NewRemote Sales Representative Reineke AgencyRemote Sales RepresentativeTampa, FLRemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
Customer Service Representative CollaberaCustomer Service RepresentativeTampa$20–$21 / hourTemporaryContractorMust possess to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information. Provides participants with clear information on their accounts, guides them through how to execute transactions, and completes error-free processing of financial transactions.
Customer Service Representatives CollaberaCustomer Service RepresentativesTampa$20–$21 / hourTemporaryContractorNice-to-Have Skills: Possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information . Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise.
Financial Representative - Entry Level Northwestern Mutual - St. PetersburgFinancial Representative - Entry LevelSaint Petersburg, FLOur office has been recognized as a Top 2 ranking team across all Northwestern Mutual offices for reaching new clients, and our leadership reflects a commitment to excellence, including recognition such as Leadership St. Petersburg and local media features on FOX13 discussing financial topics. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Financial Representative Trainee (Sales) - Tampa, FL Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Tampa, FLTampa, FL$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramClearwater, Florida$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Call Center Financial Representative Suncoast Credit UnionCall Center Financial RepresentativeTampa, FloridaFull timeThis role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators.
Call Center Financial Representative Suncoast Schools Federal Credit UnionCall Center Financial RepresentativeTampa, FLThis role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators.
Financial Services Representative - State Farm Agent Team Member Joseph Ledo - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options.
Patient Financial Representative II BayCare Health SystemPatient Financial Representative IIOldsmar, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Patient Financial Representative BayCare Health SystemPatient Financial RepresentativeOldsmar, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Patient Financial Representative I BayCare Health SystemPatient Financial Representative IClearwater, FLOur integrated healthcare network includes 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians. Supported by more than 30,000 team members, BayCare operates with a forward-thinking philosophy grounded in trust, dignity, respect, responsibility, and clinical excellence.
Financial Representative – State Farm Agent Team Member Jenn Rossmiller- State Farm AgentFinancial Representative – State Farm Agent Team MemberRiverview, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Financial Services Representative – State Farm Agent Team Member Mark Rossmiller - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberSun City Center, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Financial Account Representative – State Farm Agent Team Member Mark Rossmiller - State Farm AgentFinancial Account Representative – State Farm Agent Team MemberSun City Center, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Financial Services Representative - State Farm Agent Team Member Jamie Pelzer - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jamie Pelzer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative – State Farm Agent Team Member JOANNE DAUPHIN - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberPinellas Park, FLROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Account Representative – State Farm Agent Team Member Jenn Rossmiller- State Farm AgentFinancial Account Representative – State Farm Agent Team MemberRiverview, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Financial Services Representative - State Farm Agent Team Member Aaron Kilbride - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLAt Aaron Kilbride State Farm, we are dedicated to providing our customers with the best financial products and personalized service to manage everyday risks and build wealth. Your consultative and sales-minded approach, combined with your analytical precision, will empower clients to make informed decisions about their financial future.
Financial Advisor Northwestern MutualFinancial AdvisorTampa, 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.
Associate Financial Advisor/Financial Advisor Raymond James Financial IncAssociate Financial Advisor/Financial AdvisorFL655561'',''true'',''655561'',''false'',''Submission for the position: Associate Financial Advisor/Financial Advisor - (Job Number: 2600233)'',''false'',''655561'',''false'',''true'',''Associate Financial Advisor/Financial Advisor'',''2600233'',''!*! Responsibilities: Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior.
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 Consultant, Truist Investment Services, Tampa, FL Truist BankFinancial Consultant, Truist Investment Services, Tampa, FLTampa, FloridaGeneral 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. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Clearwater. FL Truist BankFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FloridaGeneral 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. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FLGeneral 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorLand O' Lakes, FL$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Patient Financial Rep II BayCare Health SystemPatient Financial Rep IIOldsmar, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Financial Advisor AmeripriseFinancial AdvisorTampa, FloridaProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Financial Planning & Analytics Manager Channel PartnersFinancial Planning & Analytics ManagerTampa, FloridaAs Channel Partners continues to scale through organic growth and acquisitions, the FP&A Manager will play a critical role in building scalable financial infrastructure, supporting board-level reporting, and ensuring the organization operates with full financial visibility across its field services portfolio. Channel Partners is committed to protecting applicant privacy, and any personal information submitted during the hiring process is used solely for recruitment purposes in accordance with our privacy policies and applicable data protection laws, including CCPA.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantTampa, FL$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Financial Advisor Suncoast Credit UnionFinancial AdvisorClearwater, 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.
Wealth Financial Advisor - Tampa, FL Corebridge Financial IncWealth Financial Advisor - Tampa, FLTampa, FLWe provide solutions for a brighter future through our client-centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. 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.
Insurance and Financial Services Position - State Farm Team Member Brant Blessing - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberZephyrhills, FLAs an Account Representative at Brant Blessing State Farm, you play a vital role in our daily business operations and contribute directly to our customers’ success. You will grow our agency by building meaningful customer relationships and acting as a liaison between customer needs and various agency departments.
Chief Financial Officer JCCs of North AmericaChief Financial OfficerTampa, FL$135,000–$150,000 / yearThe CFO provides leadership and direction on matters related to financial planning and controls, as well as administrative operations support, ensuring sound fiscal management and efficient support services to Tampa Jewish Community Centers & Federation programs and community services. Fiscal ComplianceEnsures that accounting transactions, including payments on donor pledges and program receipts, and reports are processed and produced in compliance with Tampa Jewish Community Centers & Federation policies and generally accepted accounting principles.
Financial Advisor - Tampa, FL Corebridge Financial IncFinancial Advisor - Tampa, FLTampa, FLRemoteCandidates 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.
Manager, Financial Planning and Analysis Catalent IncManager, Financial Planning and AnalysisSt. Petersburg, FLUnderstands and communicates how commercial decisions impact financial results of the business unit and utilizes financial tools to help calculate and monitor key business targets, including revenue, Contribution Margin, SG&A and EBITDA as well as asset financial metrics including ROA, ROI, IRR. Catalent is an exciting and growing international company where employees work directly with pharma, biopharma and consumer health companies of all sizes to advance new medicines from early development to clinical trials and to the market.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Tampa, FLYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
Financial Services Assistant – State Farm Agent Team Member Jenn Rossmiller- State Farm AgentFinancial Services Assistant – State Farm Agent Team MemberRiverview, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Financial Services Administrator – State Farm Agent Team Member Jenn Rossmiller- State Farm AgentFinancial Services Administrator – State Farm Agent Team MemberRiverview, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Financial Specialist/ Personal Banker II - Banking Exp Required Synovus Financial CorpFinancial Specialist/ Personal Banker II - Banking Exp RequiredTampa, FLCertifications 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 Business Manager CAE IncFinancial Business ManagerTampa, FLPartnering with senior management across all functions to ensure successful program execution (meeting both internal and external goals and objectives) • Develop Annual Product Line Plans for Key Metrics (Annual Operating Plan, Monthly forecasts): Orders, Revenue, Gross Margin, Cash, Net Cash, Cost of Sales • Leading the EVMS processes with a focus on cost and schedule integration, work with Control Account Managers, Program Managers, and Financial Analysts to develop program EACs. • Early warning of EAC issues • Establishing risk mitigation plans • Identifying opportunities for Gross Margin improvement • Supporting Sales Acceleration initiatives • Ability to communicate with multiple levels of the organization to include, but not limited to, Senior Level Program Team, Financial Planning & Analysis, Accounting, SOX, Outside Audit Firms, Program Finance Team.
Financial Advisor - Tampa, FL Corebridge FinancialFinancial Advisor - Tampa, FLTampa, FloridaRemoteCandidates 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.
Wealth Financial Advisor - Tampa, FL Corebridge FinancialWealth Financial Advisor - Tampa, FLTampa, 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. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistTampa, FL$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Merrill Advisor Development Program - Financial Advisor: Tampa Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Tampa MarketClearwater, FLEffectively 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, Florida Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, FloridaClearwater, 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 Regions Financial CorpFinancial AdvisorSt Petersburg, 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.
Bilingual Call Center Representative Ascensus LLCBilingual Call Center RepresentativeTampa, FLRemoteService center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Branch Customer Representative Suncoast Schools Federal Credit UnionBranch Customer RepresentativeTampa, FLConduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler's checks, and money orders. This position conducts a wide range of teller financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members.