NewEmployment Law Partner JobotEmployment Law PartnerJacksonville, FL$225,000–$275,000 / 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. Entrepreneurial Platform with Strong Backing: Build your practice on a stable regional platform with modern infrastructure, cross‑selling opportunities, and dedicated marketing, pricing, and legal operations support.
Retail Customer Service Associate FedExRetail Customer Service AssociateFernandina Beach, 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.
NewClosing Admin Assistant - Bilingual Triad Financial Services IncClosing Admin Assistant - BilingualAtlantic Beach, FLEssential Functions: Strong written and verbal communication skills Advanced skills in Outlook and other MS Office programs, including Excel, Word, PowerPoint, Visio. Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateFL$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director PricewaterhouseCoopers LLPManaged Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - DirectorJacksonville, FL$155,000–$410,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director, you will specialize in enhancing the efficiency and effectiveness of financial operations within organizations.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerJacksonville, FL$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesFL$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Life Services Financial Services Representative Bank of AmericaLife Services Financial Services RepresentativeJacksonville, FloridaKey responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerFL$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerJacksonville, FL$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713414 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713414Jacksonville, FLMust have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
Financial Services Coordinator Compass Rose FoundationFinancial Services CoordinatorJacksonville, FloridaJones Technical Institute is a trade and technical school located in Jacksonville, Florida and we are seeking a dynamic, energetic, skilled, and knowledgeable individual to fill an open position as a Financial Services Coordinator. Motivating prospective students and family members to feel comfortable making the decision to invest in the programs offered at our institution and complete the enrollment process.
Financial Services Representative - State Farm Agent Team Member Kim Lego - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberJacksonville, FL$55,000–$65,000 / yearAs a Financial Services Representative - State Farm Agent Team Member with Kim Lego - 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.
NewClient Manager, Retirement Plans - The Baldwin Financial Services Baldwin Group ColleagueClient Manager, Retirement Plans - The Baldwin Financial ServicesJacksonville, FloridaYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Client Manager, Retirement Plans - The Baldwin Financial Services The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Financial ServicesJacksonville, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Insurance and Financial Services Position - State Farm Agent Team Member Christopher Patrick - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberJacksonville, FLIn this role, you will be responsible for building and maintaining customer relationships, identifying their insurance needs, and providing tailored solutions that protect their assets and ensure peace of mind. Our commitment to excellence has earned us prestigious accolades, including the President's Club, Chairman's Circle, and recognition as a Small Business Premier Program provider.
Insurance and Financial Services Position - State Farm Team Member Daniel Lempesis - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberJacksonville, FLEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
NewLife Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL Bank of AmericaLife Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FLJacksonville, 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.
Patient Account Representative II, Patient Financial Services, Outpatient, Full-time Brooks RehabilitationPatient Account Representative II, Patient Financial Services, Outpatient, Full-timeJacksonville, FLFull timeThis role focuses on resolving aged accounts, researching payment discrepancies, managing payer denials, and ensuring timely reimbursement for services rendered. The Patient Account Representative II is responsible for advanced accounts receivable follow-up and resolution of complex insurance and patient billing issues.
Insurance and Financial Services Position - State Farm Agent Team Member Kelsey Shay - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberYulee, 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. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Patient Account Representative I, Patient Financial Services, Full-time Brooks RehabilitationPatient Account Representative I, Patient Financial Services, Full-timeJacksonville, FLFull timeThis role supports the revenue cycle by reviewing accounts receivable, resolving billing issues, and communicating with payers and patients to facilitate payment and account resolution. The Patient Account Representative I is responsible for the timely and accurate follow-up of insurance and patient accounts to ensure appropriate reimbursement for services rendered.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesJacksonville, FLRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
NewInsurance Claims Specialist | Patient Financial Services UF HealthInsurance Claims Specialist | Patient Financial ServicesSt. Johns, FloridaFull timeThis position is responsible for coordinating incoming and outgoing payer correspondence, reviewing claim documentation, supporting Epic account updates, and ensuring accurate claim processing and routing. Ideal candidates are detail-oriented, analytical, and thrive in a fast-paced environment while helping drive efficiency and accuracy across the revenue cycle team.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalJacksonville, 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.
Insurance Claims Specialist | Patient Financial Services University of Florida Health Science CenterInsurance Claims Specialist | Patient Financial ServicesSt. Johns, FLThis position is responsible for coordinating incoming and outgoing payer correspondence, reviewing claim documentation, supporting Epic account updates, and ensuring accurate claim processing and routing. Ideal candidates are detail-oriented, analytical, and thrive in a fast-paced environment while helping drive efficiency and accuracy across the revenue cycle team.
Manager, Financial Services Regency Centers CorpManager, Financial ServicesJacksonville, FLPerform due diligence functions (i.e., review of transaction agreements, lease and file review, environmental assessment, title and survey review, physical inspection, confirmation of zoning and entitlements, estoppel tracking and review), conduct local market research to gather competitive business intelligence, and close and transition new investments into the Regency portfolio. The Manager of Financial Services will manage the inherent risks in the underwriting, financial analysis, and due diligence functions associated with the acquisition, development, and/or re-development of shopping centers to ensure that Regency is making well-informed investment decisions based on all relevant facts and circumstances.
Financial Service Representative Money MartFinancial Service RepresentativeJacksonville, FloridaWith 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.
NewFinancial Advisor Edward D Jones & Co LPFinancial AdvisorFL$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.
Merrill Advisor Development Program- Financial Advisor: North Florida Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: North Florida MarketFLEffectively prioritizing 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.
Merrill Advisor Development Program - Financial Advisor: North Florida Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: North Florida MarketJacksonville, 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.
Services Associate, Finance Services (Pricing) Deloitte Touche Tohmatsu LtdServices Associate, Finance Services (Pricing)Jacksonville, FL$54,500–$100,300 / yearThe GPS Enterprise Solutions team provides specialized support such as proposal pricing to Deloitte's internal business units by developing new products and services to sustain our competitive advantage, while consistently improving our existing collection of systems, processes, and functions. 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.
Financial Solutions Advisor - San Marco Financial Center Bank of America CorpFinancial Solutions Advisor - San Marco Financial CenterJacksonville, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Oakleaf Plaza Financial Center Bank of America CorpFinancial Solutions Advisor - Oakleaf Plaza Financial CenterJacksonville, FLKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Financial Solutions Advisor - Ponte Vedra Financial Center Bank of America CorpFinancial Solutions Advisor - Ponte Vedra Financial CenterPonte Vedra Beach, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
NewFinancial Advisor - Jacksonville, FL Advisor Talent SolutionsFinancial Advisor - Jacksonville, FLJacksonville, FloridaPosition: Financial Advisor Firm: NuVenture Financial Group Location: Jacksonville, FL Overview: At NuVenture Financial Group , located in Jacksonville, FL , we are dedicated to providing top-notch financial services and investment advice to our clients. In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations.
Financial Advisor Northwestern MutualFinancial AdvisorJacksonville, 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 Advisor Wealth Enhancement Group LLCFinancial AdvisorJacksonville, FL$79,000–$127,000 / yearThe Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.
Associate-Level Financial Planning Advisor (Remote) Traction Forge FinancialAssociate-Level Financial Planning Advisor (Remote)Jacksonville, FLRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients create a roadmap toward long-term financial growth and stability. Whether you are looking for a fresh start, a career change, part-time income, or a path toward entrepreneurship and leadership, Traction Forge Financial provides the support and mentorship to help you grow.
Internal Financial Advisor ValuTeachersInternal Financial AdvisorPonte Vedra, FLAs we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory practice. This role is ideal for professionals who want the independence of a 1099 commission-based business model combined with the infrastructure, support, and mission-driven environment of an established organization.
NewClient Services Associate Collabera TechnologiesClient Services AssociateJacksonville, FL$40–$45 / hourProject Scope / Day-to-Day Responsibilities: Service and support Investment and Banking clients through inbound and outbound phone interactions. Nice to Have Skills / Experience: 0-2 years of experience in customer service within banking, investments, or financial services.
NewClient Services Associate Pyramid ConsultingClient Services AssociateJacksonville, FL$45–$47 / hourAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.).
Call Center Associate - Investment & Retirement Services SGA Inc.Call Center Associate - Investment & Retirement ServicesJacksonville, FLAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities : Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Client Services Associate Pyramid Consulting, IncClient Services AssociateJACKSONVILLE, FL$45–$47 / hourAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.).
Client Services Associate AxelonClient Services AssociateJacksonville, FL$43–$46 / hourAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.).
Call Center Associate - Investment & Retirement Services Software Guidance & AssistanceCall Center Associate - Investment & Retirement ServicesJacksonville, FLAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Client Services Associate Pyramid, IncClient Services AssociateJACKSONVILLE, FL$45–$47 / hourFull timeRefer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.) Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure that KYC/AML and other compliance norms are strictly adhered to Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required) THEY CANNOT HAVE A LAPSE OF TWO YEARS FROM PREVIOUSLY WORKING AT A FINANCIAL INSTITUATION THAT HELD THEIR LICENSE…AS THIS WOULD CAUSE THE LICENSE TO EXPIRE Bachelor’s/University degree, master’s degree preferred Our client is a leading Financial services Industry and we are currently interviewing to fill this and other similar contract positions.
Personal Financial Counselor; Jacksonville, FL Magellan Health IncPersonal Financial Counselor; Jacksonville, FLJacksonville, 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.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Jacksonville, FL$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Financial Solutions Advisor - Jacksonville Market Bank of AmericaFinancial Solutions Advisor - Jacksonville MarketJacksonville, 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.
National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)Jacksonville, FLThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals.