Financial Advisor Northwestern MutualFinancial AdvisorFort Myers, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewFinancial Advisor Edward D Jones & Co LPFinancial AdvisorPunta Gorda, FL$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West Florida Market (South)Punta Gorda, FLBack to search results Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Sarasota, Florida; Bradenton, Florida; Punta Gorda, Florida; Venice, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewMerrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST MarketFort Myers, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor Suncoast Schools Federal Credit UnionFinancial AdvisorFL$60,000–$90,000 / yearOwn 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 Suncoast Credit UnionFinancial AdvisorFort Myers, 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 Regions Financial CorpFinancial AdvisorPort Charlotte, FL$43,888–$150,000 / yearThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance.
Financial Solutions Advisor - Ft Myers-Naples Market Bank of AmericaFinancial Solutions Advisor - Ft Myers-Naples MarketFort Myers, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
J.P. Morgan Wealth Management - Private Client Advisor - Cape Coral/ Venice, FL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cape Coral/ Venice, FLCape Coral, FLUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Private Wealth Advisor - FineMark Commerce Bancshares IncPrivate Wealth Advisor - FineMarkFLLead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct reports individual needs. The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts.
Senior Home Lending Advisor, Fort Myers, FL JPMorgan Chase & CoSenior Home Lending Advisor, Fort Myers, FLFort Myers, FLJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, Sarasota, FL JPMorgan Chase & CoSenior Home Lending Advisor, Sarasota, FLFLJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Fort Myers, FL - Del Prado and Coral Point Branches JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Fort Myers, FL - Del Prado and Coral Point BranchesFort Myers, FLFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts .
Service Advisor Tesla IncService AdvisorFort Myers, FLBuild trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Provide exceptional customer service by promptly addressing inquiries and concerns, taking ownership of service visits, and fostering a welcoming environment for our customers.
Customer Care Advisor Busey BankCustomer Care AdvisorFort Myers, FloridaBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place.
Personal Banking Advisor - Naples, FL Lake Michigan Credit UnionPersonal Banking Advisor - Naples, FLNaples, FLPersonal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.
Bilingual (English/Spanish) Personal Banking Advisor - Port Chalotte, FL Lake Michigan Credit UnionBilingual (English/Spanish) Personal Banking Advisor - Port Chalotte, FLPort Charlotte, FLPersonal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.
Personal Banking Advisor - Port Charlotte, FL Lake Michigan Credit UnionPersonal Banking Advisor - Port Charlotte, FLPort Charlotte, FLPersonal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.
NewBranch Advisor Banking for GOODBranch AdvisorEstero, FloridaThis role’s primary responsibilities encompass cross-selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned. Position Summary: The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members.
Customer Care Advisor First Busey CorpCustomer Care AdvisorFort Myers, FL$19–$21 / hourBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place.
Controller, Financial Reporting & Compliance The Fountain Group LLCController, Financial Reporting & ComplianceImmokalee, FLThis role serves as the operational finance leader for the organization, partnering closely with the CFO and finance leadership team to deliver timely financial insights, maintain strong internal controls, and support business decision-making. The Controller will be responsible for ensuring the accuracy and integrity of financial reporting while overseeing the day-to-day accounting activities that support a growing, multi-entity business.
System Medical Director Physician Advisors Lee Health System IncSystem Medical Director Physician AdvisorsFort Myers, FLSystem Physician Advisor Medical Director Responsibilities and Job Description Overview: The Lee Health System Physician Advisor Medical Director reports to the Chief Physician Executive for Hospital-Based Care and works closely with the Chief Medical Officer, Chief Nursing and Operational Executives of the Lee Health hospitals, Chief Financial Officer, Chief Technology ….
Weekly Comfort Advisor Unique ServicesWeekly Comfort AdvisorCape Coral, Florida$100,000–$200,000 / yearFull timeJoin Unique Services, in partnership with American Residential Services (ARS) , the nation’s largest provider of residential HVAC, plumbing, and electrical services , with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Responsibilities: As a Comfort Advisor / In-Home HVAC Sales Representative , you will meet with homeowners to evaluate their current heating and cooling systems and present customized replacement solutions.
Weekly Comfort Advisor American Residential Services LLCWeekly Comfort AdvisorCape Coral, FL$100,000–$200,000 / yearJoin Unique Services, in partnership with American Residential Services (ARS), the nation's largest provider of residential HVAC, plumbing, and electrical services, with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. As a Comfort Advisor / In-Home HVAC Sales Representative, you will meet with homeowners to evaluate their current heating and cooling systems and present customized replacement solutions.
Life Protection Advisor Security National Life Insurance CompanyLife Protection AdvisorFort Myers, FLWe've experienced tremendous growth over the past year, and our mission is to provide affordable final expense coverage that meets the needs of every family. This position is focused on helping families protect themselves from the financial burden of funeral and final expenses through life insurance.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramFort Myers, Florida$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Controller | Dr Brown''''s Group of Companies Northshore Medical & Aesthetics CenterFinancial Controller | Dr Brown''''s Group of CompaniesFort Myers, FLA key part of the role will be managing the financial and tax-control framework associated with: US federal, state and local tax compliance coordination Multi-state sales and use tax considerations Shopify-based ecommerce product sales VAT/GST implications for international sales Cross-border tax coordination Revenue and tax treatment for the TrichoExam app/platform sold globally Inventory, landed cost, product margin and distribution finance. PREFERRED BACKGROUND Preference will be given to candidates who have worked in one or more of the following environments: Distribution Retail Ecommerce Consumer products Healthcare or medical products Technology or SaaS App/platform businesses International trading businesses Start-ups, scale-ups or founder-led SMEs Multi-entity or multinational businesses.
Registered Associate II Northern Trust CorpRegistered Associate IIBonita Springs, FL$64,125–$105,925 / yearThe Registered Associate II provides day‑to‑day support to one or more Financial Advisors by managing client service needs and acting as a key liaison between clients, advisors, and internal partners. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Client Services Coordinator Valmark Financial GroupClient Services CoordinatorFort Myers, FL$60,000–$70,000 / yearIf you’re a supportive, social, multitasker who thrives in a fast- paced environment and has a keen eye for detail, join us and help keep our team organized and connected. Teamwork: Value every team member's contribution, recognizing their importance and working to resolve conflicts constructively.
NewAdministrative Assistant HILL BARTH AND KING LLCAdministrative AssistantFort Myers, FLWe are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.
Restaurant Leader Raising Cane'sRestaurant LeaderFort Myers, FLFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Construction Tax Manager CPA TALENTConstruction Tax ManagerFort Myers, FL$95,000–$125,000 / yearThey are multi-year winner of one of the Best Places to Work, by Accounting Today magazine, and Best Companies to Work for, by Florida Trend magazine, along with being recognized as one of the Top 500 CPA firms in the U.S. by Inside Public Accounting. Possess advanced oral, written & presentation skills to communicate effectively with leadership, partners and client managers along with the general public and business owners within the community.
Insurance Sales Agent Ted Todd InsuranceInsurance Sales AgentEstero, FLFull timeThis includes but not limited to, addressing any customer questions or concerns, setting expectations, and completing any follow up work from your client interactions. With high-end compensation, health and wellness benefits, and a corporate team that is passionate about giving the training and resources that you need.
Director of Finance Pyramid Hotel GroupDirector of FinancePunta Gorda, FLThis role ensures the integrity of financial reporting, maximizes profitability, maintains strong internal controls, oversees payroll and supports the resort's leaders with insightful financial analysis and guidance. Whether you are just starting out in the hospitality industry or are a seasoned professional, Pyramid Global Hospitality offers a supportive and collaborative work environment that encourages growth and fosters success, in over 230 properties worldwide.
Restaurant Leader Raising Cane's USA LLCRestaurant LeaderFort Myers, FLIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
NewAssistant Vice President, Environmental Planner WSP Global IncAssistant Vice President, Environmental PlannerFort Myers, FLYou will collaborate with other experts from across WSP's primary sectors (Environment, Power, Transportation, etc.) to help grow the market and meet the stated needs of our growing portfolio of clients through the delivery of consulting services. Experience working with a spectrum of environmental agencies (state and federal), coordinating with a range of stakeholder groups (government, advocacy, private sector, etc.), and working directly with community members to achieve the desired outcome.
Customer Service Insurance Agent Ted Todd InsuranceCustomer Service Insurance AgentEstero, FLFull timeThis includes but not limited to, addressing any customer questions or concerns, setting expectations, and completing any follow up work from your client interactions. With high-end compensation, health and wellness benefits, and a corporate team that is passionate about giving the training and resources that you need.