Retirement and Financial Planning Specialist
3 days ago
We are looking for an experienced Retirement and Financial Planning Specialist to join our team at Simplicity Group Holdings. As a key member of our organization, you will be responsible for providing product support, including comparative analysis, quotes, and illustrations, to our network of insurance and investment professionals.
You will also promote our market-leading marketing programs to our partners and coordinate with our service department to provide L&A, new business, and support to our customers. The ideal candidate will have 1-3 years of experience in sales or other relevant job experience, as well as a basic understanding of financial markets and retirement trends.
As a Retirement and Financial Planning Specialist, you will work closely with our experienced team to develop your skills and knowledge, and you will have access to a wide range of training and development opportunities. You will also have the opportunity to earn a competitive salary, ranging from $50,000 per year, plus variable compensation eligibility.
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Financial Planning Leader
4 weeks ago
Clearwater, United States BayCare Health System Full timeOverview of BayCare Health SystemBayCare Health System is a leading healthcare provider in the Tampa Bay area, comprising 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians. Our team of over 30,000 dedicated professionals strives for clinical excellence and promotes a culture...
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Financial Operations Specialist
4 weeks ago
clearwater, United States Creative Financial Staffing Full timeAbout the RoleAt Creative Financial Staffing, we are seeking an experienced Financial Operations Specialist to join our team in Clearwater, FL. This role will be responsible for managing the accounts receivable process, ensuring accuracy and timely collections.Key ResponsibilitiesProcess customer invoices and ensure accuracy in accordance with company...
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Financial Planning Analyst
2 months ago
Clearwater, United States LHH Full timeAbout the RoleWe are seeking a highly motivated and analytical FP&A Analyst to join our dynamic finance team. This role will play a critical part in driving strategic decision-making by providing insightful financial analysis and reporting.ResponsibilitiesFinancial Planning & Analysis:Develop and maintain financial models, forecasts, and budgets.Conduct...
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Estate Planning Specialist
2 days ago
Clearwater, United States Fisher Investments Full timeDo you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...
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Financial Operations Specialist
3 days ago
Clearwater, United States Cummings Insurance Inc. Full timeJob OverviewCummings Insurance Inc. is seeking a skilled Financial Operations Specialist to join our team. This part-time role will be responsible for providing administrative support to our business, ensuring the smooth operation of our financial functions.
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Financial Support Specialist
2 weeks ago
Clearwater, United States PrideStaff Full time**Job Description:** PrideStaff is currently hiring a highly motivated Financial Support Specialist to join our team in Clearwater.In this role, you will work closely with clients to handle financial transactions, maintain accurate records, and ensure compliance with trust agreements.This is a full-time, temp-to-hire position that offers a competitive salary...
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Financial Support Specialist
3 days ago
Clearwater, United States Synergy Property Restoration Full timeSynergy Property Restoration is a dynamic company seeking a highly motivated Financial Support Specialist to join our team. In this role, you will provide critical support to our accounting department by performing a range of administrative and financial tasks.The estimated salary for this position is $50,000 - $65,000 per year, depending on experience. We...
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Financial Operations Specialist
5 days ago
Clearwater, Florida, United States Gastro Florida Full timeWe are seeking a detail-oriented Financial Operations Specialist to join our team at Gastro Florida. This role involves managing accounts payable for multiple locations, ensuring timely payment of invoices, and maintaining accurate financial records.Key Responsibilities:Process and analyze accounts payable transactions using accounting software and other...
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Medical Financial Specialist
4 weeks ago
Clearwater, United States BayCare Health System Full timeAre you passionate about delivering exceptional customer service in the healthcare industry? BayCare Health System is seeking a skilled Medical Financial Specialist to join our team. Located in Clearwater, FL, this full-time position offers a competitive salary and benefits package.About the RoleThis Medical Financial Specialist will be responsible for...
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Accounting and Financial Services Specialist
6 days ago
Clearwater, United States Premier Outdoor Living and Design Full timeJob DescriptionWe are seeking an experienced Part-Time Bookkeeper Accountant to join our team at Premier Outdoor Living and Design. This role involves managing financial records, analyzing data, and developing strategies to improve financial efficiency.Salary: $32-$45 per hour (estimated 15-20 hours/week)Key ResponsibilitiesManage financial records,...
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Estate Planning Specialist
4 days ago
Clearwater, FL, United States Fisher Investments Full timeDo you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...
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Accounting Specialist
4 weeks ago
Clearwater, Florida, United States Solvency Now Book Keeping Full timeAt Solvency Now Bookkeeping, Inc., we're expanding our team of experienced accounting professionals. As an Accounting Specialist, you'll play a crucial role in managing our clients' financial data with precision and accuracy.About the RoleWe're seeking a highly skilled Accounting Specialist to join our growing team. In this role, you'll be responsible for...
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Financial Consultant
6 days ago
Clearwater, United States Simplicity Group Holdings Full timeAs a key member of the Simplicity Group team, you will be responsible for driving business growth by acquiring new advisors, maintaining existing relationships, and guiding them towards increased production using our market-leading tools and consultative sales process.">About the RoleThis role is an excellent opportunity to join a fast-growing company that...
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Business Financial Analyst
16 hours ago
Clearwater, Florida, United States PODS Enterprises, LLC Full timePODS Enterprises, LLC is a leader in the moving and storage industry, and we are seeking a highly skilled Business Financial Analyst to join our team. This role is required ONSITE at the corporate center in Clearwater, FL (Monday – Thursday, Friday Remote.)Job DescriptionThe Business Financial Analyst will be responsible for preparing and compiling...
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Bookkeeping and Financial Analyst
6 days ago
Clearwater, United States Premier Outdoor Living and Design Full timeJob DescriptionPremier Outdoor Living and Design is a leader in the outdoor living industry, driven by a passion for enriching the outdoor lifestyle. We are seeking a highly skilled Bookkeeping and Financial Analyst to join our team.In this role, you will be responsible for maintaining accurate financial records, performing financial analysis, and ensuring...
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Financial Services Representative
2 days ago
Clearwater, United States City County Employees Credit Union Full timeJob OverviewCredit unions like ours are community-focused financial cooperatives that provide personalized banking services to their members. We are looking for a Financial Services Representative to join our team in Clearwater, where you will play a vital role in helping our members achieve their financial goals.ResponsibilitiesProcess loan applications,...
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Event Coordinator Specialist
7 days ago
Clearwater, United States City of Clearwater, FL Full timeCity of Clearwater, FL Job Opportunity**Job Title:** Recreation Specialist **Estimated Salary:** $55,240.50 - $58,002.50 per yearWe are seeking a highly skilled Recreation Specialist to join our team at the City of Clearwater, FL. This is a full-time position that requires exceptional event planning and management skills, as well as strong communication and...
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Financial Specialist
5 days ago
Clearwater, United States Directions for Living Full timeJob SummaryWe are seeking a detail-oriented and organized Billing Specialist to join our team at Directions for Living, where you will be responsible for managing the billing process and ensuring compliance with regulatory requirements.Main ResponsibilitiesProcess and manage billing and claims submissions.Perform regular audits and quality checks to ensure...
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Medical Office Financial Coordinator
2 weeks ago
Clearwater, United States Advanced Urology Institute Full timeJob Summary:The Customer Service Specialist role at Advanced Urology Institute is designed to provide top-notch customer service to our patients while ensuring the accuracy and efficiency of patient financial operations. As a key member of our Business Office team, you will play a vital role in securing patient revenue by processing and monitoring incoming...
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Financial Services Specialist
15 hours ago
Clearwater, United States Fisher Investments Full timeAbout UsFisher Investments is a global investment management firm that provides comprehensive portfolio management services to high-net-worth individuals and institutional clients.Job OverviewWe are seeking an experienced Financial Services Specialist to join our team in Tampa, FL. This is a unique opportunity to work with a roster of high-net-worth clients...