145 Results for

Financial Services Jobs in Fort Myers, FL

Jobs

Fort Myers, FL

Headquartered 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.

13 days ago

Fort Myers, FL

p>Who you are:

Comfortable selling to, influencing and building trust-based, value-added relationships with senior executives Coachable and embracing of best practices and feedback as a means of continuous improvement A consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges Proven track record in achieving / exceeding revenue targets Ability to travel to client sites as necessary Associates are expected to travel to client sites and meetings as required by business needs or specific engagement requirements, ensuring we deliver exceptional service where it matters most.

What you will need:

Experience within a well-regarded management consultancy in a project delivery and sales capacity Experience working with and selling into Financial institutions, such as large banks, insurance, and asset/wealth management Clients Demonstrated intellectual curiosity and the creative development of solutions and strategies to solve client problems.

30+ days ago

Fort Myers, FL

New Team Members will work alongside a supportive team, but applicants should be able to hold themselves accountable to daily activity expectations and feel confident in managing their own workflow. As an Insurance and Financial Services Representative for Brandon Mauler - State Farm Agency, you are vital to our daily business operations and customers’ success.

30+ days ago

Fort Myers, Florida

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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. 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.

30+ days ago

Fort Myers, Florida

Remote

$36,000–$48,000 / year

Responsibilities: 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.

22 days ago

Port Charlotte, Florida

With over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products, convenient check cashing, competitive currency exchange, seamless money transfers, and versatile prepaid cards.

Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.

17 days ago

Fort Myers, Florida

li>Effectively 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.

30+ days ago

Cape Coral, FL

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.". In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills youve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.

30+ days ago

Bonita Springs, FL

p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

30+ days ago

$60,000–$90,000 / year

Own 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.

30 days ago

Fort Myers, Florida

$60,000–$90,000 / year

12 days ago

Fort Myers, Florida

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

20 days ago

Fort Myers, Florida

Key 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.

30+ days ago

Bonita Springs, FL

p>As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.

Bachelor''s Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory.

30+ days ago

Bonita Springs, Florida

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. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.

18 days ago

Englewood, FL

On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

15 days ago

Bonita Springs, Florida

Qualifications:

Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory.

As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.

30+ days ago

Fort Myers, Florida

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The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

9 days ago

Fort Myers, Florida

The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications.

Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds.

30+ days ago

FT MYERS, FL

Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code.

Requisition No: 870403 Agency: Financial Services Working Title: FINANCIAL CRIME INVESTIGATOR I (PENDING RECLASSIFICATION) - 43061961 Pay Plan: Career Service Position Number: 43061961 Salary: $41,000.00 Posting Closing Date: 03/11/2026.

30+ days ago

Port Charlotte, FL

Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

30+ days ago

Immokalee, FL

You can access our privacy policy at Privacy This role serves as the operational finance leader for the organization, partnering closely with the CFO and finance leadership team to deliver timely financial insights, maintain strong internal controls, and support business decision-making.

20 days ago

Charlotte County, FL
p>ESSENTIAL JOB FUNCTIONS: Coordinate and deliver engaging community, recreation, and historical programs and events; build strong partnerships with schools, organizations, and community groups; manage program logistics, budgets, and revenue activities; lead outreach efforts through marketing, social media, and public engagement; and provide excellent customer service while supporting exhibits, operations, and daily administrative functions. Work is performed indoors and outdoors and can be exposed to temperamental changes (e.g., warehouses, covered loading docks, garages, etc.) or irate customers, extreme noise, odors, heights and/or dust.
30+ days ago

Port Charlotte, FL
$97,000–$192,000 / year
Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
30+ days ago

Fort Myers, FL
Florida SouthWestern State College is accepting resumes for a FA Specialist I position to join our team of exceptional employees. FSW Employee Benefits feature: Competitive health, dental, vision, life and disability insurance options to meet your needs.
23 days ago

Punta Gorda, FL
$18.46–$30.46 / hour
p>If you're detail-oriented, customer-focused, and enjoy balancing multiple priorities in a fast-paced environment, this role offers an opportunity to make a meaningful impact by supporting the people, processes, and operations that keep County services running effectively. You'll schedule meetings, training sessions, and travel arrangements; respond to customer inquiries and concerns; prepare reports, correspondence, and other administrative documents; and support special projects as needed.
12 days ago

fort myers, FL
Primary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. Medium Work \u2013 Ability to exert 20-50 pounds of force occasionally, and/or 10-25 pounds of force frequently, and/or greater than negligible up to 10 pounds of force constantly to lift, carry, push, pull, or otherwise move objects.
30+ days ago

New
North Fort Myers, FL
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Physical Demands: Standing Occasionally, Walking Occasionally, Sitting Constantly, Lifting Rarely, Carrying Rarely, Pushing Rarely, Pulling Rarely, Climbing Rarely, Balancing Rarely, Stooping Rarely, Kneeling Rarely, Crouching Rarely, Crawling Rarely, Reaching Rarely, Handling Occasionally, Grasping Occasionally, Feeling Rarely, Talking Constantly, Hearing Constantly, Repetitive Motions Frequently, Eye/Hand/Foot Coordination Frequently,
Working Environment: Frequently Air-conditioned office environment, Rarely Extreme cold, Rarely Extreme heat, Rarely Humidity, Rarely Wet, Occasionally Noise, Rarely Hazards, Rarely Temperature Change, Rarely Atmospheric Conditions, Rarely Vibration.
LCEC provides reliable, cost-competitive electricity to more than 250,000 members throughout a five-county service territory located in Southwest Florida.
3 days ago

Fort Myers, Florida
li>Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
23 days ago

Fort Myers, Florida
$500–$1,000 / year
Intern
Our 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.
20 days ago

Fort Myers, FL
p>This position is responsible for training and developing Product Sales Specialists and ensuring that customers have a positive shopping experience by receiving exceptional customer service and product information.
Physical Work - Ability exert 30 - 60 pounds of force occasionally and/or 20-30 pounds of force frequently and/or greater than negligible up to 20 pounds of force constantly to lift, carry, push, pull, or otherwise move objects.
30+ days ago

Cape Coral, FL
We are recognized by the American Society of Clinical Oncology (ASCO) with a national Clinical Trials Participation Award, FCS offers patients access to more clinical trials than any private oncology practice in Florida. Our patients have access to ground-breaking therapies, in a community setting, and may participate in national clinical research studies of drugs and treatment protocols.
30+ days ago

Fort Myers, FL
Remote
p>About our Government Sector Services Team:
EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more.
EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
30+ days ago

Fort Myers, FL
To drive sales and increase the pipeline of potential customers, a Sales Consultant will travel to their assigned stores, maintain local relationships, educate store associates on HDIS offerings, and bring awareness to HDIS programs. Conduct incidental activities necessary to complete sales (e.g., assessing customer needs, develop price quotes, measure product specifications, etc.) Present warranty and available financing options to customers.
30+ days ago

Fort Myers, FL
li>
Operates Private Branch Exchange (PBX switchboard) equipment to handle incoming calls, outgoing calls, wake up calls, do-not-disturbs and the paging of guests, all while maintaining guest and staff privacy and security.
Handles departmental cash drawer, accounting of monies, credit card receipts, guest accounts, and other forms of credit and cash handling guidelines.
30+ days ago

Cape Coral, FL
Remote
$40,000–$60,000 / year
Full time
i>Please 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.
Data Validation: Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing.
30+ days ago

Bonita Springs, FL
Remote
$40,000–$60,000 / year
Full time
i>Please 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 Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.
16 days ago

Bonita Springs, FL
Remote
$65,000–$85,000 / year
Full time
i>Please 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.
10 days ago

Cape Coral, Florida
p style="text-align:inherit"/>
This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
This position is responsible for training and developing Product Sales Specialists and ensuring that customers have a positive shopping experience by receiving exceptional customer service and product information.
18 days ago

Fort Myers, Florida
p style="text-align:inherit"/>
This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
This position is responsible for training and developing Product Sales Specialists and ensuring that customers have a positive shopping experience by receiving exceptional customer service and product information.
30+ days ago

Naples, FL
What You Will Do: As a Financial Counselor, you will play a key role in supporting patients throughout their treatment journey by providing financial guidance, resolving billing concerns, and ensuring a smooth experience with payment and insurance processes. Why Youll Love Working Here - Our Amazing Benefits: Comprehensive Health Coverage: Medical, dental, and vision plans for our full-time employees, along with complimentary basic life insurance, Employee Assistance Program, and long-term disability insurance.
23 days ago

Fort Myers, Florida
li>Our Project Managers/Practice Builders manage their projects profitably, transition work to qualified staff, grow and mentor staff, and act as a positive leader and mentor. Overview:
Kimley-Horn has an opportunity for a motivated Senior Project Manager, Practice Builder to expand our Land Development practice in Fort Myers, Florida!
30+ days ago

Naples, FL
a href="https://www.charterschoolsusa.com/apps/pages/index.jsp?uREC_ID=394111&type=d" rel="nofollow">https://www.charterschoolsusa.com/apps/pages/index.jsp?uREC_ID=394111&type=d.
Student instruction in modalities instituted by school and assigned program (may include but are not limited to: Individual or Group Direct Synchronous Instruction, Learning Support, Life Skills Support, Itinerant Support, Resource Room Support, co-teaching, writing lesson plans, telephone conferencing and instruction, Parent Learning Opportunities).
30+ days ago

Fort Myers, FL
p>One of the nations elite research universities, Florida State University preserves, expands, and disseminates knowledge in the sciences, technology, arts, humanities, and professions, while embracing a philosophy of learning strongly rooted in the traditions of the liberal arts and critical thinking. Estimates Medicare allotment for residents/fellows, manages reimbursements and vendor payments, and serves as program expert on matters of travel/expense reimbursement, budget control reports and other accounting activity.
9 days ago

FL
Remote
$100,000–$115,000 / year
5000 list, operating across 16 states + Washington DC and serving a diverse array of clients including homeowners' associations (HOAs), condominium associations, cooperatives, luxury high-rises, municipal utility districts, and master-planned communities.
Scope of Work and RFP Development:
Draft comprehensive scopes of work for various construction projects, ensuring all aspects of the project are covered and aligned with client goals.
30+ days ago

Fort Myers, FL
$120,000–$250,000 / year
About our Government Sector Services Team:EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, tribal, local and county governmental entities, municipalities, public retirement systems, healthcare systems, non-profits, school boards and districts and more. The ideal candidate will possess extensive industry expertise, a robust network within the State, Local and Education (SLED) ecosystem, and a proven history of success in business development and managing client relationships all with a deep respect for the public mission and a demonstrated passion for improving government outcomes through innovative services.
30+ days ago

Fort Myers, FL
$20.52–$25.65 / hour
Location: Lee Health Home Infusion - 11220 Metro Pkwy Fort Myers FL 33966 Department: Lee Health Home Infusion Work Type: Full Time Shift: Shift 1/8:30:00AM to 5:00:00PM Minimum to Midpoint Pay Rate: $20.52 - $25.65 / hour Summary Lead Patient Financial Representative (Every Other Weekend Remote On-Call) Lee Health ….
19 days ago

Lehigh Acres, FL
p>About NOVA:
Established in 1996, NOVA provides Environmental Consulting, Geotechnical Engineering, Construction Materials Testing and Special Inspection services, Facilities and Building Envelope, and Forensic Engineering to the design and construction community in the Fort Myers, Florida metropolitan statistical area (MSA). NOVA will continue to expand its reach and reputation as a leader in the testing, inspection, and consulting fields with a strong legacy of quality and integrity by promoting our best internal resources and recruiting a diverse culture of valued and exceptional talent.
30+ days ago

Bonita Springs, FL
You will be answering incoming calls throughout the day as well as after normal business hours to assist customers with urgent rental requests and emergency service calls, assessing their need and processing accordingly.
Please be advised that the actual salary offered for any position is subject to the companys sole discretion and may be influenced by various factors, including but not limited to the candidates qualifications, experience, location, and overall fit for the role.
30+ days ago

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Financial Services Jobs in Fort Myers, FL

Universal Banker Float First Horizon Bank

Managing Partner, IT Strategy Consulting - Financial Services & Insurance Industry Gartner Inc

Insurance and Financial Services Position - State Farm Team Member Brandon Mauler - State Farm Agent

Financial Consultant, Truist Investment Services, Fort Myers, FL Truist Bank

Financial Services Professional Symmetry Financial Group

Financial Service Representative Money Mart

Merrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST Market Bank of America

Advisor Development Program - SOUTHWEST FLORIDA COAST Financial Solutions Advisor Trainee: Financial Center - Fort Myers, FL Bank of America Corp

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Suncoast Schools Federal Credit Union

Financial Advisor Suncoast Credit Union

Financial Advisor Northwestern Mutual

Financial Solutions Advisor - Ft Myers-Naples Market Bank of America

Financial Sales Manager (Retail Bank Manager, Business Development)) First Citizens BancShares Inc

Relationship Banker - Bonita and I-75 Financial Center Bank of America

Relationship Banker - Merchants Crossing Financial Center Bank of America Corp

Financial Sales Manager (Retail Bank Manager, Business Development)) First Citizens Bank

Financial Center Manager Associate Fifth Third Bank

Client Services Associate Equity Trust

FINANCIAL CRIME INVESTIGATOR I (PENDING RECLASSIFICATION) - 43061961 Government of Florida

Financial Representative MWA Careers - Fort Myers

Controller, Financial Reporting & Compliance The Fountain Group LLC

Community Services Coordinator Charlotte County Utilities

Financial Representative - Seeking Growth Glosson Region - Modern Woodmen of America

Financial Aid Specialist I Florida SouthWestern State College

Administrative Services Coordinator Charlotte County Utilities

Pro Services Specialist Floor & Decor Holdings Inc

Coordinator, Substation Services Lee County Electric Cooperative (LCEC)

Senior Banker II - Kelly Road Financial Center Bank of America

College Financial Representative, Internship Program Northwestern Mutual

PRO Services Assistant Department Manager Floor & Decor Holdings Inc

Patient Financial Navigator Florida Cancer Specialists and Research Institute

Senior Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)

Field Sales Consultant, Home Services The Home Depot Inc

Front Desk Agent/Guest Services Agent Home 2 Suites Ft. Myers

Front Desk Agent / Guest Services Agent Home 2 Suites Ft. Myers

Billing Specialist - Shared Services Insurance Office of America

Billing Specialist - Shared Services (Florida) Insurance Office of America

Financial Analyst Insurance Office of America

Pro Services Assistant Department Manager Floor & Decor

PRO Services Assistant Department Manager Floor & Decor

Patient Financial Advocate - Naples Prelude Fertility Inc

Senior Project Manager, Practice Builder - Development Services Kimley-Horn

Student Services Coord - I Charter Schools USA

Program Manager, Health & Human Services (Lee Health Family Med Gulf Coast Residency Program in Ft. Myers, FL) Medicine Florida State University

Construction Services Manager - Remote Northern Virginia (WBVA51126) RealManage LLC

National Sales Leader, Government Advisory Services (State, Local, Education) TAG EisnerAmper, LLC (Inactive)

Lead Patient Financial Representative - Lee Health Home Infusion - Metro Park Way Lee Health System Inc

Branch Manager (Construction Services) Nova Engineering And Environmental LLC

Support Services Specialist Herc Rentals Inc

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