Job Results
Financial Services
Posted 2 days
Vice President Risk Management
Landstar - Jacksonville, FL 32224
What is Landstar? Landstar stands for safe, secure and reliable transportation services delivered by our unique network of small business owners. Independent agents and capacity providers operating under the Landstar umbrella enjoy the strength and support of one of the industry’s most stable and successful companies. Our network of independent entrepreneurs provide customers with personalized service at the local level with the global reach and resources of a multi-billion dollar company. What work will you perform? The Vice President of Risk Management is a key leadership role responsible for directing and administering Landstar’s risk-management programs, including the oversight and guidance of claims management, insurance administration, and the fraud operations & analytics teams. The ideal candidate is an executive leader with experience leading teams responsible for managing a highly complex claims and insurance environment. The ability to influence outcomes while creatively solutioning across claims, insurance and fraud is paramount. We seek a relationship builder who understands the importance of elevating the level of service. Bring your subject matter expertise and your drive to make an impact at Landstar. This position is full-time onsite in Jacksonville, FL and relocation assistance is available. Essential Responsibilities: • Develop strategies, controls, and measures to monitor and mitigate the risk exposure of the organization and enhance customer experience. • Oversee the building of financial models to predict the risk exposure of the organization. • Lead and develop a high-performing team of risk, claims, and insurance professionals • Ensure compliance with all relevant regulations and industry best practices • Design and deliver comprehensive risk reporting and analysis for executive leadership and board-level meetings • Track key performance indicators (KPIs) related to frequency, severity, exposure, and insurance costs • Direct the end-to-end claims management process, ensuring timely reporting, investigation, and resolution of claims • Serve as subject matter expert for high-severity liability, contractual and coverage exposures. • Liaise with insurance brokers/carriers, lawyers and corporate team on litigation and complex claims matters. • Oversee design, placement, and renewal of all company insurance programs, including, but not limited to, auto liability, cyber, FINPRO, physical damage, cargo, general liability, worker’s compensation, property and third-party insurance programs. • Lead the development and implementation of fraud detection and prevention tools Required Minimum Experience and Education: • Bachelor’s degree in Risk Management, Insurance, Business, or related field • 10+ years of progressive insurance/claims management experience Preferred Experience and Education: • MBA or JD • Trucking, logistics, or transportation experience • Experience with risk management information systems (RMIS) and telematics data • Experience managing existing relationships with major brokers, insurers, and third-party administrators • Experience with risk management information systems (RMIS) and telematics data • Experience managing large self-insured and/or captive programs Knowledge, Skills, and Abilities: • Deep knowledge of auto liability, cargo, and worker’s compensation insurance programs • Strong experience handling transportation claims, litigation management, and fraud investigation • Exceptional negotiation, analytical, and communication skills • Ability to travel as needed • Ability to respond to critical incidents and high-exposure claims on short notice Why work at Landstar? Landstar is seeking hard-working and dedicated employees committed to exceeding the expectations of those we serve. We employ a highly diverse workforce and welcome employees from all cultures and backgrounds to our team. Our workplace culture is second-to-none. Landstar provides a safe and professional work environment in which to thrive and grow. We offer competitive compensation, robust benefit plans including affordable medical plans, employer 401(k) match, paid time off, tuition assistance and much more. If you want to be part of a top-notch transportation company with an emphasis on safety, service, teamwork, and dedication then Landstar is the place for you! Landstar is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or any other characteristic protected by federal, state or local laws. Landstar will provide reasonable accommodation to applicants with disabilities where appropriate. Applicants requiring reasonable accommodation for any part of the application and hiring process should send an e-mail to [email protected]. Privacy Policy Landstar uses application information only for employment related purposes, including background investigations and regulatory compliance. Landstar will not disclose the information to any other person or entity, unless compelled by force of law. Landstar stores your application information on computers operated by Ceridian. This on-line application software is provided by Ceridian under an agreement which specifies that Ceridian will not disclose or make any use of application information stored on its secure servers.
Posted 2 days
Relationship Banker I (Mandarin)
Regions Financial - Jacksonville, FL 32257
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who has strong communication skills and the ability to provide personalized customer service. Primary Responsibilities Provides a consistent optimal customer experience on the cash line while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution Develops relationships with customers, remaining well-informed about the customer’s relationship with the bank Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Assists branch and fellow team members with basic tasks to aid in customer problem resolution Refers customers to an internal team of experts when more complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences One (1) year of banking, cash-handling, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Strong customer focus and relationship-building skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $39,601.10 USD Median: $46,880.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Mandarin Location: Jacksonville, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Posted 2 days
Senior Financial Analyst Innovation
Johnson & Johnson - Jacksonville, FL 32256
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at jnj.com. As guided by Our Credo, Johnson & Johnson is responsible to our employees who work with us throughout the world. We provide an inclusive work environment where each person is considered as an individual. At Johnson & Johnson, we respect the diversity and dignity of our employees and recognize their merit. Job Function: Finance Job Sub Function: Financial Planning & Analysis Job Category: Professional All Job Posting Locations: Jacksonville, Florida, United States of America Job Description: Johnson & Johnson is recruiting for a Senior Financial Analyst Innovation to be located in Jacksonville, FL. At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at https://www.jnj.com/. This Senior Finance Analyst plays a crucial role in driving the financial health and growth of the company. This position will analyze and frame financial data, provide strong collaboration with R&D business partners to ensure delivery of Financial and strategic commitments, and provide strategic recommendations to support informed decision-making by senior management. Responsibilities: Collaborate with key business partners to drive responsibility, accountability, and visibility into SV R&D spend Provide timely communication of key deadlines for SV R&D business partners to drive clear expectations for LT/Financial close that will enable delivery of financial commitments Serve as go to Finance support for all things actuals reporting and provide leadership across all forecast cycles Budget control and updates for SV R&D, including required journal entries, BVA, commentary, and financial close presentations to senior leaders. High visibility role with numerous opportunities to present and interact with various levels of senior management. Perform quarter close responsibilities including preparation of journal entries and providing commentary for variances versus plan. Partner with R&D teams as needed for ad-hoc analyses. Seek opportunities to continually improve reporting and forecasting processes Qualifications: Bachelor’s Degree is required, preferably with a focus in Finance or Accounting. A minimum of 3 years’ professional experience in Finance or Accounting is required. CPA, CMA, MBA or other financial certifications are preferred. Intermediate or advanced Microsoft Excel and PowerPoint skills are required. Experience with SAP and/or financial reporting tools (TM1, BW, Hyperion, etc.) is preferred. Prior experience creating and delivering presentations to senior management is required. The ability to challenge business assumptions, develop alternative scenarios and educate business partners on financial concepts is required. Must work well in a dynamic environment and be able to recommend and implement process improvements, work independently, and effectively prioritize multiple tasks simultaneously. This position will be located in Jacksonville, FL and may require up to 10% travel. Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants’ needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via https://www.jnj.com/contact-us/careers . Internal employees contact AskGS to be directed to your accommodation resource. Required Skills: Preferred Skills:
Posted 2 days
Personal Banker Palm Coast, FL
Wells Fargo - Palm Coast, FL
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: PALM COAST TOWN CENTER 836 Belle Terre Pkwy PALM COAST, FL 32164
Posted 2 days
Investment Consultant II – Merrill Premium
Bank of America - Jacksonville, FL 32256
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 2 days
National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)
Bank of America - Jacksonville, FL 32256
Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. As a National Financial Solutions Advisor (NFSA I), your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey. We’ll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor, you can look forward to Unlimited potential for financial growth. Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. We’re a culture which Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) Is comfortable in a sales role, finding ways to nurture strong client relationships. Communicates clearly and confidently with clients from all walks of life. Works well with others and collaborates productively to get things done. Can manage complexity, prioritize tasks and execute in a fast-paced environment. Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. Efficiently manages your time and capacity. Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded. Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Strong computer skills with an ability to multitask in a demanding environment. Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 2 days
Sr Manager, Fraud Prevention
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to start learning, growing, and making an impact with a career in fintech, we’d like to know: Are you FIS? About the role As a Sr Manager, Fraud Prevention, your day begins by setting direction across fraud, risk, compliance, and audit activities while serving as a primary leader for internal and external stakeholder engagement. While the fraud team reports into this role, the primary focus is on risk management, compliance oversight, audit execution, incident management, and executive- and client-facing communication, rather than day-to-day fraud operations. You will lead internal and external audits, manage fraud-related incidents and compliance defects, and represent FIS in leadership meetings, client discussions, and conference settings. This role works closely with product and operations teams to understand company goals and objectives, drive compliant fraud prevention solutions, and support fraud product strategy and sales. Work arrangement Schedule: Standard business hours with flexibility during audit cycles, client engagements, incident response activities, or conference participation About the team You will lead the Fraud Prevention team, providing strategic direction while partnering closely with Compliance, Risk, Product, Operations, Technology, and Client Services teams. The team supports fraud prevention capabilities across FIS platforms, while this role maintains primary accountability for audit readiness, regulatory engagement, cross-functional coordination, and leadership- and client-facing communication. What you will be doing In this role, you will be responsible for: Leading internal and external fraud-related audits, coordinating cross-functional stakeholders and driving all audit activities to timely and successful completion Serving as the primary owner for fraud risk, compliance, and audit management, including issue identification, remediation tracking, and executive reporting Owning incident management for fraud and compliance defects, including response coordination, root cause analysis, corrective action planning, and stakeholder communication Acting as a senior client- and leadership-facing representative, delivering presentations and leading discussions related to fraud, compliance, and risk in meetings and conference settings Partnering with product and operations teams to understand company objectives and drive solutions across compliance, fraud prevention, and fraud product sales What you bring Significant experience in fraud prevention, risk management, compliance, audit, or incident management within financial services, fintech, payments, or other regulated environments Proven experience coordinating internal and external audits and working directly with auditors, regulators, clients, and senior leadership Strong executive presence with the ability to communicate complex fraud and compliance topics clearly and effectively Demonstrated success working cross-functionally to drive outcomes across multiple teams and stakeholders Excellent written and verbal communication skills with a strong focus on clarity, accountability, and influence Added bonus if you have Experience supporting client-facing fraud programs or regulated government or public-sector clients Prior participation in industry conferences, panels, or speaking engagements Familiarity with fraud control frameworks, regulatory standards, or formal audit and incident management methodologies What we offer you A career at FIS is more than just a job. It’s the chance to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 2 days
Senior Financial Analyst
Ponte Vedra, FL
Company Description Treace’s mission is to be the leader in the surgical treatment of bunions by establishing the Lapiplasty® System as the standard of care. We are committed to operating our business with the highest standards of ethical conduct. We intend to exceed our customers’ expectations through an innovation-driven, high-velocity approach to solving treatment and surgical problems. With our products and services, our mission is to assist foot and ankle surgeons in improving patient outcomes and reducing healthcare costs, while providing rewarding experiences and opportunities for our employees and stakeholders. Job Description We are seeking a highly motivated and detail-oriented Financial Analyst to join our team. This role is integral to supporting our financial planning, analysis, and reporting processes. You will work closely with the Senior Finance Manager, FP&A, providing accurate and timely month-end reporting, variance analysis, and contributing to our annual operating plans. Primary Responsibilities: Monthly, Quarterly, and Annual Reporting Prepares corporate reports to highlight financial results and key performance metrics. Data Management Organizes data from multiple sources to ensure timely analysis and accurate payouts. Financial Planning Assists with annual planning, forecasting, and capital budgeting tasks. Financial Modeling Performs financial modeling and maintains data sources to support organizational decision-making. Process Improvement Identifies and drives efficiency improvements, including creating standard and ad-hoc analytics, reports, and tools. Collaboration Participates in cross-functional projects, collaborating with various departments. Qualifications Bachelor’s degree in Accounting, Finance, or a closely related field is required. Minimum of five (5) years’ experience as a financial analyst, sales analyst or closely related role required. Additional Information All your information will be kept confidential according to EEO guidelines. Treace's Privacy Policy It is Treace’s policy not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, veteran status or any other characteristic protected by applicable law. EEO/Disabled/Veterans Employer Treace is a drug free employer.
Posted 2 days
Financial Advisor: Full Training & Licensing Support Provided
Northwestern Mutual - Saint Augustine, FL 32084
Ready to Build a Business That Changes Lives – Including Your Own? For over 168 years, we've helped clients achieve financial security. We’re committed to your success and are searching for special individuals to continue that tradition. *No financial experience required!* We welcome diverse backgrounds, including sales, insurance, leadership, community influencers, athletes, teachers, military personnel, hospitality, and business professionals. *We’ll train, coach, mentor and develop* the right candidates with robust training, technology, planning tools, and supportive mentors. *Training, licensing & designations* Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6 or 7 and Series 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. *Compensation & Benefits* * Performance-based earnings and revenue: * Average advisor gross annual earnings of $128,137 _(Financial Representatives with 1–4 Years in Business)_ * Average advisor gross annual earnings of $535,832 _(Financial Representatives with 5+ Years in Business)_ * Additional income structure to support training and early development * Renewal income earned for continued client support and policy management * Bonus programs and expense allowances * Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more * Certified Financial Planner® licensing support * Fully company-funded retirement package and pension plan * Competitive and comprehensive medical, vision, and dental plans * Life Insurance and Disability Income Insurance * Parental benefits at every stage of family planning *You could be right for this opportunity if you have: * * Entrepreneurial ambitions to be a business owner * History of success in relationship-building or client-facing roles * Excellent time-management skills * Desire for continuous learning and collaboration * Proficient critical thinking skills * Strong communicator * Strong sense of motivation and drive * Legal authorization to work in the US without sponsorship *Why join Northwestern Mutual: * * Top 5 US Independent Broker-Dealers * Unsurpassed financial strength with total company assets of $366 billion * Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management * Fortune 500® company (June 2024) * Forbes’ Best Employers for Diversity (2023) * Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) * 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), *Northwestern Mutual Investment Services, LLC* *(NMIS)* (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. *No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 *Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. *Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. *Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: _InvestmentNews_, April 2024. *Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. *To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com Job Type: Full-time Pay: $65,000.00 - $200,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Financial planning services * Flexible schedule * Flexible spending account * Health insurance * Health savings account * Life insurance * Parental leave * Professional development assistance * Referral program * Retirement plan * Vision insurance Application Question(s): * This is a primarily commission-based 1099 position. Does this align with what you're looking for? Ability to Commute: * Saint Augustine, FL 32084 (Preferred) Work Location: Hybrid remote in Saint Augustine, FL 32084
Posted 2 days
Planning and Advice Associate – Jacksonville, FL
Fidelity Investments - Jacksonville, FL 32246
Job Description: Planning and Advice Associate As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support. Key Responsibilities As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations. Guide clients using Fidelity’s planning tools, research, and investment solutions. Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments. Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being. Discuss market trends, investment concepts, and financial planning strategies. Manage and prioritize your day using Salesforce and internal systems. Skills & Expertise Strong client relationship and consultative experience. Experience with inbound/outbound warm leads and customer engagement. Interest or knowledge in financial services and retirement planning. Strong communication, technology, and time‑management skills. Ability and flexibility to work in a “hybrid” work setting, both at home and in office. Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire Licensing & Development Paid support to obtain SIE, Series 7, and Series 66. Tuition reimbursement available for future credentials. Our Investments in You Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee’s payback their student loan debt (opens in a new tab) Note: Fidelity is not providing immigration sponsorship for this position Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. 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.