Fort Lauderdale, Florida, United States · Hybrid
Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while y…
Skills: Customer Service, Interpersonal Skills, Attention To Detail, Multitasking, Collaboration
Fort Lauderdale, Florida, United States · On-site
Job Description As the Director, Corporate FP&A & Fleet Controlling at SIXT, you will lead a high-impact finance function responsible for Corporate FP&A and Fleet Controlling across North America, the company's most impo…
Skills: Corporate FP&A, Fleet Controlling, Financial Modeling, Budgeting, Forecasting
Fort Lauderdale, Florida, United States · On-site
The State Aid Reviewer primarily works with the State Aid Team Director and designated staff/team members to accurately review and report students to the state of Florida, as well as assisting with telecommunication for …
Skills: Student Eligibility Review, Regulatory Compliance, Report Tracking, Telecommunications, Microsoft Excel
Fort Lauderdale, Florida, United States · Hybrid
Company:Marsh McLennan Agency Description: Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts t…
Skills: Commercial Insurance, Remarketing, Renewal Processing, Risk Management, Sagitta Agency Management System
Fort Lauderdale, Florida, United States · Remote Solely
Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based sol…
Skills: Post-Closing Review, Loan Documentation, Non-QM Lending, Investor Delivery, Collateral Management
Fort Lauderdale, Florida, United States · On-site
$140k–$160k/yr
Provides management, direction, and leadership to ensure the property is maintained and operated in accordance with KWPM objectives. General Managers are certified and licensed by the State of Florida for Community Prope…
Skills: Community Property Management, Financial Management, Budget Preparation, Staff Supervision, Customer Service
Fort Lauderdale, Florida, United States · On-site
$48k–$53k/yr
Job DetailsJob Location: Fort Lauderdale Office - Fort Lauderdale, FL 33301 Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tes…
Skills: Client Relationship Management, Underwriting, Policy Placement, Account Management, AMS360
Fort Lauderdale, Florida, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Commercial Lending, Portfolio Management, Credit Analysis, Loan Structuring, Sales
Fort Lauderdale, Florida, United States · On-site
$70k–$125k/yr
Job DetailsJob Location: Fort Lauderdale, FL 33308Position Type: Full Time / Experienced LevelSalary Range: $60,000.00 - $95,000.00 Salary/yearJob Category: Audit & AttestCitrin Cooperman offers a dynamic work environmen…
Skills: Audit Procedures, U.S. GAAP, GAAS, Financial Testing, Project Management
Fort Lauderdale, Florida, United States · On-site
Healthcare Systems of America - Assistant Chief Financial Officer (ACFO) Position Summary The Assistant Chief Financial Officer (ACFO) is a senior financial leader responsible for supporting the Chief Financial Officer (…
Skills: Financial Strategy, Budgeting, Forecasting, Financial Reporting, Revenue Cycle Management
Coral Gables, Florida, United States · Hybrid
Do you have a passion for building? Have you been described as having a “growth mindset?” Do you enjoy uniting the business around growth? Are you comfortable holding yourself and others to ambitious growth goals? Does s…
Skills: Business Development, Client Relationship Management, Strategic Planning, Practice Growth, Cross Selling
Coral Gables, Florida, United States · Hybrid
Ranked among the largest assurance, tax and advisory firms in the U.S., Cherry Bekaert has been providing superior tax, audit, and advisory solutions across the globe for 75+ years. Our strategy is to be digitally driven…
Skills: Tax Leadership, Business Development, Client Relationship Management, Strategic Planning, Coaching and Mentoring
Fort Lauderdale, Florida, United States · On-site
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Property & Casualty Producer to join our growing team…
Skills: Insurance Sales, Prospecting, Client Relationship Management, Risk Analysis, Coverage Negotiation
Fort Lauderdale, Florida, United States · Remote Solely
The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities, and debt-free livin…
Skills: Communication Skills, Organization, Self-motivation, Problem-solving, Sales
Fort Lauderdale, Florida, United States · Remote Solely
At The Allen Agency, we believe success is built through relationships, service, and personal growth. We are a client-focused insurance agency dedicated to helping families and businesses protect what matters most throug…
Skills: Insurance sales, Financial protection planning, Client relationship management, Communication, Self-motivation
Fort Lauderdale, Florida, United States · Hybrid
$76k–$125k/yr
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $76,290 - $125,260 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportu…
Skills: Data Management, SQL, Power BI, Excel, Data Analysis
Fort Lauderdale, Florida, United States · On-site
The purpose of the Financial Aid Officer is to guide students through the financial aid process and ensure they are properly funded, packaged and prepared to start each semester. The Financial Aid Officer will: Assist th…
Skills: FAFSA Assistance, Title IV Eligibility, Financial Aid Packaging, Verification Processing, Customer Service
Fort Lauderdale, Florida, United States · Hybrid
Job Description At SIXT, our People & Culture team works hard behind the scenes to keep our people operations running smoothly — and payroll is at the heart of it all. As a Payroll Analyst, you will own end-to-end payrol…
Skills: US Payroll Processing, Canadian Payroll Processing, Payroll Accounting, GL Reconciliation, Tax Remittance
Fort Lauderdale, Florida, United States · Hybrid
Job DetailsJob Location: Fort Lauderdale, FL 33301JOB SUMMARY Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide …
Skills: Customer Service, Communication Skills, Problem-solving, Multitasking, P&C Insurance Knowledge
Fort Lauderdale, Florida, United States · On-site
The Microsoft Dynamics 365 Finance & Operations (F&O) System Lead serves as the primary Finance business owner and change leader for Microsoft D365 at Hotwire Communications. This role provides deep functional expertise …
Skills: D365 Finance & Operations, Functional Leadership, Business Requirements Gathering, ERP Implementation, Change Management
Fort Lauderdale, Florida, United States • Hybrid
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Support customers via inbound calls regarding account balances, withdrawals, and trades while preparing for a face-to-face role. Complete a comprehensive training program to obtain necessary FINRA licenses and transition to an Investor Center.
Requires high energy, enthusiasm, and previous customer service experience in a fast-paced environment. No finance background or college degree is required, but successful completion of licensing exams is mandatory.
Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
Advantages of our career development experience…
You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.
You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
High energy and enthusiasm with a natural passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
There are currently 441 open finance & accounting positions in Fort Lauderdale, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Truist, Cherry Bekaert, SIXT, AutoNation, Kaufman Rossin, among others. Browse the listings above to see every active employer.
Yes — 136 of the 441 open finance & accounting positions offer remote or hybrid work (32 remote, 104 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
