Top 33 Financial services associate Jobs in Miami, Fl

Senior Associate, Capital Markets - FL
Phoenix Energy One, LLC —Fort Lauderdale, FL
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Associate Wealth Advisor
L.V. Group LLC —Coral Gables, FL
- $55,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
Associate Financial Consultant - RIS
Regions —Miami, FL
- $40,000 - $100,000 a year
- Full-time
- Office
- High school diploma or GED
- Banking
- Health savings account
- Health insurance
3d
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
Trust Administrator / Relationship Associate
Franklin Templeton Investments —Coral Gables, FL
- $71,400 - $84,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Paid time off
10d
Associate Client Advisor
Bessemer Trust Company of FL —Miami, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Wealth Management Sales Associate
Jefferies & Company, Inc. —Miami, FL
- $75,000 - $100,000 a year
- Full-time
- Spanish
- Computer literacy
- Research
Financial Associate – Part-Time (Entry Level / Training Provided)
OE Twins LLC —Miami Lakes, FL
- $28,641.02 - $40,987.03 a year
- Choose your own hours
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Paid training
- Paid time off
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
Asset & Wealth Management, Private Wealth Advisor, Associate, Miami
Goldman Sachs —Miami, FL
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9303051
Goldman Sachs —Miami, FL
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Part Time Associate Banker Northeast Miami North (30 Hours)
JPMorganChase —Aventura, FL
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
4d
Asset & Wealth Management - Miami - Associate, Non-Self-Sustaining Advisor - 9716987
Goldman Sachs —Miami, FL
- Spanish
- English
- Mid-level
- Disability insurance
- Health insurance
12d
International Private Bank- Associate Banker
JPMorganChase —Miami, FL
- Full-time
- English
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Miami, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Personal Banker Associate I
Fifth Third Bank —Fort Lauderdale, FL
- Full-time
- Office
- Math
- Travel
Associate Financial Planner (Remote)
Edelman Financial Engines —Miami, FL
- Remote
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Private Client Associate - Fort Lauderdale, FL
Janney Montgomery Scott LLC —Fort Lauderdale, FL
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Paid parental leave
- Paid time off
13d
International Relationship Sr Associate
Northern Trust Corp. —Miami, FL
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
Registered Associate II
Northern Trust Corp. —Fort Lauderdale, FL
- $64,125 - $105,925 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance

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financial services associate jobs near miami, fl

Senior Associate, Capital Markets - FL

Phoenix Energy One, LLC
Fort Lauderdale, FL

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Fort Lauderdale, FL 33394 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial services associate jobs in miami, fl

Senior Associate, Capital Markets - FL

Associate Wealth Advisor

Associate Financial Consultant - RIS

Financial Services Associate

Trust Administrator / Relationship Associate

Associate Client Advisor

Wealth Management Sales Associate

Financial Associate – Part-Time (Entry Level / Training Provided)

Financial Services Associate

Asset & Wealth Management, Private Wealth Advisor, Associate, Miami

Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9303051

Part Time Associate Banker Northeast Miami North (30 Hours)

Asset & Wealth Management - Miami - Associate, Non-Self-Sustaining Advisor - 9716987

International Private Bank- Associate Banker

Wealth Management Associate - Retirement Benefits Group

Personal Banker Associate I

Associate Financial Planner (Remote)

Private Client Associate - Fort Lauderdale, FL

International Relationship Sr Associate

Registered Associate II

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