NewAccount Executive National Financial Sales Securitas TechnologyAccount Executive National Financial SalesOrlando, FL$95,000–$110,000We are one of the largest security providers in the world featuring best-in-class products and award-winning services, customized to meet the specific needs of our clients. Essential Functions: As an Account Executive, you must combine a hunter’s drive to gain new accounts and attract market share with strong and dynamic relationship-building talents.
Manager Financial Analysis Marriott Vacations WorldwideManager Financial AnalysisOrlando, FloridaFull timeThe 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. o 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.
Retail Customer Service Associate FedExRetail Customer Service AssociateOrlando, 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.
Universal Representative Insight Credit UnionUniversal RepresentativeKissimmee, FLFull timeReceives 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.
Lead Retail Customer Service Associate FedExLead Retail Customer Service AssociateOrlando, FloridaFull timeThe Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing information; recommending the appropriate FedEx Office products and services; producing complex orders; operating equipment that requires advanced operational knowledge and expertise; managing, monitoring and facilitating all production processes. The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers.
NewSenior Vice President, Infrastructure Engineer BNYSenior Vice President, Infrastructure EngineerLake Mary, FLBachelor's degree in computer science or a related discipline, or equivalent work experience required; advanced degree preferred8-10 years of related experience required; experience in the securities or financial services industry is a plus. 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.
NewSenior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerOrlando, 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. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
NewPrivate Client Relationship Manager First Horizon BankPrivate Client Relationship ManagerOrlando, 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. 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.
NewUniversal Banker First Horizon BankUniversal BankerAltamonte Springs, 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.
NewUniversal Banker Float First Horizon BankUniversal Banker FloatMaitland, 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.
NewPortfolio Manager II First Horizon BankPortfolio Manager IIOrlando, 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. The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio.
Construction Attorney JobotConstruction AttorneyOrlando, FL$185,000–$220,000 / 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.
Real Estate Attorney JobotReal Estate AttorneyOrlando, FL$140,000–$185,000 / 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.
Financial Services Representative - Orlando, FL FidelityFinancial Services Representative - Orlando, FLWinter Park, FloridaRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Customer Service Please 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.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist BankFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Services Representative - State Farm Agent Team Member Blake Price - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWinter Garden, FLROLE 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.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Licensed Financial Services Representative The Charles Schwab CorpLicensed Financial Services RepresentativeOrlando, FLRemoteExample shift groups: Weekend Day Shift (Start between 7:30am-10:30am ET, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned. You'll serve as a trusted voice on the phone-listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.
Client Manager, Retirement Plans - The Baldwin Financial Services The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Financial ServicesOrlando, 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.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationLake Mary, FLMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Public Sector Financial Services Sales Representative 2Bridge PartnersPublic Sector Financial Services Sales RepresentativeOrlando, FloridaThis role focuses on building and expanding relationships with municipalities, school districts, counties, and other government entities through the distribution of asset management and related financial solutions. A financial services firm is seeking a Public Sector Financial Services Sales Representative to drive growth across a defined territory.
Financial Services Representative – State Farm Agent Team Member Craig Martin - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberWinter Garden, FL$80,000–$160,000 / yearJob 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.
Financial Services Representative - State Farm Agent Team Member Heather Thies - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberClermont, FL$55,000–$150,000 / yearAs 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.
Financial Services Representative - Lake Mary Teachers Federal Credit UnionFinancial Services Representative - Lake MaryLake Mary, FLSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Operations Team Lead – Financial Services AutoPayPlusOperations Team Lead – Financial ServicesOrlando, FloridaThis role serves as a trusted resource for frontline team members, providing real-time support, coaching reinforcement, escalation assistance, and operational guidance in a fast-paced member service environment. For more than 20 years, AutoPayPlus has helped over 300,000 members improve their financial lives through innovative payment technology, early loan payoff solutions, and exceptional customer support.
Customer Support Specialist - Financial Services AutoPayPlusCustomer Support Specialist - Financial ServicesOrlando, FloridaAbout AutoPayPlus For more than 20 years, AutoPayPlus (APP) has helped over 300,000 members strengthen their financial futures through innovative automated payment technology, early loan payoff solutions, and personalized support. In this role, you will assist members with account questions, payment schedules, program benefits, and issue resolution while providing a professional, empathetic, and solution-oriented experience.
NewFinancial Services Supervisor Transplant AdventHealthFinancial Services Supervisor TransplantOrlando, FL$21.73–$40.42 / hourServing as a patient advocate by identifying and addressing financial barriers that may impact access to life-saving transplant care while promoting a positive patient experience. Reviews all hospital and professional charges to ensure the appropriate payer, guarantor, and alternate payers are correct for proper and timely claims filing.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesOrlando, 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).
Regional Director Patient Financial Services AdventHealthRegional Director Patient Financial ServicesMaitland, FL$110,702.15–$205,911.28 / yearApplicants may review general information about Florida’s background screening requirements at the Florida Care Provider Background Screening Clearinghouse : https://info.flclearinghouse.com/. • Knowledge of ADT, patient accounting and electronic claims submission applications, especially Cerner applications (patient access, scheduling, patient accounting) [Preferred].
Social Media Content Manager (Insurance & Financial Services) JWANAIX GROUP LLCSocial Media Content Manager (Insurance & Financial Services)ORLANDO, FLJoin 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.
Insurance and Financial Services Position - State Farm Team Member Jeremy Jones - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberWindermere, FLRemoteWe 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.
Client Relationship Executive - Office of the CFO Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - Office of the CFO Managed ServicesOrlando, FL$122,500–$423,780 / 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 Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances within our Internal Firm Services practice.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalOrlando, 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.
Service Financial Advisor Foundation Risk Partners CorpService Financial AdvisorWinter Park, FLThis role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementationbut prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.
Merrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES MarketOrlando, FLEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor - First Horizon Bank LPL Financial Holdings IncFinancial Advisor - First Horizon BankOrlando, FLThis employment opportunity at First Horizon Bank in Orlando, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementAltamonte Springs, FloridaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor - Kissimmee, FL TD BankFinancial Advisor - Kissimmee, FLKissimmee, FloridaEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - Kissimmee, FL The Toronto-Dominion BankFinancial Advisor - Kissimmee, FLKissimmee, FL$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English RequiredFLKey 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. 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.").
NewFinancial Counselor - Financial Clearence Orlando HealthFinancial Counselor - Financial ClearenceORLANDO, FloridaFull timeThrough our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our 27,000+ team members serve communities that span Florida’s east to west coasts and beyond. By daily embodying our over 100-year legacy, we reinforce our reputation as a trusted and respected healthcare organization that delivers professional and compassionate care to our patients, families and communities.
Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English RequiredFLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. 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.").
NewFinancial Counselor - Financial Clearence Orlando Health Ventures l LLCFinancial Counselor - Financial ClearenceOrlando, FLThrough our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our 27,000+ team members serve communities that span Florida's east to west coasts and beyond. Responsibilities Essential Functions • Understands the importance Orlando Health places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals.
Financial Advisor Northwestern MutualFinancial AdvisorOrlando, 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.
Virtual Services Representative Insight Credit UnionVirtual Services RepresentativeWinter Springs, FLFull timeA Virtual Services Representative will assist existing and potential members with establishing new memberships and shares, accepting and processing consumer loan applications to completion, assessing member needs through using consultative and needs based discussions to recommend, fulfill and referral to Insight partners additional Insight Credit Union solutions. Inbound and outbound interactions with members and potential members will occur through multiple channels including telephone, video, chat, web-based software, email, and future digital channels.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementOrlando, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Aid Advisor (Online Division) Herzing UniversityFinancial Aid Advisor (Online Division)Winter Park, FL$20.54–$27.78 / hourSchedule: A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzings Online Division, with one shift with evening hours and minimal Saturday hours required. Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
Financial Solutions Advisor - Orlando Metro Market Bank of America CorpFinancial Solutions Advisor - Orlando Metro MarketAltamonte Springs, 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 - Apopka, FL Bank of America CorpFinancial Solutions Advisor - Apopka, FLApopka, 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 – Apopka, FL Bank of AmericaFinancial Solutions Advisor – Apopka, FLApopka, 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.