Financial Services Professional

4 weeks ago


Palm Beach Gardens, Florida, United States Evershore Financial Group Full time

Evershore Financial Group is a leading provider of comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are seeking a Financial Services Professional who is entrepreneurially minded and has a strong client-facing presence.

Our ideal candidate will have access to a dedicated support staff, a multitude of competitive products and services, and the ability to work with individuals who walk the walk and have successful, growing practices. We cater to each individual and will customize a compensation package based on their experience.

As a Wealth Management Specialist with Evershore Financial Group, you will have the opportunity to specialize in practice growth and help advisors become more sophisticated in their practice. You will receive unmatched mentoring relationships, joint work, support, and collaboration, as well as access to succession planning tools and a guided future.

We are looking for a Comprehensive Financial Advisor who has the desire to be and think like a business owner, with a strong work ethic, growth ambition, and capability to execute business initiatives. You will have the ability and willingness to cultivate long-term client relationships and build equity in your career, opposed to growing a corporate bottom line.

Our Financial Planning Expert will have the goal of building a successful practice and legacy, with a strong commitment to success for themselves, their team, and most importantly their clients. They will have the ability to obtain their FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner.

We are an independently owned and operated company, with a strong culture within our tight-knit offices. We look for unique individuals who are worth devoting significant time and resources toward helping them grow.



  • Pompano Beach, Florida, United States Momentum Financial Services Group Full time

    About the Role:Momentum Financial Services Group is seeking a skilled Financial Service Representative to promote our financial products and services to meet the short- and long-term financial goals of our customers.Key Responsibilities:Provide a quality customer sales experience through efficient execution of all customer transactionsHandle cash and...


  • Palm Beach Gardens, Florida, United States Lisa Swinson - State Farm Agent Full time

    State Farm Insurance Agent located in Palm Beach Gardens, FL is seeking a career-oriented professional to join their team.Key ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.Work with the agent to establish and meet marketing goals.Develop and maintain a digital marketing system to promote the office.Identify and...


  • Palm Beach Gardens, Florida, United States Stifel Financial Full time

    Job SummaryAs a Client Service Associate at Stifel Financial, you will assist Financial Advisors with the opening and maintenance of client accounts and records. This role involves performing a wide range of administrative support duties, including client service, processing, and branch management.Key ResponsibilitiesAssist Financial Advisors with client...


  • Palm Beach Gardens, Florida, United States Olsen Financial Group Full time

    Job OverviewWe are seeking insurance professionals who aspire to make a positive impact in their community by assisting families with not only a financial safety net but with building family legacies.Key ResponsibilitiesFollow up with client requests and present a plan that provides financial peace of mind.Work with clients who have requested information to...


  • Daytona Beach, Florida, United States Global Financial Impact - Brian Garcia Full time

    Job OpportunityWe are seeking highly motivated and competent individuals to join our team as Financial Professionals. As a Financial Professional, you will have the opportunity to work with A+ rated financial companies across the nation, providing services that meet the needs of clients.Key Responsibilities:Develop Financial Need Analysis (FNA) for...


  • Palm Beach Gardens, Florida, United States Lisa Swinson - State Farm Agent Full time

    Company OverviewLisa Swinson - State Farm Agent is a dynamic and growing agency located in Palm Beach Gardens, FL. Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.Salary and BenefitsThe successful candidate can expect a competitive salary of $80,000.00 per year, as well as opportunities...


  • Palm Coast, Florida, United States Intracoastal Bank Full time

    About Intracoastal BankIntracoastal Bank is a leading financial institution dedicated to providing exceptional service and banking solutions to our communities.Job SummaryWe are seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers,...

  • Sales Professional

    1 month ago


    West Palm Beach, Florida, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly motivated and results-driven Consumer Loan Sales Specialist to join our team at OneMain Financial. As a key member of our sales team, you will be responsible for delivering exceptional customer experiences, driving sales growth, and building strong relationships with our customers.Key ResponsibilitiesDevelop and execute...


  • West Palm Beach, Florida, United States Veronica Mitchell - State Farm Agent Full time

    Position OverviewAs a State Farm team member for Veronica Mitchell - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. The ideal candidate will have a customer-focused approach, sales experience, and a passion for helping people manage the risks of...


  • Panama City Beach, Florida, United States Edward Jones Full time

    Build a Successful Career as a Financial Advisor with Edward JonesAs a financial advisor with Edward Jones, you'll have the opportunity to build a successful career helping clients achieve their long-term financial goals. Our comprehensive training program will equip you with the skills and knowledge you need to succeed in this rewarding field.Key...


  • Palm Beach Gardens, Florida, United States California Pizza Kitchen Full time

    Key Responsibilities:• Deliver exceptional guest service by taking orders, serving food and drinks, and fulfilling requests in a timely and accurate manner.• Provide attentive and detail-oriented service to ensure a positive dining experience for our guests.About the Role:As a Server at California Pizza Kitchen, you will be part of a dynamic team that is...


  • West Palm Beach, Florida, United States Ocwen Financial Full time

    Key Responsibilities:The Customer Resolutions Flex Agent is a call center phone agent position within Ocwen Financial's forward mortgage servicing business. The role reports to a Team Lead, Customer Resolutions and works independently on a team located in the Call Center.Key Skills:Excellent communication and problem-solving skillsAbility to work in a...


  • Palm Beach Gardens, Florida, United States TBC Corporation Full time

    Job OverviewTBC Corporation is a leading mobility industry company that aims to keep you moving on the road ahead. As a Senior Financial Treasury Analyst, you will play a crucial role in designing and developing strategies to optimize funding and cash positions, focusing on cash, liquidity, and debt management.Key ResponsibilitiesDevelop and implement...


  • Palm Beach Gardens, Florida, United States Home Depot Full time

    Asset Protection Specialist at Home DepotAs an Asset Protection Specialist at Home Depot, you will play a critical role in preventing financial loss caused by theft and fraud. Your responsibilities will include:Key Responsibilities:Supporting safety and environmental program compliance in assigned stores or multiple storesIdentifying incidents of theft and...


  • Palm Beach Gardens, Florida, United States Carrier Full time

    About this roleThe Associate Director will lead a team to develop and drive a global sourcing strategy for Professional Services, supporting Carrier's long-term goals of improving efficiency, reducing risk, and increasing value.This role includes a broad array of categories from Consulting, Finance, Banking, Legal, Travel, Fleet, Marketing Human Resources,...


  • Palm Beach Gardens, Florida, United States State Farm Insurance Full time

    Job Summary: We are seeking a highly skilled Customer Service Representative to join our team at State Farm Insurance. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, answering their inquiries, and resolving their issues in a timely and professional manner.Key Responsibilities:Assist...


  • Palm Beach Gardens, Florida, United States Javier J Canasi M D P A Full time

    About the RoleWe are seeking an Experienced Medical Assistant/LPN to join our team at Javier J Canasi M D P A in Palm Beach Gardens. As a key member of our Internal Medicine practice, you will be responsible for delivering exceptional patient experiences and assisting our healthcare professionals in examining and treating patients.Responsibilities:Patient...


  • Palm Beach Gardens, Florida, United States VensureHR Full time

    Insurance Customer Service RepresentativeAt VensureHR, we are committed to delivering exceptional service and professionalism. As an Insurance Customer Service Representative, you will play a pivotal role in our commitment to service and professionalism.Key Responsibilities:Service all in-bound client inquiries for new and/or existing clients, including...


  • Palm Beach Gardens, Florida, United States CBIZ Full time

    Job Summary:CBIZ is seeking a highly skilled Account Manager Managed Services to provide exceptional service delivery to commercial insurance clients. As a key member of our team, you will be responsible for building strong relationships with clients, resolving complex customer service problems, and representing client interests internally.Key...


  • Palm Bay, Florida, United States Olsen Financial Group Full time

    Job OpportunityWe are seeking a highly motivated and results-driven Insurance Professional to join our team at Olsen Financial Group. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, providing them with personalized financial solutions, and driving business growth through...