256 Results for

Financial Services Jobs in Lake Mary, FL

Jobs

New!

Lake Mary, FLToday

Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions. Candidates must have deep knowledge of clearing broker‑dealer functions and the full trade lifecycle, including: Execution processes: Order routing, trade capture, and execution mechanics across various asset classes.

New!

Orlando, FL4 days ago

The Manager Financial Analysis assists the Market Director of Finance, Field Operations (MDOF) or Director of Finance, Field Operations (DOF) by providing leadership, guidance and support with financial compliance and adherence of the management agreement with the nonprofit property owners’ association and the financial and accounting analysis of the on-site ancillary business operations. General Finance and Accounting - The ability to perform bookkeeping procedures, proficiently use financial systems technology, and accurately complete general ledger entries; knowledge of database structures in order to obtain financial queries; establish Cash flow statements and cash flow forecast with a good understanding the financials flows and the working capital needs.

New!

Lake Mary, FLToday

Direct a Fund Accounting area consisting of multiple teams responsible for accounting services including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

New!

Lake Mary, FL5 days ago

Work with clients to resolve complex issues across multiple products; manage issues / incidents (reactive) and collaborates with internal partners to resolve issues, as needed (Operations, Client Coverage, Product, and Technology). Contribute to client growth by helping to identify possible opportunities for their success - resulting in protecting revenue of existing clients and identifying possible opportunities to support Client Coverage via service-led sales.

New!

ORLANDO, FLToday

Join Healthcare Services Group (HCSG) as a Certified Dietary Manager, leading the dining department at a long-term care facility. If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!

New!

ORLANDO, FLToday

New!

Orlando, FL6 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Orlando, FLToday

$150,000–$200,000 Per Year

Information 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. My client, a leading 1031 Exchange Qualified Intermediary in the real estate sector, seeks candidates for a Regional Sales Executive role covering North and Central Florida.

Apopka, FL20 days ago

$18–$18 Per Hour

Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Educate members about self-banking options including Online Banking, Mobile Banking, e- Statements, ATMs, and Remote Deposit Capture, as appropriate, and encourages member adoption.

New!

Orlando, FL4 days ago

$165,000–$220,000 Per Year

Information 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.

New!

Orlando, FLToday

$150,000–$200,000 Per Year

Information 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. This unique position appeals to two distinct profiles: (1) Attorney with strong interpersonal skills ready to transition into a dynamic, client-facing role - even without prior sales experience (real estate background preferred).

New!

Orlando, FL4 days ago

$140,000–$185,000 Per Year

Information 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.

New!

Orlando, FL4 days ago

$150,000–$225,000 Per Year

Information 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.

Eustis, FL30+ days ago

$18–$18 Per Hour

Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests and fraud inquires.

Orlando, Florida19 days ago

Full-time

The 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. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

New!

Orlando, FL6 days ago

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. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.

New!

Orlando, FL6 days ago

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. Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.

New!

ORLANDO, FLToday

New!

ORLANDO, FLToday

New!

Winter Park, FL6 days ago

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.

New!

Lake Mary, FLToday

In this role, you’ll make an impact in the following ways: Utilize transaction monitoring tools to identify, review, and escalate potentially suspicious activity including money laundering, terrorist financing, market manipulation, and fraud. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

New!

Maitland, FL6 days ago

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. About UsFirst 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.

New!

Orlando, FL6 days ago

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. Collaborates with internal partners such as Credit Risk Management, Team Leader, Portfolio Management, and Treasury Management to customize solutions for current and potential customers.

New!

Orlando, FL2 days ago

This 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.

New!

Lake Mary, FLToday

In this role, you’ll make an impact in the following ways: Lead Complex and Global Audit Engagements: Serve as Auditor in Charge for global audits in the Payments Enablement Platform, working closely with the Payments Enablement Head of Audit: managing scope, planning, and execution for areas such as payment processing, cash management and fraud prevention. To be successful in this role, we’re seeking the following: Expertise in domestic and cross-border payment systems (SWIFT, SEPA, CHAPS, Fedwire, ACH, instant payment schemes) and control frameworks (COSO, COBIT, ISO 27001).

New!

Lake Mary, FLToday

New!

Lake Mary, FLToday

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Oversee elements of the Operational Risk Management Framework such as Risk Control Self Assessments (RCSAs), Operational Risk Limits, Operational Risk Events (OREs) and Control Testing.

Orlando, FL30 days ago

$80,000–$110,000 Per Year
Full-time

Open Enrollment position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

Pine Hills, FL8 days ago

$35,000–$125,000 Per Year

Industries represented include Business Services, Customer Service, Hospitality, Construction/Skilled Trades, Healthcare, Education, Engineering, Manufacturing, Sales, and many more! For over 32 years, Central Florida Employment Connections (CFEC) has been the driving force behind some of the largest and most impactful job fairs in the region—connecting thousands of job seekers to real opportunities.

New!

Pine Hills, FL2 days ago

$35,000–$125,000 Per Year

New!

Lake Mary, FLToday

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, you’ll make an impact in the following ways: Solid understanding of daily accounting systems processing, workflow architecture, automation, and information delivery.

New!

Lake Mary, FLToday

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, you’ll make an impact in the following ways: Ability to think strategically about market segments, geographies and client challenges and integrate insights into concrete aspects of the client relationship and onboarding.

Maitland, FL30 days ago

$80,000–$125,000 Per Year

Customer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.

Lake Mary, FL17 days ago

Full-time
Employee

Oversee service line financial performance, revenue growth, and profitabilityLead Project Managers and ensure successful delivery across client engagementsMaintain compliance readiness for HUD, HCV, LIHTC, SEMAP, HQS/NSPIRE, and related programsBuild and maintain executive-level client relationshipsDrive operational improvements, scalability, and process excellenceSupport workforce planning, reporting, and team development. 10+ years of affordable housing administration experience5+ years leading managers or senior operational teamsStrong knowledge of HUD programs and regulatory environmentsExperience managing complex portfolios and operational performanceBachelor’s degree required; advanced degree preferred.

South Daytona, FL19 days ago

ROLE DESCRIPTION: As a Financial Services Specialist with the Saskill Agency, 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.

Deland, FL30+ days ago

As a sales team member for Tyler Kosmas State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

Winter Garden, FL30+ days ago

$80,000–$160,000 Per Year

Job Description: Craig Martin Insurance and Financial Services, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.

Clermont, FL30+ days ago

$55,000–$150,000 Per Year

As a licensed insurance producer in the Heather Thies Agency of State Farm you will have the opportunity to meet customer’s needs through first in class sales processes & products, all while utilizing cutting edge systems and technology to develop deep & meaningful sales opportunities. Heather Thies State Farm Agencies, a highly successful and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services.

Winter Garden, FL30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Blake Price - 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 options.

ORLANDO, FL30+ days ago

Join JWANAIX GROUP LLC as a Social Media Content Manager, where you'll play a pivotal role in shaping our online presence in the insurance and financial services sector. This exciting position invites creative thinkers who are passionate about engaging audiences and driving brand awareness through innovative social media strategies.

Orlando30+ days ago

$95,000–$185,000 Per Year

But our commitment goes beyond our clients as we continue to live the WithumWay, promoting personal and professional growth for all team members, clients, and surrounding communities. This Financial Services Audit Manager role will be based out of our East Brunswick, NJ, Whippany, NJ, Red Bank, NJ, Orlando, FL or New York City office.

Windermere, FL20 days ago

Remote

We are actively looking for bilingual professionals, especially Portuguese/Spanish speakers, due to the rapidly growing Spanish and Portuguese-speaking communities throughout Windermere, Winter Garden, Horizon West, Orlando, and surrounding areas. Our agency serves customers throughout Florida, Georgia, and Alabama while operating from a modern office located in the prestigious Tavistock Financial Center in Windermere — one of the most affluent and fastest-growing communities in Central Florida.

Orlando, FL19 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Orlando, Florida30+ days ago

$61,000–$250,000 Per Year

Northwestern 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.

orlando, FL30+ days ago

393453true393453falseSubmission for the position Financial Professional - Retirement Benefits Group - FL Orlando 5136 - Job Number 240000K9false393453falsetrueFinancial Professional - Retirement Benefits Group - FL Orlando 5136240000K9UNITED STATES-FL-OrlandoUNITED STATES-FL-OrlandoEquitable AdvisorsEquitable AdvisorsFull-timeFull-time Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities. Enjoy the flexibility to design your own work-life balance and champion limitless income potential Role Highlights Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities.

Lake Mary, FL30+ days ago

Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs. Named one of Americas Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States.

Orlando, Florida30+ days ago

$23–$25 Per Hour

Whether you’re working with future students as they get ready to start school or supporting current students as they continue their journey, your mission is to provide friendly guidance, accurate info, and smart solutions every step of the way. Deliver Excellence: Provide exceptional service with compassion, clarity, and efficiency, helping students overcome any financial hurdles.

MAITLAND, Florida30+ days ago

Organization : Name: ORLANDO FL Default: Location : City: MAITLAND Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Orlando, FL30+ days ago

$50,000–$55,000 Per Year

Orlando Shakes in partnership with UCF, Central Florida’s leading professional regional theater company, is searching for a full-time Box Office & Database Manager to supervise its team of guest services associates, ensure accuracy of the database and provide data analytics to colleagues for data driven decision making. Reporting to the Executive Director, the selected candidate will be responsible for managing the day-to-day operations of Orlando Shakes’ Box Office while ensuring the highest level of guest satisfaction for patrons and donors through phone, web, and in-person communication and contact in a fast-paced, exciting regional theater environment.

Orlando, FL30+ days ago

Full-time

We deliver care across six states through two freestanding children's hospitals - Nemours Children's Hospital, Delaware and Nemours Children's Hospital, Florida - along with a network of more than 80 primary, urgent, and specialty care practices and more than 40 hospital partnerships. These activities include the preparation of the expense and capital budgets, preparation of financial reports and statistics, analysis and assessment of financial benchmark data, assisting with the evaluation of new programs that could impact the finances of the pharmacy, in collaboration with Finance and Pharmacy Leadership.

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Financial Services Jobs in Lake Mary, FL

Director, Audit Manager, Markets and Wealth Services BNY

Manager Financial Analysis Marriott Vacations Worldwide

Director, ETF Services BNY

Vice President, Client Service Management BNY

Dining Services Director Healthcare Services Group, Inc.

Dining Services Manager Healthcare Services Group, Inc.

Financial Consultant - Winter Park, FL Fidelity Investments

Attorney - Business Development / Sales Jobot

Universal Representative Insight Credit Union

Construction Attorney Jobot

Regional Sales Executive (Attorney) Jobot

Commercial Real Estate Attorney Jobot

Business Litigation Attorney Jobot

Universal Representative - Eustis Insight Credit Union

Retail Customer Service Associate FedEx

Senior Business Banking Relationship Manager First Horizon Bank

Private Client Relationship Manager First Horizon Bank

Food Service Manager Healthcare Services Group, Inc.

Food Service Director Healthcare Services Group, Inc.

Universal Banker First Horizon Bank

Senior Specialist, AML Surveillance Transaction Monitoring BNY

Teller Float First Horizon Bank

Senior Relationship Manager Commercial Real Estate First Horizon Bank

Licensed Life Insurance Advisor - Commission Based CEO Life

Senior Vice President, Auditor, Operations and Payments BNY

Vice President, Auditor, Operations and Payments BNY

Senior Specialist, Control BNY

Open Enrollment Specialist USHEALTH

Job Fair to featured 85 local employers Central Florida Employment Connections CFEC

Orlando Mayors Job Fair, May 20, 2026 Central Florida Employment Connections CFEC

Vice President, Fund/Client Accounting BNY

Senior Vice President, Fund/Client Accounting Manager BNY

Customer Service Sales Advisor Advisors Orlando

Service Line Director Company Confidential

Financial Services Representative - State Farm Agent Team Member Kelsie Saskill - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member Tyler Kosmas - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Craig Martin - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Heather Thies - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Blake Price - State Farm Agent

Social Media Content Manager (Insurance & Financial Services) JWANAIX GROUP LLC

Financial Services Audit Manager Withum Smith+Brown, PC

Insurance and Financial Services Position - State Farm Team Member Jeremy Jones - State Farm Agent

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Northwestern Mutual

Financial Professional - Retirement Benefits Group - FL, Orlando (5136) Equitable Financial Life Insurance Company

Premier Financial Representative - Lake Mary Teachers Federal Credit Union

Advisor Financial Aid Universal Technical Institute

Financial Representative Western & Southern Life

Patron Services Manager (Box Office and Database) Orlando Shakes Theater, In Partnership with UCF

Financial Performance Manager - Pharmacy Nemours

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