Advisor Development Program - Financial Solutions Advisor Trainee: North Monroe Financial Center - Tallahassee, FL Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee: North Monroe Financial Center - Tallahassee, FLTallahassee, FloridaOur 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. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewFinancial Advisor Northwestern MutualFinancial AdvisorTallahassee, 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.
Team-Based Financial Advisor - North Central Florida Group Thrivent Financial for LutheransTeam-Based Financial Advisor - North Central Florida GroupTallahassee, FLA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Financial Advisor - Tallahassee Thrivent Financial for LutheransFinancial Advisor - TallahasseeTallahassee, FLThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Tallahassee, FL Corebridge Financial IncFinancial Advisor - Tallahassee, FLTallahassee, FLCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Tallahassee, FL Corebridge FinancialFinancial Advisor - Tallahassee, FLTallahassee, FloridaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Financial Advisor Smartfinancial IncFinancial AdvisorTallahassee, FLThrough 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.
Financial Advisor-Area Manager Synovus Financial CorpFinancial Advisor-Area ManagerFLRequired Knowledge, Skills, & Abilities: Broad and varied knowledge of all banking functions, to include M&A activity and new market entry, leading multiple lines of business and support functions, enterprise risk management and credit risk management. Uses objective financial and business analyses to evaluate the returns and risks of lending, credit and investment activities; evaluates short- and long-term implications of decisions and identifies solutions to mitigate risk.
Financial Advisor - Tallahassee, FL Corebridge Financial Inc.Financial Advisor - Tallahassee, FLTallahassee, FLCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Solutions Advisor - NW Florida Market Bank of AmericaFinancial Solutions Advisor - NW Florida MarketTallahassee, 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.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistTallahassee, FLRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
NewBlock Advisors Tax Advisor H&R Block IncBlock Advisors Tax AdvisorTallahassee, FLYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Service Advisor Nextran Truck CentersService AdvisorTallahassee, FLWe are a network of commercial truck dealerships committed to providing the best products and services through highly skilled associates who are focused on delivering the lowest life-cycle cost to our customers. Spanning the Southeast and Midwest United States, we provide sales, parts, and service for several leading brands, including Mack, Volvo, Isuzu, GMC, Ford, Hino, and Kalmar Ottawa.
Relationship Advisor Full-Time (Contact Center) Tallahassee Addition Financial CareersRelationship Advisor Full-Time (Contact Center) TallahasseeTallahassee, FloridaPerforms monetary and non-monetary transactions including, but not limited to transfers, pay by phone, stop payments, changes of address, opening sub-accounts, etc. Understands credit bureau report, identifies additional lending opportunities, educates member on best practices to improve credit score, while meeting or exceeding all lending goals.
Relationship Advisor Part-Time (Quincy) Addition Financial CareersRelationship Advisor Part-Time (Quincy)Quincy, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do. Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.
Relationship Advisor I (Floater) Addition Financial CareersRelationship Advisor I (Floater)Tallahassee, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our members' needs, teaching them about emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery - all while demonstrating absolute integrity in everything they do. • Demonstrate understanding of all AFCU products to make 15 qualified referrals monthly and cross-sell opportunities with a 5% win-rate of total monthly calls with additional products added.
Relationship Advisor Full-Time ( Hansell) Addition Financial CareersRelationship Advisor Full-Time ( Hansell)Thomasville, GeorgiaThese team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do. Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.
Physician Advisor Ensemble Health PartnersPhysician AdvisorTallahassee, FloridaRemoteThis includes working with hospital leadership in developing care management protocols with physicians and others to optimize efficient management of resources, insuring patients are in the appropriate level of care, supporting documentation, coding improvements and compliance, performing Peer to Peer reviews, Short Stay Reviews, Extended Observation. Leadership Decision Making - Makes day-to-day leadership decisions by securing and comparing information from multiple sources to identify issues; commits to an action after weighing alternative solutions against important criteria; effectively communicates decisions to the appropriate people and teams and holds them accountable.
Advisor, BSA/AML Compliance Synovus Financial CorpAdvisor, BSA/AML ComplianceFLDesign and execute a risk assessment methodology that evaluates risks across the firm's clients /geographies/products/delivery channels and integrates internal AML/CFT metrics and external inputs such as FinCEN National AML/CFT Priorities and other emerging financial crimes risks. This role operates with a high degree of independence and judgment, providing expertise, guidance, and analytical support across one or more core areas of the program, including KYC, suspicious activity reporting, sanctions compliance, business advisory, analytics/technology, quality assurance, and governance.
Student Success Advisor Thomas UniversityStudent Success AdvisorThomasville, GAThese may include issues such as: Pre-Reading and Preparation, Reading Comprehension, Note Taking, Test-Taking Information Organization, Memory, Establishing A Study Plan, Group Learning, Remediation Plans, Teamwork and Social Skills, Stress Management, and Time Management and Prioritization. Student Success Advisor (SSA) is responsible for working with students from first semester registration through graduation by providing support, suggestions, direction and assistance in resolving issues which may prevent students from completing their education.