67 Results for

Financial Services Jobs in Venice, FL

Jobs

New!

Sarasota, FL3 days ago

$165,000–$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.

New!

Sarasota, FL3 days ago

$120,000–$160,000 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. With a commitment to excellence and community involvement, they strive to empower clients with insightful, strategic guidance tailored to foster growth and financial stability.

Sarasota, FL21 days ago

$80,000–$110,000 Per Year

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.

Fruitville, FL21 days ago

Remote

$80,000–$110,000 Per Year

Account Manager 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 Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. 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.

Sarasota, Florida30+ days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.

Punta Gorda, FL30+ days ago

Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

New!

Bradenton, FL1 day ago

$40,000–$45,000

Alliance America, a trusted leader in wealth management and insurance services for over 40 years, is growing—and we’re looking for a driven, detail-focused Financial Sales Assistant to join our on-site team in Bradenton, FL. If you enjoy supporting high-performing sales professionals, working with financial and insurance products, and are looking for real growth potential in a stable, expanding company, this role could be an excellent fit.

Sarasota, Florida22 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.

New!

Lakewood Ranch, FL3 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Sarasota, FL30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Bradenton, FL30+ days ago

Ideal candidates will have: Compassion – Ability to offer empathy, understanding and support to grieving families Organizational skills – From paperwork to event coordination, accurate details are essential to our business Professionalism – Maintain a respectful attitude and provide service excellence, even in emotionally charged situations Embrace your meaningful career today! This is why we provide you and your loved ones with benefits and resources to help you become your best.”_ BETTER HEALTH: Wellbeing is important to us, and to ensure our associates have access to the best care, we offer medical, prescription drug, mental health, dental and vision insurance plans for our associates to select from.

Nokomis, FL30+ days ago

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

Sarasota, FL11 days ago

Remote

$80,000–$100,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

Port Charlotte, FL29 days ago

$97,000–$192,000 Per Year

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

Sarasota, FL30+ days ago

Remote

NYSE: ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insurance, reinsurance, risk management products and title insurance and settlement services to mortgage lenders, borrowers, and investors to support homeownership. Build strong client relationships to support current business needs and acquire new customers, while maintaining focus on profitability and mutually beneficial arrangements to create a sustainable alignment of interest.

Sarasota, FL, FL12 days ago

$90,000–$115,000 Per Year

We don't work for the "Big 4" but we do work with growing and top-rated firms that do complex business tax and assurance work and also provide high levels of personal service for their clients. Ability to learn and grow in a fast paced environment working on complex cases with a lot of nuance in a lot of different industries, with promotion ability and learning from partners.

Sarasota, Florida30+ days ago

PAM Health is committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for post-acute services in every community it serves. Responsibilities: The Food Service Technician supports both patient and retail food and nutrition services, including food production, cashiering, patient food service support and sanitation.

Sarasota, Florida30+ days ago

Nokomis, Florida9 days ago

PAM Health is committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for post-acute services in every community it serves. About PAM Health: PAM HEALTH (PAM) based in Enola, Pennsylvania, provides specialty healthcare services through more than 80 locations, as well as wound clinics and outpatient physical therapy locations, in 17 states.

Nokomis, Florida10 days ago

Sarasota, FL14 days ago

$80,000–$90,000 Per Year

We’re seeking an Account Manager who operates with an owner’s mindset — someone who manages their book of business like a small branch. Our client is an established, growth-oriented commercial landscaping company that takes pride in delivering top-quality work and strong client relationships.

Sarasota, Florida16 days ago

This highly experienced leader manages the daily activities of the Audit Services department, has operational accountability and oversight and is responsible assisting in identifying the organization’s financial and operational risk areas, to provide advisory services to help senior management effectively manage those risks, as well as review and appraise the soundness, adequacy and application of accounting, financial and other operating controls in performing financial, operational and IT audits. Employment Screening Requirements: As part of Sarasota Memorial Health Care System’s commitment to keeping people safe, all individuals providing care to vulnerable populations are required to undergo background screening through The Florida Care Provider Background Screening Clearinghouse.

New!

Bradenton, FL1 day ago

Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. HCA Healthcare Co-FounderJoin our family of over 180 hospitals and about 2,000 sites of care to drive excellence and raise the bar for our over 35 million annual patient encounters.

Sarasota, Florida7 days ago

Require ten (10) years of experience working in a child care setting with a minimum of five (5) years in a supervisory role, and a minimum of one (1) year of experience working with budgets/financial management or business operations. Employment Screening Requirements: As part of Sarasota Memorial Health Care System’s commitment to keeping people safe, all individuals providing care to vulnerable populations are required to undergo background screening through The Florida Care Provider Background Screening Clearinghouse.

Punta Gorda, FL14 days ago

$17–$18 Per Hour

To excel in this role, you'll need a combination of technical skills and personal qualities: Positive, Customer-Focused Attitude: A friendly, welcoming demeanor is essential for providing the high level of service our guests expect. Safety & Security: Adhere to all safety and security protocols, regularly inspect the property, ensure exterior doors are secure, and report any potential hazards.

New!

Sarasota, FL2 days ago

The Regional Director of Sales will champion and train the sales process for a growing division utilizing proven methods of implementation and skills developed over the years to close sales. The company encourages all qualified candidates who are eligible to work in the United States to apply, but it does not sponsor applicants or employees who require a visa to work legally.

New!

Englewood, FL3 days ago

As the Food & Nutrition Services Assistant, you will perform a variety of tasks including deliver, pick up of patient trays and menus, record patient consumption, record delivery, and pick up times, maintaining current diet checklists and completing related daily reports. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.

Sarasota, Florida23 days ago

Join Healthcare Services Group (HCSG) as an Account Manager, leading housekeeping, laundry, and floor care teams in 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!

Port Charlotte, FL1 day ago

The Director of Cardiovascular Services provides strategic, operational, and clinical leadership for a comprehensive cardiovascular program that includes four procedural labs delivering TAVR, electrophysiology (EP), interventional cardiology, and diagnostic cardiology services. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.

Venice, Florida8 days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

New!

Venice, FL5 days ago

$23–$25.50 Per Hour

By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands.

Sarasota, FL30+ days ago

$17–$30 Per Hour

As a local agency deeply rooted in the area, we prioritize educating and advising our clients, ensuring they receive the personalized service they deserve. Our culture revolves around teamwork, fun, and support, with regular team-building activities and a commitment to work-life balance.

New!

Bradenton, FL2 days ago

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.

Bradenton, FL18 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. The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.

Sarasota, Florida11 days ago

Develops and maintains relationships with H&B sales, HR Solutions, MMS, Product Management, Operations, IT and Accounting partners to ensure optimal service to clients with minimal breakdowns between internal Paychex teams. Responsible for retention target for book of business along with onboarding new clients, annually renewing existing clients and expanding/growing revenue through increased product line penetration.

New!

Sarasota, FL2 days ago

Sales Order Support: Assist with processing sales orders accurately and efficiently, ensuring all required documentation is complete, and proper approvals are obtained before finalizing transactions.* Technology & Systems: Utilize point-of-sale systems, retail management software, Microsoft Office Suite, and other business tools to perform job duties efficiently and accurately.*

North Port, FL30+ days ago

Enthusiastic 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. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Venice, FL30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Sarasota, FL30+ days ago

Full-time

Sarasota, FL21 days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Bradenton, FL30+ days ago

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Nokomis, FL30+ days ago

Before becoming an agent, she spent fifteen years with State Farm in a variety of claims and agency leadership roles, giving her a deep understanding of how to support customers, guide teams, and build a thriving business. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Patrice Weston - State Farm Agent, you are vital to our daily business operations and customers’ success.

Venice, FL30+ days ago

Part-time

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Longboat Key, FL30+ days ago

Part-time

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Sarasota, FL30+ days ago

Part-time

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Sarasota, FL30+ days ago

$40,000–$60,000 Per Year

Our culture revolves around teamwork, fun, and support, with regular team-building activities and a focus on work-life balance. With two decades of experience serving the Sarasota community, we take pride in our local roots and commitment to providing personalized guidance to our clients.

New!

Bradenton, FL2 days ago

While performing the duties of this job, the employee is regularly required to stand for extended periods, as well as sit, walk, reach with hands and arms, stoop, bend, and engage in verbal communication and active listening. Handling a wide range of services that may vary by store, including cash handling, check cashing, lending, bill pay, and card services.

North Port, FL30+ days ago

Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Sarasota, FL23 days ago

$50,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Sarasota, FL18 days ago

Remote

This new vertical will complement the firm’s existing financial planning, investment management, and family office services, allowing clients to receive coordinated, year-round tax strategy alongside their broader wealth plan—eliminating the need to coordinate with external CPAs and enabling more proactive, holistic advice. Deliver year-round proactive tax planning and advisory services for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate/gift tax considerations, and projections to optimize outcomes.

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Financial Services Jobs in Venice, FL

Trusts & Estates Attorney Jobot

Tax Manager (Hybrid) Jobot

Open Enrollment Specialist USHEALTH

Account Manager - Sales Sarasota Division

Financial Advisor Associate Stifel

Financial Advisor X2 Pitisci & Associates

Financial Sales Assistant - Insurance & Annuities On-Site, Full-Time | Bradenton United Placement Group

Financial Advisor Northwestern Mutual

Billing Specialist - Shared Services Insurance Office of America

Financial Advisor Series 7, 65 or 66 San Blas Securities

Funeral Services Assistant (part-time) SCI Shared Resources, LLC

Financial Representative MWA Careers - Fort Myers

Senior Financial Analyst (Insurance experience) Insurance Office of America

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

Account Manager (Title Agency Services), FL Essent Guaranty, Inc.

Audit Senior- LLCs, HNW, Private Client Services (PCS) Caliber Recruiting Group

Food Services Technician - FT Days | Sarasota Specialty PAM Health Specialty Hospital of Sarasota

Home Services Sales Manager CoolToday

Environmental Services (EVS) Technician - FT Rotating | Venice Rehab PAM Health Rehabilitation Hospital of Venice

Food Services Technician - FT Days | Venice Rehab PAM Health Rehabilitation Hospital of Venice

Account Manager, Commercial Landscape Services BraveView, Inc.

Manager, Audit Services Sarasota Memorial Health Care System

Director of Medical Staff Services HCA Healthcare

Director, Child Care Services Sarasota Memorial Health Care System

Guest Services Representative/Night Audit Part-Time My Place Hotels

Home Services Sales Manager Cool Today

Food Services Assistant PRN HCA Healthcare

Environmental Services Department Manager Healthcare Services Group, Inc.

Nursing Director of Cardiovascular Services HCA Healthcare

Client Service Associate - NR Stifel

Licensed Customer Service Representative - Venice, FL AAA

Licensed Insurance Customer Service Representative Amg Insurance & Financial Services, Inc.

Retail Customer Service Associate FedEx

Retail Customer Service Associate FedExGround

PIA Service and Retention Manager Paychex

Customer Service Representative Retail Ashley Furniture Industries, Inc.

Customer Service Representative - State Farm Agent Team Member Dean Mcconville - State Farm Agent

J.P. Morgan Wealth Management - Private Client Advisor - Cape Coral/ Venice, FL JPMorgan Chase Bank, N.A.

J.P.Morgan Wealth Management - Private Client Advisor - Greater Sarasota JPMorgan Chase Bank, N.A.

Senior Wealth Advisor Beacon Pointe Advisors LLC

Part Time (20 Hours) Associate Banker, West Cortez Branch, Bradenton, FL JPMorgan Chase

Account Associate - State Farm Agent Team Member Patrice Weston - State Farm Agent

Part Time Associate Banker Venice Market (30 hours) JPMorgan Chase Bank, N.A.

Part Time (30 Hours) Associate Banker, Longboat Key Branch, Longboat Key, FL JPMorgan Chase Bank, N.A.

Part Time (30 Hours) Associate Banker, Siesta and Tamiami Branch, Sarasota, FL JPMorgan Chase Bank, N.A.

Licensed Insurance Sales Amg Insurance & Financial Services, Inc.

Part Time Sales Associate ACE Cash Express

Account Associate - State Farm Agent Team Member Dean Mcconville - State Farm Agent

Wealth Management Associate Davis Family Financial LLC

Tax Senior Manager White Tiger Connections

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