Striano Financial Group ProducifyXStriano Financial GroupBoca Raton, FloridaPrior Experience: Joined Northwestern Mutual as the agency’s first college agent and progressed through multiple leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner. Prior Experience: Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition.
Patient Financial Navigator Florida Cancer Specialists and Research InstitutePatient Financial NavigatorOrlando, FLWe are recognized by the American Society of Clinical Oncology (ASCO) with a national Clinical Trials Participation Award, FCS offers patients access to more clinical trials than any private oncology practice in Florida. Our patients have access to ground-breaking therapies, in a community setting, and may participate in national clinical research studies of drugs and treatment protocols.
PATIENT FINANCIAL NAVIGATOR Florida Cancer Specialists and Research InstitutePATIENT FINANCIAL NAVIGATORSun City Center, FLWe are recognized by the American Society of Clinical Oncology (ASCO) with a national Clinical Trials Participation Award, FCS offers patients access to more clinical trials than any private oncology practice in Florida. Our patients have access to ground-breaking therapies, in a community setting, and may participate in national clinical research studies of drugs and treatment protocols.
Universal BankerFinancial Specialist Lakewood Ranch BankUnited IncUniversal BankerFinancial Specialist Lakewood RanchBrandenton, FLPerforms outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
Retail Sales Specialist - Mobile Phones Best BuyRetail Sales Specialist - Mobile PhonesDaytona Beach, FL$15.50–$20.15 / hourAs a Retail Sales Specialist in our mobile phone department, you'll provide shoppers with personalized solutions that meet their mobile needs while driving sales and fueling your success. We bring that to life every day by humanizing and personalizing tech solutions for every stage of life - in our stores, online and in customers' homes.
Retail Sales Specialist - Microsoft Best BuyRetail Sales Specialist - MicrosoftTallahassee, FL$15–$18 / hourCertain roles, where market norms demand it, are eligible for various forms of incentive pay to drive performance and offer recognition for achieving financial and strategic results. We bring that to life every day by humanizing and personalizing tech solutions for every stage of life - in our stores, online and in customers' homes.
Financial Specialist - Amelia Concourse Yulee Banking Exp Required Synovus BankFinancial Specialist - Amelia Concourse Yulee Banking Exp RequiredYulee, FLThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Applications Specialist - Wealth Management (Application Experience Required) Zinnia Wealth ManagementApplications Specialist - Wealth Management (Application Experience Required)Ocala, FL$50,000–$65,000 / yearIf you're someone who genuinely enjoys helping others, has experience in AUM and/or Annuity applications, and wants to be part of a growing, client-focused firm, wed be thrilled to have you join our Ocala family. Nestled right here in Ocala, Florida, our team is dedicated to providing personalized financial guidance with a warm, approachable touch.
Client Support Specialist WorkwayClient Support SpecialistMiami Beach, FLAgent Support: Deliver white-glove service to agents and clients visiting the office, promoting available support services including Primary Services and Transaction Concierge. Support the Branch Manager by preparing for and coordinating sales meetings, maintaining promotional materials, leading new agent orientations, and assisting with social media marketing for the branch.
Wealth Education Specialist (Remote) All Financial FreedomWealth Education Specialist (Remote)Palm Beach, FLRemoteThis role offers a defined pathway into senior private-client education roles, advanced planning support positions, or leadership opportunities for high-performing professionals. We are seeking a Wealth Education Specialist to support a financial services organization serving a high-net-worth, relationship-driven client base in market.
Service Client Specialist to the Managing Partner New York Life Insurance CoService Client Specialist to the Managing PartnerMaitland, FL$58,500–$83,500 / yearWorking with a high degree of independence, the incumbent manages competing priorities, facilitating problem resolution, serves as a trusted resource on business processes, and identifies opportunities to improve efficiency while ensuring a high level of service to leaders, advisors, clients, and business partners. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
Commercial Client Specialist II Truist Financial CorporationCommercial Client Specialist IITampa, FLAssist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM's client contact strategy and making sure that CRM data is current and accurate.
Dynamics 365 Solution Sales Specialist Itc WorldwideDynamics 365 Solution Sales SpecialistBoca Raton, FloridaThe mission of Dynamics 365 Solution Sales Specialist is to help customers digitally transform their businesses to drive new sources of revenue, create new and engaging ways to serve their customers, and to transform the way in which their business runs to drive new levels of profitability for their organization. The Dynamics 365 Solution Sales Specialist discovers, owns, and closes opportunities utilizing advanced solution-selling skills to drive digital transformation business outcomes for our customers in the enterprise customer segment.
Retail Sales Specialist - Cameras Best BuyRetail Sales Specialist - CamerasMiami, FL$16–$20.80 / hourMaintain a high level of knowledge through ongoing learning and certifications, coach other sales floor employees on new vendor technology and services. As a Retail Sales Specialist in our cameras department, you'll greet customers, ask questions and provide product demonstrations as you sell complete solutions.
Senior Specialist, Fund Reporting The Bank of New York Mellon CorpSenior Specialist, Fund ReportingLake Mary, FLEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Design Studio Specialist / Part-Time / Mall at Millenia Williams Sonoma IncDesign Studio Specialist / Part-Time / Mall at MilleniaOrlando, FLWe offer beautifully-designed, stylish and functional products for every area of the home, including the kitchen, living room, bedroom, home office, closet, laundry room and even outdoor spaces. Our family of brands are Williams Sonoma, Williams Sonoma Home, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, Rejuvenation, West Elm, Mark & Graham, Outward, and GreenRow.
Senior Benefits & Leave Specialist Slide Insurance Holdings, Inc.Senior Benefits & Leave SpecialistTampa, FLFrom benefits and leave administration to workplace accommodations, you''ll help employees navigate important moments in their lives while reinforcing the culture, care, and support that define the Slide Vibe. Experience administering benefit and leave programs, including annual enrollment, employee communications, vendor coordination, and multi-state leave requirements.
NewBenefits Specialist Temp City National Bank of FloridaBenefits Specialist TempMiami, FLHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor''s legal duty to furnish information. This role will serve as a primary point of contact for employees, assist with benefits administration activities, coordinate enrollment communications, resolve employee inquiries, and ensure accurate processing of benefits-related transactions.
Lead Financial Advisor Ivy Way PlacementsLead Financial AdvisorFort Lauderdale, FloridaMinimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.
Financial Aid Specialist Palm Beach State CollegeFinancial Aid SpecialistBoca Raton, FloridaBy joining us, you will be exposed to professionals from across the U.S. and abroad who are the strivers, reinventors, explorers, and influencers dedicated to developing talent that fills the most needed workforce roles. Updates students with results of changes made on student and families income status, dependency override, satisfactory academic progress or other special conditions that may arise.