Financial Advisor Suncoast Credit UnionFinancial AdvisorInverness, 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 AdvisorInverness, 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 Services Representative - State Farm Agent Team Member Scott Cameron - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberOcala, FLFull timeThis position involves conducting structured financial and insurance reviews, identifying potential planning gaps, and discussing suitable strategies across income protection, retirement accumulation, and investment planning. Structured onboarding, ongoing development in retirement planning and investment conversations, coaching within regulatory and supervisory frameworks, and opportunities to expand responsibilities based on performance, licensing, and business development.
Financial Analyst – Manufacturing Cost IDEXFinancial Analyst – Manufacturing CostOcala, FloridaThis role acts as a finance business partner to Operations and Supply Chain providing actionable insights related to product costing, manufacturing variances, inventory valuation, budgeting, and operational performance. With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses around the globe, chances are, we have something special for you.
Senior Financial Analyst (Insurance experience) Insurance Office of AmericaSenior Financial Analyst (Insurance experience)Winter Garden, 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.
Associate Financial Consultant Southstate BankAssociate Financial ConsultantOcala, FloridaEnsures the efficient ongoing operations of the financial consultant by: Managing, coordinating, and maintaining appointment and referral opportunities, providing assistance in the scheduling of appointments and follow up tickler system for the financial consultant. Is expected to possess the ability to identify, research and solve problems quickly and accurately, ability to interact with co-workers, broker/dealer, referral sources and customers in a highly professional manner.
Financial Solutions Advisor - Lady Lake, FL Bank of America CorpFinancial Solutions Advisor - Lady Lake, FLLady Lake, 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.
Premier Advisor - The Villages, FL Truist Financial CorporationPremier Advisor - The Villages, FLThe Villages, FLUtilize 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.
Premier Advisor - The Villages, FL Truist BankPremier Advisor - The Villages, FLThe Villages, FloridaCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize 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.
Premier Advisor - The Villages, FL Truist Financial CorpPremier Advisor - The Villages, FLThe Villages, FLUtilize 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.