Financial Services Professional

6 days ago


Orlando, Florida, United States New York Life - Orlando Office Full time

As a Financial Services Professional at New York Life - Orlando Office, you will have the opportunity to build a strong financial future for your clients. Our comprehensive three-year training program provides the skills and knowledge needed to succeed in this role.

The estimated salary for this position is $80,000-$110,000 per year, with opportunities for growth and advancement. You will work with highly successful agents and managers who will assist you in developing a clientele.

We offer a range of benefits, including medical, dental, vision, long-term disability, and group-term life insurance. Full-time agents and their dependents are immediately eligible for these benefits.

You will be responsible for helping clients implement financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products. You will also develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.

To be successful in this role, you must have uncompromising integrity and the ability to effectively communicate complex programs and ideas. Strong relationship management skills and/or experience are also required.



  • Orlando, Florida, United States LionRock Financial Services Full time

    About the RoleWe're seeking driven and ambitious individuals with a passion for helping families secure their financial future. As a Life Insurance Agent, you'll be responsible for working exclusively with warm, inbound lead prospects, receiving on average 8-15 inbound calls per day.You'll utilize a client-centric approach to sales, providing exceptional...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    OverviewCreative Financial Staffing is seeking a seasoned Financial Leadership Director to spearhead the financial strategy and vision for our esteemed client in Orlando, FL.About the RoleThis senior-level position demands a seasoned professional with a strategic mindset to drive financial growth, optimize working capital, and ensure seamless financial...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    CFO Opportunity in OrlandoWe are seeking a highly skilled CFO to lead our client's financial strategy and vision. Located in the heart of Orlando, our client is a dynamic professional services organization with over 20 years of experience.Key Highlights:$180,000 - $210,000 Salary RangeJoin a collaborative culture that fosters success and provides a...


  • Orlando, Florida, United States CAR Financial Full time

    Job OverviewCAR Financial Services is a leading provider of financial services for independent auto dealers, offering a range of programs to enhance cash flow and support capital needs.About the RoleWe are seeking an experienced account analyst to join our team. As a key member of our collections team, you will be responsible for collecting delinquent...


  • Orlando, Florida, United States Eastern Healthcare Financial Services, Inc. Full time

    Medical Billing Customer Representative Job SummaryEastern Healthcare Financial Services, Inc. is seeking a highly skilled Medical Billing Customer Representative to join our team. As a representative, you will be responsible for providing exceptional account support and medical billing services to our clients and their patients. This is an excellent...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Creative Financial Staffing is seeking an experienced Strategic Finance Director to join our team. In this role, you will play a crucial part in determining the financial strategy and vision for the organization.About the RoleWe are looking for a highly skilled finance professional with over 20 years of experience who has established strong relationships...


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

    Symmetry Financial Group, a top-ranked company by Inc. Magazine and Entrepreneur Magazine, is seeking a Financial Services Consultant to join our team. As a key member of our sales force, you will be responsible for providing expert financial guidance and sales expertise to clients.Key responsibilities include:Conducting thorough financial analyses to...


  • Orlando, Florida, United States Global Financial Impact - Brian Garcia Full time

    Company OverviewGlobal Financial Impact - Brian Garcia is a pioneering financial services organization that empowers individuals to achieve their financial goals. As a member of our team, you will have the opportunity to work with clients across the nation, providing them with expert guidance and support.


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Staff Accountant RoleAbout Our CompanyCreative Financial Staffing is a technology leader with its corporate office in Florida. We're seeking a talented Staff Accountant to support our expanding operations.Responsibilities of the Staff AccountantThe ideal candidate will be responsible for:Account Reconciliation: Conduct end-of-month reconciliations and review...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Senior Financial Analyst Role OverviewCreative Financial Staffing is representing a leading hospitality company seeking an experienced Sr Financial Analyst. This is a fantastic opportunity to utilize your analytical skills and drive business growth in a dynamic environment.Job Summary:We are looking for a highly skilled Sr Financial Analyst to provide...


  • Orlando, Florida, United States MacDonald Financial Solutions Full time

    Are you looking for a challenging and rewarding career in financial services? Look no further than MacDonald Financial Solutions, where you can build a successful career with unlimited earning potential.About UsWe are a leading provider of simplified issue life insurance to homeowners concerned about making their mortgage payments in the event of death or...

  • Audit Professional

    4 weeks ago


    Orlando, Florida, United States Spartan Placements, LLC Full time

    Job DescriptionAudit Staff position available at Spartan Placements, LLC.Salary Range: $55,000 - $75,000 per year.About the RoleIn this dynamic role, you will design and execute audit procedures based on your understanding of clients' businesses, risks, and internal control processes. You will gain exposure to various industries and businesses to increase...


  • Orlando, Florida, United States ACCUFUNDS FINANCIAL LLC Full time

    Key ResponsibilitiesData Entry and Validation: Verify accuracy of documentation, labels, and signed disclosures.Communication: Collaborate with borrowers to collect missing documentation, notify them of conditional approvals, and provide updates on file progress.Organization and Time Management: Coordinate signing arrangements, set appointments, and...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    About UsCreative Financial Staffing is a leading provider of financial talent to organizations across the country. We are dedicated to delivering exceptional service and supporting our clients' financial goals. As a member of our team, you will have access to ongoing training and professional development opportunities, as well as a collaborative and...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Accounting Leadership RoleThe Accounting Manager will be responsible for reviewing consolidated financial statements, performing variance and trends analysis, and handling debt and cash flow forecasting and budgeting.About the PositionThis is a full-time opportunity with our client in the real estate development industry.We are seeking an experienced...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable Role in Orlando, FLAbout the Opportunity:We are seeking a highly skilled Financial Accountant to join our team in Orlando, FL. This is an excellent opportunity for individuals looking to advance their career in accounting and make a meaningful impact on the education landscape.Key Responsibilities: Ensure accurate financial records by...


  • Orlando, Florida, United States Equitable Advisors Full time

    At Equitable Advisors, we are dedicated to helping individuals and organizations build fulfilling futures grounded in stability and innovative solutions.We are seeking a motivated Financial Professional to join our Retirement Benefits Group (RBG), serving public schools, colleges, universities, hospitals, nonprofit organizations, and municipal...


  • Orlando, Florida, United States Global Financial Impact - Brian Garcia Full time

    Job Overview:We are seeking highly motivated, competent, and committed business partners to become financial professionals at Global Financial Impact - Brian Garcia.Key Responsibilities:Develop Financial Need Analysis (FNA) for ClientsPlace families, individuals, and business owners in a financial position of advantage for some of the following: Protect...


  • Orlando, Florida, United States Lighthouse Professional Services Full time

    Service Technician OpportunityLighthouse Professional Services is proud to offer a challenging and rewarding role as a Senior Mechatronics Service Technician. This position requires a highly skilled individual who can provide exceptional technical support and service to our customers. If you have a passion for electromechanical equipment and enjoy working in...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    About the Role:We are seeking a highly skilled Data-Driven Financial Insights Specialist to join our team at Creative Financial Staffing.Key Responsibilities:Develop and implement data-driven solutions to drive business growth and optimize financial performance.Analyze complex financial data to provide actionable insights and recommendations.Prioritize and...