Financial Services Professional
4 days ago
We are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations plan for and protect their financial futures.
Key Responsibilities- Provide financial products and services to clients, including education and guidance on retirement planning and benefits.
- Develop and maintain relationships with clients, including teachers, school administrators, municipality employees, and other public sector professionals.
- Stay up-to-date on industry developments and regulatory requirements, and ensure compliance with all relevant laws and regulations.
- Collaborate with senior team members and coaches to achieve business goals and objectives.
- A four-year college degree (preferred but not required).
- Ability to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
- Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures.
- Excellent interpersonal skills and communication abilities, with a high degree of self-confidence.
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
- Competitive compensation package, including base pay, commissions, and benefits.
- Personalized and comprehensive training and support in all areas important to building your business.
- Sponsorship and coaching to obtain the licensing required for hire.
- Ability to specialize in numerous areas, from being a Certified Financial Planner to a junior or senior partner in a firm model.
- Advancement and management opportunities.
- A work-life balance and access to a full suite of remote-work technology solutions.
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Financial Services Leader
6 days ago
Orlando, Florida, United States Ameriprise Financial Full timeAbout the RoleThe Associate Branch Manager will play a key role in driving profitable growth in a small geography or within a large office by leading, coaching, and developing financial advisors. This individual will be responsible for creating a compelling business plan that emphasizes growth, client acquisition, financial planning, and retention.Key...
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Financial Services Professional
7 days ago
Orlando, Florida, United States OCTANE Full timeAbout the role of Benefit Coordinator at OCTANEJob SummaryOCTANE is seeking a dedicated and compassionate Benefit Coordinator to join our team. As a Benefit Coordinator, you will play a vital role in supporting families and children through financial services, providing crucial support and peace of mind.Key ResponsibilitiesImpactful Work: Collaborate with...
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Senior Accounting Professional
7 days ago
Orlando, Florida, United States Creative Financial Staffing Full timeJob Summary:The Accounting Supervisor will play a critical role in the financial operations of our client, a world-class facility in the industry. As a key member of the financial team, the Accounting Supervisor will be responsible for coordinating the monthly, quarterly, and annual closings, preparing financial statements and reports, and supervising...
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Financial Professional
3 days ago
Orlando, Florida, United States GFI Pros Full timeAbout the OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Financial Professional. As a key contact and liaison for clients, you will be responsible for ensuring their total satisfaction and providing support needed in a timely, professional, and courteous manner.Key ResponsibilitiesDevelop customized financial...
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Relationship Banker II
4 days ago
Orlando, Florida, United States Regions Bank Full timeJob Description:At Regions Bank, we are seeking a highly motivated and results-driven Relationship Banker II to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing personalized solutions to meet those needs.Key...
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Financial Relationship Specialist
6 days ago
Orlando, Florida, United States Addition Financial Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Relationship Specialist to join our team at Addition Financial. As a key member of our team, you will be responsible for building and maintaining strong relationships with our members, providing exceptional service, and promoting our financial products and services.Key...
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Senior Manager of Financial Strategy
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Manager of Financial Strategy$140,000About the Senior Manager of Financial Strategy opportunity and organizationCreative Financial Staffing is a prominent player in the SaaS industry, looking for a Senior Manager of Financial Strategy who will play a pivotal role in shaping the financial health, expansion, and strategic initiatives while reporting...
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Financial Operations Manager
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions, serving the Real Estate industry in Central and South Florida. With over 30 years of experience, we have established ourselves as a trusted partner for companies seeking top talent.The RoleWe are seeking a highly skilled Financial Operations Manager to join...
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Lead Financial Analyst
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Financial Analyst - Hybrid Role$ $ We are currently in search of a seasoned Senior Financial Analyst for a prominent organization. This role will report directly to the VP of Finance and will be pivotal in engaging with Executives. The position includes a succession plan to Manager and offers a hybrid work schedule, consisting of 3 days in the office...
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Lead Financial Accountant
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Financial Accountant Consolidation and Reporting Hybrid Work Environment Salary Range: $75,000 - $85,000 Our client is looking for a senior financial accountant to assist in the consolidation of financial statements and the reporting process. This role involves analyzing, producing, and compiling financial data to support a billion-dollar...
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Lead Financial Analyst
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Financial Reporting Specialist Consolidation and Analysis Hybrid Work Environment $75,000 - $85,000 Our client is in search of a senior financial reporting specialist to assist with the consolidation of financial statements and the reporting process. This role involves analyzing, producing, and compiling critical financial information for a...
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Lead Financial Analyst
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Financial Analyst - Hybrid Position$ $ We are seeking a seasoned Senior Financial Analyst to join a prominent organization. This role will report directly to the VP of Finance and will be pivotal in engaging with Executives. The position offers a pathway to managerial responsibilities and follows a hybrid work model, with three days in the office and...
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Lead Financial Accountant
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Financial Reporting Specialist Consolidations and Reporting Hybrid $75,000 - $85,000 Our client is in search of a senior financial reporting specialist to assist with the consolidation of financial statements and the reporting process. This role involves analyzing, producing, and compiling data to support the operations of a billion-dollar...
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Financial Operations Controller
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timePosition Overview: Corporate ControllerWe are seeking a skilled Corporate Controller to oversee our financial operations. This role is essential for maintaining the integrity of our financial reporting and ensuring compliance with all regulatory requirements.Why Work With Us:Well-established organization with a solid track recordSupported by a respected...
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Financial Operations Controller
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeCorporate Controller OpportunityWe are seeking a skilled Corporate Controller to enhance our finance department. This role is pivotal in ensuring accurate financial management and reporting.Why Work With Us:Well-established organization with a strong market presenceSupported by a reputable investment firmDedicated to principles of integrity, respect, and...
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Financial Services Representative
4 days ago
Orlando, Florida, United States Insight Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Insight Credit Union. As a key member of our branch staff, you will be responsible for providing exceptional service to our members, promoting financial products and services, and contributing to the overall success of our...
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Lead Financial Analyst
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Financial Consultant$75,000 - $90,000Our client is a distinguished global construction and engineering organization, celebrated for its enduring stability and achievements. They possess a remarkable track record of successfully managing intricate projects for various governmental entities in the U.S. Their areas of expertise encompass disaster...
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Lead Financial Analyst
2 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Financial Operations Analyst$75,000 - $90,000Our client is a distinguished global construction and engineering organization, celebrated for its enduring stability and achievements. They possess a remarkable track record of successfully managing intricate projects for various federal entities across the U.S. Their areas of expertise encompass disaster...
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Financial Services Representative
3 days ago
Orlando, Florida, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our service team, you will play a critical role in helping clients achieve their financial goals.Key ResponsibilitiesProvide exceptional customer service to clients via phone, email, and in-person...
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Financial Services Representative
1 week ago
Orlando, Florida, United States Charles Schwab Full timeAbout the RoleWe are seeking licensed professionals who enjoy a challenging and fast-paced work environment and want to make a positive impact on clients' lives. As a Financial Services Representative, you will utilize your growing expertise to champion our high-net-worth investors' personal financial goals, working as the first point of contact as they call...