Sunrise, FL

Finance Jobs in Sunrise, FL

2 jobs found

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Today

Financial Service Professional

Sunrise Financial Network Sunrise, FL

Sunrise, FL

Today

$80k - $100k/yr Full time Advisor Client Relations Client Service

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Job Description

The Financial Service Professional role at Sunrise Financial Network is an onsite position in Sunrise, FL focused on delivering comprehensive financial solutions. The position supports clients with tailored planning, portfolio management, and informed guidance across securities, insurance, and retirement planning.

Role Overview

In this position, you will develop individualized financial plans by evaluating each client’s overall planning needs, tax context, and investment objectives. You will also provide advisory support covering securities, insurance, and retirement planning, while managing client portfolios through structured asset management and cash management approaches.

Key Responsibilities

Design tailored financial plans by assessing clients’ holistic planning needs, tax situations, and investment objectives
Deliver expert guidance on securities, insurance, and retirement planning to support clients in pursuing their financial goals
Manage client portfolios using asset management strategies, cash management solutions, and investment advisory services
Perform detailed financial analysis with advanced software tools to assess market trends and identify opportunities across investments, insurance, and retirement planning
Explain complex financial concepts clearly to clients to strengthen trust and understanding during every interaction
Stay current on industry knowledge, including financial markets, products, and regulatory changes, to inform advice and recommendations
Build and maintain strong client relationships through personalized service, regular reviews, and proactive communication

Required Qualifications

Proven experience working in the financial services industry
Strong background in investments, insurance, and retirement planning
Knowledge of financial sales techniques and experience managing client relationships
Familiarity with FINRA (Financial Industry Regulatory Authority) standards and licensing requirements
Ability to be coached and trained on new systems and programs
Exceptional communication skills with an emphasis on relationship management and customer service excellence

Compensation

USD 80,000 - 100,000 per year

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3mo ago

MSP Finance Operations Analyst

HealthTrust Workforce Solutions Sunrise, FL

Sunrise, FL

3mo ago Closed

Full time Analytical Skills Data Analysis Data Processing

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

HealthTrust Workforce Solutions offers a people-focused work culture that prioritizes collaboration, integrity, and clarity in every interaction. This on-site MSP Finance Operations Analyst role in Sunrise, FL emphasizes timely billing to facilities and prompt payments to vendor partners, while empowering you to streamline processes and drive measurable improvements. You will work closely with program teams, credentialing, MSP, and finance partners, upholding confidentiality and our Code of Conduct and Mission and Value Statement.

Benefits

Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services
Wellbeing support, including free counseling and referral services
Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence
Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling
Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing
Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts

Responsibilities

Professionally and effectively work directly with the program team and vendor partners to expedite billing facilities and paying vendor partners by clearing exception and hard stop reports
Identify trends and recurring errors
Develop process improvements to minimize errors and manual work
Act as liaison between Credentialing, MSP Teams, Finance Department and Vendor partners
Implement departmental best practices to ensure key performance indicators are sustained
Respond promptly and effectively to all emails and requests
Maintain confidentiality and appropriate access of all employee information
Participate in special projects as needed and perform other duties as assigned
Practice and adhere to the Code of Conduct philosophy and Mission and Value Statement

Requirements

Excellent written and verbal communication skills
Communicate clearly and effectively to solve problems
Excellent organizational skills
Excellent customer service skills
Ability to easily navigate technology such as the VMS
Ability to multi task and prioritize
Ability to work well independently and within a team environment
High proficiency with Microsoft Office products including Outlook, Excel and Word
Professional behavior to work, talk, email vendors, Program Managers and other leaders within the organization to resolve items
Minimum 3-5 years in a Recruitment/Customer Service type position, preferably within theHealthcare staffing field

Technologies

VMS
Microsoft Outlook
Microsoft Excel
Microsoft Word

Physical Demands / Working Conditions

Requires prolonged sitting and occasional exertion up to 30 lbs, and up to 20 lbs frequently
Some bending, stooping, and stretching
Clarity of vision, eye-hand coordination and manual dexterity to operate keyboards and standard office equipment
Ability to perceive sounds at normal speaking levels with or without correction and to receive detailed information through oral communication
Dexterity to type at least 40 words per minute
Experience with Microsoft Office, Outlook, Excel, and general office products
Office-based role with frequent contact with staff and the public

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Finance Jobs in Sunrise, FL

Financial Service Professional

MSP Finance Operations Analyst

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