Top 176 entry level finance Jobs in fort lauderdale, fl

Advisory Support Associate
Concorde Investment Services —Boca Raton, FL
- $50,000 - $60,000 a year
- Full-time
- Office
- Data entry
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Financial Strategist
Guardians of Wealth —Fort Lauderdale, FL
- $36,000 - $2,000,000 a year
- Part-time
- Hybrid work
- No experience needed
- Entry level
- Under 1 year
- Employee discount
- Professional development assistance
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Deerfield Beach, FL
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Accelerated Path to Management
New York Life Insurance Company —Sunrise, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Business development
- Recruiting
- AD&D insurance
- Disability insurance
Quick Apply
AML Analyst - Spanish
MJ Boyd Consulting —Miami, FL
- $20 - $35 an hour
- Temporary
- Spanish
- English
- Office
Quick Apply
Financial Advisor / Entrepreneurial Career
Northwestern Mutual The South Florida Group —Hollywood, FL
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- No experience needed
- Finance
- Business development
- Paid training
- Health insurance
Quick Apply
5d
Financial Advisor / Entrepreneurial Career
Northwestern Mutual The South Florida Group —Fort Lauderdale, FL
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- No experience needed
- Finance
- Business development
- Paid training
- Health insurance
Quick Apply
5d
Financial Services Associate
Amscot Financial —Fort Lauderdale, FL
- Weekends as needed
- Customer service
- High school diploma or GED
- Quick service & fast food restaurant
- Paid training
- Paid holidays
Quick Apply
Personal Banker- Regnl
Valley National Bank —Fort Lauderdale, FL
- $17.31 - $28.85 an hour
- Mid-level
- Office
- Finance
Quick Apply
Financial Services Associate
Interactive Brokers —Fort Lauderdale, FL
- $65,000 - $75,000 a year
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Entry Level – Financial Advisor
Equitable Advisors —Fort Lauderdale, FL
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Relationship Banker - Galleria Financial Center - Spanish Required
Bank of America —Fort Lauderdale, FL
- Extended hours
- Spanish
- Office
- Finance
11d
Credit Analyst
LoanBud —Fort Lauderdale, FL
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Dental insurance
- 401(k)
Quick Apply
Consumer Banking Relationship Specialist (Relationship Banker)
Bank OZK —Fort Lauderdale, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Corporate Financial Analyst - FT - Days - MHS
Memorial Healthcare System —Fort Lauderdale, FL
- Full-time
- Customer service
- Office
- Finance
Junior Quantitative Trader
Franklin Templeton Investments —Fort Lauderdale, FL
- $95,000 - $105,000 a year
- Email
- Hybrid work
- Computer Science
- Bachelor of Science
- Office
- Health insurance
- Dental insurance
Financial Advisor – Fort Lauderdale, FL
Coastal Wealth —Fort Lauderdale, FL
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Finance
Quick Apply
Universal Banker-Broward - Lauderdale Lakes
Truist Bank —Fort Lauderdale, FL
- Extended hours
- Computer literacy
- English
- Office
- AD&D insurance
- Paid holidays
5d
Relationship Banker - Inverrary Financial Center - Creole Required
Bank of America —Lauderhill, FL
- Extended hours
- Office
- Finance
- High school diploma or GED
11d
Relationship Banker - Cleary Boulevard Financial Center - Spanish Required
Bank of America —Plantation, FL
- Extended hours
- Spanish
- Office
- Finance
7d

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entry level finance jobs near fort lauderdale, fl

Advisory Support Associate

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance

Qualifications

Teamwork
Investment management software
Attention to detail
Data entry
Trading platforms
Organizational skills
Financial services

Full Job Description

Overview:
The Advisory Support Specialist is responsible for assisting our branch offices with a high level of service, training, and new business processes. This entry-level role requires strong communication skills, a willingness to learn, and the ability to utilize available resources to provide excellent service and support.

Roles and Responsibilities:

Provide courteous and accurate responses to inquiries from field offices and home office staff, ensuring a commitment to service excellence.
Support a team-oriented environment by collaborating effectively and offering assistance to colleagues.
Assist in processing Investment Advisory agreements and reviewing documentation.
Develop expertise to accurately handle a range of requests across various lines of business and operating systems.
Participate in training and development opportunities to build knowledge and skills.
Uphold company core values and maintain professional standards in all tasks.
Assist with day-to-day operational issues and provide support to ensure smooth business processes.
Engage with field offices to facilitate new business submissions and address inquiries.
Collaborate with internal departments to resolve issues and improve processes.
Perform data entry and handle general incoming calls as needed.

Qualifications and Abilities Required:

FINRA Series 66 and 7 licenses (or willingness to obtain within a designated timeframe).
Basic knowledge of Envestnet, Schwab, and Pershing platforms is a plus.
Understanding of the advisory field, including billing and regulatory requirements, is beneficial but not required.
1 year of experience in the financial industry or a related field preferred.
Strong communication and interpersonal skills.
Strong attention to detail is a must for this role.
Service-oriented mindset with a positive attitude and eagerness to learn.
Ability to work independently and within a team environment.
Strong organizational skills with attention to detail.
Willingness to take ownership and accountability for assigned tasks.
Adaptability in a dynamic and fast-paced work environment.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Experience:

using Envestnet, Schwab, or Pershing platforms: 1 year (Required)
advisory billing: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

entry level finance jobs in fort lauderdale, fl

Advisory Support Associate

Financial Strategist

Wealth Management Trainee (FL)

Accelerated Path to Management

AML Analyst - Spanish

Financial Advisor / Entrepreneurial Career

Financial Advisor / Entrepreneurial Career

Financial Services Associate

Personal Banker- Regnl

Financial Services Associate

Entry Level – Financial Advisor

Relationship Banker - Galleria Financial Center - Spanish Required

Credit Analyst

Consumer Banking Relationship Specialist (Relationship Banker)

Corporate Financial Analyst - FT - Days - MHS

Junior Quantitative Trader

Financial Advisor – Fort Lauderdale, FL

Universal Banker-Broward - Lauderdale Lakes

Relationship Banker - Inverrary Financial Center - Creole Required

Relationship Banker - Cleary Boulevard Financial Center - Spanish Required

I want to receive the latest job alert for entry level finance in fort lauderdale, fl

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