Location: Boca Raton, FL
Company: Workforce Solutions
firm. We are 100% employee owned. We live to serve successful people with complex financial lives, and we are looking for Financial Planners who share our core values and commitment. If this is you, we want you to join our team! As an Associate Financial Advisor, you will be an integral part of the team delivering the personalized service that is our hallmark.
The career path for this role graduates to becoming a primary advisor on client relationships, with the opportunity to learn how to meet and engage with prospective clients. You will be based in our Boca Raton, FL office and work on a hybrid model (currently two days in the office, three days at home). Your main responsibilities
will include: Delivering exceptional service to our clients Managing the workflow of the team Scheduling and preparing for client and prospect meetings Attending meetings and coordinating follow-up Inputing client data into our financial planning program and producing reports and analysis Performing regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-up Coordinating with our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverables Ensuring all client activity is properly documented and compliance-related items are up to date and delivered Are you the right fit?
You are
passionate about helping people and are dedicated to exceeding client expectations You have strong organizational and rigorous follow-up skills to ensure all client needs are being met Attention to detail is second nature to you—it’s all about getting things right You love being part of a team and actively engage with other team members to bring our best to clients You are a proactive self-starter and do not hesitate to ask questions to get the job done You have excellent written and oral communication skills and are proficient with standard office software You have a bachelor's degree and at least 1-2 years of experience in financial planning, wealth management or related industry You expect to earn your CFP designation within two to three years.
Bonus points: you have a major or minor in a CFP Board-accredited Personal Financial Planning Program and/or a CPA designation What Do We Offer? We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership.
We offer a comprehensive benefits and perks package which includes: 401(k) plan with an employer match Competitive health insurance options, with a generous employer contribution Flexible Paid Time Off (FTO) program Educational reimbursement Employee engagement platform for recognition and rewards Health and wellness benefit Early office closure on Fridays Beautiful offices and plenty of snacks Onsite gym and more Qualified candidates should apply at teamhewins. /apply. Powered by Jazz HR
of the loan, perform payoff analysis and conduct funds transfer to appropriate parties at payoff. Responsibilities: The Servicing and Monitoring Analyst will: Perform quality control reviews of underwriting and fundings Monitor performance and carryout servicing functions on government receivables portfolio Analyze borrower tax transcripts and financial condition to create strategic decisions Communicate with borrowers and vendors regularly on account status, including maintenance of records Create balance statements, communicate payment activities with accounting, borrowers and client Process quality control reports and resolve exceptions to aide in monitoring portfolio performance Handle
day-to-day servicing objectives, including updates to databases and documenting recent activities Perform other duties, as needed Qualifications: 3+ years of Credit Monitoring & Analysis experience Bachelor's Degree in Finance, Accounting, Economics or related field Commercial Lending and/or Monitoring experience with a focus on small business loans Solid understanding of Accounting principles, Financial Statements and Income Tax returns Familiarity with Salesforce Microsoft Excel proficient Solid problem solving and time management skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: Familiarity with credit Reports, tax transcripts or i Lien platform
people who genuinely care about patients, solving healthcare challenges, and making a positive impact every day. Join us and help change the future of healthcare for the better. • 120+ locations and growing, along with vast virtual coverage • 2,000+ caring clinicians and support staff serving their communities • Backed by investors such as CVS Health Ventures and Blackstone Horizon Are you a Nurse Practitioner or Physician Assistant looking for a new career change?
At Carbon Health, you'll work alongside a fun and supportive team of healthcare professionals committed to delivering the best patient care experience possible. We combine smart technology with modern, welcoming clinics and
have our own EHR to streamline communication to cut down on administrative tasks and wait times. If you are customer-focused, empathetic, and have a fun, positive attitude, we want to talk to you!
Available Locations: Boca Lyons Plaza - 9162 Glades Rd. - Boca Raton, FL - 33434 Plaza at Coral Springs II - 8931 W Atlantic Blvd. - Coral Springs, FL - 33071 Lake Worth Rd. & Polo Rd. - Lake Worth, FL - 33647 What You'll Do Conduct patient-centric examinations and craft evidence-based workups and treatment plans Interpret x-rays, lab results, and EKGs Triage and manage patient flow efficiently to minimize wait times Perform digital blocks and regional anesthesia, bedside procedures including
but not limited to laceration repairs, suture/staple removal, incision & drainage, foreign body removal, large joint aspirations, nail removal, joint reductions, splinting, venipuncture, intravenous fluid administration Review and manage daily tasks, including patient callbacks regarding lab results Provide oversight and lead day-to-day operations for your team of medical assistants and support staff Consult supervising physician based on the scope of practice and patient needs About You Medical/Master's degree and certification PA - Valid Florida license to practice as a Physician Assistant and current national certification - OR - RN - Valid Florida license to practice as a Registered Nurse, NP - Valid Florida license to practice as a Nurse Practitioner and current national certification Current, unrestricted medical license to practice in the state of Florida Maintain a controlled substance license along with an unrestricted Florida DEA license Ability to consult and treat patients of all ages in a confidential and impartial manner Experience in ER, urgent care or similar setting (minimum 1 year) Ability to work two full weekends per month (required for full-time clinicians) Availability to work in other clinic locations and some holidays as needed (preferred) No direct/indirect agency solicitations, please.
Thank you! Perks • Hands-free charting with an AI-enabled notes assistant within our proprietary EHR • Competitive salary with incentives, w RVU bonus plan and weekend/holiday differentials • Paid time off, paid sick leave, paid learning time off • Comprehensive benefits package effective day one, including medical, dental & vision • 401k with employer match and pre-tax commuter benefits (transit and parking) • FSA, HSA, and dependent care options • Medical malpractice and tail insurance covered • Paid Sabbatical at eligible time of service milestone years • Complimentary subscriptions to point-of-care reference tool, Dyna Medex, and presentations and podcasts through Hippo Education, along with internal educational resources and weekly clinical rounds • Employee referral bonus program, employee resource groups, and professional development All benefits dependent on role and eligibility All candidate email communication will be done through email address.
If you ever receive communication regarding a job posting from an entity that does not match that or seems concerning, please contact. Carbon Health is a leading national healthcare provider with a mission to make high-quality healthcare accessible to everyone.
We offer primary and urgent care to nearly two-thirds of the U. S. Leveraging our unique technology platform, we meet patients where they are by delivering care across a variety of access points, including in-person clinics and virtual care. Carbon Health also focuses on value-based care and other value-add services to employers, health plans, health systems and other ecosystem partners. We recognize that the key to success lies in valuing the minds, experiences and perspectives of people from all walks of life.
Carbon Health is proud to value diversity and be an equal opportunity employer. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, we will consider for employment qualified applicants with arrest and conviction records. Carbon Health is an E-Verify employer. For more details: jobs-search. org/finance_boca-raton-c427732/physician-assistant-nurse-practitioner-urgent-care-per-diem-job-boca-raton_i1965662572
to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and advancing diverse talent where our associate population is as diverse as the communities we serve, live and work.
In addition, we work to improve our communities and our planet in a way that will make us proud for years to come because we believe the world is a brighter, happier place when everyone has access to the things that make them happy. Be a part of our Seasonal Sales Team and spread holiday cheer! In this role, you will be the face of Bath & Body Works — understanding our customers’ needs and helping them
find the best products for themselves and others. Our associates are dedicated to delivering exceptional and consistent customer experiences that positively impact sales growth in their store, and contribute to a positive, high-energy environment.
Responsibilities Deliver exceptional in-store shopping experiences Build a highly satisfied and loyal customer base through engagement, uncovering needs, making product recommendations, and gathering customer information to support continued engagement Support product replenishment activities that keep the store full and abundant Assist with floorset execution, window changes, visual presentation and marketing placement as needed Maintain our
values, policies and procedures Qualifications Qualifications & Experience Thrives in a customer first based retail environment.
Demonstrated sales and customer service results in a fast-paced environment Availability for varied weekly shifts including weekend, closing and peak periods Effective communication skills, being open to feedback and the ability to adapt quickly Education: High School Diploma or GED Certificate Core Competencies Lead with Curiosity & Humility Build High Performing Teams for Today & Tomorrow Influence & Inspire with Vision & Purpose Observe, Engage & Connect Strive to Achieve Operational Excellence Deliver Business Results Benefits We invite you to join Gingham Nation, where we invest in our associates through competitive compensation, benefits, and development opportunities, so they can continue to be their best at work, at home, and in their communities.
Benefits offered to our eligible associates include a no cost mental health and well-being program, health coverage with a variety of plans to choose from, flexible and affordable saving programs, paid time off and a merchandise discount. Visit for details. View Benefits Information (careers. /en/about-us/benefits/) The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required. We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: Los Angeles Fair Chance In Hiring Ordinance (bca. lacity. org/Uploads/fciho/Ban%20the%20Box%20Poster%20-%20Private%20Employers%2C%20as%20of%208.23.18. pdf) , Philadelphia Fair Chance Law (www.
phila. gov/media/20210423160847/Fair-Chance-Hiring-law-poster. pdf) , San Francisco Fair Chance Ordinance (sfgov. org/olse/sites/default/files/File Center/Documents/11600-Art%20%2049%20Official%20Notice%20Final%20091114. pdf). We are an equal opportunity and affirmative action employer. We do not make employment decisions based on an individual’s race, color, religion, gender, gender identity, national origin, citizenship, age, disability, interactionual orientation, marital status, pregnancy, genetic information, protected veteran status or any other legally protected status, and we comply with all laws concerning nondiscriminatory employment practices.
We are committed to providing reasonable accommodations for associates and job applicants with disabilities. Our management team is dedicated to ensuring fulfillment of this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities and general treatment during employment. We only hire individuals authorized for employment in the United States. For more details: jobs-search. org/finance_boca-raton-c427732/seasonal-retail-sales-associate-town-center-boca-raton_i1965717025
to take the next step in your career, apply now! Responsibilities: • Work closely with borrowers, loan officers, title companies/attorneys, or insurance companies to gather and prepare all documents needed to satisfy underwriting requirements• Maintain and build relationships through networking and prospecting with bankers, realtors, builders, and your community to attract new business• Maintain an active rolling pipeline of funding per our guidelines• Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters• Communicate a thorough understanding of different loan programs and closing costs to help prospective buyers make a decision
Qualifications: • Current NMLS State License or Federal NMLS Registration• Bachelor’s degree from a four year college or university required in banking, business, real estate, or a related field• Previous experience with Office Suite and loan originating software such as Experian, Calyx, or Lending Wise preferred • Exceptional decision-making ability, superior written and verbal communication skills, and superb interpersonal and customer service skills required• Familiarity with multiple types of loans such as conventional, fixed/ adjustable, FHA, VA, USDA, bridge, non-conforming, FNMA and FHLMC, and Home Equity Lines of Credit Compensation: 100,000+ About Company: The Strata Group is a forward-thinking
real estate team motivated by results and inspired by its people.
We prioritize our agents as well as our homeowners. We know our people make the magic, and our customers deserve the very best. By doing everything we can to make what's good for us, good for our agents and their customers, we've built a business that operates like a family. The result? Motivated agents and delighted homeowners. Consistent growth has contributed to our reputation as an innovative, responsive, and fully engaged team. We prioritize our agents by investing in their future, providing them with the tools they need to feel equipped to lead. Strata is dedicated to creating value that raises the industry standard.
Our collaborative spirit & relentless pursuit of growth will allow us to achieve our goals. We are committed to enriching the lives of those we serve. We will succeed because we refuse to let our clients fail.
to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and advancing diverse talent where our associate population is as diverse as the communities we serve, live and work.
In addition, we work to improve our communities and our planet in a way that will make us proud for years to come because we believe the world is a brighter, happier place when everyone has access to the things that make them happy. Be a part of our Seasonal Sales Team and spread holiday cheer! In this role, you will be the face of Bath & Body Works — understanding our customers’ needs and helping them
find the best products for themselves and others. Our associates are dedicated to delivering exceptional and consistent customer experiences that positively impact sales growth in their store, and contribute to a positive, high-energy environment.
Responsibilities Deliver exceptional in-store shopping experiences Build a highly satisfied and loyal customer base through engagement, uncovering needs, making product recommendations, and gathering customer information to support continued engagement Support product replenishment activities that keep the store full and abundant Assist with floorset execution, window changes, visual presentation and marketing placement as needed Maintain our
values, policies and procedures Qualifications Qualifications & Experience Thrives in a customer first based retail environment.
Demonstrated sales and customer service results in a fast-paced environment Availability for varied weekly shifts including weekend, closing and peak periods Effective communication skills, being open to feedback and the ability to adapt quickly Education: High School Diploma or GED Certificate Core Competencies Lead with Curiosity & Humility Build High Performing Teams for Today & Tomorrow Influence & Inspire with Vision & Purpose Observe, Engage & Connect Strive to Achieve Operational Excellence Deliver Business Results Benefits We invite you to join Gingham Nation, where we invest in our associates through competitive compensation, benefits, and development opportunities, so they can continue to be their best at work, at home, and in their communities.
Benefits offered to our eligible associates include a no cost mental health and well-being program, health coverage with a variety of plans to choose from, flexible and affordable saving programs, paid time off and a merchandise discount. Visit for details. View Benefits Information (careers. /en/about-us/benefits/) The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required. We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: Los Angeles Fair Chance In Hiring Ordinance (bca. lacity. org/Uploads/fciho/Ban%20the%20Box%20Poster%20-%20Private%20Employers%2C%20as%20of%208.23.18. pdf) , Philadelphia Fair Chance Law (www.
phila. gov/media/20210423160847/Fair-Chance-Hiring-law-poster. pdf) , San Francisco Fair Chance Ordinance (sfgov. org/olse/sites/default/files/File Center/Documents/11600-Art%20%2049%20Official%20Notice%20Final%20091114. pdf). We are an equal opportunity and affirmative action employer. We do not make employment decisions based on an individual’s race, color, religion, gender, gender identity, national origin, citizenship, age, disability, interactionual orientation, marital status, pregnancy, genetic information, protected veteran status or any other legally protected status, and we comply with all laws concerning nondiscriminatory employment practices.
We are committed to providing reasonable accommodations for associates and job applicants with disabilities. Our management team is dedicated to ensuring fulfillment of this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities and general treatment during employment. We only hire individuals authorized for employment in the United States. For more details: jobs-search. org/finance_clermont-c427591/seasonal-retail-sales-associate-clermont-landing-clermont_i1965717186
to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and advancing diverse talent where our associate population is as diverse as the communities we serve, live and work.
In addition, we work to improve our communities and our planet in a way that will make us proud for years to come because we believe the world is a brighter, happier place when everyone has access to the things that make them happy. Be a part of our Seasonal Sales Team and spread holiday cheer! In this role, you will be the face of Bath & Body Works — understanding our customers’ needs and helping them
find the best products for themselves and others. Our associates are dedicated to delivering exceptional and consistent customer experiences that positively impact sales growth in their store, and contribute to a positive, high-energy environment.
Responsibilities Deliver exceptional in-store shopping experiences Build a highly satisfied and loyal customer base through engagement, uncovering needs, making product recommendations, and gathering customer information to support continued engagement Support product replenishment activities that keep the store full and abundant Assist with floorset execution, window changes, visual presentation and marketing placement as needed Maintain our
values, policies and procedures Qualifications Qualifications & Experience Thrives in a customer first based retail environment.
Demonstrated sales and customer service results in a fast-paced environment Availability for varied weekly shifts including weekend, closing and peak periods Effective communication skills, being open to feedback and the ability to adapt quickly Education: High School Diploma or GED Certificate Core Competencies Lead with Curiosity & Humility Build High Performing Teams for Today & Tomorrow Influence & Inspire with Vision & Purpose Observe, Engage & Connect Strive to Achieve Operational Excellence Deliver Business Results Benefits We invite you to join Gingham Nation, where we invest in our associates through competitive compensation, benefits, and development opportunities, so they can continue to be their best at work, at home, and in their communities.
Benefits offered to our eligible associates include a no cost mental health and well-being program, health coverage with a variety of plans to choose from, flexible and affordable saving programs, paid time off and a merchandise discount. Visit for details. View Benefits Information (careers. /en/about-us/benefits/) The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required. We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: Los Angeles Fair Chance In Hiring Ordinance (bca. lacity. org/Uploads/fciho/Ban%20the%20Box%20Poster%20-%20Private%20Employers%2C%20as%20of%208.23.18. pdf) , Philadelphia Fair Chance Law (www.
phila. gov/media/20210423160847/Fair-Chance-Hiring-law-poster. pdf) , San Francisco Fair Chance Ordinance (sfgov. org/olse/sites/default/files/File Center/Documents/11600-Art%20%2049%20Official%20Notice%20Final%20091114. pdf). We are an equal opportunity and affirmative action employer. We do not make employment decisions based on an individual’s race, color, religion, gender, gender identity, national origin, citizenship, age, disability, interactionual orientation, marital status, pregnancy, genetic information, protected veteran status or any other legally protected status, and we comply with all laws concerning nondiscriminatory employment practices.
We are committed to providing reasonable accommodations for associates and job applicants with disabilities. Our management team is dedicated to ensuring fulfillment of this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, associate activities and general treatment during employment. We only hire individuals authorized for employment in the United States. For more details: jobs-search. org/finance_ocoee-c427673/seasonal-retail-sales-associate-west-oaks-fl-ocoee_i1966277678
security trading (Joneslink Rebalancer); recommend investments to clients/select investments on their behalf; assist clients in planning for specific circumstances, such as education or retirement; monitor clients accounts to determine if changes are needed to improve financial performance/accommodate life changes, such as getting married or having children; coordinate with Investment Team to research investment opportunities; build, expand, manage client relationships; backss clients needs/goals; prepare/present financial analysis/plans to prospective clients and existing clients; attend firms clients events; prepare/process reports; provide input; complete tasks in company provided CRM (Sales
Force); and explain account/investment details (performance) to clients.
Job Requirements: Bachelors degree or foreign equivalent in Finance, Business Administration, or International Business plus coursework, internships, or experience to include dealing with securities, financial planning, investments, insurance products; using client management software (Jones Contact Management System), Morning Star hypos; and executing security trading (Joneslink Rebalancer).
Must possess FINRA Series 7, NASAA Series 66, and Life and Health Insurance Producer license. Mail resumes to 120 West 6th Avenue, Suite E, Windermere, FL 34786.
on this opportunity to make a difference for the hardest working! No matter your work background or experience level, we welcome you to apply! Perks: Corporate discount program Tax preparation training Continuing tax education Plus, you'll work in a fast-paced, innovative culture with an open and collaborative environment, and opportunities for advancement within the organization.
And More! What you need: 2+ seasons of previous experience completing individual, trust, and/or partnership tax returns. Passion for providing extraordinary customer service. Excellent communication and interpersonal skills. Ability to thrive in a fast-paced work environment. Basic computer skills. Willingness to learn. Experience in accounting, finance, retail, bookkeeping or taxes. If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
Position Overview The cashier associate is responsible for increasing customer confidence and loyalty by providing accurate, fast and courteous customer checkout. This individual maintains financial responsibility in his/her service lane. Primary Responsibilities & Accountabilities Provide continuous attention to customer needs; greet, assist and thank customers in a prompt, courteous and friendly manner.
Listen to and appropriately escalate customer concerns to management with a positive attitude. Manage lane according to service standards. Inform customers of specials and promotions as requested by company or store management Properly record sales through the scanning system; operate
cashiering equipment accurately and efficiently recognizing all forms of tender and providing the correct change when appropriate. Stock front end products; restock and use supply items efficiently to eliminate waste and to maintain the lowest supply cost.
Put up discarded or returned merchandise. Return carts to shopping cart corral. Assist in training new cashiers. Keep work area clean, orderly and free from safety hazards; report faulty equipment and hazards to management. Notify management of associate theft, customer shoplifting, unauthorized mark-downs, property defacement or any action that is illegal and/or against company policy. Perform other job-related duties as assigned.
Qualifications Minimum Meet legal and company policy age requirements to perform job functions.
Ability to read, write and speak English proficiently. Ability to understand and follow English instructions. Authorization to work in the United States or the ability to obtain the same. Successful completion of pre-employment drug testing and background check. Preferred High standard of integrity and reliability. Required Behaviors Lives the Values by embracing the essence of the company demonstrating a commitment to the company’s goal and values. Unifies and motivates team through praise and recognition of success with immediate feedback to build an environment of trust.
Business-driven showing passion for the business, delivering results consistently. Customer-orientated by passionately demonstrating that the customer comes first… always by putting the customer’s needs above all else. People Passion through consistently treating others with respect and dignity. Knowledge, Skills, Abilities Compliance with all company policies and procedures. For more details: jobs-search. org/cashier-associate_clermont-c427591/cashier-associate-clermont_i1966279328