Current jobs related to Financial Planner - Kennedy Space Center - New York Life -Orlando
-
Associate Financial Planner
2 weeks ago
Kennedy Space Center, United States New York Life -Orlando Full timeDescription Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication,...
-
Financial Advisor
2 weeks ago
Kennedy Space Center, United States New York Life Full timeDescription Are you an experienced Financial Advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for...
-
Associate Financial Planner
2 weeks ago
Kennedy Space Center, United States New York Life -Orlando Full timeAbout New York Life - OrlandoWe are a rapidly expanding financial services company seeking a talented and ambitious individual to join our team as a Financial Services Professional. As a key member of our team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesCustomize Strategies: Develop and implement...
-
Financial Counselor
1 day ago
Kennedy Space Center, United States Magellan Health Full timeJob SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health in Orlando, FL. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesProvide comprehensive financial counseling services to military personnel and their...
-
Personal Financial Counselor; Orlando, FL
4 months ago
Kennedy Space Center, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Personal Financial Counselor
1 month ago
Kennedy Space Center, United States National Guard Employment Network Full timeJob Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set,...
-
Personal Financial Counselor
4 weeks ago
Kennedy Space Center, United States National Guard Employment Network Full timeJob Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set,...
-
Personal Financial Counselor; Orlando, FL
4 weeks ago
Kennedy Space Center, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Wealth Management Consultant
3 weeks ago
Kennedy Space Center, United States New York Life -Orlando Full timeAre you skilled in active listening and adept at crafting effective, data-driven financial strategies? We are looking for a financially savvy individual eager to enter the financial services sector. Our ideal candidate for the Entry-Level Financial Planner role possesses a strong desire to build lasting relationships and has a keen interest in financial...
-
External METOC Financial Planning Analyst
3 weeks ago
Stennis Space Center, United States Peraton Full timePeraton is seeking a skilled Financial Planner for the METOC contract located at the Stennis Space Center in MS. The position performs analysis of the METOC portfolio in the Navy Comptroller's Program Budget Information System (PBIS) and the Resource Planning Analyst, Financial Planning, Financial, External, Analyst, Technology, Program
-
Financial Planner
7 days ago
Sioux Center, United States Avera Full timeThe Financial Counselor is responsible for making financial arrangements for patients with or without insurance or with inadequate insurance coverage and collects required deposits from patients and guardians prior to service when applicable. They assist patients in obtaining financing for services and have a basic understanding of government programs and...
-
Financial Planner
4 weeks ago
Center Valley, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Industrial Project Leader
3 weeks ago
Kennedy Space Center, United States Gresham Smith and Partners Full timeAbout Us:At Gresham Smith and Partners, our skilled architects, designers, strategists, and planners in the Industrial sector create customized solutions that deliver innovative, efficient, and sustainable facilities tailored to meet our clients' diverse needs.Our Expertise:We manage a broad portfolio that spans various market sectors, including FDA...
-
Financial Solutions Advisor
4 months ago
Dorchester Center, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Wealth Planner
1 month ago
Center Valley, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Acushnet Center, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...
-
Technical Planner
2 weeks ago
Key Center, Washington, United States Quantum Ventures Full timeAbout Quantum VenturesWe are a leading provider of vehicle and facility equipment solutions, with a rich history of innovation and growth. Our company culture values collaboration, creativity, and a commitment to excellence.What We OfferCompetitive Compensation: Our company pension plans and asset-building benefits ensure your financial security and...
-
Social Worker/Discharge Planner
4 weeks ago
Storrs Center, United States National Healthcare Associates Full time- A Great Place to Work National Health Care Associates is proud to welcome the Mansfield Center for Nursing & Rehabilitation to our affiliate family! We think that you are going to love it here. Your work will be meaningful to you. You will make a genuine difference in the lives of our aging guests and those that love them. You will enjoy lasting bonds...
-
Compassionate Hospice Registered Nurse
3 weeks ago
Byron Center, Michigan, United States Faith Hospice Full timePosition OverviewRegistered Nurse | Hospice Inpatient | 3rd Shift | Full-TimeFaith Hospice is seeking a dedicated Registered Nurse who is passionate about providing care to patients during their final stages of life. This role is integral to our inpatient hospice care team, where compassion and skill are paramount.Why Choose Faith Hospice?At Faith Hospice,...
-
Compassionate Hospice Registered Nurse
3 weeks ago
Byron Center, Michigan, United States Faith Hospice Full timePosition OverviewRegistered Nurse | Hospice Inpatient | 3rd Shift | Full-TimeFaith Hospice is seeking a dedicated Registered Nurse who is passionate about providing care to patients at the end of life. This role is integral to our inpatient hospice care team, where compassion and expertise are paramount.Why Choose Faith Hospice?At Faith Hospice, we are...
Financial Planner
4 months ago
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today
Responsibilities
•Customize strategies based on the client's goals and needs
•Helping families set their children for success with college funding
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications
•Must be computer and system savvy for everyday usage
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•A required Bachelor's degree in business administration, finance, or similarly related field
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
