Financial Advisor Suncoast Credit UnionFinancial AdvisorBradenton, Florida$60,000–$90,000 / yearFull timeOwn the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementAltamonte Springs, FloridaIn 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.
Financial Advisor SmartBankFinancial AdvisorPensacola, FloridaThrough our partnership with Raymond James Financial Services , our Financial Advisors have access to a respected wealth management platform, sophisticated investment solutions, advanced technology, and the support of a community-focused bank. For nearly two decades, SmartBank has been helping clients achieve their financial goals across Tennessee, Alabama, and Florida by living our core values: Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability, and Embrace Change.
Senior Wealth Advisor The Vanguard GroupSenior Wealth AdvisorMiami, FloridaRemoteWealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. .
Solutions Implementation Advisor TransUnionSolutions Implementation AdvisorBoca Raton, FloridaFor You : Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. 5+ years of experience in Account Management, Customer Success, Customer Relations, Implementation, or Project Management roles where managing customer-facing initiatives and driving successful outcomes was a primary responsibility.
Lead Financial Advisor Ivy Way PlacementsLead Financial AdvisorFort Lauderdale, FloridaMinimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.
Commercial Real Estate Transactions Associate JobotCommercial Real Estate Transactions AssociateJacksonville, FL$100,000–$175,000 / yearRanked in the top regional tier for corporate, tax, real estate, ERISA, and trusts and estates law for 2025, we focus on building businesses and protecting wealth through practical advice, meticulous document work, and strategic advocacy. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Developer Schuyler Line Navigation CompanyDeveloperWest Palm Beach, FLFull timeFamiliarity with application languages likeC#, Python, Java, et al stronglyStrong preference for experience with VesonIMOS, Nautical Systems Enterprise, Business Central, NET, and PowerBI.Experience with Office 365 (Outlook, Teams, Word, Excel) at the Intermediate level strongly preferred. POSITION OVERVIEW Reporting to the Senior Vice President, Fleet Management Operations, the Developer functions with considerable independence and initiative and is responsible for researching, designing, and developing computer and network software or specialized programs.
Financial Advisor Brady FinancialFinancial AdvisorMiami, FLServe as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
Service Financial Advisor Foundation Risk PartnersService Financial AdvisorWinter Park, FLThis role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementation-but prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.
Estate Planning Attorney Orion PlacementEstate Planning AttorneySarasota, FloridaThey advise individuals, families, and business owners across estate planning, probate, trust administration, asset protection, and business succession planning, and are recognized for excellence in the region. Build and expand your estate planning practice alongside a reputable, full-service team (real estate, title, litigation, and private client work).
Trust & Estates Associate JobotTrust & Estates AssociateNaples, FL$150,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.
NewAccount Transfer Associate Raymond James Financial IncAccount Transfer AssociateSaint Petersburg, FLAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
Probate Paralegal JobotProbate ParalegalFort Myers, FL$60,000–$75,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will possess strong organizational skills, exceptional attention to detail, and significant experience handling Florida probate administration matters from inception through closing.
NewFinancial Aid Advisors Datasoft TechnologiesFinancial Aid AdvisorsFort Lauderdale, FLEssential Functions: Daily -10%: Provides financial aid advice and counsels students on financial aid programs, eligibility requirements, and application processes while maintaining a level for individualized counseling to provide students with the most equitable financial aid award package. Under limited supervision, the Financial Aid Advisor is responsible for assisting senior advisors, coordinators, and management with calculating eligibility, communicating effectively with students, pulling files and documents, and scanning.
NewFinancial Advisor Trainee COR Financial PartnersFinancial Advisor TraineeTampa, FLComprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth managementOur financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses). Licensing Support : We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
Operations Specialist - $22.11/hr Veterans Sourcing GroupOperations Specialist - $22.11/hrJacksonville, FLWithin WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal name(s), address, product type, beneficiaries, etc. to accurately open, modify or close accounts. After a client submits an onboarding and/or maintenance request to the Brokerage front office, the Loan Management Account Operations team ensures that all documentation and regulatory requirements, including generating client correspondence and due diligence, have been met before the request is approved.
Retirement Planning Specialist AmeripriseRetirement Planning SpecialistSeminole, FloridaThis role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Insurance Business Development Ricci Insurance Group LLCInsurance Business DevelopmentJACKSONVILLE, FL$80,000–$100,000 / yearYour primary responsibility is developing new business by networking, building referral relationships, meeting with prospective clients, understanding what they need to protect, and recommending insurance solutions that fit their situation. Expect to spend a significant amount of time networking, making introductions, attending community events, asking for referrals, following up with prospects, and developing relationships with professionals who can become long term referral partners.
Experienced Insurance Producer Ricci Insurance Group LLCExperienced Insurance ProducerJACKSONVILLE, FL$80,000–$100,000 / yearYou should expect to spend a substantial portion of your time introducing yourself to new people, attending networking events, asking for referrals, following up with prospects, and developing professional relationships before those efforts begin producing a steady stream of repeat business and referrals. We provide outstanding training, marketing support, technology, and a dedicated service team, but you are responsible for creating your own opportunities through networking, referrals, community involvement, professional relationship building, and consistent prospecting.