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Accounting / Finance Jobs
Full Time
9/9/2024
Bradenton, FL 34205
(43.6 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/19/2024
Cape Coral, FL 33990
(27.3 miles)
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago’s Bank®, as a full-time Relationship Banker! This full time position is 30 hours per week Monday to Friday.Why join us An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and annual discretionary bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhat you’ll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendationsCollaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needsOperating a teller drawer serving customers in the lobby/drive-upOpening accounts, performing account maintenance and assisting customers with digital productsRecognizing potential fraud and other risksDepending on the shift, you might be responsible for bank opening/closingHelping support community and bank eventsQualifications:1-3 years of experience in a customer service, financial service, or sales roleHigh School Degree or equivalentIntermediate computer skillsMedical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance#LI-ONSITEFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
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Full Time
8/30/2024
Cape Coral, FL 33990
(27.3 miles)
Located in Fort Myers, FLEndodontist 216 - Pelican Preserve - Clinical Services, 10580 Colonial Boulevard, Unit 103, Fort Myers, Florida, United States of AmericaReq #2662 Friday, August 30, 2024 What you’ll doElevate your career at our vibrant dental practice, where you'll deliver top-notch oral care to our diverse patient community. As an Endodontist at GEDC, a pioneer in the oral health community, your responsibilities span examinations, diagnosis, treatment planning, and performing all phases of endodontic treatment. We are on the lookout for a committed Endodontist with outstanding clinical skills and a patient-centric approach. Join us and be a part of a career that blends innovation and professionalism, where your contribution shapes the future of dental excellence.Pay informationCompetitive daily rate versus production starting at 45% based on skills and experience.About this officeLocation: 10580 Colonial Blvd #103, Fort Myers, FL 33913 - Conveniently located in the Shoppes at Pelican Preserve Shopping Mall next to Winn DixieSchedule: Part-time, 1 day per week on Tuesdays, 8am-5pmMulti provider setting with General Dentist and PeriodontistHeavy PPO/FFS, no Medicaid3000 sq ft digital and paperless practice with 9 operatories, a CBCT and IteroWhat you’ll bring to the teamClinical Expertise: Diagnose and treat oral health issues using advanced dental procedures. Treatment Planning: Develop comprehensive treatment plans based on patient needs and preferences.Educate patients on treatment options, ensuring informed decision-making.Patient Care: Provide compassionate and patient-centered care, addressing oral health concerns.Build positive relationships with patients and create a comfortable environment.Leadership and Collaboration: Collaborate with dental assistants, hygienists, and administrative staff to ensure smooth operations.Provide guidance on treatment plans, protocols, and best practices.Adherence to Protocols: Adhere to established clinical protocols, including infection control and safety measures.Implement and follow specialty referral guidelines when necessary.Perks of the jobMicroscopes (with stands in place)Dedicated specialty staffAn existing in-house network of dentists and specialists referring directly to youMalpractice insuranceRegular chairside mentorship and development sessions with your Clinical PartnerPathway to Partnership with an equity stake in the CompanyPower of One Rewards and RecognitionCompany-paid uniformsReferral Bonuses ($500-$10,000 depending on role)What we require you haveEndodontic Residency Certificate of CompletionDoctor of Dental Medicine (DMD) or Doctor of Dental Surgery (DDS) degree from an accredited dental schoolActive and unrestricted dental licenseAbout GEDCSince 1982, Great Expressions has been at the forefront of dental innovation, setting the standard for exceptional care and unforgettable patient experiences. Now, we're entering a new era of transformation, and we want you to be a part of it. Our recently appointed leadership team brings over a century of collective dental expertise and is backed by dynamic investment support to pave the way for groundbreaking changes. We're channeling our resources and energy into revolutionizing our technology platform, expanding service offerings, and creating a personalized patient experience that goes beyond the expected. At Great Expressions, we're not just transforming dentistry; we're investing in the growth and development of our team. #IND1 GEDC is committed to diversity and inclusion and is proud to be an equal opportunity employer. All qualified applicants are welcomed and encouraged to apply. Other details Job FamilyGeneral PracticionerJob FunctionClinical Services - DoctorPay TypeSalary
Full Time
9/17/2024
Cape Coral, FL 33990
(27.3 miles)
Remote Licensed Professional Counselor (LPC) Wage: Between $95-$122 an hour Are you a Licensed Professional Counselor looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LPCLPCCLCPCLCPCSLPCC-S Ready to get started We are excited to begin helping you if you are a fully-licensed professional counselor at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.
Full Time
9/17/2024
Cape Coral, FL 33990
(27.3 miles)
Remote Licensed Professional Counselor (LPC) Wage: Between $95-$122 an hour Are you a Licensed Professional Counselor looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LPCLPCCLCPCLCPCSLPCC-S Ready to get started We are excited to begin helping you if you are a fully-licensed professional counselor at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.
Full Time
9/17/2024
Cape Coral, FL 33990
(27.3 miles)
Remote Licensed Marriage and Family Therapist (LMFT) Wage: Between $95-$122 an hour Are you a Licensed Marriage and Family Therapist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LMFTLMFTSLCMFT Ready to get started We are excited to begin helping you if you are a fully-licensed Marriage and Family Therapist at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.
Full Time
9/17/2024
Cape Coral, FL 33990
(27.3 miles)
Remote Licensed Marriage and Family Therapist (LMFT) Wage: Between $95-$122 an hour Are you a Licensed Marriage and Family Therapist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LMFTLMFTSLCMFT Ready to get started We are excited to begin helping you if you are a fully-licensed Marriage and Family Therapist at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.
Full Time
9/17/2024
Cape Coral, FL 33990
(27.3 miles)
Remote Licensed Marriage and Family Therapist (LMFT) Wage: Between $95-$122 an hour Are you a Licensed Marriage and Family Therapist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LMFTLMFTSLCMFT Ready to get started We are excited to begin helping you if you are a fully-licensed Marriage and Family Therapist at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.
Full Time
9/17/2024
Cape Coral, FL 33990
(27.3 miles)
Remote Licensed Professional Counselor (LPC) Wage: Between $95-$122 an hour Are you a Licensed Professional Counselor looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LPCLPCCLCPCLCPCSLPCC-S Ready to get started We are excited to begin helping you if you are a fully-licensed professional counselor at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.
Full Time
9/17/2024
Cape Coral, FL 33990
(27.3 miles)
Remote Licensed Marriage and Family Therapist (LMFT) Wage: Between $95-$122 an hour Are you a Licensed Marriage and Family Therapist looking to launch a private practice, or grow your existing practice Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental healthcare system for access and affordability. We equip mental health practitioners with the tools and resources they need to run a flourishing private practice. Mental health clinicians use Headway in a number of ways, ranging from conducting psychotherapy sessions with patients to providing and overseeing medication management. Whether you're new to private practice or already have an established practice of your own, we’re excited to support you in reaching your goals!By joining the Headway community, we’ll help you: Accept insurance hassle-free by credentialing you with the nation’s largest networks and handling the billing and admin paperwork for you.Maintain a flexible schedule by deciding how many clients you see through Headway, so that you can set the hours that work for you.Grow your caseload by providing marketing support and patient referrals. We’ll also support your patients by Providing customized support to clinicians and patients in order to streamline the process of both seeking and providing care.Verifying client insurance benefits instantly and automatically, so that access to care is never delayed, and you can see your patients with confidence. And we do this completely free of charge to you! Headways is a flexible service, meaning your hours are yours to set, and it’s up to you whether you see your patients in-person or remotely via telehealth while working from home.We accept the following licenses on a state by state basis: LMFTLMFTSLCMFT Ready to get started We are excited to begin helping you if you are a fully-licensed Marriage and Family Therapist at a Master’s level or above with: A valid NPI numberMalpractice insurance Please note, at this time, we are unable to service mental health professionals that are not fully licensed. Your application will be rejected until you obtain a valid license. Not sure if you’re qualified to work with us Send in your application and our team will do our best to help.
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