Financial Services Representative

4 weeks ago


Cape Coral, Florida, United States IncredibleBank Full time
About the Role

IncredibleBank is seeking a highly motivated and experienced Financial Advisor to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional customer service and building long-term relationships with our clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
  • Provide expert advice on investment strategies, retirement planning, and wealth management.
  • Build and maintain strong relationships with clients, referral sources, and internal stakeholders.
  • Stay up-to-date on industry trends and best practices to deliver exceptional service and advice.

Requirements:

  • 3+ years of experience in financial services, with a focus on wealth management or investment advice.
  • Series 7, Series 63/66, and Series 65/66 registrations.
  • Certifications such as CFP or CRPC are a plus.
  • Strong communication and interpersonal skills, with the ability to build trust with clients and colleagues.

About IncredibleBank:

IncredibleBank is a leading online community bank that values innovation, customer service, and community involvement. We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



  • Cape Coral, Florida, United States IncredibleBank Full time

    About the RoleIncredibleBank is seeking a skilled Financial Services Representative to join our team. As a key member of our Wealth Management team, you will be responsible for providing exceptional customer service and delivering tailored financial solutions to our clients.Key Responsibilities:Develop and maintain strong relationships with clients to...


  • Cape Coral, Florida, United States Lee Health Full time

    Job SummaryAs a Patient Financial Representative at Lee Health, you will play a critical role in assisting customers with inquiries in a high-volume call setting while providing an exceptional customer experience and complaint resolution. Your expertise in insurance processing, both at a claim and guarantor level, will enable you to offer credit counseling...


  • Coral Springs, Florida, United States Symmetry Financial Group - Gary Uyemura Full time

    Job OverviewWe are seeking a highly motivated and disciplined individual to join our team as a Customer Service Representative. As a representative, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Our company, Symmetry Financial Group - Gary Uyemura, is a leading provider of life insurance...


  • Cape Coral, Florida, United States IncredibleBank Full time

    About the RoleIncredibleBank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, we help clients reach their financial goals.This position reports to our VP, Finance and...


  • Cape Coral, Florida, United States Sam's Club Full time

    Job Summary:As a Retail Customer Service Representative at Sam's Club, you will play a vital role in ensuring our members have an exceptional shopping experience. Your primary responsibility will be to provide top-notch customer service, answering questions, and resolving issues in a timely and professional manner.Key Responsibilities:Provide exceptional...


  • Cape Coral, Florida, United States Choice 1 temps Full time

    Job OverviewAs a Customer Service Representative at Choice 1 temps, you will be the first point of contact for clients with complaints, orders, or inquiries about our products and services. Your primary responsibility will be to provide solutions that meet individual customer needs, prioritizing their requirements at every stage of the process.Key...


  • Cape Coral, Florida, United States Closets by Design Fort Myers Full time

    Closets by Design Fort Myers is a nationally recognized leader in home organizing systems. We design, manufacture, and install a complete line of custom closets, home office furniture, media systems, wall-beds, garage cabinetry, and more. We are seeking a motivated and organized individual to fill the full-time position of Office Representative/Admin. Asst....


  • Cape Coral, Florida, United States Closets by Design Fort Myers Full time

    We are seeking a highly motivated and organized individual to fill the role of Office Representative/Admin. Asst. at Closets by Design Fort Myers. As a key member of our team, you will be responsible for delivering exceptional customer service and administrative support to our office staff and management.Key Responsibilities:Provide exceptional customer...


  • Cape Coral, Florida, United States Domino's Pizza LLC Full time

    Job SummaryAs a Customer Service Representative at Domino's, you will play a key role in providing a positive and engaging experience for our customers. Your responsibilities will include greeting customers, taking orders, and maintaining a clean and organized store environment.Key Responsibilities:Greet customers and provide a positive experienceTake...


  • Cape Coral, Florida, United States Mike's Plumbing of Southwest Florida Inc Full time

    Unlock a Rewarding Career in Customer ServiceAt Mike's Plumbing of Southwest Florida Inc., we're seeking a talented Customer Service Representative to join our team. As a key member of our customer-facing team, you'll play a vital role in delivering exceptional service to our valued customers.Key Responsibilities:Provide expert assistance to customers via...


  • Cape Coral, Florida, United States Domino's Pizza LLC Full time

    Job Summary:As a Customer Service Representative at Domino's Pizza LLC, you will be the face of our company, interacting with customers and providing exceptional service. Your role will involve answering phone calls, taking orders, and greeting customers in a friendly and welcoming manner. You will also be responsible for maintaining a clean and organized...


  • Cape Coral, Florida, United States Closets by Design Fort Myers Full time

    About the RoleClosets by Design Fort Myers is seeking a highly motivated and organized individual to fill the position of Office Representative/Administrative Assistant. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our office staff and management.Key ResponsibilitiesAnswer...


  • Cape Coral, Florida, United States Express Employment Professionals Full time

    Job DescriptionWe are seeking a highly skilled Customer Service Representative to join our team at Express Employment Professionals. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, who are a Health and Wellness company focused on providing high-quality premium supplements and healthy lifestyle...


  • Coral Gables, Florida, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe're seeking driven and self-motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.As a Financial...


  • Cape Coral, Florida, United States The Kind Agency-Powered by Symmetry Financial Group Full time

    Unlock Your Earning PotentialAre you ready to take control of your financial future and achieve a six-figure income? Our company offers a unique opportunity for motivated individuals to succeed in the financial services industry.As a sales professional, you will work from home or on-site, connecting with potential clients who have expressed interest in our...


  • Cape Coral, Florida, United States Closets by Design Fort Myers Full time

    Job SummaryClosets by Design Fort Myers is seeking a highly motivated and organized individual to fill the role of Office Representative/Admin. Asst. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our office staff and management.Key ResponsibilitiesAnswer incoming phone calls and...


  • Cape Coral, Florida, United States Bowlero Corp Full time

    Job SummaryWe are seeking a friendly and welcoming Customer Service Representative to join our team at Bowlero Corp. As a Greeter/Counter Desk Associate, you will be the first point of contact for our guests, setting the tone for an exceptional experience.Key Responsibilities:Provide exceptional customer service to guests in person and over the phoneManage...


  • Cape Coral, Florida, United States Goodwill Industries of Southwest Florida Full time

    Job Summary:Goodwill Industries of Southwest Florida is seeking a highly motivated and customer-focused individual to join our retail team as a Retail Sales Associate. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, assisting customers with purchases, and maintaining a clean and organized store...


  • Cape Coral, Florida, United States Goodwill Industries of Southwest Florida Full time

    Job DescriptionGoodwill Industries of Southwest Florida is a non-profit organization dedicated to helping people with disabilities and disadvantages achieve independence.Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Sales Associate. As a key member of our sales team, you will be responsible for...


  • Cape Coral, Florida, United States Goodwill Industries of Southwest Florida Full time

    Job DescriptionJob Title: Retail Sales AssociateDescription of Responsibilities:Provide excellent customer service and create a welcoming environment for customers.Assist customers on the sales floor and facilitate smooth transactions at the checkout.Develop knowledge of all departments and categories to answer customer inquiries effectively.Greet all...