Financial Planning Specialist
2 weeks ago
We are seeking a seasoned financial professional to collaborate with our clients in crafting and implementing tailored strategies to achieve their financial objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships, and exceptional communication skills.
Key Responsibilities- Develop and present financial recommendations and strategies that align with client risk tolerance and financial objectives.
- Assist clients in implementing financial recommendations, including life insurance, mutual funds, savings plans, and other financial products.
- Provide exceptional customer service to existing clients, tracking and monitoring communications in the client file, including strategies and financial advice given.
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects.
- Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations.
- Current professional license, such as CPA or CFP, and FINRA Series 7 and 66, is required.
- A Bachelor's degree in business administration, finance, or a related field is required.
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is essential.
- Computer proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vital.
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential.
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Senior Analyst, Financial
2 months ago
Kennedy Space Center, United States Universal Orlando Full timeJob Description & Requirements // FOR DATA ORGANIZATION // Below code block contains - Job Description & Apply/Refer & Share Job Description & Requirements Universal Orlando Resort believes in-person collaboration is key to our success. Many of our Team Members work in a hybrid capacity, contributing from the workplace a minimum of three days per week. There...
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Financial Services Specialist
2 weeks ago
Kennedy Space Center, United States Orlando Health Full timeJoin Our Team at Orlando HealthOrlando Health Orlando Regional Medical Center (ORMC) has been a cornerstone of Central Florida's healthcare landscape for over a century.We are seeking a skilled Financial Counselor to join our team at ORMC. As a Financial Counselor, you will play a critical role in ensuring the financial well-being of our patients and their...
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Financial Aid Specialist
1 week ago
Kennedy Space Center, United States Rocky Mountain College of Art + Design Full timeJob SummaryWe are seeking a highly skilled and experienced Student Financial Aid Advisor to join our team at Rocky Mountain College of Art + Design. The ideal candidate will have a strong background in financial aid and a passion for helping students achieve their academic goals.Key ResponsibilitiesFinancial Aid Processing: Process and review financial aid...
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Life Insurance Specialist
3 weeks ago
Kennedy Space Center, United States Synergy Financial Services Full timeUnlock Your Earning PotentialSynergy Financial Services is a dynamic and rapidly growing financial services company offering remote work-from-home commission-based positions. We are seeking ambitious and hardworking individuals in the United States to join our team as a state-licensed insurance broker.Transform Lives and Build a Successful CareerAs a Synergy...
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Financial Advisor
3 weeks ago
Kennedy Space Center, United States New York Life Full time{"Responsibilities": " \u2022 Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given \u2022 Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products \u2022 Establish strong...
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Financial Services Specialist
4 weeks ago
Kennedy Space Center, United States Orlando Health Full timeAbout Orlando HealthWe are a 3,900-bed healthcare organization with a legacy of over 100 years. Our team of ordinary people with extraordinary individuality work together to bring help, healing, and hope to those we serve.Key ResponsibilitiesProvide financial counseling to patients and their familiesAssist with patient access and registrationCollaborate with...
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Financial Analyst
4 weeks ago
Kennedy Space Center, United States Thompson Gray Full timeJob Title: Financial AnalystThompson Gray is seeking a highly skilled Financial Analyst to support the U.S. Army's Program Executive Office for Simulation, Training, and Instrumentation (PEO STRI), Project Manager Cyber, Test, and Training (PM CT2) in Orlando, Florida.Job Summary:The successful candidate will have at least 5 years of experience as a Budget,...
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Financial Analyst
4 weeks ago
Kennedy Space Center, United States Thompson Gray Full timeFinancial Analyst Job DescriptionThompson Gray is seeking a highly skilled Financial Analyst to support the U.S. Army's Program Executive Office for Simulation, Training, and Instrumentation (PEO STRI), Project Manager Cyber, Test, and Training (PM CT2) in Orlando, Florida.Key Responsibilities:Manage the financial execution of appropriated funds, including...
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Financial Operations Director
5 days ago
Kennedy Space Center, United States Vertex Aerospace LLC Full timeFinance Manager Senior- "W-TRS"We are seeking a highly skilled Finance Manager Senior to join our team at Vertex Aerospace LLC. As a key member of our finance team, you will play a critical role in shaping our financial strategy and ensuring the success of our global operations.Key Responsibilities:Develop and implement financial plans and strategies to...
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Financial Aid Advisor
4 weeks ago
Kennedy Space Center, United States Florida Institute Of Recording Sound & Technology Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Financial Aid Advisor to join our team at Florida Institute Of Recording Sound & Technology. As a Financial Aid Advisor, you will play a critical role in providing exceptional support to our students, ensuring they receive the financial aid they need to succeed in their academic pursuits.Key...
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Sr Financial Analyst
1 month ago
Kennedy Space Center, United States Primary Recruiting Services Full timeCompany: Fortune 20 publicly traded business Job Title: Senior Financial Analyst Location: Dr Philips Compensation: UP to $95kdepending on credentials and experience Job Type: Full Time Schedule: Hybrid (3-4 days on-site with 1-2 days remote/week) Benefits: Retirement, Healthcare, Paid Holiday, PTO, tuition reimbursement, IVF reimbursement, etc. Overview:...
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Financial Business Analyst II
4 weeks ago
Kennedy Space Center, United States Mitsubishi Heavy Industries Full timeThe Financial Business Analyst II Long Term Service Agreements (LTSA) will play a crucial role in supporting the financial management of LTSA business divisions. This role involves preparing detailed monthly, quarterly, and annual financial stateme Business Analyst, Business, Financial, Financial Planning, Analyst, Support, Manufacturing, Business Services
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Senior Financial Aid Advisor
1 month ago
Kennedy Space Center, United States Florida Institute Of Recording Sound & Technology Full timeAbout the RoleWe are seeking a highly skilled and dedicated Senior Financial Aid Advisor to join our team at Florida Institute Of Recording Sound & Technology. As a key member of our financial aid department, you will play a critical role in providing exceptional customer service and support to our students.Key ResponsibilitiesProvide financial aid guidance...
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Financial Analyst
1 month ago
Kennedy Space Center, United States Thompson Gray Full timeThompson Gray is seeking a highly motivated individual with a strong work ethic to support the U.S. Army's Program Executive Office for Simulation, Training, and Instrumentation (PEO STRI), Project Manager Cyber, Test, and Training (PM CT2) in Orlando, Florida. The position requires at least 5 years of experience as a Budget, Finance, or Program Analyst....
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Financial Planning Manager
3 weeks ago
Center, Texas, United States Tyson Foods Inc. Full timeJob SummaryThis position will be responsible for overseeing the financial planning, analysis, and reporting functions of the plant production facility. The successful candidate will ensure the accuracy and timeliness of financial data, as well as provide strategic recommendations to improve financial performance.Key ResponsibilitiesDevelop and implement...
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Kennedy Space Center, United States University of Central Florida Full timeThe Opportunity:The Senior Assistant Vice President for Budget Planning and Analysis reports to the Senior Vice President for Administration and Finance and Chief Financial Officer, overseeing the development of the university's $2.3 billion operating budget in compliance with federal, state, or other regulations. This role is responsible for resource...
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Financial Planning Manager
3 weeks ago
Center, Texas, United States Tyson Foods Inc. Full timeJob SummaryThis position will be responsible for overseeing the financial planning, analysis, and reporting functions of the plant production facility. Key responsibilities include:Key ResponsibilitiesDeveloping and implementing financial planning and analysis strategies to support plant operationsLeading a team of accounting and clerical employees to ensure...
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Financial Counselor
4 weeks ago
Kennedy Space Center, United States Magellan Health Full timeJob SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health in Orlando, FL. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesProvide comprehensive financial counseling services to military personnel and their...
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Senior Financial Analyst
1 month ago
Kennedy Space Center, United States University of Central Florida Full timeJob SummaryThe University of Central Florida is seeking a highly skilled Senior Financial Analyst - Sponsored Programs to join our team in the Office of Research - Operations. As a key member of our team, you will be responsible for providing financial analysis and guidance to support the post-award administration of sponsored projects.Key...
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Financial Accounts Technician
4 weeks ago
Kennedy Space Center, United States VETERANS HEALTH ADMINISTRATION Full timeJob SummaryThe VETERANS HEALTH ADMINISTRATION is seeking a highly skilled Financial Accounts Technician to join our team. As a key member of our Accounts Management Division, you will play a critical role in ensuring the efficient and effective management of patient accounts.Key ResponsibilitiesProcess and analyze accounts receivable data to identify trends...