NewOT - Therapy Services Encompass Health Rehabilitation Hospital of LargoOT - Therapy ServicesLargo, FLWe believe in the power of creating positive change within local communities through exceptional Occupational Therapy services, empowering individuals toward independence and an improved quality of life. ⦁ Guiding patients by supervising care and treatments, leading patient assessments, creating personalized care plans, and targeting and resolving patient concerns.
NewRegistered Nurse RN Emergency Services ER PRN HCA Florida Pasadena HospitalRegistered Nurse RN Emergency Services ER PRNSt Petersburg, FLAt HCA Healthcare, we are committed to equipping nurses with the tools and resources they need to deliver exceptional patient care, championing the profession, and supporting the advancement of nursing’s future.". American Heart Association PALS (Pediatric Advanced Life Support) and/or ENPC (Emergency Nurse Pediatric Course) certifications required within 6 months of hire/transfer.
NewTrusts & Estates Attorney JobotTrusts & Estates AttorneySarasota, FL$185,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is widely recognized for its strength in complex litigation, corporate and business law, real estate, and financial services, handling high-profile matters both regionally and nationally.
Retail Customer Service Associate FedExRetail Customer Service AssociateLargo, FloridaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewWealth 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.
Universal Banker First Horizon BankUniversal BankerVenice, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Financial Analyst Lennar HomesFinancial AnalystSt. Petersburg, FLFull timeLennar 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. Prepare and deliver monthly and quarterly reports that integrate Lennar Mortgage performance with builder activity, such as sales, closings, and buyer financing trends.
Sr Business Information Security Officer Lennar HomesSr Business Information Security OfficerSt. Petersburg, FLFull timeThe Sr Business Information Security Officer is Lennar Financial Services' senior information security and privacy risk leader, ensuring LFS's security program remains legally sound, defensible, and operationally effective across mortgage operations nationwide. •Bachelor's degree in Information Security, Cybersecurity, Information Systems, Computer Science, or Business Administration required; advanced degree (MBA, MS in Cybersecurity or Risk Management) preferred.
Receptionist / Administrative Assistant - Financial Services - Bradenton Office United Placement GroupReceptionist / Administrative Assistant - Financial Services - Bradenton OfficeBradenton, FL$16–$20If you enjoy working with people, keeping things organized, and creating a welcoming, professional environment, this is a great opportunity to build a long-term role in financial services. If you take pride in being the person who keeps the office running smoothly and creates a positive experience for every client who walks through the door, we’d love to connect with you.
Financial Services Administrator – State Farm Agent Team Member Mark Rossmiller - State Farm AgentFinancial Services Administrator – 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 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.
Insurance and Financial Services Position - State Farm Agent Team Member Mark Rossmiller - State Farm AgentInsurance and Financial Services Position - 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.
Insurance and Financial Services Position - State Farm Agent Team Member David Snell - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberApollo Beach, FLBy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.
Financial Center Client Services Supervisor Liberty Savings BankFinancial Center Client Services SupervisorBradenton, FLEssential Functions: Works with the financial center sales staff to meet/exceed financial center sales goals by "modeling the way," mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty.
NewFinancial Center Client Services Supervisor Liberty Savings Bank FSBFinancial Center Client Services SupervisorBradenton, FLWorks with the financial center sales staff to meet/exceed financial center sales goals by “modeling the way,” mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty.
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.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesSt. Petersburg, FLData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
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.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesSt. Petersburg, FLDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Financial Center Client Services Representative II Liberty Savings BankFinancial Center Client Services Representative IISarasota, FLProficient in technical processing of all phases of the CSR II position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR, wire transfer), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Provides superior service to bank customers by performing banking transactions, opening new accounts, handling consumer loans and expanding customer relationships.
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.
NewFinancial Center Client Services Representative II Liberty Savings Bank FSBFinancial Center Client Services Representative IIStickney Point Sarasota, FLProficient in technical processing of all phases of the CSR II position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR, wire transfer), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Description: Provides superior service to bank customers by performing banking transactions, opening new accounts, handling consumer loans and expanding customer relationships.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalSarasota, FloridaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
NewBranch Service Advisor | Financial Licensing Required Raymond James Financial IncBranch Service Advisor | Financial Licensing RequiredSaint Petersburg, FLInterview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements. AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Financial Service Manager Crown Automotive GroupFinancial Service ManagerSt. Petersburg, FloridaWe have an immediate opening for a Financial Services Manager with the Crown Automotive Group In Pinellas County The successful Finance and Insurance Manager candidate should have subprime experience, be well-versed in representing finance/lease options through an electronic menu presentation and know all current laws and disclosures. We prioritize the well-being, growth, and happiness of every member of our team, because we understand that our employees are the driving force behind our success.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorPalmetto, 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.
NewAssociate Financial Advisor Royal Bank of CanadaAssociate Financial AdvisorSt. Petersburg, FLMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. The Associate Financial Advisor's goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.
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.
Associate Financial Advisor BairdAssociate Financial AdvisorSarasota, ColoradoTake the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects. The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base.
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 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.
NewSenior Advisor, Supervision - Wealth Advisory Services Raymond James Financial IncSenior Advisor, Supervision - Wealth Advisory ServicesSaint Petersburg, FLUnder limited supervision, uses extensive knowledge and skills obtained through education, experience, specialized training and/or certification to administer and analyze complex reviews of Financial Planning and Investment Consulting fiduciary services to ensure adherence to securities industry regulations, contractual obligations, and Firm program guides to limit firm liability. Conducts supervision reviews and monitors services rendered versus contractual obligations, the Investment Advisors Act of 1940, and the Raymond James Wealth Advisory Services Program Guide.
Financial Advisor Hancock Whitney CorpFinancial AdvisorBradenton, FLESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Financial Advisor Northwestern MutualFinancial AdvisorSt Petersburg, 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.
Financial Center Manager - Gateway North Financial Center Bank of AmericaFinancial Center Manager - Gateway North Financial CenterBradenton, FloridaKey responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistFL$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
AVP, Financial Planning Experience Osaic IncAVP, Financial Planning ExperienceSt. Petersburg, FL$140,000–$165,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The AVP, Financial Planning Experience is a highly visible leadership role within the firm's National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Financial Advisor - St Pete Synovus Financial CorpFinancial Advisor - St PeteFLCertification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) 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). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
Financial Planner Assistant HireBoxFinancial Planner AssistantLargo, FloridaYour Mission as Financial Planner Assistant: You will support financial advisors by managing client services, coordinating financial plan implementation, and ensuring smooth day-to-day operations. We are not a slow corporate office—we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people.
Investment Executive (Financial Advisor) Sarasota, FL Fifth Third BancorpInvestment Executive (Financial Advisor) Sarasota, FLSarasota, FLConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Business Services Representative (External Business Development) First Citizens BankBusiness Services Representative (External Business Development)Belleair Bluffs, FloridaFull timeRequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Financial Professional - Retirement Benefits Group - FL Tampa, St. Petersburg, Sarasota (5239) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - FL Tampa, St. Petersburg, Sarasota (5239)Sarasota, FL415936true415936falseSubmission for the position Financial Professional - Retirement Benefits Group - FL Tampa St. Petersburg Sarasota 5239 - Job Number 2600006Kfalse415936falsetrueFinancial Professional - Retirement Benefits Group - FL Tampa St. Petersburg Sarasota 52392600006KUNITED STATES-FL-TampaUNITED STATES-FL-TampaEquitable AdvisorsEquitable Advisors. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Financial Advisor Hancock Whitney BankFinancial AdvisorBradenton, FloridaCompletes a suitability review with client to assess the investor’s financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
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 - Pinellas County Market Bank of AmericaFinancial Solutions Advisor - Pinellas County MarketLargo, 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.
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 Wellbeing Specialist PaychexFinancial Wellbeing SpecialistSaint Petersburg, Florida$21.10–$35.30 / hourFull timeResponsibilities: Leads 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.