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.
Financial Advisor Northwestern MutualFinancial AdvisorJacksonville, 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorFL$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: North Florida Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: North Florida MarketJacksonville, 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 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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorSt. Augustine, FLFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorJacksonville, FL$79,000–$127,000 / yearThe Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.
Financial Advisor - Jacksonville, FL Advisor Talent SolutionsFinancial Advisor - Jacksonville, FLJacksonville, FloridaPosition: Financial Advisor Firm: NuVenture Financial Group Location: Jacksonville, FL Overview: At NuVenture Financial Group , located in Jacksonville, FL , we are dedicated to providing top-notch financial services and investment advice to our clients. In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations.
Financial Solutions Advisor - Oakleaf Plaza Financial Center Bank of America CorpFinancial Solutions Advisor - Oakleaf Plaza Financial CenterJacksonville, FLKey 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. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Financial Solutions Advisor - Ponte Vedra Financial Center Bank of America CorpFinancial Solutions Advisor - Ponte Vedra Financial CenterPonte Vedra Beach, FLResponsibilities:• 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• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsJacksonville Beach, FL2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Internal Financial Advisor ValuTeachersInternal Financial AdvisorPonte Vedra, FLAs we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory practice. This role is ideal for professionals who want the independence of a 1099 commission-based business model combined with the infrastructure, support, and mission-driven environment of an established organization.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsJacksonville Beach, FLFull timeDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Financial Solutions Advisor - Jacksonville Market Bank of America CorpFinancial Solutions Advisor - Jacksonville MarketPonte Vedra Beach, FLWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)Jacksonville, FLThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Financial Solutions Advisor Registration Candidate - Northwest Florida Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northwest Florida MarketJacksonville, FLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL Bank of America CorpLife Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FLJacksonville, FLResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepeningOwn management of client issues, research, and communication of resolution Demonstrate expert knowledge of internal and regulatory policies, procedures, and processesRequired Qualifications:Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceededPassion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients.
Associate-Level Financial Planning Advisor (Remote) Traction Forge FinancialAssociate-Level Financial Planning Advisor (Remote)Jacksonville, FLRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients create a roadmap toward long-term financial growth and stability. Whether you are looking for a fresh start, a career change, part-time income, or a path toward entrepreneurship and leadership, Traction Forge Financial provides the support and mentorship to help you grow.
Financial Solutions Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Solutions Advisor - PNC Wealth ManagementJacksonville, FLPNC 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. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713414 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713414Jacksonville, FLMust have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
NewFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FL Truist BankFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FLPonte Vedra Beach, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
NewFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Ponte Vedra Beach, FLPonte Vedra Beach, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
NewWealth Advisor Development Program Bank of AmericaWealth Advisor Development ProgramJacksonville, FLThis role focuses on working with high-net-worth individuals to assess financial goals and deliver personalized investment strategies. The position offers comprehensive training, mentoring, and a dynamic work environment, encouraging professional growth and flexibility.#J-18808-Ljbffr.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorJacksonville, FLLife & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue designations e.g. FORTUNE 100 Best Companies to Work For 2025 Yello and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 America''s Best Employers for New Grads Forbes 2025 America''s Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com
Senior Home Lending Advisor, Jacksonville North JPMorgan Chase & CoSenior Home Lending Advisor, Jacksonville NorthJacksonville, 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, South Jacksonville, FL JPMorgan Chase & CoSenior Home Lending Advisor, South Jacksonville, 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.
Sales - Consumer Direct Home Lending Advisor - Jacksonville, FL JPMorgan Chase & CoSales - Consumer Direct Home Lending Advisor - Jacksonville, FLJacksonville, FLAny information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the fir Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As such, an employment offer for this position is contingent on JPMC''s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Centralized Community Home Lending Advisor - Bilingual (English/Spanish) - Jacksonville, FL JPMorgan Chase & CoCentralized Community Home Lending Advisor - Bilingual (English/Spanish) - Jacksonville, FLJacksonville, FLJoin our fun, high-energy team as a Centralized Community 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerJacksonville, FL$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
HR Support Services Advisor II SS&C Technologies Holdings IncHR Support Services Advisor IIJacksonville, FLThis role ensures a seamless, engaging, and compliant onboarding experience by managing end-to-end onboarding activities and serving as a key point of support for candidates, hiring managers, and HR partners throughout the process. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
NewSr Director, Financial Planning & Analysis (JAX, FL - Hybrid) Fidelity National Information Services IncSr Director, Financial Planning & Analysis (JAX, FL - Hybrid)Jacksonville, FLPartnering directly with executive leadership, Corporate Development, and business unit leaders, you will bring rigorous financial discipline to complex, high-stakes decisions. This role demands both the analytical depth to model multi-dimensional transactions and the leadership presence to drive alignment across a matrixed global organization.
Senior Relationship Advisor Northern Trust CorpSenior Relationship AdvisorJacksonville, FLWhat You'll Do Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws. As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs.
Sales - Consumer Direct Home Lending Advisor - Jacksonville, FL JPMorgan Chase Bank, N.A.Sales - Consumer Direct Home Lending Advisor - Jacksonville, FLJacksonville, FLFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Tesla Advisor, Delivery Tesla IncTesla Advisor, DeliveryJacksonville, FLWork closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Service Advisor Tesla IncService AdvisorJacksonville, 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.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesJacksonville, FLYour role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
NewDirector of Financial Planning & Analysis SUDDATH COMPANIES, THEDirector of Financial Planning & AnalysisJacksonville, FLGeneral position summary: The Director, Financial Planning & Analysis (FP&A) is responsible for directing, leading and overseeing financial planning, budgeting, forecasting, and analytical activities supporting strategic decision-making across business units and enterprise functions. The Suddath Companies is a multifaceted group of companies that specialize in worldwide corporate employee relocations, household moving, warehouse and logistics management and specialized transportation services.
Data Center Operations Advisor | Remote ARC GroupData Center Operations Advisor | RemoteJacksonville, FLRemoteOur client, a Fortune 500 company in the Fuel/Oil/Gas industry headquartered in Jacksonville, FL , is seeking a Data Center Operations Manager to lead the strategy, optimization, and operational excellence of mission-critical data center environments. The Data Center Operations Manager will serve as a strategic leader overseeing data center facilities operations, infrastructure planning, energy management, compliance, security, and cost optimization.
Operational/Financial Planning and Analysis (FP&A) Controller GFL Environmental, IncOperational/Financial Planning and Analysis (FP&A) ControllerJacksonville, FloridaThis is a critical, high-visibility leadership role serving as the Operational/Financial Planning and Analysis (FP&A) Controller for a multi-business US market region within the solid waste collection, hauling, and disposal industry. The Controller acts as a key financial business partner to the Regional Vice President, providing strategic financial guidance and operational insight to drive performance, efficiency, and profitable growth.
NewAdvisor, Commercial Risk - Insurance Advisory Solutions Baldwin Group ColleagueAdvisor, Commercial Risk - Insurance Advisory SolutionsJacksonville, FloridaLicense(s): Maintains a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
NewCredit Solutions Advisor - Hodges Boulevard Bank of America CorpCredit Solutions Advisor - Hodges BoulevardJacksonville, FLDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerFL$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerJacksonville, FL$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Comfort Advisor Florida Home Air ConditioningComfort AdvisorSaint Johns, Florida$100,000–$200,000 / yearFull timeJoin Florida Home AC, 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.
Virtual Account Advisor Nuvant Consulting GroupVirtual Account AdvisorJacksonville, FLFull timeIn this role, you’ll connect with individuals exploring financial services, guide them through the discovery process, and recommend tailored solutions that support their personal or business goals. Nuvant is seeking Virtual Account Advisors to join our growing team.
Special Loan Advisor Selene DiligenceSpecial Loan AdvisorJacksonville, FloridaReceive inbound calls, make outbound calls, provide email and text support to clients, attorneys, business administration and other authorized parties on the account to achieve 100% customer satisfaction from daily servicing activities. Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company.
Specialty Loan Advisor Group Contact Center Selene DiligenceSpecialty Loan Advisor Group Contact CenterJacksonville, FloridaSelene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. Meeting individual and team goals to reduce loss severity by completing short sales, loan modifications, refinances, deeds in lieu, or alternative dispositions.
Specialty Loan Advisor – Earn Hybrid/Remote Flexibility | High-Performance Servicing Role Selene DiligenceSpecialty Loan Advisor – Earn Hybrid/Remote Flexibility | High-Performance Servicing RoleJacksonville, FloridaRemoteSelene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. This role is ideal for professionals who take ownership of their pipeline, thrive in high-volume servicing, and deliver strong customer outcomes through an advisory approach.
NewClient Manager, Retirement Plans - The Baldwin Financial Services Baldwin Group ColleagueClient Manager, Retirement Plans - The Baldwin Financial ServicesJacksonville, FloridaYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Client Manager, Retirement Plans - The Baldwin Financial Services The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Financial ServicesJacksonville, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Life Protection Advisor Security National Life Insurance CompanyLife Protection AdvisorJacksonville, 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.