NewVP, Assistant Branch Manager - Winter Park, FL Charles Schwab CareersVP, Assistant Branch Manager - Winter Park, FLWINTER PARK, FLPartnering with the Branch Manager, you support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
Planner/Senior Planner Seminole County Government, FLPlanner/Senior PlannerSanford, FL$50,018.80–$81,533 / yearReviews all types of comprehensive plan future land use map amendments, rezones, site plan, subdivision, and other development applications to ensure compliance with the requirements of the County Land Development Code and Comprehensive Plan. Optional benefits (employee-paid) for full-time employees: Deferred Compensation Plan (457): Employees may choose to have pre-tax payroll deductions made for deposit into this savings plan up to an IRS-established maximum.
Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English RequiredWindermere, 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. 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.").
Financial Advisor Northwestern MutualFinancial AdvisorOrlando, 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.
Personal Financial Counselor; Orlando, FL Magellan Health IncPersonal Financial Counselor; Orlando, FLOrlando, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Orlando, FL Magellan Health ServicesPersonal Financial Counselor; Orlando, FLOrlando, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor Ascend Partner Services LLCFinancial AdvisorOrlando, FLBacked by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance.
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)Orlando, FLKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
Discharge Planner (FT) University Health Services IncDischarge Planner (FT)Orlando, FLThrough its subsidiaries, UHS operates inpatient acute care facilities, inpatient behavioral health facilities, outpatient and other facilities, nationwide virtual behavioral health services, an insurance offering, a physician network and various related services with physical locations in the U.S., Puerto Rico, Ireland and United Kingdom. Website: www.centralfloridabehavioral.com Click here for a Virtual Facility Tour Position Summary The Discharge Planner is responsible for ensuring a smooth, safe, and effective transition of patients from inpatient behavioral health treatment back into the community.
Master Planner Mitsubishi Heavy Industries LtdMaster PlannerOrlando, FLThe Master Planner shall also drive problem resolutions of multiple complexities, engage in initiatives for process improvements, assist in analysis of safety stock, EOQ's and cost reductions with the sourcing team and is responsible for oversight and alignment of system of record demand with sources of supply, including purchasing and manufacturing. The selected individual shall lead the MRP team and function as the expert in the MRP role, utilizing proactive communications at all levels of the service and supply chain organizations, to help ensure on-time delivery of our commitments and strive to achieve internal requirements.
Sr. Aviation Planner AVCON, INC.Sr. Aviation PlannerOrlando, FLFull timeTOOL/PERSONAL PROTECTIVE EQUIPMENT REQUIREMENTSAs dictated by client site protocol, candidate will be required to utilize proper personal protective equipment including but not limited to gloves, sleeves, leather protectors, hard hats, safety vests, safety glasses and shields, hearing protection, safety shoes, covers, helmets/hoods, and any additional tools required for the task at hand. The planner will develop the preparation of master plans and other planning projects, including inventory, demand/capacity analysis, airfield and terminal planning, facility requirements, alternatives analysis, capital improvement programs, and Airport Layout Plans.
Inventory Planner Coca-Cola Beverages Florida LLCInventory PlannerOrlando, FLWho We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance.
Sr. Aviation Planner Avcon IncSr. Aviation PlannerOrlando, FLAVCON) serves the aviation, facilities, transportation, and development industries and employs over 120 professionals with expertise in all aspects of aviation planning and design; civil, structural, electrical, mechanical, and plumbing engineering; fire protection design; utilities coordination and design; traffic planning and highway design; and a full array of design and construction support services. As dictated by client site protocol, candidate will be required to utilize proper personal protective equipment including but not limited to gloves, sleeves, leather protectors, hard hats, safety vests, safety glasses and shields, hearing protection, safety shoes, covers, helmets/hoods, and any additional tools required for the task at hand.
Financial Consultant - Winter Park, FL FidelityFinancial Consultant - Winter Park, FLWinter Park, FloridaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Production Planner IS International ServicesProduction PlannerOrlando, FLBachelor’s degree in Logistics, Supply Chain Management, Business, or a related field; or at least 5 years of experience in material planning, production control, and inventory management in a manufacturing environment. This role will proactively communicate with program managers, buyers, order fulfillment, and outage support specialists to ensure confidence in delivery commitments while meeting internal requirements.
Wayfinding Planner GAI ConsultantsWayfinding PlannerOrlando, FloridaWe are looking for a motivated candidate ready to work within a collaborative team environment that plans and designs quality places across a variety of urban planning and landscape architectural assignments. Working alongside accomplished colleagues, you’ll help move projects from vision through construction, creating solutions that keep people moving, power essential systems, and support responsible development.
Service Financial Advisor Foundation Risk Partners CorpService Financial AdvisorWinter Park, FLThis role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementationbut prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.
Wealth Advisor Hancock Whitney CorpWealth AdvisorWinter Park, FLJOB FUNCTION / SUMMARY: Wealth Advisors are responsible for developing comprehensive, integrated, multigenerational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs. Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs and propose solutions.
Premier Region Director Truist Financial CorpPremier Region DirectorOrlando, FLCompletion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA). Responsible for leading growth of profitability by increasing team revenues, expanding services and products to existing clients, marketing new products, securing new clients and focusing on the corporation''s segmentation strategy.
Premier Advisor - Orlando, FL Truist Financial CorpPremier Advisor - Orlando, FLOrlando, 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.