Financial Advisor
3 weeks ago
Are you a driven and ambitious individual looking for a new challenge? Do you have a passion for helping others and a strong understanding of insurance products and their benefits? If so, we may have the perfect opportunity for you
We are seeking a skilled Financial Advisor to join our team at American Senior Benefits. As a Financial Advisor, you will work closely with clients to understand their financial goals and provide personalized insurance solutions that meet those goals.
Key Responsibilities:
- Meet with clients to understand their financial goals and provide personalized recommendations
- Evaluate insurance products and recommend options that meet client needs
- Stay up-to-date on industry developments and trends to ensure clients receive the best possible advice
- Develop and maintain strong relationships with clients to ensure long-term loyalty
Requirements:
- Valid driver's license
- Strong understanding of insurance products and their benefits
- Excellent communication and interpersonal skills
- A teachable spirit and willingness to learn
Compensation: $69,900 - $99,000 per year
-
Financial Advisor Supervisor
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeJob DescriptionInternational Assets Advisory, LLC is a rapidly growing Broker/Dealer/RIA based in Orlando, Florida, offering a unique opportunity for a skilled Financial Advisor Supervisor to join our team.This role involves providing day-to-day supervision of independent contractor financial advisors, reviewing exception reports, advertising, sales...
-
Financial Advisor
2 weeks ago
Orlando, Florida, United States First Class tax Relief Full timeAbout Us:First Class Tax Relief is a leading provider of tax relief services, dedicated to helping individuals and businesses navigate the complex world of taxes. Our team of experienced professionals is passionate about delivering exceptional results and building long-lasting relationships with our clients.Job Summary:We are seeking a highly skilled...
-
Investment Advisor Oversight Specialist
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeJob DescriptionThe Investment Advisor Oversight Specialist will be responsible for providing day-to-day supervision of independent contractor financial advisors.Estimated Salary Range: $110,000 - $160,000 per yearKey ResponsibilitiesSupervise and review the activities of financial advisors to ensure compliance with industry regulations and company...
-
Insurance and Investments Advisor
2 weeks ago
Orlando, Florida, United States New York Life - Orlando Office Full timeAre you looking for a challenging and rewarding career as an Insurance and Investments Advisor? New York Life - Orlando Office has an exciting opportunity for you!The estimated salary for this position is $80,000-$110,000 per year, with opportunities for growth and advancement. Our comprehensive three-year training program provides the skills and knowledge...
-
Financial Security Advisor
2 weeks ago
Orlando, Florida, United States New York Life - Orlando Office Full timeJob DescriptionWe are looking for a highly self-motivated individual who can build a great career as a life insurance agent while helping clients achieve their financial goals. As a member of our team, you will guide individuals, families, and businesses towards the financial strategy that is right for them using our expansive product lines.Your...
-
Life Insurance Advisor
2 weeks ago
Orlando, Florida, United States Best Health Benefits Full timeJoin Our TeamAs a Life Insurance Advisor, you will have the chance to shape the financial futures of individuals and families while working collaboratively with our dedicated team.Compensation PackageThe estimated salary for this position is $80,000 - $100,000 per year, with generous bonus and commission structures.Main ResponsibilitiesAnalyze client data to...
-
Associate Financial Services Regulatory Analyst
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeAt International Assets Advisory, LLC, we are looking for a talented Associate Financial Services Regulatory Analyst to join our team. The estimated salary for this position is approximately $90,000 - $110,000 per year.Job DescriptionIn this role, you will be responsible for assisting the broker-dealers' Chief Compliance Officer (CCO) and compliance team in...
-
CFO Consultant
2 weeks ago
Orlando, Florida, United States CFO Strategic Partners Full timeJob SummaryWe are seeking a highly experienced Chief Financial Officer (CFO) to join our team at CFO Strategic Partners in Orlando. As a senior financial executive, you will play a crucial role in providing strategic financial guidance to our clients and helping them achieve their business goals.About the RoleThe ideal candidate will have a proven track...
-
Life Insurance Agent
2 weeks ago
Orlando, Florida, United States LionRock Financial Services Full timeOpportunity HighlightsAt LionRock Financial Services, we offer a lucrative opportunity for motivated individuals to excel in the financial services industry. Our agents can earn an estimated $25,000 per month in issued premiums, significantly surpassing the performance stats of average life insurance agents in the field.This is a business opportunity, not a...
-
Revenue Advisor
2 weeks ago
Orlando, Florida, United States First Class tax Relief Full timeResponsibilities and ExpectationsAs a Tax Consultant at First Class Tax Relief, you will be responsible for maintaining accurate and timely tax filings, providing professional advice to clients, participating in ongoing education to stay current with tax laws, and contributing to the company's financial literacy initiatives. You will also participate in...
-
Compliance Risk Manager
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeInternational Assets Advisory, LLC is seeking an experienced Compliance Risk Manager to support the broker-dealers' Chief Compliance Officer (CCO) and compliance team. Estimated salary for this position in the United States is around $85,000 - $105,000 per year.Job DescriptionIn this role, you will assist in supporting and monitoring the regulatory...
-
Compliance Risk Manager
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeInternational Assets Advisory, LLC is seeking a highly skilled Compliance Risk Manager to support our broker-dealer's Chief Compliance Officer (CCO) and compliance team.Job OverviewThe ideal candidate will have experience in regulatory compliance within a broker-dealer and an understanding of FINRA Broker-Dealer and SEC Registered Investment Advisor...
-
Senior Technical Advisor
3 weeks ago
Orlando, Florida, United States Withum Full timeAbout the JobThe Quality Assurance Director position is a critical role within our firm, responsible for managing technical accounting and auditing matters. As a seasoned professional, you will oversee quality control and ensure compliance with professional standards, supporting our complex privately held and SEC clients.Your responsibilities will include...
-
Compliance and Supervision Professional
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeAbout the RoleWe are seeking a highly motivated Compliance and Supervision Professional to join our team at International Assets Advisory, LLC in Orlando, Florida.This role involves providing day-to-day supervision of independent contractor financial advisors, reviewing exception reports, advertising, sales literature, and correspondence to ensure compliance...
-
Back Office Operations Specialist
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeJob OverviewA leading broker-dealer is seeking a skilled Back Office Operations Specialist to join its team. The ideal candidate will be responsible for assisting Field Advisors with various client account inquiries and providing support with navigation of internal systems.Key ResponsibilitiesRespond to client account questions in a timely and professional...
-
Physician Advisor Hospitalist
3 weeks ago
Orlando, Florida, United States CorroHealth Full timeAbout CorroHealthAt CorroHealth, our purpose is to help clients exceed their financial health goals. We achieve this through scalable solutions and clinical expertise that solve programmatic needs across the reimbursement cycle.We build long-term careers by investing in our employees, creating an environment that cultivates professional development and...
-
Broker/Dealer and RIA Lead
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeJob OverviewWe are seeking a skilled Broker/Dealer and RIA Lead to join our rapidly growing team in Orlando, Florida. As a key member of our team, you will be responsible for providing day-to-day supervision of independent contractor financial advisors.This role offers the opportunity to work in a dynamic environment with a hybrid or remote schedule,...
-
Corporate Attorney Advisor
1 month ago
Orlando, Florida, United States PSCUorporated Full timeOverviewPSCUorporated, a leader in the financial services sector, is seeking a highly skilled Corporate Attorney to join our team. As an integral part of our legal department, you will play a crucial role in drafting, negotiating, and reviewing complex contracts that drive business growth and success.About the RoleThis challenging and rewarding position...
-
Broker/Dealer and RIA Oversight Specialist
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeAs a Broker/Dealer and RIA Oversight Specialist, you will provide general supervision of the sales activities of financial advisors. This includes reviewing and approving incoming and outgoing correspondence, as well as conducting branch examinations.Requirements and SkillsFINRA Series 7 licensureAbility to obtain FINRA 24 and 66 within 90 daysMinimum of two...
-
Broker Dealer and RIA Compliance Specialist
2 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeWe are seeking a highly motivated Broker Dealer and RIA Compliance Specialist to join our team at International Assets Advisory, LLC. The estimated salary range for this position is approximately $80,000 - $100,000 per year.Job OverviewThe Compliance Specialist will be responsible for supporting the broker-dealers' Chief Compliance Officer (CCO) and...