Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementCape Coral, 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.
Sales Advisor - Sony ActionlinkSales Advisor - SonyPort Charlotte, FL$19–$21 / hourWhat you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology. ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Port Charlotte, FL!
Insurance Sales Advisor Happy HalloweenInsurance Sales AdvisorEstero, Florida$42,500–$55,000 / yearInstead, you’ll join a supportive, ethical, growth-oriented team where consultative selling and long-term client relationships matter more than quick wins. Join the Ted Todd Insurance Team Ted Todd Insurance (TTI), an Allstate agency with a longstanding history since 1986, is the largest Allstate agency operating out of Florida.
Director of Financial Services City of Fort Myers, FloridaDirector of Financial ServicesFort Myers, FLBriefly describe your experience leading the financial operations of a government organization, including the size and complexity of the organization, your area of responsibility, number of employees supervised, annual operating/capital budget, and your role in budgeting, financial reporting, debt management, investments, and long-range financial planning. Establishes clear expectations and accountability; develops succession and workforce plans; recruits, develops, evaluates, and retains high-performing staff; promotes collaboration and customer service; and ensures appropriate segregation of duties and continuity of critical financial operations.
Director of Financial Services International City/County Management AssociationDirector of Financial ServicesFort Myers, FLEstablishes clear expectations and accountability; develops succession and workforce plans; recruits, develops, evaluates, and retains high-performing staff; promotes collaboration and customer service; and ensures appropriate segregation of duties and continuity of critical financial operations. Long-Range Financial Planning and Forecasting: Maintain multi-year financial forecasts and financial models using economic conditions, growth projections, service demands, labor and operating cost trends, revenue assumptions, debt obligations, reserves, and capital needs.
Branch Advisor Banking for GOODBranch AdvisorEstero, FloridaThis role’s primary responsibilities encompass cross-selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned. Position Summary: The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members.
Senior Portfolio Advisor II Northern Trust CorpSenior Portfolio Advisor IIBonita Springs, FLThis role drives in market growth by building strong relationships, supporting new business opportunities, and contributing expertise to deepen client engagement by bringing both strong investment acumen and a business-building mindset to a highly visible role. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
System Medical Director Physician Advisors Lee Health System IncSystem Medical Director Physician AdvisorsFort Myers, FLSystem Physician Advisor Medical Director Responsibilities and Job Description Overview: The Lee Health System Physician Advisor Medical Director reports to the Chief Physician Executive for Hospital-Based Care and works closely with the Chief Medical Officer, Chief Nursing and Operational Executives of the Lee Health hospitals, Chief Financial Officer, Chief Technology ….
Fiduciary Advisor II Busey BankFiduciary Advisor IIFort Myers, Florida$81,000–$105,000 / yearBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients.
Controller, Financial Reporting & Compliance The Fountain Group LLCController, Financial Reporting & ComplianceImmokalee, FLThis role serves as the operational finance leader for the organization, partnering closely with the CFO and finance leadership team to deliver timely financial insights, maintain strong internal controls, and support business decision-making. The Controller will be responsible for ensuring the accuracy and integrity of financial reporting while overseeing the day-to-day accounting activities that support a growing, multi-entity business.
Senior Home Lending Advisor, Fort Myers, FL JPMorgan Chase & CoSenior Home Lending Advisor, Fort Myers, FLFort Myers, FLJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor, Sarasota, FL JPMorgan Chase & CoSenior Home Lending Advisor, Sarasota, FLFLJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Advisor, Commercial Risk - Insurance Advisory Solutions BRP Group, Inc.Advisor, Commercial Risk - Insurance Advisory SolutionsFort Myers, FLLicense(s): Maintains a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Customer Care Advisor Busey BankCustomer Care AdvisorFort Myers, Florida$19–$21 / hourKnowledge of: Strong organizational skills• Basic knowledge of web browsers, digital offerings and products and services• Have or the ability to obtain Busey account with online/mobile banking• Ability to: Leverage strong interpersonal, written, and verbal communication skills• Analyze and solve problems efficiently and accurately• Maintain mental concentration and visual attention to detail• Effectively manage time• Express desire and show the willingness to assist customers and resolve issues• Able to work independently and in a fast-paced, team environment• Education and Training: Requires High School diploma• Requires knowledge of Microsoft Office• Previous banking experience preferred, but not required. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramFort Myers, Florida$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Life Protection Advisor Security National Life Insurance CompanyLife Protection AdvisorFort Myers, FLWe've experienced tremendous growth over the past year, and our mission is to provide affordable final expense coverage that meets the needs of every family. This position is focused on helping families protect themselves from the financial burden of funeral and final expenses through life insurance.
Financial Controller | Dr Brown''''s Group of Companies Northshore Medical & Aesthetics CenterFinancial Controller | Dr Brown''''s Group of CompaniesFort Myers, FLA key part of the role will be managing the financial and tax-control framework associated with: US federal, state and local tax compliance coordination Multi-state sales and use tax considerations Shopify-based ecommerce product sales VAT/GST implications for international sales Cross-border tax coordination Revenue and tax treatment for the TrichoExam app/platform sold globally Inventory, landed cost, product margin and distribution finance. PREFERRED BACKGROUND Preference will be given to candidates who have worked in one or more of the following environments: Distribution Retail Ecommerce Consumer products Healthcare or medical products Technology or SaaS App/platform businesses International trading businesses Start-ups, scale-ups or founder-led SMEs Multi-entity or multinational businesses.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Cape Coral, Florida Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Cape Coral, FloridaCape Coral, 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.
Premier Team Director - Naples / Fort Myers / Sarasota Truist Financial CorpPremier Team Director - Naples / Fort Myers / SarasotaFort Myers, FLCompletion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA). Ensures industry leading service levels are delivered by Premier Bankers/Advisors and that they are meeting or exceeding individual production and growth expectations within deposits, lending, risk management, planning, mortgage and investments.
Key Private Bank Wealth Planner KeyCorpKey Private Bank Wealth PlannerFort Myers, FL$96,000–$181,000 / yearThe Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.