Financial Advisor - Teachers Federal Credit Union LPL Financial ServicesFinancial Advisor - Teachers Federal Credit UnionNaples, FL$50,000–$80,000 / yearThis employment opportunity at TruStage located at Teachers Federal Credit Union in Naples, FL would allow you to join Teachers Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Teachers Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Analyst Insurance Office of AmericaFinancial AnalystBonita Springs, FLRemote$65,000–$85,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Financial Analyst will be responsible for reporting on producer-level activities, including but not limited to gross revenue, production credit, new and lost business, and developing Power BI reporting to accurately track and effectively present the above metrics.
NewSenior Financial Analyst (Insurance experience) Insurance Office of AmericaSenior Financial Analyst (Insurance experience)Cape Coral, FLRemote$80,000–$100,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.
Financial Aid Advisor Concorde Career Colleges, Inc.Financial Aid AdvisorFort Myers, Florida$16.50–$24 / hourResponsibilities: Provide one-on-one counseling to students and families regarding financial aid options, application processes, and eligibility requirements Assist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation. Evaluate and process financial aid applications in accordance with federal, state, and institutional policies Determine student eligibility and award financial aid packages, including grants, scholarships, loans, and work-study programs.
Manager - Financial Operations Family Health Centers of SouthWest FloridaManager - Financial OperationsFort Myers, FLPOSITION DESCRIPTION: Responsible for overseeing and directing FHC's financial operations, including payroll support, accounts payable, purchasing, cash receipts processing, procurement administration, and related internal controls, in alignment with organizational goals and objectives. Plans and implements tasks related to opening new or moving existing offices including obtaining of various business licenses, utility services and deposits, housekeeping and security services.
Account Executive - AI-Powered Financial Solutions FYIsoft, Inc.Account Executive - AI-Powered Financial SolutionsNaples, FLRemote$100,000–$200,000FYIsoft delivers AI-powered Analytics, Budgeting, and Financial Reporting solutions that help organizations streamline financial processes, improve decision-making, and gain real-time insight into enterprise data. As demand for AI-driven financial solutions continues to grow, FYIsoft is expanding its sales organization and seeking high-performing Account Executives to drive new business growth.
Financial Advisor - Teachers Federal Credit Union LPL Financial Holdings IncFinancial Advisor - Teachers Federal Credit UnionNaples, FLThis position will offer: • The ability to service a book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
Financial Advisor - First Horizon Bank LPL Financial Holdings IncFinancial Advisor - First Horizon BankNaples, FLThis employment opportunity at First Horizon Bank in Naples, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.
Financial Analyst General Ledger NCH Healthcare System IncFinancial Analyst General LedgerNaples, FLNCH is transforming into an Advanced Community Healthcare System(TM) and were proud to: Provide higher acuity care and Centers of Excellence; Offer Graduate Medical Education and fellowships; Have endowed chairs; Conduct research and participate in national clinical trials; and partner with other health market leaders, like Hospital for Special Surgery, Encompass, and ProScan. Assists in cash flow management (monitoring daily cash positions, post payments to general ledger, and ensure sufficient liquidity for operational needs).
Financial Consultant Flagstar Bank NAFinancial ConsultantNaples, FLIndirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.
Financial Services Representative II - Naples Teachers Federal Credit UnionFinancial Services Representative II - NaplesNaples, FL$24–$26.50 / hourEducation and/or Experience: High School degree or GED required; Bachelor's in Business in lieu of experience will be considered Minimum two years of general work experience, customer service, call center, sales and a minimum of one year branch experience required Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software experience preferred. Summary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually.
Financial Technician Amentum Services IncFinancial TechnicianNaples$85,000–$95,000 / yearRecord, review, and update approved financial transactions in Navy financial systems, including Navy Enterprise Resource Planning (N-ERP), Cost Application (COST), Maritime Systems Environment (MSE), Material Access Technology/Material Requirements (MAT/MRQT), and Fleet Technical Support (FTS). Amentum is seeking a Financial Technician to support the U.S. Navy's Forward Deployed Regional Maintenance Center (FDRMC) in Naples Italy, by providing budget execution, fiscal accounting, and financial reporting expertise in a fast-paced overseas environment.
Wealth Advisor, Managing Director BakerAvenueWealth Advisor, Managing DirectorNaples, FLRemoteOther credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.
Director of Finance Pyramid Hotel GroupDirector of FinanceNaples, FLReporting directly to the General Manager and partnering closely with regional and corporate leadership, the Director of Finance will provide financial stewardship, operational support, and strategic guidance to maximize profitability, ensure compliance, and protect resort assets. Naples Bay Resort & Marina is seeking a strategic, hands-on Director of Finance to lead all financial operations for the resort, marina, spa, food & beverage outlets, and associated revenue-generating departments.
Budget Manager Town of Fort Myers Beach FloridaBudget ManagerFort Myers Beach, FLFull timeThe Budget Manager manages the workflows associated with monthly financials processing, monitors revenue and expenses, prepares financial projections and forecasting, and serves as the administrator for the Town's purchasing system. Prepare and present detailed financial reports, analyses, and presentations for senior leadership, the Town Council, auditors, and other stakeholders, clearly communicating financial performance, trends, and risks.
Club Controller The Grenzy Recruiting Group, LLCClub ControllerNaples, FLReporting directly to the General Manager, the Controller will oversee all accounting and finance functions while serving as a trusted business partner to executive leadership. The Grenzy Recruiting Group is a boutique recruiting firm specializing exclusively in the direct-hire placement of accounting and finance professionals throughout Southwest Florida.
Commercial Relationship Manager III First Horizon CorpCommercial Relationship Manager IIINaples, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
Asset Manager Discovery Senior LivingAsset ManagerBonita Springs, FLIdentify underperforming assets across the portfolio and lead structured performance improvement initiatives in collaboration with operations, clinical, and sales teams to drive occupancy recovery and margin expansion. Lead the annual operating and capital budget process for an assigned portfolio of senior living communities, partnering with regional operations to build ground-up forecasts grounded in benchmarking, market data, and historical performance trends.
NewWealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementCape Coral, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Wealth Strategist Bank of MontrealSenior Wealth StrategistNaples, FL$91,800–$171,000 / yearLeverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues.