Banking And Financial Services Jobs in Jupiter

The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Job Responsibilities:

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.

Job Requirements:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Ability to train and mentor others, including products and platform procedures.
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

Job Description For Posting

Benefits Service Analyst

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Benefits Service Analyst at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

This is an onsite position 5 days a week, located out of our Palm Beach Gardens office.

As our Benefits Service Analyst on the Employee Benefits team, you will:

• Prepare client spreadsheets and proposals such as benefits comparison, rates comparison, Total Spend Summary, employee contribution modeling, etc.
• Prepare client presentations including creating/updating agendas, PowerPoint presentations, copying and binding presentations, etc. as needed
• Support the Account Management Team with client service needs such as billing inquiries, researching claim/enrollment issues and tracking service issues through agency management system
• Support RFP preparation, including requesting & formatting census and preparing RFP specifications letter
• Input and summarize benchmarking data in MMA formatted presentation
• Update information in carrier system as needed (enrollments); Enter and review data in agency management system

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• High school diploma or equivalent
• 2-15 insurance license within 90 days of hire
• Proficiency with Microsoft Office Suite, including Excel, Outlook and Word
• Strong verbal and written communication and presentation skills
• Extremely detail-oriented, organized and proactive
• Team-oriented and collaborative
• Growth-minded individual
• Strong copy editing and proofreading skills
• Strong verbal and written communication skills
• Well organized, strong attention to detail, deadline oriented, strong sense of urgency and self-motivated.
• Adaptable to ever changing environment, ability to work under pressure in fast-paced environment, manage multiple projects, and meet deadlines.
• Ability to interact with various personality styles and manage requests from multiple sources.

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree or higher
• Bilingual (English/Spanish)
• Prior Agency or Benefit Carrier experience

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Entrepreneurial leadership
• Unmatched, scalable resources
• Committed to core values
• Inclusive culture

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

• Instagram
• Facebook
• X
• LinkedIn

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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Don't miss out on this chance to turn your free time into valuable earnings!

Participants are needed on a wide range of topics such as:

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• Food & Beverages (the consumption of various foods and beverages)
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• Social Media (the use of different social media platforms)
• Financial (Banking and investing)
• Retirement (Planning what, when and how)
• Gender (studies based on your gender)
• Housing (Renters or Homeowners)

Compensation:

• Earn up to $250+ in Just ONE Hour! (Focus Group Session)
• Earn up to $3,000+ (Multi-Session Studies)

Benefits:

• Flexibility to take part in discussions online or in-person.
• No commute needed if you choose to work from home.
• No minimum hours. You can do this part-time or full-time
• Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
• You get to review and use new products or services before they are launched to the public.

Qualifications:

• Speak and/or read English
• Must be 18yrs old or older
• Must have either a phone, computer or tablet with internet connection

Experience:

• Start Immediately - No Experience Needed! Anyone Can Participate!

Education:

• Open to all education levels - Your opinion matters!

Position Title: Manager of Lease Administration & Analytics

Reports to: Director of Real Estate

Work Location: Palm Beach Gardens, FL (On-Site)

Position Summary

The Manager of Lease Administration & Analytics is a highly visible role responsible for the accurate, compliant, and efficient oversight of Midas’ U.S. and Canadian real estate portfolio. This position ensures precise lease abstraction, adherence to contractual obligations, and strong financial integrity while serving as a dependable partner who delivers excellent customer service to internal teams and franchise partners. The role also provides data‑driven insights that enhance portfolio value and support long‑term operational and strategic decision‑making.

The position manages the full lease lifecycle, including abstracting, critical date tracking, compliance oversight, rent and CAM reconciliation review, and coordination with Legal, Finance, and Operations to resolve lease‑related issues. It applies analytical rigor to evaluate portfolio performance, identify cost‑saving opportunities, and support real estate planning for both corporate and franchised locations.

The ideal candidate is proactive, detail‑oriented, and solutions‑driven, with strong communication skills and the ability to collaborate effectively across teams. They excel at interpreting complex lease information and translating it into clear, actionable recommendations that support operational and strategic goals.

Primary Duties and Responsibilities

Lease Administration and Portfolio Compliance

• Manage all aspects of lease administration for approximately 1,200 Midas locations across the United States and Canada.
• Maintain accurate lease abstracts and documentation within the Tango Analytics platform, ensuring all key terms, financial obligations, and critical dates are captured.
• Monitor lease compliance across the portfolio, including rent obligations, operating covenants, notice requirements, landlord obligations, and tenant rights.
• Track and manage critical lease dates such as renewals, expirations, termination rights, purchase options, and rights of first refusal.
• Maintain organized records of executed leases, amendments, assignments, subleases, and related documentation.
• Coordinate with Real Estate and Legal teams on amendments, assignments, relocations, and other changes to existing agreements.
• Address landlord inquiries, notices, disputes, and other compliance matters, escalating issues when necessary.
• Manage tenant insurance requirements and compliance tracking.

Lease Financial Oversight and Analytics

• Track all lease‑related financial obligations, including base rent, percentage rent, CAM charges, tax reimbursements, insurance, and other landlord billings.
• Review landlord invoices and CAM reconciliations to confirm accuracy and escalate discrepancies as needed.
• Maintain accurate tracking of rent escalations and other financial provisions.
• Partner with Finance and Accounting to ensure lease data supports budgeting, forecasting, and internal reporting.
• Prepare financial summaries and analysis related to renewals, restructures, and portfolio optimization initiatives.

Lease Data Management and Systems Administration

• Serve as the primary internal resource for Tango Analytics, ensuring data accuracy and system integrity.
• Record and maintain lease abstracts, amendments, and financial terms within the platform.
• Develop and maintain reporting tools and dashboards using Tango Analytics and internal reporting systems.
• Support system updates, reporting enhancements, and process improvements related to lease administration.
• Establish consistent procedures for lease abstraction, documentation, and data management.

Portfolio Reporting and Business Intelligence

• Prepare regular reporting for Real Estate leadership, including lease expiration schedules, rent obligation summaries, and portfolio analytics.
• Maintain reporting that provides visibility into upcoming lease events, portfolio risk exposure, and financial commitments.
• Monitor portfolio metrics such as lease term exposure, landlord concentration, property control opportunities, and renewal timelines.
• Provide data and insights that support portfolio planning and strategic decision‑making.

Cross-Functional Coordination and Support

• Collaborate with Real Estate, Finance, Legal, Franchise Development, and Operations teams on lease‑related matters.
• Provide lease summaries, documentation, and supporting information for renewals, amendments, relocations, and other real estate transactions.
• Support negotiations by supplying accurate lease data and historical information.
• Coordinate with landlords, brokers, attorneys, and other external partners regarding lease documentation and administration.

Strategic Portfolio Support

• Collaborate with Real Estate, Finance, Legal, Franchise Development, and Operations teams on lease related matters.
• Provide lease summaries, documentation, and supporting information for renewals, amendments, relocations, and other real estate transactions.
• Support negotiations by supplying accurate lease data and historical information.
• Coordinate with landlords, brokers, attorneys, and other external partners regarding lease documentation and administration.

Qualifications

• Bachelor’s degree in Real Estate, Business, Finance, or related field.
• 5+ years of experience in commercial lease administration, preferably within a multi‑unit retail or franchise environment.
• Proficiency with Microsoft Office, Tango Analytics, Smartsheet, and familiarity with lease management software (e.g., MRI, Yardi, Visual Lease, CoStar).
• Strong attention to detail, analytical capability, and presentation skills.
• Understanding of lease accounting standards and financial principles.
• Exposure to legal lease negotiations or real estate law.
• Ability to travel to select markets, conferences, and events as needed.

Why Join Midas?

At Midas, we’re more than just a car care brand, we’re a community of entrepreneurs, innovators, and customer champions. Join us in shaping the future of automotive service through smart growth and strategic real estate leadership.

Job Description & Requirements Non-Invasive Cardiologist Palm Beach StartDate: ASAP Pay Rate: $495000.00
- $650000.00 Incoming candidate can expect: Join one of the largest and fastest growing value-based care, senior-focused primary care providers in the country, operating multiple centers across eight states.

Outpatient practice with minimal phone call No weekends Co house with primary care physicians Ample support staff Base salary +bi-annual incentive Up to 495k base salary Earning potential $600,000-$650,000 Excellent benefit package health insurance effective on your 1 st day of employment 18 days PTO + 9 holidays Sign on Bonus/Relocation Why Physicians Love Calling Palm Beach Home Thriving Medical Scene Step into a respected community of physicians serving a fast-growing, high-demand patient population.

Rewarding Lifestyle Picture finishing clinic and heading straight to the beach, the golf course, or dinner on the wateryear-round.

Financial Advantage Floridas no state income tax means you keep more of what you earn.

Strong Patient Volume A booming population and active retiree base ensure consistent need for quality care.

Premier Living Palm Beach offers beautiful neighborhoods, elite schools, and an unmatched quality of life for you and your family.

Easy Access Just minutes from Palm Beach International Airport and within reach of Miami and Fort Lauderdale.

Job Benefits About the Company At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.

Internal Medicine, Cardiologist, Cardiology, Heart Care, Cardio Surgery, Physician, Heart Surgery, Md, internal medicine cardiology

Incoming candidate can expect:

Join one of the largest and fastest growing value-based care, senior-focused primary care providers in the country, operating multiple centers across eight states.

• Outpatient practice with minimal phone call
• No weekends
• Co house with primary care physicians
• Ample support staff
• Base salary +bi-annual incentive
• Up to 495k base salary
• Earning potential $600,000-$650,000
• Excellent benefit package health insurance effective on your 1 st day of employment
• 18 days PTO + 9 holidays
• Sign on Bonus/Relocation

Why Physicians Love Calling Palm Beach Home

Thriving Medical Scene Step into a respected community of physicians serving a fast-growing, high-demand patient population.

Rewarding Lifestyle Picture finishing clinic and heading straight to the beach, the golf course, or dinner on the wateryear-round.

Financial Advantage Floridas no state income tax means you keep more of what you earn.

Strong Patient Volume A booming population and active retiree base ensure consistent need for quality care.

Premier Living Palm Beach offers beautiful neighborhoods, elite schools, and an unmatched quality of life for you and your family.

Easy Access Just minutes from Palm Beach International Airport and within reach of Miami and Fort Lauderdale.

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