Experienced Financial Professional
1 week ago
Are you an Experienced Financial Professional looking to make a significant impact? Join our team at New York Life - Tallahassee - Leon in Tallahassee, FL, US, where the salary ranges from $80,000 to $120,000 yearly.
As part of our team, you will have the opportunity to work with a diverse clientele, assisting them in achieving their financial goals and securing their futures.
Your expertise will be valued as you provide personalized financial solutions that make a real difference in people's lives. Take the next step in your career with us today.Responsibilities
- Develop comprehensive financial plans for clients based on their financial goals and risk tolerance
- Regularly review and analyze clients' financial portfolios to ensure alignment with their objectives and market conditions
- Provide personalized financial advice and guidance to clients on insurance, investment opportunities, retirement planning, and wealth management strategies
- Identify new business opportunities through networking, client referrals, and strategic prospecting efforts
- Stay up-to-date on industry trends, regulations, and best practices to enhance the quality of financial services provided to clients
Qualifications
- Bachelor's degree in Finance or a related field
- Financial Advisor License (Series 6 or 7 and 63)
- Minimum 2 years of sales experience in the financial services industry
- Strong background in insurance products
- US Work Authorization
-
Experienced Financial Professional
2 weeks ago
Tallahassee, United States The Ladders Full timeDescription Are you an Experienced Financial Professional looking to make a significant impact? Join our team at New York Life - Tallahassee - Leon in Tallahassee, FL, US, where the salary ranges from $80,000 to $120,000 yearly. We are a reputable company committed to empowering our community through financial stability. As part of our team, you will have...
-
Voya Tallahassee Financial Advisor
3 months ago
Tallahassee, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market.This position will be...
-
Voya Tallahassee Financial Advisor
4 weeks ago
Tallahassee, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market.This position will be...
-
Financial Services Professional
1 month ago
Tallahassee, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Tallahassee, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....
-
Financial Services Professional
4 weeks ago
Tallahassee, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Tallahassee, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....
-
Voya Tallahassee Financial Advisor
2 months ago
Tallahassee, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market. This position will be responsible for 403(b)/457 enrollment,...
-
Voya Tallahassee Financial Advisor
4 weeks ago
Tallahassee, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market. This position will be responsible for 403(b)/457 enrollment,...
-
Regional Vp
2 weeks ago
Tallahassee, United States Pacific Life Full timeProviding for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire...
-
Chief Financial Officer
4 days ago
Tallahassee, United States Hunter + Esquire® Full timeOur client ("Company"), a cannabis industry MSO, is seeking an experienced business-minded and strategic Chief Financial Officer to drive Company's financial strategy. Responsibilities : Enhance, implement, and enforce policies and procedures that will improve the overall operation and effectiveness of Company. Provide timely and accurate analysis of...
-
Chief Financial Officer
2 months ago
Tallahassee, United States outh Carolina United Methodist Conference Full timeThe Florida Conference is actively seeking an experienced professional with a proven record of leadership for the position of Chief Financial Officer (CFO) / Treasurer / Director of Administration. The CFO will be responsible for overseeing all financial aspects of the Florida Conference, including budget coordination, cash and investment management, central...
-
Chief Financial Officer
4 weeks ago
Tallahassee, United States outh Carolina United Methodist Conference Full timeThe Florida Conference is actively seeking an experienced professional with a proven record of leadership for the position of Chief Financial Officer (CFO) / Treasurer / Director of Administration. The CFO will be responsible for overseeing all financial aspects of the Florida Conference, including budget coordination, cash and investment management, central...
-
Financial Lead Advisor
1 week ago
Tallahassee, United States Southern Wealth Full timeFinancial Lead Advisor (Florida or Georgia) Industry: Financial Planning Location: Hybrid within north Florida or south Georgia (reporting to any Northwestern Mutual office location near you); onsite work in Tallahassee, FL required monthly Summary of Mandatory Qualifications: Bachelor's degree from an accredited institution Five (5)+ years of experience as...
-
Chief Financial Officer
6 days ago
Tallahassee, United States Pailin Group Psc Full timeWe are looking for an experienced CFO to undertake all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, job cost reports. Work with lending and bank institutions, bonding companies, annual insurance renewals. Responsibilities Reconcile accounting modules including Billing,...
-
Chief Financial Officer
2 months ago
Tallahassee, United States CareerBuilder Full timeWe are looking for an experienced CFO to undertake all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, job cost reports. Work with lending and bank institutions, bonding companies, annual insurance renewals. Responsibilities Reconcile accounting modules including Billing,...
-
Experienced Auto Damage Adjuster
1 month ago
Tallahassee, United States GEICO Full timeExperienced Auto Damage Adjuster- Tallahassee, FL Salary negotiable based on experience: $58,000 This is for an experienced and already-trained AD adjuster in the Tallahassee, FL area. THIS IS NOT A TRAINEE POSITION We are looking for talented Auto Damage Adjusters to join our team in Tallahassee, FL . As an experienced Adjuster, you should have a minimum of...
-
Experienced Auto Damage Adjuster
4 weeks ago
Tallahassee, United States GEICO Full timeExperienced Auto Damage Adjuster- Tallahassee, FL Salary negotiable based on experience: $58,000 This is for an experienced and already-trained AD adjuster in the Tallahassee, FL area. THIS IS NOT A TRAINEE POSITION We are looking for talented Auto Damage Adjusters to join our team in Tallahassee, FL . As an experienced Adjuster, you should have a minimum of...
-
Financial Plan Design Consultant
7 days ago
Tallahassee, United States Provenance Wealth Advisors Full timeJob Purpose: At Provenance Wealth Advisors, we commit our energies, intellect and experience in helping attain the financial goals of our clients by providing the highest level of service and delivering high-quality planning alternatives. As a Financial Plan Design Consultant, you will use specialized knowledge and skills obtained through experience,...
-
Remote Life Insurance Sales Representative
2 months ago
Tallahassee, United States Karlo Financial Full timeJob DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...
-
Remote Life Insurance Sales Representative
4 weeks ago
Tallahassee, United States Karlo Financial Full timeJob DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...
-
Financial Service Officer
2 weeks ago
Tallahassee, United States First Commerce Credit Union Full time**Come grow with us!** The **Financial Services Officer** I creates relationships with members while empowering generations, transforming communities. Originates consumer loans in accordance with established credit union lending policies. Responds to spoken and unspoken member needs and questions concerning all aspects of credit union loan products in...