Financial Solutions Advisor
5 days ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.
Key Responsibilities:- Provide comprehensive financial planning and advisory services to clients
- Develop and implement customized investment strategies to meet client needs
- Build and maintain strong relationships with clients to understand their financial goals and objectives
- Stay up-to-date on market trends and regulatory requirements to provide expert advice to clients
- Currently holds Series 7 & 65 licenses
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Strong computer skills with an ability to multitask in a demanding environment
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is free from discrimination and harassment and where all employees feel valued and respected.
For more information about Bank of America's benefits and policies, please visit our website.
-
Financial Solutions Advisor
2 days ago
Apopka, Florida, United States Bank of America Full timeJob Description:This role is responsible for providing expert financial guidance and tailored solutions to clients to help them achieve their long-term financial objectives.Key responsibilities include:Triage client inquiries and make referrals to internal partners based on client needs and asset thresholdsMeet with clients to review their financial and...
-
Relationship Advisor
2 weeks ago
Apopka, Florida, United States Addition Financial Full timeAbout Addition FinancialWe are a member-owned, not-for-profit financial cooperative dedicated to providing comprehensive financial solutions that help our members achieve their financial goals. Our mission is to bring financial success and education to everyone, making a positive impact in the lives of our members and the communities we serve.Job SummaryWe...
-
Relationship Advisor
5 days ago
Apopka, Florida, United States Addition Financial Full timeJob Title: Relationship Advisor - Part-TimeWe are seeking a highly motivated and customer-focused Relationship Advisor to join our team at Addition Financial. As a Relationship Advisor, you will be responsible for building and maintaining strong relationships with our members, providing exceptional service, and promoting our financial products and...
-
Financial Services Representative
3 weeks ago
Apopka, Florida, United States Addition Financial Full timeJoin Our Team as a Relationship AdvisorWe are seeking a highly motivated and customer-focused Relationship Advisor to join our team at Addition Financial. As a Relationship Advisor, you will play a critical role in building and maintaining strong relationships with our members, providing exceptional service, and promoting our financial products and...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamSchwarz is a leading financial services company that empowers its employees to make a positive impact on their careers. Our innovative approach to finance combines creative problem-solving with a client-centric approach, driving transformation in the industry.Our Wealth Advisory team embodies our commitment to delivering...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will be responsible for supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships.Key Responsibilities:Provide...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships.Key Responsibilities:Provide...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships.Key Responsibilities:Provide...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships.Key Responsibilities:Provide...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships.Key Responsibilities:Provide...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships.Key Responsibilities:Provide...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships.Key Responsibilities:Provide...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will be responsible for supporting our Wealth Advisors in servicing, deepening, and retaining their client relationships.Key Responsibilities:Provide exceptional...
-
Wealth Management Associate
4 weeks ago
Apopka, Florida, United States Charles Schwab Full timeJoin Our Wealth Advisory TeamWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors in servicing, deepening, and retaining their virtual client relationships.Key Responsibilities:Provide...
-
Service Consultant
4 weeks ago
Apopka, Florida, United States Mullinax Ford Full timeAre you a high-energy individual with a passion for delivering exceptional customer experiences? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we may have the perfect opportunity for you at Mullinax Ford. As a Service Advisor, you will play a critical role in ensuring our customers receive the highest level of service...
-
District Support Pharmacist PT
4 weeks ago
Apopka, Florida, United States CVS Health Full timeJob SummaryCVS Health is seeking a highly skilled and dedicated District Support Pharmacist PT to join our team. As a key member of our pharmacy operations team, you will play a critical role in ensuring the delivery of high-quality patient care and services to our customers.Key ResponsibilitiesSupport the management and oversight of pharmacy operations,...
-
Retail Sales Associate
2 weeks ago
Apopka, Florida, United States Cash America Full timeJob Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Cash America Pawn. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key Responsibilities:Greets and...
-
Retail Sales Associate
4 days ago
Apopka, Florida, United States Cash America Full timeJob Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Cash America Pawn. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key Responsibilities:Greets and...
-
Inventory Coordinator
5 days ago
Apopka, Florida, United States Intellyk Inc Full timeJob OverviewWe are seeking a highly organized and detail-oriented Inventory Specialist to join our team at Intellyk Inc. The successful candidate will be responsible for maintaining accurate inventory levels, processing orders, and ensuring smooth operations for our clients.Key Responsibilities:Manage inventory levels, including receiving, storing, and...
-
Swimming Pool Sales Representative
2 days ago
Apopka, Florida, United States RPG Full timeUnlock Your Sales PotentialAre you a driven sales professional looking for a challenging opportunity?We're seeking a sales associate to promote our innovative green energy products and services.Key Responsibilities:Prospecting:Conduct targeted residential visits to generate interest in our products and services.Appointment Coordination:Work closely with our...