Financial Planning Specialist
4 weeks ago
Apex Brokers is seeking a skilled Financial Consultant to join our team. As a key member of our financial services department, you will be responsible for providing expert financial advice and guidance to our clients.
Key Responsibilities- Conduct thorough financial analysis to identify new opportunities and assess risk factors.
- Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
- Engage in proactive communication with clients, keeping them informed about investment strategies, market changes, and economic trends.
- Prepare detailed reports and presentations for clients depicting their financial status and progress towards their financial goals.
- Collaborate with colleagues in other departments to effectively coordinate financial processes and ensure compliance with relevant laws and regulations.
- Participate in training and development sessions to stay current with financial products and offerings.
- Provide strategic financial planning advice to clients, enhancing their ability to achieve short-term and long-term financial objectives.
- Work towards organizational goals while upholding integrity and ethics in all actions and decisions.
- Proven experience as a Financial Consultant or similar role, with a deep understanding of financial planning and market analysis.
- Excellent communication and interpersonal skills, capable of managing and building client relationships.
- Demonstrated ability to remain resilient under pressure and adapt quickly to changing financial climates.
- Commitment to ongoing professional development and maintaining current knowledge of financial products and regulations.
- Our company is currently expanding and we are specifically looking for 10 Qualifiers with 1+ years experience in Sale in one or more of the following industries: L.I, Debt Validation, D.E, Timeshare, Vacation packages, Credit Repair, or Collection.
- We are seeking Closers with only a few seats available. We currently have inbound/outbound and warm transfers for our Debt campaign running and ready.
- Ideal candidates are outgoing, money motivated & go-getters who can keep high energy on the sales floor.
- Ability to work with uncapped commissions, ensuring maximum earnings for dedicated efforts.
-
Financial Security Specialist
4 weeks ago
Orlando, Florida, United States Olsen Financial Group Full timeJob OverviewWe are seeking highly motivated professionals to join our team at Olsen Financial Group as a Financial Security Specialist. As a key member of our team, you will play a vital role in helping families protect their most valuable assets and build a secure financial future.Key ResponsibilitiesAssist clients in identifying and addressing their...
-
Chief Financial Planning Officer
3 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeDirector of FP&A Opportunity Our client, a leading SaaS company, is seeking a seasoned Director of FP&A to drive financial growth and strategic decision-making. Reporting to the CFO, this role will lead the FP&A department in developing and implementing financial strategies to ensure long-term stability and growth in the SaaS sector. Key...
-
Senior Financial Planning and Analysis Manager
4 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeFP&A Manager Job DescriptionAs a Senior Financial Planning and Analysis Manager, you will be responsible for leading the financial planning and analysis function for our company. You will work closely with the leadership team to develop and implement financial plans and strategies that drive business growth and profitability.Key Responsibilities:Develop and...
-
Senior Financial Planning and Analysis Leader
4 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Financial Planning and Analysis LeaderAt Creative Financial Staffing, we are seeking a highly skilled Senior Financial Planning and Analysis Leader to join our team. This role will be responsible for analyzing current and past trends in KPIs for cost of sales, expenses, capital expenditures, and revenue.Key Responsibilities:Analyze complex financial...
-
Financial Planning Specialist
4 weeks ago
Orlando, Florida, United States New York Life Full timeWe are seeking a seasoned financial professional to collaborate with our clients in crafting and implementing tailored financial strategies to achieve their 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...
-
Financial Planning and Analysis Manager
4 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeFP&A ManagerSeeking a highly skilled FP&A Manager to join our team at Creative Financial Staffing. As a key member of our leadership team, you will be responsible for providing strategic financial guidance and support to our organization.Key Responsibilities:Develop and maintain financial models and forecasts to inform business decisionsCollaborate with...
-
Strategic Financial Planning and Analysis Leader
3 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeVP of FP&A Job DescriptionAbout the RoleThe VP of FP&A will be responsible for analyzing current and past trends in KPIs for cost of sales, expenses, capital expenditures, and revenue. This individual will analyze complex financial information and reports to make recommendations to management for decision-making purposes.Key ResponsibilitiesAnalyze current...
-
Financial Services Representative
3 weeks ago
Orlando, Florida, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...
-
Senior Financial Planning and Analysis Leader
3 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeDirector of FP&A OpportunityAbout the Director of FP&A role and organizationOur client, a leading name in the SaaS space, is seeking a Director of FP&A who will have a direct influence on the financial health, growth, and strategic decision-making while reporting to the CFO. This position will work closely with a team of talented professionals in a...
-
Financial Planning Specialist
4 weeks ago
Orlando, Florida, United States Venu+ Full timeFinancial AnalystVenu+ is seeking a highly skilled Financial Analyst to provide key financial support and recommendations to drive business growth. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to communicate complex financial information to leadership.Key Responsibilities:Develop and maintain financial...
-
Financial Services Specialist
4 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityAt CAR Financial Services, we are seeking a skilled professional to join our team as a Collections Analyst. This role is ideal for individuals who are detail-oriented, have strong analytical skills, and are proficient in Microsoft Excel.Responsibilities:- Collect and analyze data on delinquent automotive loan accounts- Perform daily portfolio...
-
Financial Services Specialist
4 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is a leading provider of financial services for independent auto dealers, seeking a skilled Collections Analyst to join our team.We offer a range of benefits, including Paid Time Off and a 401(k) match, as well as a dynamic work environment with opportunities for growth and development.The successful candidate will be...
-
Financial Services Specialist
1 month ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is seeking a skilled professional to fill the role of Collections Analyst.Key Responsibilities:Collect and manage delinquent automotive loan accountsPerform data entry of automotive retail installment contractsConduct daily portfolio reviews to identify areas for improvementOversee and execute the buyback process to...
-
Financial Services Specialist
4 weeks ago
Orlando, Florida, United States CAR Financial Full timeJob OpportunityCAR Financial Services is seeking a skilled professional to fill the role of Collections Analyst.Key Responsibilities:Collect and manage delinquent automotive loan accountsProcess and enter retail installment contractsConduct daily portfolio reviews to identify areas for improvementOversee and execute the buyback processMaintain open...
-
Financial Planning Consultant
3 weeks ago
Orlando, Florida, United States New York Life - Orlando Full timeWe are seeking a skilled financial advisor to collaborate with our clients in designing 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 creating successful and long-term advising relationships, and exceptional communication...
-
Financial Planning Manager
3 weeks ago
Orlando, Florida, United States Universal Orlando Full timeFinancial Planning ManagerUniversal Orlando Resort is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for managing the collection and communication of financial forecasts and results for domestic and international properties to executives in UDX, NBCU, and Comcast.Key...
-
Financial Planning Expert
3 weeks ago
Orlando, Florida, United States New York Life - Orlando Full timeJob OverviewWe are seeking a seasoned financial advisor to collaborate with our clients in developing and implementing tailored financial strategies that align with their objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of fostering successful and long-term advising relationships, and exceptional...
-
Financial Planning Manager
3 weeks ago
Orlando, Florida, United States NBCUniversal Full timeAt NBCUniversal, we are seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for managing the collection and communication of financial forecasts and results for domestic and international properties to executives in UDX, NBCU, and Comcast.The ideal candidate will have a...
-
Financial Planning Manager
4 weeks ago
Orlando, Florida, United States Lockheed Martin Corporation Full timeJob DescriptionThe Financial Planning and Analysis (FP&A) Manager plays a critical role in driving the strategic forecasting and reporting activities for the Upper Tier Integrated Air & Missile Defense (UTIAMD) program portfolio.Key ResponsibilitiesDevelop and maintain financial forecasts and models to support business decision-makingProvide financial...
-
Retirement Planning Specialist
3 weeks ago
Orlando, Florida, United States AssuredPartners Full timeOverview:We are seeking a seasoned Retirement Planning Specialist to build the foundation of a team providing comprehensive financial planning and guidance to participants in our clients 401(k) plans.The Ideal Candidate:You are a certified financial planner (CFP) or have equivalent experience.You are passionate about helping individuals plan for retirement...