Top 10 Senior financial planner Jobs in Altamonte Springs Fl

Senior Client Operations Analyst
BNY Mellon —Lake Mary, FL
- $44 - $53 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Workday Senior Certified Financials Consultant
UST —Orlando, FL
- $60,000 - $90,000 a year
- Remote
- CPA
- Customer service
- Writing skills
- Paid jury duty
- Health savings account
Quick Apply
14d
Senior Vice President, Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Bachelor's degree
- Quality control
Senior Retirement Account Manager
HUB International —Winter Park, FL
- Full-time
- Microsoft Outlook
- Computer literacy
- Writing skills
- Wellness program
- Health savings account
Senior Private Banker
Avior Executive Search —Orlando, FL
- $165,000 - $225,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Senior level
Quick Apply
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Winter Park, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
FL-Orlando Insurance Retirement Specialist
AMERICAN SENIOR BENEFITS LLC —Orlando, FL
- $50,999 - $69,999 a year
- Full-time
- Mid-level
- 1 year
- Communication skills
Senior Oracle Fusion Financials R2R Functional Consultant (Diversity Candidates Only) - W2 contract
Fortira Inc —United States
- $61.06 - $66.17 an hour
- Contract
- Remote
- Background check
- Oracle
- Senior level
Quick Apply
5d

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senior financial planner jobs near altamonte springs fl

Senior Client Operations Analyst

BNY Mellon -
Lake Mary, FL

Apply Now

Job Details

Contract
$44 - $53 an hour

Benefits

Health insurance
Dental insurance
Vision insurance
Retirement plan

Qualifications

Series 7
Excel data analysis

Full Job Description

Lake Mary, FL, United States (Hybrid)600 Colonial Center ParkwayLake MaryFLUS

Contract (8 months)

Published 28 days ago

Trade Operations

series 7

Excel

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Job Summary:

This opportunity supports a Managed Account Trade Administration team that provides outsourced trading solutions for broker-dealer clients. The role is responsible for processing and supporting trading activities across managed account products while ensuring accuracy, quality control, and exceptional client service.

The ideal candidate will have a FINRA Series 7 license, managed account trading experience, strong Excel skills, and a collaborative mindset. This position can be based in Lake Mary, FL or Berwyn, PA and 4 days onsite.

Key Responsibilities:

Trade Administration: Process daily trading activities including new accounts, contributions, withdrawals, model changes, and tax harvesting requests on behalf of broker-dealer clients.

Client Support & Reconciliation: Provide daily support to internal and external clients through phone and email communication, transaction processing, trade comparison, account reconciliation, and error resolution.

Risk Management & Problem Solving: Investigate and troubleshoot trading issues, perform error analysis, and identify opportunities for process improvements and risk reduction.

Quality Control: Review trade blocks, validate orders, support trading events, and ensure trades are processed accurately in accordance with established guidelines.

Qualifications:

FINRA Series 7 License required (Series 24 also acceptable).

1-3 years of Managed Account Trade Administration experience.

Strong Microsoft Excel skills, including filtering, data analysis, and functions such as VLOOKUPs.

Demonstrated attention to detail, problem-solving abilities, and willingness to learn in a fast-paced environment.

Bachelor's degree and/or equivalent combination of education and work experience.

Preferred Experience:

InvestCloud APL experience.

Portfolio accounting system experience.

Experience supporting managed accounts, UMA platforms, mutual fund wrap accounts, or fixed income products.

Why Join Us:

Join a growing Managed Account Trade Administration team supporting broker-dealer clients and complex investment products. This role offers exposure to a variety of trading activities, opportunities to develop specialized industry knowledge, and the potential to convert into a permanent position for high-performing individuals.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025

World’s Most Admired Companies, Fortune 2025

“Most Just Companies”, Just Capital and CNBC, 2025

Pay Rate Range

Min Pay Rate$44

Max Pay Rate$53

CurrencyUSD

Unithourly

USD4453HOUR

Additional Notes

Applications will be accepted on an ongoing basis.

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.

Apply Now

Refine Your Search

senior financial planner jobs in altamonte springs fl

Senior Client Operations Analyst

Workday Senior Certified Financials Consultant

Senior Vice President, Client Processing

Senior Retirement Account Manager

Senior Private Banker

Senior Wealth Advisor

FL-Orlando Insurance Retirement Specialist

Senior Oracle Fusion Financials R2R Functional Consultant (Diversity Candidates Only) - W2 contract

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