Financial Professional - Retirement Benefits Group - FL, Boca Raton (3846)
Boca Raton, Florida, United States · On-site
Entry level
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the weal…
Skills: Client engagement, Financial consultation, Data analysis, Interpersonal skills, Communication
Company Overview: MN8 Energy is one of the largest independent solar energy and energy storage owner-operators in the U.S., serving enterprise customers with clean energy and complementary solutions, such as battery stor…
Benefits Information Full-time employees will enjoy a competitive benefits package with options for you and your family including: • Paid Time Off • Paid Holidays • 401(k) Matching • Health Insurance …
Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounti…
Skills: Project Management Office, SAFe, Agile Program Management, Portfolio Management, Value Stream Coordination
Summary: The Strategic Sourcing Team drives immense value to ADT’s business. Come join this ambitious and passionate team and make an impact at a company that provides safety to millions of people every single day. This …
Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounti…
Boca Raton, Florida, United States · Remote Solely
Mid level
Essential Job Functions Work with insurance companies on behalf of hospitals and physician practices to resolve outstanding issues. Analyze claims (denial/non-denial) in practice management systems, internal system and d…
Skills: Denials management, AR follow-up, Medical terminology, Insurance billing, Claims analysis
Boca Raton, Florida, United States · Remote Solely
$21/hr–$23/hr
Mid level
Essential Job Functions Work with insurance companies on behalf of hospitals and physician practices to resolve outstanding issues. Analyze claims (denial/non-denial) in practice management systems, internal system and d…
Skills: Insurance follow-up, Denials management, Claims analysis, Medical billing, AR follow-up
Compass Business Solutions, Inc.
Corporate Controller
Boca Raton, Florida, United States · On-site
$160k–$180k/yr
Senior+
About MRK Partners MRK Partners is a privately held real estate investment and asset management company specializing in the acquisition, preservation, and repositioning of affordable housing nationwide. Founded in 2015, …
Skills: Financial Reporting, General Ledger, Consolidation, Internal Controls, Audit Coordination
Job Title: Data Science & Business Intelligence Analyst Department: Corporate Reports To: President Location: Boca Raton, FL (in-office position; not remote or hybrid) FLSA Status: Exempt Company Summary BlueTeam is a US…
Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and…
The Escrow Coordinator is a member of a team of associates that is responsible for the cash management, receipt, and disbursement of escrow funds of the business-to-business, business-to-consumer, and consumer-to-consume…
Skills: Cash management, Escrow fund disbursement, Title closing, Microsoft Excel, Microsoft Word
Boca Raton, Florida, United States · Remote Solely
$25/hr–$31/hr
Mid level
Essential Job Functions Responsible for abstracting, coding, sequencing and interpreting the clinical information from inpatient, outpatient, emergency department, pro fee, and clinical medical records. Responsible for t…
Skills: Medical coding, ICD-10-CM, CPT coding, DRG/APC reimbursement, Clinical documentation
Boca Raton, Florida, United States · Remote Solely
$25/hr–$31/hr
Mid level
Essential Job Functions Responsible for abstracting, coding, sequencing and interpreting the clinical information from inpatient, outpatient, emergency department, pro fee, and clinical medical records. Responsible for t…
Skills: Medical coding, ICD-10-CM, CPT coding, DRG/APC reimbursement, Clinical documentation
The Financial Aid Officer will: - Assist the student with filling out the FAFSA - Determine the student's title IV eligibility - Create cost estimates and explain funding options to the students and parents - Work with s…
Skills: Fafsa, Title IV eligibility, Financial aid processing, Customer service, Documentation management
Job DetailsJob Location: Corporate Office - Boca Raton, FL 33487Position Type: Full TimeSalary Range: $90,000.00 - $100,000.00 Salary/yearJob Shift: DayJob Category: Claims***Candidates must be located within a commutabl…
Skills: Property claims adjustment, Field inspection, Coverage analysis, Xactimate, Communication
Job DetailsJob Location: Corporate Office - Boca Raton, FL 33487Position Type: Full TimeSalary Range: $90,000.00 - $100,000.00 Salary/yearJob Shift: DayJob Category: Claims***Candidates must be located within a commutabl…
Skills: Property claims adjustment, Field inspection, Coverage analysis, Xactimate, Customer service
At LendingOne, we don’t just lend capital—we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we’ve funded over $7 billion in real estate capital and e…
Skills: Real estate, Legal assistance, Closing coordination, Microsoft Office, Word
LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing pr…
About Us CP Group, a vertically integrated commercial real estate and management firm, has been a leading owner-operator and developer of commercial real estate throughout the Sunbelt since 1986. Today, CP Group is the l…
You will cultivate and expand your network within established markets to provide financial products and services to clients in education, healthcare, and government sectors. Additionally, you will analyze client data and implement tailored financial solutions while maintaining confidentiality.
Requirements
Candidates must hold a bachelor's degree or equivalent experience and possess strong interpersonal and communication skills. You are expected to obtain necessary FINRA licenses, including SIE, Series 7, and Series 66, with sponsorship provided.
Full job description
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.M/F/D/V.GE-7814452.1(4/25)(Exp.4/29)
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for.
Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
How many Finance & Accounting jobs are open in Boca Raton, FL right now?
There are currently 372 open finance & accounting positions in Boca Raton, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Boca Raton, FL?
Companies currently hiring include Omega Healthcare Solutions, LLC, Windward Risk Managers, Omega Healthcare Management Services, The GEO Group, Inc., Kaufman Rossin, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Boca Raton, FL?
Yes — 150 of the 372 open finance & accounting positions offer remote or hybrid work (70 remote, 80 hybrid).
How do I apply for Finance & Accounting jobs in Boca Raton, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.