- Bank of America (Jacksonville, FL)
- Life Services Financial Services...where the representative is expected to take several inbound service calls daily to solve for financial needs. ... passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal...goals. This role will be a part of the Life Services team, which focuses on guiding… more
- First Horizon Bank (Coral Gables, FL)
- …foster business development. **Qualifications** : * 4+ years experience in the Financial Services industry. * Bachelor's Degree required from accredited college ... university. * Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly...as of September 30, 2024, is a leading regional financial services company, dedicated to helping our… more
- Bank of America (Tampa, FL)
- …to work weekends and/or extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial services ... include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet… more
- Kestra Financial (Tampa, FL)
- …and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, ... providing great service and offering professional solutions. Adcock Financial ...Adcock Financial Group is a family owned financial services firm that is rapidly expanding… more
- Bank of America (Key West, FL)
- …strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to ... and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- NASCO (Tallahassee, FL)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... based on the achievement of set objectives. Additionally, this role provides financial management leadership, offering guidance and direction to both management and… more
- Bank of America (Jacksonville, FL)
- Financial Services Representative - Retirement and Benefits Bilingual Spanish Chandler, Arizona;Jacksonville, Florida; Pennington, New Jersey **Job ... presentation) and active listening skills + Fully understands how life events can impact a client's financial ...integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives… more
- USAA (Tampa, FL)
- …all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.… more
- Banco Popular Puerto Rico (Sunrise, FL)
- …and uncovering their needs to gain in-depth knowledge of client's financial life priorities and provide the products/ services that are most appropriate for ... to making our customers dreams come true by offering financial solutions in each stage of their life...backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers… more
- Bank of America (Celebration, FL)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- MyFlorida (Tallahassee, FL)
- …Requisition No: 844730 Agency: Department of Transportation Working Title: FINANCIAL SERVICES ANALYST - 55000726 Pay Plan: Career Service Position Number: ... FINANCIAL SERVICES ANALYST - 55000726 Date:...recorded in the Department's records and the Department of Financial Service 's records and process required adjustments.… more
- BCA Financial Services, Inc. (Miami, FL)
- …Actively Hiring* LIFE IS SHORT, DO WORK THAT MAKES A DIFFERENCE. BCA Financial Services , Inc. is looking for a full-time remote Representative for our Client ... Services Department to ensure an excellent level of service . This is a Monday through Friday, full-time remote...you with the equipment needed to be successful BCA Financial Services , Inc. is an Equal Opportunity… more
- Owens Realty Services (Orlando, FL)
- …BackApply Now Back Apply Now Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, ... industry best practices to achieve the highest quality of service delivery for our clients. With an emphasis on...clients. With an emphasis on customized management plans, our services result in maintaining the maximum life … more
- Healthcare Services Group, Inc. (Miami, FL)
- …Assistance Programs - FREE access for employees and their families for health, financial , and family services to support our employees' welfare and mental ... Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing...enhance our associates' and their families' overall quality of life . + Benefits - FREE Telemedicine and Prescription Discount… more
- ProVal Technologies (Orlando, FL)
- Director of Service at a growing Technology Consulting and Outsourcing Services Firm About our Company ProVal Technologies is a Consulting and NOC Services ... financial goals. + Oversee pricing strategies for consulting services , ensuring competitive positioning while maintaining profitability. + Mentor and develop… more
- Magellan Health Services (Patrick AFB, FL)
- …assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and ... + Provides personal financial counseling and management services directly to service members and their...benefits package. Magellan offers a broad range of health, life , voluntary and other benefits and perks that enhance… more
- Citizenship and Immigration Services (Hialeah, FL)
- …of Field Operations, District 24, Hialeah Field Office. As an Immigration Services Officer, you will adjudicate complex and precedent setting cases, provide ... and evaluative work associated with US Citizenship and Immigration Services (USCIS) program activities. Responsibilities Adjudicating complex cases, conducting… more
- Teradata (Tallahassee, FL)
- …and maintain strong relationships with key decision-makers and influencers within financial services companies. Understand their business objectives, pain ... (ISR) to design and present data analytics solutions that align with financial services clients' and persona-aligned strategic goals. Articulate the value… more
- Healthcare Services Group, Inc. (Bradenton, FL)
- …Assistance Programs - FREE access for employees and their families for health, financial , and family services to support our employees' welfare and mental ... Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing...enhance our associates' and their families' overall quality of life . + Benefits - FREE Telemedicine and Prescription Discount… more
- Truist (Jacksonville, FL)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more