qualify leads * Maintain consistent follow-up and engagement * Track interactions and appointments in the CRM system * Represent Guerra professionally at events and workshops * Support team projects and administrative tasks as needed * Continue developing financial and sales expertise Requirements: * 1–3 years of sales, client services, or business development experience * Bilingual English/Spanish preferred * Financial industry experience a plus * Relevant certifications/licenses a plus (SIE, 2-15, 2-14) * Strong communication, rapport-building, and goal-oriented mindset What We Are Expecting: * High-quality appointments scheduled for financial advisors. * Accurate and timely CRM updates and prospect tracking. * Measurable contribution to business growth through sales performance. * Strong collaboration with advisory and administrative teams. * Professional, client-focused communication at all times. Schedule: * Full-time, role based in Miami, FL. * Standard weekday hours with flexibility for prospect calls and advisor support. Compensation: $60,000–$90,000 Annually (Base Salary + Uncapped Commission + Bonuses) Competitive pay structure with uncapped earning potential based on performance and appointments scheduled. Benefits: * Base salary plus uncapped commission and performance incentives * Referral and business development bonuses * 401(k) with company match * Health insurance, Vision and Dental options * 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO) * Sponsored industry training and conference attendance * Access to personal financial planning services * Bonus compensation for certifications and licenses (Guerra Growth Lab) * Career advancement within a growing, established firm * Culture of continuous learning and professional growth Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily. * Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. * Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it. * All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability. * Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. * Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching. If you’re ready to leverage your sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity. Apply today and help us drive growth and success at Guerra Wealth Advisors. Powered by JazzHR AsSENrW9wW

Job DescriptionDescription: Salary Range: $43,269-$50,000 annually Hybrid Schedule: 2 days from home and 3 days on-site Benefits (The Good Stuff) • 3 WKS Vacation Paid*, • 12 Paid Holidays, • 12 PTO Paid Days, • Competitive Health Benefits Package, • Wellness Program Reimbursements up to $50/month, • Short Term Disability at NO COST, • Life Insurance & AD&D 2X Annual Salary at NO COST, • Employee Assistance Program, • Retirement Plan UP TO 6% Employer Funding, • Professional Development Opportunities, • Discounted On-Site Early Childhood Care, • Tuition Assistance for Early Education Degree Help us make a difference in our community. United, we are tackling complex issues and turning contributions into real change. We fight for equitable access to quality education, financial security, and the health of everyone in our community. Join our team and join us in the fight for a stronger Miami! United Way Miami, Inc. is hiring a Senior Coordinator, M&C to join our team. As a Senior Coordinator, M&C, you will provide essential administrative and operational support to the Marketing & Communications (M&C) department, reporting to the Associate Vice President of Marketing and supporting the Associate Vice President of Communications. This role ensures the smooth functioning of departmental processes, including budgeting, procurement, vendor management, and project coordination. The position plays a vital part in facilitating communication across teams, and maintaining the systems that support the organization’s mission-driven storytelling and community engagement.. UWM is an equal opportunity employer and a drug-free workplace. Please visit our Career site homepage to view our EEO statement and Drug-Free policy. Principal Duties and Responsibilities: Department Operations & Administrative Support: • Serve as the primary administrative and operational support for the Marketing & Communications department., • Manage department calendars, meetings, presentation materials, and special project logistics., • Act as a central point of contact for internal teams and external partners to ensure clear communication and workflow coordination., • Coordinate production timelines and logistics for marketing collateral, print and digital materials, event and building signage., • Manage inventory of promotional materials, ensuring timely reorders and efficient use of storage and distribution., • Support the execution of marketing campaigns, digital communications, and website updates in collaboration with internal teams and external agencies., • Track, reconcile, and maintain departmental budgets, invoices, reimbursements, and purchase orders in accordance with financial policies., • Research, solicit, and analyze vendor bids and proposals; prepare comparative evaluations and make recommendations for vendor selection., • Manage vendor agreements and procurement documentation, ensuring compliance with contracts and organizational standards., • Coordinate production of and manage distribution of promotional assets to provide support materials for signature events, community engagement activities, and donor initiatives, as needed., • Prepare and maintain reports, dashboards, and post-event summaries for leadership and board presentations., • Maintain organized records of contracts, vendor documentation, creative assets, and financial transactions., • Work closely with Development, Community Impact, and other departments to ensure alignment of marketing and communications efforts, • Support M&C leadership in planning, tracking, and reporting departmental priorities to enhance collaboration and efficiency. Contribute to continuous process improvement, helping to streamline workflows and strengthen operational systems. Requirements: Education Requirements: Bachelor’s degree in Marketing, Communications, Business Administration, or related preferred. or equivalent experience. Experience Requirements: Three to five years of administrative, project coordination, or operations experience, ideally within a marketing or nonprofit environment. Technology Requirements: Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Teams, Asana, Zoom, and procurement systems. Comfortable navigating web-based platforms and knowledge of modern web browsers. Other Essential Knowledge/Skills: Demonstrates excellent interpersonal, organizational, and leadership abilities with strong time management and decision-making skills. Works effectively under pressure and adapts readily to changing priorities. Exercises discretion and maintains confidentiality in handling sensitive projects and information. Proactive, dependable, and detail-oriented with a high level of initiative and professionalism. Thoughtful, curious, and solutions-focused, consistently striving for excellence in all aspects of work. Career Growth: We encourage you to grow through formal and informal development programs, coaching, and on-the-job challenges. We want you to ask questions, take chances, and explore the possible. Apply with confidence! Research indicates that individuals may hesitate if they don't meet every requirement. If you're enthusiastic about a role, apply, even if your experience or education isn't an exact match. You could be the perfect fit for this position or discover other exciting opportunities within our organization. Please note that while some roles may have specific requirements for funding eligibility, we STILL encourage you to explore our job opportunities.

Job Description Do you want to build a better future? About Enfinity Global Enfinity Global is a purpose-driven company focused on making a positive impact on the planet by helping companies, governments, and individuals transition to a carbon-free and sustainable economy. Our role as a leading IPP is to develop, finance, build, operate, and own renewable energy assets in the long term in Europe, Asia, and the Americas through our offices in the USA, Spain, Italy, UK, Netherlands, India, and Japan. Our team of over 350 Enfiniters comprises seasoned finance professionals, as well as experienced project developers and operators with extensive industry experience across all stages of the project life cycle. We pride ourselves on being creative and innovative solution providers to our customers and partners. Job Description Enfinity Global is seeking a candidate to support the Finance team with PPA and REC Revenue settlement and Accounts Payable for our Renewable Energy Portfolio. Responsibilities include managing administrative accounting tasks, accurate financial data entry, maintaining records, reconciling discrepancies, processing financial documents, and ensuring timely collections. The candidate will also assist with audit and tax deliverables, financial reporting, budgeting, investor reporting, financing structures, and the sale of environmental commodities/RECs, while maintaining a global view of Enfinity Global’s business. Key Objectives • Ensure accurate and timely settlement of energy and renewable energy certificates, accounts payable, and receivable processes., • Implement and improve accounting procedures to maintain compliance with standards and enhance financial operations., • Collaborate with internal and external counterparties to resolve settlement disputes and ensure accurate invoice and reporting., • Assist in budgeting processes, investor reporting, administering complex financing structures, and managing the sale of environmental commodities/RECs., • Maintain a global view of Enfinity Global's business, understanding solar facility design, operation, management, and financing., • Accurately input financial transactions into accounting software., • Maintain and update financial records and reconcile discrepancies in financial records., • Process invoices, receipts, and other financial documents., • Ensure collections are received in a timely manner., • Adhere to established accounting procedures and policies., • Prepare audit and tax deliverables., • Provide reports and analysis for compliance, tax accounting, forecast, and tax planning needs., • Final year of bachelor's degree in finance, accounting, or engineering., • Proven experience in data entry and accounting., • Prior experience in accounts payable., • Proficiency in accounting software (e.g., Netsuite)., • Proficiency in Microsoft Suite Products (Excel, PPT)., • Basic understanding of accounting principles, • Attention to detail and accuracy in data entry., • Strong organizational skills with the ability to prioritize tasks, manage multiple responsibilities, and meet deadlines., • Excellent written and verbal communication skills., • Ability to maintain confidentiality, handle sensitive information, and work effectively in a fast-paced environment., • Self-motivated, multi-tasking, and proactive., • Flexibility and willingness to learn new skills., • Strong time management skills. At Enfinity Global Group you will find a very dynamic and multinational environment in one of the most exciting and impactful industries. Here we will foster your professional and personal growth, and you will have the opportunity to contribute and make a real impact on climate change actively. Let's build our future together. Visit to discover more about our culture and values.

Job Description Our client, a leader that's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high net worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training. Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Daily meals and snacks provided.

Job Description About the Firm: Well-established CPA firm of around 40 professionals, serving a diverse portfolio of privately held businesses, individuals, and partnerships. Our size allows us to offer the resources and technical depth of a larger firm, while still maintaining the close-knit, team-oriented culture of a smaller one. We value long-term relationships—both with our clients and our team—and offer flexibility, mentorship, and the opportunity to grow your career without getting lost in the crowd. The Opportunity: We are looking for an Experienced Tax Associate with 2–6 years of public accounting experience to join our growing tax team. This role is ideal for someone who enjoys hands-on work with clients and wants to expand their technical and advisory skills in a supportive environment. What You’ll Do: * Prepare federal and multi-state tax returns for individuals, partnerships, S-corps, and trusts * Assist with tax planning and research for a variety of clients and industries * Review client financial data and workpapers to ensure accuracy and compliance * Communicate directly with clients and respond to tax-related questions or issues * Work closely with managers and partners on special projects and technical issues * Maintain accurate records and help support smooth engagement workflows What We’re Looking For: * 2–6 years of relevant tax experience in public accounting * Bachelor’s degree in Accounting (CPA license or progress toward CPA preferred) * Familiarity with tax prep software (e.g., CCH Axcess, UltraTax, ProSystems, etc.) * Detail-oriented with strong organizational and time management skills * Comfortable working both independently and collaboratively * Excellent communication and client-service skills What We Offer: * Flexible work environment * Competitive compensation and annual bonus potential * Full benefits package including health, dental, vision, 401(k) match, and more * Paid continuing education and CPA exam support * Direct access to firm leadership and a clear path for advancement * A friendly, inclusive team that values your contributions and well-being Apply today by sending your resume to or Direct Phone: 605-910-9530.

Job Description Summary of Position: The Project Manager is responsible for planning, managing and executing projects of various sizes and complexity in accordance with project objectives. Projects may have cross department impacts, involve multiple technology platforms and require coordination with external vendors. The Project Manager will collaborate with management to meet staffing requirements for successful project completion. This position is responsible for assigning or delegating tasks to the team members, to include management, external vendors and employees (across departments) to meet project objectives, standards and deadlines. Essential Job Functions: • Develop initial project scope and requirements in collaboration with the CEO/Staff, • Manage project and releases: monitor, track and report progress and status against goals and requirements, • Identify needs and define major tasks and milestones based on scope, resources, budget, and personnel., • Manages the financial aspects of the implementations. Monitoring projects costs and communicating costs against budget, • Allocate and schedule resources as required to meet management objectives and initiatives, • Develop high-level and comprehensive project and release plans, • Delegate and manage project tasks leveraging project team members' individual strengths, skillsets and experience levels, • Manage the steering committee expectations, • Manage issues, risks, schedules, status reports, status meetings, etc., • Troubleshoot, resolve issues and overcome barriers with internal departments, clients and vendors, • Assists in other areas of department or other departments as required, • Presents a professional and helpful appearance, • Bachelor’s degree, • 1-5 years of experience managing small to large IT/business projects, • Project management certification preferred (ex. PMP, PMO, etc.), • Prior experience with software projects, coordinating with vendors., • Experience with process improvement/change management initiatives, • Excellent oral and written communications skills., • Proficiency of Microsoft Office tools including PowerPoint and Visio, • Experience with project management software and collaboration tools, • Able to deliver projects within scope, budget and schedule., • Excellent planning capabilities and strong experience of working with planning tools., • Self-starter and self-motivated., • Demonstrate strong leadership skills.