Financial Services Professional
3 days ago
We are seeking a highly motivated and experienced Financial Services Professional to join our team at The Piedmont Group. As a licensed financial advisor, you will have the opportunity to work with a diverse range of clients, providing personalized financial strategies and solutions to meet their unique needs and goals.
Key Responsibilities- Develop and implement comprehensive financial plans for individual clients, taking into account their financial goals, risk tolerance, and time horizon.
- Identify and capitalize on opportunities to expand the client base and increase the visibility of our services in the region.
- Collaborate with our in-house Planning Department to leverage resources and expertise, ensuring the highest level of service for our clients.
- Must have a strong background in finance and a proven track record of success in a similar role.
- Hold or be able to obtain Life and Health License, SIE, FINRA Series 66 & 7 certifications within 6 months of hire.
- Prior sales experience is highly preferred, with a natural ability to build strong relationships with clients and colleagues.
- Must be a U.S. citizen or have a Green Card, and reside in the United States.
- A competitive benefits package, including medical and dental insurance, life and disability insurance, and thrift and pension plans.
- A performance-based bonus structure, providing opportunities for growth and advancement.
- International travel opportunities, allowing you to expand your professional network and gain new experiences.
- The chance to own and operate your own firm (DBA), providing autonomy and flexibility in your career.
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Gainesville, Florida, United States Ric Hansen - State Farm Agent Full timeJob OverviewWe are seeking a highly skilled and motivated Insurance and Financial Services Professional to join our team at Ric Hansen - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesCustomer Education: Utilize a customer-focused,...
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Financial Services Specialist
6 days ago
Gainesville, Florida, United States Bankers Life Full timeAbout the RoleBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, oversee your own business, and enjoy critical thinking and career development.Key ResponsibilitiesBuild and maintain...
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Financial Services Coordinator
4 days ago
Gainesville, Florida, United States UF Health Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at UF Health. As a key member of our financial services team, you will play a critical role in facilitating the billing and collection of professional services, ensuring seamless interactions with internal and external customers, and contributing to...
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Financial Services Coordinator
5 days ago
Gainesville, Florida, United States UF Health Full timeJob SummaryWe are seeking a highly skilled Financial Counselor to join our team at UF Health. As a Financial Counselor, you will play a critical role in delivering excellent patient-centered service by facilitating established financial processes that enable and expedite the billing and collection of professional services.Key ResponsibilitiesFinancial...
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Financial Services Consultant
2 weeks ago
Gainesville, Florida, United States Ric Hansen - State Farm Agent Full timeFinancial Services Consultant - Ric Hansen - State Farm AgentPOSITION OVERVIEW:As a vital member of the team at Ric Hansen - State Farm Agent, you will engage in promoting financial solutions designed to mitigate everyday uncertainties. Your expertise in financial offerings will enhance your approach in guiding clients through their choices. Your precision...
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Financial Services Representative
2 weeks ago
Gainesville, Florida, United States Millennium Bank Full timeJob SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Millennium Bank. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Provide superb customer service while accurately and...
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Relationship Banker
7 days ago
Gainesville, Florida, United States Bank of America Full timeJob Description:Job Summary:As a Relationship Banker at Bank of America, you will play a critical role in building and maintaining strong relationships with clients, providing them with personalized financial solutions and services. You will be responsible for engaging clients in the lobby, educating them on self-service resources, and assisting with...
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Relationship Banker
6 days ago
Gainesville, Florida, United States Bank of America Full timeJob Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support, and helping them achieve their financial...
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Lead Financial Coordinator
2 weeks ago
Gainesville, Florida, United States HCA Florida North Florida Hospital Full timeJob SummaryThe Lead Financial Coordinator will play a critical role in ensuring the smooth operation of our transplant services. This position will be responsible for coordinating daily tasks, staff training, and in-services.Key ResponsibilitiesObtain and maintain transplant benefits and insurance verification on patients presenting for transplant services...
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Direct Auto Regional Sales Manager
1 week ago
Gainesville, Florida, United States Lendmark Financial Services Full timeJob Summary The Direct Auto Area Sales Manager is responsible for overseeing the operational and sales processes of direct auto purchases within a specific metropolitan region. This role plays a critical part in enhancing direct auto lending by actively identifying and onboarding new vendors to join the Lendmark Financial Services dealer network. Key...
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Member Service Representative
1 week ago
Gainesville, Florida, United States Florida Credit Union Full timeAbout UsAt Florida Credit Union, we're dedicated to improving the lives of our members and the communities we serve. Our focus is on providing exceptional financial solutions that meet the unique needs of each individual.Job SummaryWe're seeking a motivated and detail-oriented Member Service Representative to join our team. As a key point of contact for our...
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Chief Financial Officer
2 weeks ago
Gainesville, Florida, United States Alachua County Public Schools Full timeJob OverviewPOSITION SUMMARY:The Chief Financial Officer will oversee the financial operations of Alachua County Public Schools, ensuring compliance with all relevant regulations and policies. This role requires a strategic thinker with a strong background in finance and administration.QUALIFICATIONS:(1) A Master's degree from an accredited institution in...
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Financial Operations Coordinator
1 week ago
Gainesville, Florida, United States University of Florida Full timeJob Summary:The University of Florida seeks a highly skilled Financial Transactions Specialist II to join its team. As a key member of the financial operations team, this individual will be responsible for ensuring the accuracy and efficiency of financial transactions.Key Responsibilities:Communicate effectively with faculty, staff, students, and vendors to...
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Lead Financial Analyst
2 weeks ago
Gainesville, Florida, United States Martin Docks LLC Full timeLead Financial Analyst Position at Martin Docks LLCThe Lead Financial Analyst (LFA) plays a vital role within our finance department at Martin Docks LLC. As a seasoned accounting professional, you will collaborate closely with our Chief Financial Officer to uphold financial documentation and ensure adherence to Private Company GAAP.Essential Skills &...
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Gainesville, Florida, United States UF Health Full timeJob SummaryUF Health is seeking a highly skilled Financial Specialist-CP I Financial Arrangements I Day to join our team. As a key member of our financial operations, you will be responsible for managing high-dollar outpatient service accounts to ensure timely financial reimbursement.Key ResponsibilitiesManage complex service accounts, including initial...
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Financial Aid Program Coordinator II
2 weeks ago
Gainesville, Florida, United States University of Florida Full timeClassification Title: Student Financial Aid CRD II Job Description: The Office of Student Financial Aid and Scholarships (SFA) is in search of a meticulous and organized professional to fulfill the role of Student Financial Aid Coordinator II. This position is crucial in managing and overseeing special financial programs designed to assist students in their...
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Sales Professional
6 days ago
Gainesville, Florida, United States The Busick Agency Full timeJob OverviewThe Busick Agency, a leading agency of Symmetry Financial Group, is seeking highly motivated and results-driven professionals to join our team as Sales Representatives. As a Sales Representative, you will play a crucial role in helping families and individuals protect their financial well-being through various life and health products.This is a...
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Financial Aid Program Coordinator II
2 weeks ago
Gainesville, Florida, United States University of Florida Full timeClassification Title: Student Financial Aid CRD II Job Overview: The Office of Student Financial Aid and Scholarships is in search of a meticulous and dedicated individual to take on the role of Student Financial Aid Coordinator II for Special Programs. This position involves overseeing the processes related to Study Abroad and Transient enrollment. The...
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Financial Aid Program Coordinator II
2 weeks ago
Gainesville, Florida, United States University of Florida Full timeClassification Title: Student Financial Aid CRD II Job Overview: The Office of Student Financial Aid and Scholarships is in search of a meticulous individual to take on the role of Student Financial Aid Coordinator II for Special Programs. This position involves overseeing the processes related to Study Abroad and Transient enrollment. The ideal candidate...
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Financial Aid Program Coordinator II
2 weeks ago
Gainesville, Florida, United States University of Florida Full timeClassification Title: Student Financial Aid CRD II Job Overview: The Office of Student Financial Aid and Scholarships is seeking a meticulous individual to fill the role of Student Financial Aid Coordinator II for Special Programs. This position involves overseeing the processes related to Study Abroad and Transient enrollment. The ideal candidate will...