Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management T.Y. Lin International Group LtdAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementFort Myers, FL$168,000–$247,000 / yearServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin's market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin's integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
Deal Advisory Senior Manager Cherry Bekaert LLPDeal Advisory Senior ManagerSarasota, FL$105,563–$247,900 / yearTo support the continued growth of our Deal Advisory practice, an opportunity has been created for a Senior Manager to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Director, Fiduciary Advisory Services Bank of MontrealDirector, Fiduciary Advisory ServicesSarasota, FL$102,000–$190,000 / yearProvides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Deal Advisory Manager (Healthcare) Cherry Bekaert LLPDeal Advisory Manager (Healthcare)FL$117,800–$183,100 / yearPerform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management SidaraAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementFort Myers, FloridaServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin’s market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin’s integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
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 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 Specialist/Personal Banker I - Sarasota Main - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker I - Sarasota Main - Banking experience highly preferredSarasota, FLProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Senior Financial Analyst (Insurance experience) Insurance Office of AmericaSenior Financial Analyst (Insurance experience)Sarasota, 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 Analyst Insurance Office of AmericaFinancial AnalystSarasota, 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.
Financial Advisor Regions Financial CorpFinancial AdvisorSarasota, 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 postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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.
Financial Solutions Advisor - Sarasota South Market Bank of AmericaFinancial Solutions Advisor - Sarasota South MarketSarasota, 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.
Financial Solutions Advisor - Center Gate Bank of AmericaFinancial Solutions Advisor - Center GateSarasota, 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.
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.
Merrill 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.
Premier Advisor - Nokomis, FL Truist BankPremier Advisor - Nokomis, FLNokomis, FloridaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Sarasota, FL Truist BankPremier Advisor - Sarasota, FLSarasota, FloridaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Nokomis, FL Truist Financial CorpPremier Advisor - Nokomis, FLFLUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General 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.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSarasota, FLThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorSarasota, FLThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Sr Compensation Analyst Paychex IncSr Compensation AnalystSarasota, FL$82,500–$130,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leading complex compensation surveys and benchmarking initiatives, you will provide expert insights that influence Total Rewards programs at a global scale-including sophisticated annual compensation planning, equity strategy, and innovative reward solutions.