1241 2026 Investment Banking Analyst Intern jobs in Miami,FL

Lipstickroyalty Agency

Miami, FL 33186

Santander Holdings USA

Miami, FL 33131

Bachelor's degree in Finance, Business, or related field (or equivalent experience)
9+ years of experience in wealth planning, financial advisory, or private wealth management within the U.S. market, with a focus on HNW/UHNW clients.
Bilingual English/Spanish
Active FINRA Series 7
Active Series 66 (or Series 63 and 65) licenses

Fidelity Investments

Miami, FL 33161

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Certified Financial Planner ® / CFP-® - Issuing Authority
Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA
Extensive knowledge of investment solutions
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations

Fisher Investments Careers

Miami, FL 33186

Fidelity Investments

Fort Lauderdale, FL 33311

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Certified Financial Planner ® / CFP-® - Issuing Authority
Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA
Extensive knowledge of investment solutions
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations

Fisher Investments Careers

Miami, FL 33186

Southern Glazer's Wine & Spirits

Hollywood, FL 33027

A Bachelor's Degree in Accounting, Human Resources, Finance or Business Related Field or equivalent working experience
Minimum 3 years of comprehensive Accounting, analytical and reporting experience when it comes to Benefits Administration (union and non-union)
Experience in reviewing Contracts, Plan Documents, SPD's, Union Collective Bargaining Agreements, reconciliation of union invoices and interface analytics
Must be proficient in Microsoft Office. Working intermediate knowledge in Excel, v lookups and pivot tables
Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
May require occasional lifting/lowering, pushing, carrying, or pulling up to 48lbs
Critical nature of this job may require extended hours