Wealth Technology Specialist Vaco LLCWealth Technology SpecialistSaint Petersburg, FL$95,000–$100,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
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.
Treasury Advisory Manager/ Senior Manager Accenture PlcTreasury Advisory Manager/ Senior ManagerSt. Petersburg, FLAs a Manager or Senior Manager within Treasury Advisory, you will lead and support client engagements focused on liquidity management, cash flow forecasting, treasury organizational design, treasury governance, risk management, treasury transformation, and finance modernization initiatives. Our Treasury Advisory team works closely with leading banks, insurers, fintechs, payments organizations, and capital markets clients to solve complex treasury and finance challenges while helping shape the future of treasury transformation.
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.
Healthcare Workforce Advisory Senior Manager Accenture PlcHealthcare Workforce Advisory Senior ManagerSt. Petersburg, FLThis role helps clients quantify workforce supply-demand gaps, evaluate labor cost and productivity, define current and future skill needs, design talent and career pathway strategies, and build sustainable workforce approaches across provider, state, and market contexts. Support care team and role redesign where needed, including team-based care, CHW integration, telehealth-enabled staffing models, provider support models, and new clinical / operational roles.
Financial Advisor Suncoast Schools Federal Credit UnionFinancial AdvisorBradenton, FL$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 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 Wellbeing Specialist Paychex IncFinancial Wellbeing SpecialistSaint Petersburg, FL$21.10–$35.30 / hourLeads performing daily administration functions such as file feed transfers from external vendors to company's HR system, data audits and statistical reporting on the retirement plans, tuition assistance and other financial well-being programs for the purpose of maintaining continuity and integrity of employee-initiated transactions and measuring employee participation. As 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.
Senior Financial Analyst (Insurance experience) Insurance Office of AmericaSenior Financial Analyst (Insurance experience)Treasure Island, 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 Lennar CorpFinancial AnalystSt. Petersburg, FLLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Physical & Office/Site Presence Requirements: This is primarily a sedentary office position which requires the FP& A Analyst to have the ability to operate computer equipment, speak, hear, bend, stoop, reach, lift, and move and carry up to 25 lbs.
Financial Analyst I General Dynamics CorpFinancial Analyst ISt Petersburg, FLIntegrity is paramount, innovation fuels our passion, customer satisfaction is at the core of our mission, and collaboration is key to our success - fostering a culture of teamwork and mutual respect among employees, partners, and stakeholders. OTS empowers the U.S. military and its allies with an extensive range of overarching product segments applied across all levels of strategic and tactical operations, providing a cutting-edge advantage to our warfighters.
Financial Analyst II General Dynamics CorpFinancial Analyst IIFLProduces and maintains monthly financial statements, work-in-progress reports, and general ledgers | Reviews and signs off on final accounts for projects | May maintain local registrations, business, and tax licenses. Cost Estimating: May also be responsible for overseeing financial operations for one or more projects, including cost accounting, cash flow, budgeting, forecasting, analysis, and accounts payable.
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.
Financial Specialist/Personal Banker Sr - St Pete Beach - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Banker Sr - St Pete Beach - Banking experience requiredFLCertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes 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.
Financial Analyst Insurance Office of AmericaFinancial AnalystRuskin, 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.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerSt. Petersburg, FLThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
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.
Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Bank of AmericaMerrill Advisor Development Program - Financial Advisor: West Florida Market (South)Sarasota, 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.
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 - Bradenton FL Bank of AmericaFinancial Solutions Advisor - Bradenton FLBradenton, 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.
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 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 - 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 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.
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.
Corporate Strategy Analyst II - Partnerships Paychex IncCorporate Strategy Analyst II - PartnershipsSaint Petersburg, FL$73,200–$115,000 / 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. This role will provide analytical support to help frame complex and ambiguous issues, conduct competitive analyses using market data, create financial models, and develop communication materials to help refine "where to play" and "how to win" elements of strategy.
Sr Compensation Analyst Paychex IncSr Compensation AnalystSaint Petersburg, 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.
Credit Analyst - Advance Partners Paychex IncCredit Analyst - Advance PartnersSaint Petersburg, FL$63,000–$65,000 / 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. Advance Partners, a Paychex-backed financial services firm founded in 1998 and based in Cleveland, OH, empowers staffing agencies with payroll funding, invoice factoring, back office support, and strategic services.