Top Division Financial Executive jobs in Melbourne, FL
Top Division Financial Executive is responsible for developing the overall financial policies for a division. Provides strategic direction of all financial functions, including accounting, budget, credit, insurance, tax, and treasury. Being a Top Division Financial Executive ensures that proper financial controls are in place and that financial transactions support the overall business strategy while conforming with applicable laws and regulations. Designs and coordinates a wide variety of accounting and statistical data and reports. Additionally, Top Division Financial Executive requires a master's degree in accounting or finance. Typically reports to top management. The Top Division Financial Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Division Financial Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Recently Added Top Division Financial Executive jobs
Financial Planning Consultant
- Raymond James Financial, Inc.
-
Melbourne, FL
FULL_TIME
-
Financial Planning Consultant-2302727Description
Job Summary:
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on-going education.
Essential Duties and Responsibilities:
- Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
- Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
- Researches and provides recommendations related to risk management concerns, including insurance.
- Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
- Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design.
- Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
- Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
- Prepares files for meetings with existing and new clients
- Prepares, coordinates and follows through on any needed communication with new or existing clients
- Continuously monitors clients’ financial situations with detail and accuracy, with the ability to the look at their overall financial picture
- Responds to client questions by telephone, email and occasional personal visits.
- Educates client on the functions of various securities markets and the principal factors that affect them.
- Provides guidance on estate planning options and techniques.
- Responds to and directs education funding questions including 529 savings plans.
- Assists with guidance on small business planning.
- Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
- May participate in client presentations.
- May open, transfer, and close customer accounts and maintain appropriate account records.
- May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions.
- Ensures firm and regulatory policies are followed within compliance standards
- Perform other duties and responsibilities as assigned.
Qualifications
Qualifications:
- Fundamental investment concepts, practices and procedures used in the securities industry
- Economic and accounting principles and practices, the financial markets, investments and insurance based products.
- Concepts and regulations related to financial planning.
- Company’s working structure, policies, mission, strategies, and compliance guidelines.
- Effective verbal and written communication to deliver clear, effective, and professional presentations.
- Identifying the needs of customers through effective questioning and listening techniques
- Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
- Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
- Detailed orientation to ensure quality standards are met without impairing workflow.
- Following-up to ensure resolution and completion of tasks.
- Incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options.
- Read and interpret technical and legal documents, and apply the information as appropriate.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities
- Use oral and written communication skills sufficient enough to interact effectively with and guide clients on various planning options.
- Continuously learn investment products, industry rules and regulations, and financial planning.
- Provide a high level of customer service in a calm, courteous and professional manner.
- Establish and maintain effective working relationships at all levels of the organization.with clients.
- Work independently as well as collaboratively within a team environment.
- Analyze daily activity reports for sales practice, suitability and performance issues
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services.
~or~- Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7.
- Series 63, 65 and/or 66 as required by state.
- Registered Paraplanner designation or the ability to obtain within two (2) to five (5) years of hire.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job Administrative & Support ServicesPrimary Location US-FL-Melbourne-MelbourneOrganization EasternSchedule Full-timeShift Day JobTravel Yes, 5 % of the Time#LI-LS1 - 13 Days Ago
Business Development Associate (Port Saint Lucie, FL)
- Other Executive
-
Palm Beach Gardens, FL
OTHER
- JOB SUMMARY A Business Development Associate is responsible for network development. In accordance with enterprise and local strategic priorities, this role will establish and foster outreach efforts ...
- 12 Days Ago
DIVISION BOOKKEEPER
- Brevard Public Schools
-
Melbourne, FL
OTHER
- School/Center: Adult/Community Ed Location: 2700 Judge Fran Jamieson Viera Job Number: 000127 School Year: 2024 FY Position: DIVISION BOOKKEEPER Subtitle/Areas:BEGINNING SALARYBased on classification ...
- 3 Days Ago
DIVISION BOOKKEEPER
- Brevard Public Schools
-
Viera, FL
FULL_TIME
- Job Description School/Center: Adult/Community Ed Location: 2700 Judge Fran Jamieson Viera Job Number: 000127 School Year: 2024 FY Position: DIVISION BOOKKEEPER Subtitle/Areas: Apply By: 03/29/2024 Da...
- 27 Days Ago
CNO Financial Advisor – Hybrid Remote (FL)
- CNO Financial Group, Inc.
-
Port Saint Lucie, FL
FULL_TIME
- JOIN US TO EARN MORE MONEY AND MAKE A REAL IMPACT Are you ready for the next step and seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more...
- 20 Days Ago
Community Manager
- koren-riley-executive-search-t79ey7nt
-
Cocoa Beach, FL
FULL_TIME
- The following is a list of responsibilities including but not limited to the performance of the Community Manager Responsibilities/Skills: Accountability for all day to day operations of Manufactured ...
- 7 Days Ago
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0 Top Division Financial Executive jobs found in Melbourne, FL area
M&A Advisor Associate
- Agency Brokerage
-
Melbourne, FL
- Company Description Agency Brokerage is a premier M&A firm specializing in the independent insurance brokerage industry....
- 4/23/2024 12:00:00 AM
Manager, Business Performance Analytics - Claim Financial Operations
- The Travelers Indemnity Company
-
Orlando, FL
- Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this...
- 4/23/2024 12:00:00 AM
Life Sciences AVP Sales - Remote
- Veradigm
-
Orlando, FL
- Welcome to Veradigm! Our Mission is to be the most trusted provider of innovative solutions that empower all stakeholder...
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
- Department Of The Treasury
-
Melbourne, FL
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
- Department Of The Treasury
-
Melbourne, FL
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - Direct Hire, 12 Month Register AMENDED
- Department Of The Treasury
-
Melbourne, FL
- Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
- 4/22/2024 12:00:00 AM
Internal Revenue Agent- Senior Revenue Agent (Examiner), 12-month Roster
- Department Of The Treasury
-
Melbourne, FL
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at:...
- 4/20/2024 12:00:00 AM
Branch Office Administrator
- Edward Jones
-
Viera, FL
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 4/5/2024 12:00:00 AM
About Melbourne, Florida
Melbourne /ˈmɛlbərn/ is a city in Brevard County, Florida, United States. As of the 2010 census, the population was 76,068. The municipality is the second-largest in the county by both size and population. Melbourne is a principal city of the Palm Bay – Melbourne – Titusville, Florida Metropolitan Statistical Area. In 1969 the city was expanded by merging with nearby Eau Gallie.
Melbourne is located approximately 60 miles (97 km) southeast of Orlando on the Space Coast, along Interstate 95. It is approximately midway between Jacksonville and Miami. According to the United States Census Bureau,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Division Financial Executive jobs
$242,034 to $410,892
Melbourne, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago