Financial Advisor Opportunity
2 days ago
At Trajan Wealth LLC, we are seeking a seasoned Financial Advisor to join our team. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint into The Villages and Orlando.
About UsWe pride ourselves on more than just growth-we are distinguished by our commitment to excellence and fiduciary responsibility. Our integrated approach combines financial advisory services with a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof.
Key Responsibilities- Develop a client base by building lasting, meaningful relationships with leads and appointments
- Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity, and Trusts
- Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives
- Clean Broker Check
- Bachelor's degree or equivalent experience
- Financial designation doesn't hurt
- Securities licenses/Certification - Series 65 or Series 66 or CFP
- Life and Annuity license
- Minimum of 7 to 10-years of financial investment advisor experience
- Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred
- Proficient in Microsoft Office
- Strong interpersonal skills
- Excellent written and verbal communication skills
- Proactive style
- Service orientation and strong code of personal ethics
- $200,000+ per year (average) which includes high base salary, bonus, and commission income
- Employee not Contractor
- 401k with matching component up 13%
- United Healthcare PPO Medical employee coverage paid by Company
- Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance, and many more voluntary options available
- Generous holidays and PTO
-
Financial Advisor Opportunity
1 week ago
Lady Lake, Florida, United States Trajan Wealth LLC Full timeAbout Trajan Wealth LLCTrajan Wealth LLC is a leading Registered Investment Advisor (RIA) firm with nearly $2 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA). We are expanding our footprint into The Villages and Orlando, and we are seeking a seasoned Financial Advisor to join our team.Our ApproachWe pride ourselves on a commitment...
-
Financial Aid Advisor
2 weeks ago
Lake Worth, Florida, United States Palm Beach State College Full timeAbout this roleWe are seeking a highly skilled and compassionate Financial Aid Advisor to join our team at Palm Beach State College. As a Financial Aid Advisor, you will play a critical role in providing guidance and support to students and their families as they navigate the financial aid process.Key ResponsibilitiesProvide comprehensive counseling to...
-
Financial Assistance Advisor
2 weeks ago
Lake Mary, Florida, United States ECPI University Full timeJob SummaryECPI University is seeking a highly skilled and detail-oriented Financial Assistance Advisor to join our team. As a Financial Assistance Advisor, you will be responsible for providing financial aid support and advising services to both incoming and existing students. This is a fantastic opportunity to make a meaningful impact on students' lives...
-
Financial Assistance Advisor
4 weeks ago
Lake Mary, Florida, United States ECPI University Full timeJob SummaryECPI University is seeking a highly skilled Financial Assistance Advisor to join our team. As a key member of our Financial Aid Office, you will be responsible for providing exceptional support and guidance to students navigating the financial aid process.Key ResponsibilitiesAdvise students on financial aid eligibility, application procedures, and...
-
Financial Advisor
3 weeks ago
Lake Worth, Florida, United States Creative Financial Network Full timeGrow. Protect. Distribute. Assets.Creative Financial Network is a private firm offering an exceptional opportunity for individuals to excel in the financial industry.Financial Consultant:Our Elite Income Program provides unlimited leads, top commission, weekly income, and daily 1:1 coaching. We are committed to helping our consultants grow and succeed in...
-
Financial Advisor: Elite Income Program
3 weeks ago
Lake Worth, Florida, United States Creative Financial Network Full timeUnlock Your Potential as a Jr. Financial ConsultantCreative Financial Network is a leading private wealth management firm seeking a Jr. Financial Consultant to join our team. As a Jr. Financial Consultant, you will have the opportunity to work with high-net-worth clientele and earn top commissions, passive renewals, and build a lifelong career.Key...
-
Financial Assistance Advisor
4 weeks ago
Lake Mary, Florida, United States ECPI University Full timeJob SummaryECPI University is seeking a highly skilled and compassionate Financial Assistance Advisor to join our team. As a key member of our Student Services department, you will play a vital role in providing exceptional support to our students, ensuring they receive the financial aid they need to succeed.Key ResponsibilitiesFinancial Aid Support: Provide...
-
Market Financial Center Manager
2 weeks ago
Lady Lake, Florida, United States Bank of America Full timeJob Title: Market Financial Center ManagerAt Bank of America, we are committed to helping our customers achieve their financial goals. As a Market Financial Center Manager, you will play a critical role in leading a team of financial center professionals to deliver exceptional customer service and drive business results.Key Responsibilities:Lead a team of...
-
Financial Services Professional
1 month ago
Lake Wales, Florida, United States Edward Jones Full timeAbout the RoleAs a Financial Advisor with Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will develop and grow your own practice, supported by your branch team, a home-office team, and...
-
Financial Services Associate
3 weeks ago
Lake Mary, Florida, United States Stifel Full timeJob SummaryThe Client Service Associate plays a vital role in supporting the Financial Advisor in the daily administration of their business. This includes opening new client accounts, preparing and processing investment documentation, and maintaining all related files and paperwork.Key ResponsibilitiesSupport the daily administration of the Financial...
-
Financial Services Advisor
2 months ago
Lake Worth, Florida, United States PNC Bank Corp. Full timeRole OverviewThe Client Relationship Specialist plays a pivotal role in enhancing the branch's customer portfolio through a range of proactive sales and service initiatives.Key ResponsibilitiesCustomer Acquisition: Actively seeks to grow the customer base by identifying and engaging potential clients.Customer Experience Management: Focuses on improving the...
-
Financial Aid Counselor
1 month ago
Lake Worth, Florida, United States Palm Beach State College Full timeAbout this RolePalm Beach State College is seeking a highly skilled Financial Aid Advisor to join our team. As a key member of our student services department, you will play a critical role in providing financial aid guidance to prospective and currently enrolled students, parents, and the community.Key ResponsibilitiesProvide comprehensive counseling to...
-
HR Business Partner
4 weeks ago
Lake Mary, Florida, United States Addition Financial Full timeJob SummaryWe are seeking a highly skilled HR Business Partner to join our team at Addition Financial. As a strategic partner, you will play a critical role in aligning human resources strategies with the overall business objectives of the organization.Key ResponsibilitiesCollaborate with business leaders to understand their goals, challenges, and strategic...
-
Business Manager
6 days ago
Lady Lake, Florida, United States Diocese of Orlando Full timeJob Title: Business ManagerWe are seeking a highly skilled and experienced Business Manager to join our team at the Diocese of Orlando. As a key member of our staff, you will be responsible for providing administrative support to the Pastor and ensuring the effective management of the parish's physical, financial, and personnel resources.Key...
-
Financial Accountant
3 weeks ago
Asbury Lake, Florida, United States ZephyrTech Full timeAbout ZephyrTechWelcome to ZephyrTech, a leading provider of digital infrastructure solutions for medium-sized businesses. With over 15 years of experience, we have established ourselves as a reliable service provider and solution partner for companies in various industries.Our mission is to support businesses with our expertise, from consulting and planning...
-
Pharmacy Technician
4 weeks ago
Lady Lake, Florida, United States Sam's Club Full timeJob SummaryAs a Pharmacy Technician at Sam's Club, you will play a vital role in providing exceptional service to our members by assisting with pharmacy operations, processing prescriptions, and maintaining a clean and organized pharmacy area.Key ResponsibilitiesProcess prescriptions and assist with pharmacy operationsProvide excellent customer service to...
-
Business Lending Relationship Manager
2 weeks ago
Lake Mary, Florida, United States Addition Financial Full timeJob SummaryWe are seeking a highly skilled Business Lending Relationship Manager to join our team at Addition Financial. As a key member of our lending team, you will be responsible for developing and maintaining relationships with business members, providing tailored lending solutions that meet their financial needs.Key ResponsibilitiesBuild and maintain...
-
Pharmacy Technician
2 weeks ago
Lady Lake, Florida, United States Sam's Club Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Pharmacy Technician to join our team at Sam's Club. As a Pharmacy Technician, you will play a critical role in providing exceptional customer service and ensuring the smooth operation of our pharmacy department.Key ResponsibilitiesProvide excellent customer service to members, answering questions...
-
Consumer Loan Sales Specialist
1 week ago
Lake Wales, Florida, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...
-
Surgical First Assistant Position
2 weeks ago
Lady Lake, Florida, United States National Spine & Pain Full timeJob OpportunityNational Spine & Pain Centers is seeking a highly skilled Surgical First Assistant to join our team at our surgery center in Lady Lake, FL.Key Responsibilities:Assist the surgeon during surgical procedures with a high degree of efficiency, anticipating the surgeon's and patient's needs during the case.Ensure the availability of adequate...