Finance advisor jobs in Alafaya, FL - 235 jobs

Must Haves: Bachelor's degree (preferred fields: Finance, Health Services Administration, Informatics, Data Analytics) 4+ years in Managed Care, with strong exposure to: Commercial Insurance payors (Blue Cross Blue Shield, UnitedHealthcare, Cigna, Aetna) Managing payor contracts and provider analytics Forecasting and trend analytics - financial modeling & risk forecasting Supporting the hospital side (not payor side) Excel Expertise: Advanced formulas (IF statements, VLOOKUPs), macros, and data modeling. Ability to take Excel analysis to a higher level (moderate to advanced proficiency). Proactive and solution-oriented - does not wait for answers. Plusses: Experience with multi-state contracts. Experience with hospital financial modeling Familiarity with EPIC (reporting experience preferred) EPIC HB (hospital billing certification) Role overview: This role is focused on managed care within the payor space, commonly referred to as medical economics. They collaborate with negotiators who engage with BUCA payors to establish new reimbursement rates and build rate structures for future periods. This role is responsible for analyzing and evaluating financial and economic data related to healthcare costs, managed care payer rates, and reimbursement. It focuses on identifying financial trends, applying reimbursement methodologies, leveraging data tools, and developing financial models to manage revenue effectively. The position involves conducting complex analyses of managed care contracts and proposals, reviewing fee schedules for compliance, and transforming raw data into actionable insights to support executive decision-making. Additionally, the role ensures collaboration with managed care teams across multi-state divisions and represents the organization in discussions with payers across various markets. Key Responsibilities Rate Structure Development: Build and analyze reimbursement rate structures for upcoming years. Data Analysis & Modeling: Pull 1-2 years of historical data and use Excel to model trends and methodologies, including stop-loss and per diem models. Forecasting: Project future reimbursement rates and financial impacts based on historical data, market trends, and modeling assumptions. Financial Analysis: Evaluate monetary impacts and account-level details to support decision-making. Contract Review: Interpret payor contract language and translate reimbursement terms into formulas for financial modeling. Market Insight: Stay informed on active contracts and payor trends to guide negotiations and rate-setting strategies. Job Description: Researches and analyzes managed care data from various financial systems and interface tools. Performs complex and varied healthcare data analysis, including financial modeling and risk forecasting. Identifies and implements improvements in quality control and timeliness of reporting. Extracts, collects, analyzes, and interprets health utilization and financial data. Interprets and analyzes data from various sources using knowledge of healthcare managed care contracts and administrative claims data.

OUC - The Reliable One, is presently seeking a Energy Portfolio Analyst (Unit Commitment and Energy Trading) to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright future of innovation and transformation for future generations. We are seeking a detail-oriented, analytical professional to support operational planning and wholesale energy marketing for the Florida Municipal Power Pool (FMPP). In this role, you will support day-ahead and hourly energy market activities, assist with unit commitment and load forecasting, and help execute cost-effective energy transactions that support reliable system operations. This position works collaboratively with internal teams, FMPP members, and the Energy Control Center (ECC) to develop daily operational plans, evaluate market conditions, and support portfolio optimization activities in a fast-paced, deadline-driven environment. OUC is an industry leader and the second largest municipal utility in Florida committed to innovation, sustainability, and our community, OUC's mission is to provide exceptional value to our customers and community by delivering sustainable and reliable services and solutions. Join a team of visionary Change Agents, Strategists, and Community Ambassadors who understand the vital role of diverse experiences in powering creativity and industry transformation. At OUC, each position contributes to the success and achievement of our goals. Click here to learn more about what we do. The ideal candidate will have: Bachelor's degree in Engineering, Business, or a related field (MBA preferred); in lieu of a degree, an equivalent combination of education, experience, and certifications may be considered. Minimum of 3 years of experience in Bulk Power Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations; experience with unit commitment and/or wholesale energy trading and scheduling (preferred). Proficiency in load forecasting, economic dispatch, and wholesale energy markets, with the ability to analyze data and execute profitable transactions. Experience with production cost modeling software (GenTrader preferred), OATI applications (OASIS, eTag, web Trader). NERC System Operator Certification at the "Balancing and Interchange Operator" level (preferred). Strong analytical, communication, negotiation, and problem-solving skills with the ability to work collaboratively in a fast-paced, dynamic environment. OUC offers a very competitive compensation and benefits package. Our Total Rewards package includes, to cite a few: * Competitive compensation * Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period. * OUC's Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account * Generous paid vacation, holidays, and sick time * Paid parental leave * Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities * Wellness incentives and free access to all on-site OUC fitness facilities * Access to family-oriented recreational areas * Paid Conference and Training Opportunities * Hybrid work schedule Click here to view our Benefits Summary. Salary Range: $104,000 - $156,000 annually - commensurate with experience Location: 6003 Pershing Ave, Orlando, FL 32822 Please see below a complete Job description for this position. Job Purpose: Responsible for performing the Operational Planning and Wholesale Energy Marketing functions for the Florida Municipal Power Pool (FMPP). This includes, but is not limited to, load forecasting, unit commitment, providing fuel consumption forecasts, engaging in profitable (or cost-saving) energy transactions, and coordinating with FMPP generation owners, transmission planners, and the Energy Control Center (ECC). Primary Functions: * Perform all aspects of Unit Commitment, Next Day Energy Marketing, and Hourly Energy Marketing tasks with minimal supervision; * Support multiple and concurrent FMPP members' requests for unit/resource availability (outages), and testing requirements to ensure most cost-effective solution is developed and implemented; * Evaluate multiple sources of weather forecasts and develop Native Load Forecast for the Florida Municipal Power Pool (FMPP) Balancing Authority (BA); * Collect and review Transmission Service Provider offerings and limitations for connecting the multiple areas of FMPP and integrate into daily operational plans; * Analyze and develop optimized daily operational plans to serve FMPP demand; * Interact with external wholesale energy market, analyze routine transactions, and execute transactions that maximize profit and savings; * Generate and submit Transmission Service Requests (TSR) and e-Tags as required by Wholesale Market activity and Network Customer requirements; * Implement all daily Network Customer plans for FMPP BA members and deliver required reports to Network Transmission Providers as appropriate; * Compose required data to populate Energy Accounting Tools with accurate records of wholesale market and intra-Pool activities for proper financial balancing and invoicing; * Develop and deliver fuel consumption forecasts in support of daily operational plans; * Participate in team discussion and evaluation of complex energy transactions; * Advise the FMPP Generation System Operator on economic dispatch of the BA; * Participate in team discussions and objective evaluation of daily resource planning, optimization, and market interactions to be presented to various FMPP committees; * Develop, create, and deliver reports of daily operational plans and market activity; * Perform callout duties, as required, due to significant changes in system conditions - including, but not limited to, interaction with wholesale market, redeveloping daily operational plan, and delivering adjusted fuel consumption forecasts; * Coordinate multiple FMPP member Network Customer requirements for the BA; * Assist the FMPP Clearinghouse Price (CHP) Administrator in troubleshooting any balancing or financial departures within the FMPP settlement process; * Participate in ad-hoc analysis in support of FMPP (Sub) Committee and Task Force requests; * Participate in development, testing, and maintaining tools required to perform above duties effectively and efficiently; * Perform other duties as assigned. Technical Requirements: * Working knowledge of all, but not limited to, the following: * Bulk Power Operations; * Engineering principles related to: * Power Production and Bulk Power (i.e. Incremental and Average Heat Rates, MWh, mm BTU); * Unit Commitment and Economic Dispatch; * Market Position Analysis (Production and Avoided Costs); * Load Forecasting; * NERC Standards; * Familiarity with all, but not limited to, the following: * Wholesale Energy Trading * Software Applications * Production cost modeling software (GenTrader preferred); * OATI OASIS * OATI eTag * OATI web Trader * Power Pool Operations * Network Integration Transmission Service (NITS) * Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws; * Effective written and verbal communications skills; * Strong negotiation skills and ability to discover near term market conditions to optimize our profitability in the wholesale energy market through transactions traded around our generation assets and resources; * Strong analytical skills and ability to draw reasonable conclusions and make recommendations based on available data, facts, and uncertainty; * Ability to: * Apply a variety of procedures, policies, and/or precedents; * Participate in cross-functional teams, analysis, and projects; * Make arithmetic computations using whole numbers, fractions and decimals; compute rates, ratios, and percentages; * Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.). Education/Certification/Years of Experience Requirements: * Bachelor's Degree in Engineering, Business, or related field of study from an accredited college or university. In lieu of a degree, equivalent combination of education, experience, certification may be substitutable. * Minimum of three (3) years of experience in Bulk Power Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations; * Experience in unit commitment and/or trading and scheduling utility commodities (preferred); * NERC System Operator Certification with a minimum level of "Balancing and Interchange Operator" (preferred). Working Conditions: This job is absent of disagreeable working conditions. This job consists of working in an office environment. Physical Requirements: This job consists of frequent speaking, hearing, typing, reading, writing and detailed inspection, and sitting. OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations. EOE M/F/Vets/Disabled

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** What You'll Do: Help individuals, families, and business owners plan for their financial futures Offer life insurance, annuities, retirement plans, long-term care, disability coverage, and investment solutions Build long-term relationships with clients based on trust and personalized guidance Operate with autonomy and flexibility, supported by an award-winning team Who We're Looking For: Background in financial services, insurance, real estate, banking, or sales Insurance license (State 215) and/or FINRA registrations (or willingness to obtain) Business mindset with strong communication skills Self-motivated, organized, and driven to help others Bilingual in Spanish or Portuguese is a strong plus, but not required

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities * Obtain your required licenses/credentials within 150 days of hire: * FINRA Series 7 * Active State Securities Agent Registration (S63 or S66) * Active IAR Registration (S65 or S66) and * State Life, Health Insurance and Variable Products lines. * Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines. * Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. * Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. * Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include: * Develop and execute a robust marketing plan to achieve the practice's client acquisition goals. * Identify clients to engage or re-engage in financial planning relationships. * Gather and analyze data and develop financial planning recommendations. * Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. * Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. * Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. * Manage the practice's client service model and consistent execution. * Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Required Qualifications * Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. Preferred Qualifications * Four-year college degree from an accredited institution. * High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. * Show accountability to your results. * Outstanding verbal, written and listening communication skills. * Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Job DescriptionSalary: Investor Relations Specialist Onsite Maitland, Florida RedChip is a 30-year leader in small-cap investor relations, connecting emerging growth companies with the institutional, family office, RIA, and retail investor communities. Our platform integrates disciplined investor targeting with national television, digital media, and proactive outreach. The Role: This is a high-activity, phone-driven role focused on building investor pipelines, managing accounts, and driving consistent engagement for a portfolio of public-company clients. You will serve as a frontline representative of our clients, introducing their investment story to the market, qualifying investor interest, and supporting relationship development through structured follow-up. The position is onsite only at our Maitland, Florida headquarters. Key Responsibilities: Phone Sales & Pipeline Development: Conduct high-volume outbound calling to stockbrokers, RIAs, family offices, accredited investors, and hedge funds. Communicate each clients value proposition with clarity and confidence; secure investor meetings and follow-up commitments. Qualify leads using a structured discovery process (AUM, sector fit, investment mandate, liquidity needs, risk appetite). Maintain daily activity, call logs, pipeline progress, and funnel metrics in HubSpot. Convert warm leads into recurring engagement, tracking movement from initial interest to meeting, follow-up, and continued diligence. Account Management: Manage day-to-day execution for assigned client accounts; ensure all outreach, reporting, and deliverables stay on schedule. Coordinate investor meetings, webinars, and roadshow calls; prepare agendas, talking points, and post-meeting summaries. Serve as the main point of contact internally for client program progress, investor feedback, and campaign effectiveness. Identify risks or bottlenecks early and proactively communicate solutions to internal teams and client executives. Track client exposure across all channels - calls, emails, media segments, digital distribution - to ensure consistency in messaging. Investor Materials & Messaging: Support creation and refinement of investor-facing materials: outreach scripts, value-prop language, fact sheets, investor decks, and meeting prep documents. Ensure all scripts and materials align with client strategy and key catalysts. Qualifications: Bachelors degree. Phone-based sales or outreach experience required (inside sales, business development, financial services, brokerage, or IR preferred). Strong communication and active-listening skills; ability to deliver concise, persuasive pitches. Process-driven, organized, and accountable - comfortable managing multiple client accounts simultaneously. Experience with CRM systems (HubSpot preferred). Knowledge of capital markets and investor behavior is a strong advantage. Preferred but Not Required: Familiarity with public-company reporting (10-K/10-Q/8-K) and earnings cycles. Exposure to investor targeting, 13F analysis, or financial modeling. Experience supporting sales or IR programs through coordinated media and digital channels. What Success Looks Like in the First 90 Days: Establish reliable call volume, follow-up cadence, and clean CRM workflows. Build initial investor pipelines for assigned clients, with clear qualification notes and scheduled meetings. Deliver organized reporting and support client communications with professionalism and precision. Demonstrate the ability to represent client stories accurately, consistently, and persuasively on the phone. Why RedChip: Direct interaction with CEOs, CFOs, and senior executives across multiple industries. A performance-driven culture where strong phone sales and account management skills translate into visible results. Structured training across investor targeting, messaging, and capital markets fundamentals. Healthcare, 401(k) with company match, PTO, and additional standard benefits.

Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the support and guidance needed to reach their financial goals while also carving out a successful path for yourself. Our Advisors are equipped to recommend the best-suited products tailored to each client's specific needs from our wide array of financial solutions. We trust in both our products and, more significantly, in our Advisors to make sound decisions for the individuals they serve. Client satisfaction is paramount at New York Life, and we offer a comprehensive training and development program that can be adjusted to accommodate your schedule. When you come on board with us, you're becoming a part of one of the leading companies in our field. Full Benefits offered, including Health, 40(k), and Pension Provide exceptional customer service by onboarding new clients and ensuring retention through various tasks like scheduling appointments and addressing inquiries related to billing, coverage, eligibility, and insurance policies Manage and process insurance claims for current policyholders while keeping track of the status of existing claims Maintain accurate databases, records, and bookkeeping to ensure all documentation is current and up to date Conduct consultations to assess new clients' financial needs, risk assessments, prior coverage, and financial backgrounds to enhance their overall client experience Participate in a flexible training and development program to support your schedule, making a significant difference in this role Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? The qualities that we look for in our Advisors here at New York Life: Sales experience preferred - an enterprising mindset Life, Health, Variable Annuity License 2-15 Series 6 or 7 Preferred Strong communication skills Desire to help others Strong business acumen Perseverance in the face of a challenge Ability to engage your community and leverage personal networks/contacts

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

New Smyrna Beach, Florida, United States of America **Hours:** 40 **Pay Details:** $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast paced environment + Ensures all new & existing clients are provided with a planning experience + Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) + Ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals + Advanced understanding of wealth products and services + Strong verbal and written communication skills + Strong organizational and time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience interacting with retail and small business banking clients + Consultative sales experience required + Demonstrated ability to establish relationships and partner effectively with other departments + Proven ability to achieve sales goals **Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member of the team and contribute to a positive work environment + May provide leadership, training, and guidance to other team members + Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest + Actively shares information and knowledge, and proactively learn from the expertise of other **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Continuous + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Occasional + Squatting - Occasional + Bending - Occasional + Kneeling - Occasional + Crawling - Occasional + Climbing - Never + Reaching overhead - Occasional + Reaching forward - Occasional + Pushing - Occasional + Pulling - Occasional + Twisting - Occasional + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications: Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

Job DescriptionAutomotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart - Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver's license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************

Job Title Finance Department Intern At Wycliffe Bible Translators, your work is more than just a job. As the assistant Financial Analyst Intern, you'll play a vital role in advancing Wycliffe's mission by supporting the day-to-day operations of Wycliffe's Finance Department. This internship offers hands-on experience in member accounting and financial operations. You'll help support the team with Salesforce GAU management, monthly transaction recording, resolving accounting questions, and assisting with month-end processes. You'll partner with Corporate Accounting and Member Finance leadership and other team members to: - Champion accuracy, timeliness and integrity across financial processes, reporting and communication. - Handle financial data and interactions with professionalism, discretion and care. - Strengthen a collaborative, people-centered culture that values excellence and continuous improvement. Job Description Overview of Financial Team The Financial Services team focuses on our customers - both internal and external. The team ensures that all expenses are processed accurately and in a timely manner. The team also follows up on any queries that are generated. Responsibilities You'll make an impact as you: Faithfully and regularly pray for the ongoing work of Bible translation and for people from around the world to experience transformation. Act as an organizational representative presenting the global ministry of Wycliffe and encouraging interested individuals, organizations and churches to participate in the work of Bible translation. Live out the conviction that “work flows through relationship” by passionately “loving God and loving people” through word and deed. Promote team and organizational culture standards, ensuring high customer service standards. Work alongside the Manager, Financial Services and Director, Member Finance and other team members to support overall team objectives. Assist with member accounting activities, including the setup, maintenance and termination of Salesforce member ministry GAUs (General Accounting Units). Assist with the monthly recording of member transactions. Liaise with the Member Finance department to ensure all accounting issues are resolved. Working closely in collaboration with the Financial Services team to ensure that all month-end processes related to Member Finance are completed. Perform other duties as assigned by the Financial Services Manager. Minimum Skill Sets The requirements listed below represent the knowledge, skill and/or ability necessary to perform each duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions: Spiritual Bona Fide Occupational Qualification (BFOQ): Demonstrates desire and ability to support corporate biblical and religious goals and participate in regular work-related spiritual activities without reservation as evidenced by your active participation and willingness to pray with and for others; be a consistent witness for Jesus Christ, maintaining a courteous, Christ-like attitude in all verbal and written, internal and external professional communications. Relationship Building: Effective at relationship-building with the ability to partner effectively within the department and with other directors and global teams. Works comfortably in both mono- or cross-cultural situations, winning cooperation through awareness and sensitivity to people's needs. Customer Focus: Enthusiastic about providing high-quality customer service. Committed to high-quality work and prompt attention to the delivery of results. Information Management and Confidentiality: Handles confidential information responsibly to maintain trust of internal and external customers. Maintains communications and information confidentiality as per applicable laws, ethical guidelines, and instructions. Attention to Detail: Works in a conscientious, consistent and thorough manner. Demonstrates concern for thoroughness and accuracy, verifying that work has been done according to procedures and standards. Communication and Interpersonal Skills: Good verbal and written communication skills with the ability to edit own work for spelling and grammar. Solid interpersonal skills in relating to people at all levels and diverse backgrounds. Ability to participate in meetings. Adaptability: Adapts to changes in the work environment, including working with diverse individuals or groups. Modifies approach or methods to fit the situation. Remains flexible and composed when facing frequent change, delays or unexpected events. Job Knowledge: Demonstrates willingness to learn and develop skills in using tools, conducting research, and applying administrative and recruiting best practices relevant to the role. Technical Skills: Basic proficiency in tools such as Google Workspace (Gmail, Calendar, Sheets, Docs, Drive, Slides, etc.), Microsoft Office Suite (Word and Excel). Familiarity with email platforms, Slack and video conferencing software such as Zoom. Ability to conduct internet research and quickly learn new software as needed. Knowledge of basic accounting principles is advantageous. Education & Experience Currently enrolled in or a recent graduate of a bachelor's program in accounting or finance, business administration, nonprofit management, ministry or a related field. Nonprofit, ministry or recruiting work experience is preferred. Familiarity with diverse staff types and ministry service is beneficial. Spiritual and Personal Commitments: As a religious organization and employer, Wycliffe is permitted to and does make employment decisions on the basis of religion, biblical standards and our religious beliefs. You'll be asked to: Demonstrate a personal commitment to Jesus Christ, as evidenced by your personal testimony. Identify with and participate in a church and proactively seek to grow your faith in Christ. Establish and maintain a team of prayer partners who will support you in your season of ministry at Wycliffe (minimum 3-5 partners). Actively participate in corporate prayer and devotional times. Maintain an exemplary standard of biblical ethics, behavior and conduct within Wycliffe and in your public and private life outside of Wycliffe. Agree to abide by Wycliffe's ethics, behavior and conduct standards at all times. Demonstrate Christ-like maturity in all interactions as displayed by good judgment based on biblical values and principles. Actively incorporate your faith in Christ, as well as Wycliffe's beliefs and core values, in all aspects of your daily work. Guided by your faith in Christ, demonstrate these core competencies in daily work and interactions: Faithful in following Christ. (See John 8:31-32, Prov. 3:5-6.) Follow Christ faithfully, allowing Scripture to guide decisions, and continually grow in relationship with God and His people. Intentional in collaboration with humility. (See 1 Cor. 3:5-9, Col. 3:12.) Collaborate intentionally to accomplish work goals, demonstrating a commitment to cross-departmental, inter-organizational and cross-cultural teamwork. Agile in learning. (See Prov. 1:5, Phil. 1:9-10.) Demonstrate a dedication to personal and professional growth within a culture that values continuous learning, individually and collectively. Excellent in stewardship. (See 1 Cor. 4:2, 1 Peter. 4:10.) Participate in God's work, stewarding His resources responsibly with urgency and excellence. Proactive in discernment. (See John 5:17, 19; Matt. 6:33.) Seek to discern where and how God is at work. Align our efforts with His purposes. Compensation The pay range for this position is $20.00 hourly. The compensation for this position is based upon and considers Wycliffe's non-profit ministry environment. About Wycliffe Bible Translators For over 80 years Wycliffe Bible Translators, Inc. has been committed to ensuring that people “from every nation, tribe, people and language” (Revelation 7:9) have access to God's Word in a language and format they can clearly understand. We believe that accurate, clear and natural translations of the Bible in accessible formats lead to people entering into life-transforming relationships with God. Wycliffe is a catalyst in the global Bible translation movement, engaging with thousands of partners around the world to collaboratively carry out this work. Wycliffe's vision is that people from every language will understand the Bible and be transformed. Our mission is to serve with the global body of Christ to advance Bible translation so people can encounter God through His Word. Wycliffe is a distinctly Christian community where you can flourish by using your God-given talents and abilities to serve and support the ministry of Bible translation. Your employment with Wycliffe is not merely a vocation; it is responding and making a commitment to actively participate in what He's doing around the world. Your faith, prayers, skills and experiences are foundational to contributing and witnessing God's Word impacting people around the world. This is a once-in-eternity opportunity! We believe the Bible is the inspired Word of God and is completely trustworthy, speaking with supreme authority in all matters of belief and practice. Wycliffe's beliefs and core values can be found here. An exemplary standard of ethics, behavior and conduct that reflects biblical principles are lived-out by all staff. As an active partner in fulfilling the Great Commission, Wycliffe staff embrace and adhere to Wycliffe's beliefs and core values, all of which are essential to Wycliffe fulfilling its Bible translation mission. Prayer undergirds Bible translation and is foundational to Wycliffe's work culture. Our work atmosphere provides numerous opportunities, individually and corporately, to actively live out your faith in Jesus Christ as you work heartily as to the Lord. Come use your God-given gifts and contribute to what God is doing around the world through Bible translation!

At Orlando Health, we are ordinary people with extraordinary individuality, working together to bring help, healing and hope to those we serve. By daily embodying our over 100-year legacy, we reinforce our reputation as a trusted and respected healthcare organization that delivers professional and compassionate care to our patients, families and communities. Through our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our 27,000+ team members serve communities that span Florida's east to west coasts and beyond. Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin benefits on day one and offer flexibility wherever possible so that you can be present for your passions. "Orlando Health Is Your Best Place to Work" is not just something we say, it's our promise to you. Reviews, analyzes, and resolves accounts that have failed coding and charge related edits, including medical necessity, National Correct Coding Initiative (NCCI), Medicare Outpatient Code Editor (OCE), and other exceptions requiring clinical/coding expertise. Responsibilities Essential Functions: • Extracts statistical data, performs Root Cause Analysis to generates supporting trends reports, and notifies Clinical Liaisons and Manager(s) of any trends identified. • Works assigned Epic work queues specializing in assessment and correction of Correct Coding Initiative (CCI) and Medical Necessity (MN) Edits and post bill denials relating to the same. • Manages and prioritizes tasks to meet deadlines for any projects and audits assigned. • Performs documentation reviews of CCI and MN to necessitate clean claims and denial reconciliation. • Provides ad-hoc multivariate reports to management. • Works closely with the Revenue Integrity Clinical Liaisons to assure reconciliation of edits to meet department and organization goals. • Able to locate and interpret local coverage determination (LCD) from our MAC (First Coast) and national coverage determination (NCD) from CMS. • Assists with the training of new Revenue Integrity team members. • Interacts independently to coordinate edit resolution workflow. • Demonstrates exemplary customer service and critical thinking skills to include problem resolution and process improvement skills. • Communicates cooperatively and constructively with multi-disciplinary teams. • Demonstrates professional verbal and written communication skills. • Provides statistical reports to management as requested. • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA, and other federal, state, and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions: • Maintains established work production standards. • Works as a team member in facilitating efficient and effective problem solving to meet goals. • Assumes responsibility for professional growth and development. • Attends department meetings as required. Qualifications Education/Training: • Associates degree in business, healthcare, or related field required. Four (4) years of directly related work experience may substitute for the Associates degree (in addition to requirements listed in the Experience section). • Medical terminology required. Licensure/Certification: • Current coding certification (e.g., RHIA, RHIT, CPC, CCS) from AAPC or AHIMA required at the time of hire or must obtain within 6 months of hire. Experience: • Two (2) years of Revenue Cycle experience. Extensive PC and Excel experience is required. • EPIC Experience a plus. • Expertise in health records review and abstracting of required data to satisfy CCI and MN edits. • Exceptional understanding of electronic medical records (EMR) and charge management. • Extensive knowledge of ICD-10-CM, CPT, HCPCS, and modifiers. Education/Training: • Associates degree in business, healthcare, or related field required. Four (4) years of directly related work experience may substitute for the Associates degree (in addition to requirements listed in the Experience section). • Medical terminology required. Licensure/Certification: • Current coding certification (e.g., RHIA, RHIT, CPC, CCS) from AAPC or AHIMA required at the time of hire or must obtain within 6 months of hire. Experience: • Two (2) years of Revenue Cycle experience. Extensive PC and Excel experience is required. • EPIC Experience a plus. • Expertise in health records review and abstracting of required data to satisfy CCI and MN edits. • Exceptional understanding of electronic medical records (EMR) and charge management. • Extensive knowledge of ICD-10-CM, CPT, HCPCS, and modifiers. Essential Functions: • Extracts statistical data, performs Root Cause Analysis to generates supporting trends reports, and notifies Clinical Liaisons and Manager(s) of any trends identified. • Works assigned Epic work queues specializing in assessment and correction of Correct Coding Initiative (CCI) and Medical Necessity (MN) Edits and post bill denials relating to the same. • Manages and prioritizes tasks to meet deadlines for any projects and audits assigned. • Performs documentation reviews of CCI and MN to necessitate clean claims and denial reconciliation. • Provides ad-hoc multivariate reports to management. • Works closely with the Revenue Integrity Clinical Liaisons to assure reconciliation of edits to meet department and organization goals. • Able to locate and interpret local coverage determination (LCD) from our MAC (First Coast) and national coverage determination (NCD) from CMS. • Assists with the training of new Revenue Integrity team members. • Interacts independently to coordinate edit resolution workflow. • Demonstrates exemplary customer service and critical thinking skills to include problem resolution and process improvement skills. • Communicates cooperatively and constructively with multi-disciplinary teams. • Demonstrates professional verbal and written communication skills. • Provides statistical reports to management as requested. • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA, and other federal, state, and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions: • Maintains established work production standards. • Works as a team member in facilitating efficient and effective problem solving to meet goals. • Assumes responsibility for professional growth and development. • Attends department meetings as required.

Senior Medical Economic Analyst Openings: 3 Duration: 6 month C2H Schedule: Hybrid! M-F, 8-5 Onsite Monday/Wednesday/Thursday Remote Tuesday/Friday Must Haves: Bachelor's degree (preferred fields: Finance, Health Services Administration, Informatics, Data Analytics) 4+ years in Managed Care, with strong exposure to: Commercial Insurance payors (Blue Cross Blue Shield, UnitedHealthcare, Cigna, Aetna) Managing payor contracts and provider analytics Forecasting and trend analytics - financial modeling & risk forecasting Supporting the hospital side (not payor side) Excel Expertise: Advanced formulas (IF statements, VLOOKUPs), macros, and data modeling. Ability to take Excel analysis to a higher level (moderate to advanced proficiency). Proactive and solution-oriented - does not wait for answers. Plusses: Experience with multi-state contracts. Experience with hospital financial modeling Familiarity with EPIC (reporting experience preferred) EPIC HB (hospital billing certification) Role overview: We focus on managed care within the payor space, commonly referred to as medical economics. The team works with major insurance providers such as Blue Cross, Aetna, Cigna, and other key players in the market. We collaborate with negotiators who engage with payors to establish new reimbursement rates and build rate structures for future periods. Job Description: Researches and analyzes managed care data from various financial systems and interface tools. Performs complex and varied healthcare data analysis, including financial modeling and risk forecasting. Identifies and implements improvements in quality control and timeliness of reporting. Extracts, collects, analyzes, and interprets health utilization and financial data. Interprets and analyzes data from various sources using knowledge of healthcare managed care contracts and administrative claims data. Key Responsibilities Rate Structure Development: Build and analyze reimbursement rate structures for upcoming years. Data Analysis & Modeling: Pull 1-2 years of historical data and use Excel to model trends and methodologies, including stop-loss and per diem models. Forecasting: Project future reimbursement rates and financial impacts based on historical data, market trends, and modeling assumptions. Financial Analysis: Evaluate monetary impacts and account-level details to support decision-making. Contract Review: Interpret payor contract language and translate reimbursement terms into formulas for financial modeling. Market Insight: Stay informed on active contracts and payor trends to guide negotiations and rate-setting strategies.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a planning experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for TD Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 2+ years of providing advice, planning and investment sales * SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Advanced understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Strong understanding of wealth management business development techniques * Strong understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Demonstrated ability to establish relationships and partner effectively with other departments * Proven ability to achieve sales goals Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

The Villages, Florida;Ocoee, Florida; Ocala, Florida; Clermont, Florida; Clermont, Florida; Crystal River, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired Qualifications:** - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. **Skills:** - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

OUC - The Reliable One, an industry leader and the second-largest municipal utility in Florida, is offering an internship program in the Finance & Support Services division. The OUC Internship Program is dedicated to providing students with real-world, hands-on experience by partnering with energy leaders and experienced professionals, while bringing new and out-of-the-box perspectives and ideas that are essential for fostering the creativity and growth of any business. OUC's internship program provides emerging talent with an immersive view of the utility industry through on-the-job training, educational sessions, self-paced learning courses, and individual or team projects. We are looking for a Finance Intern. During this internship, you will partner with the Budget team. You will be involved in: Assist with financial analysis to evaluate company performance on capital budgets. Support the development and maintenance of budgets, including data collection and variance analysis. Help prepare financial forecasts and projections under the guidance of senior analysts. Assist in the preparation of regular financial reports, summaries, and presentations for management. Collaborate with various departments to monitor expenditures, assess budget performance, and provide financial insights to support decision-making. OUC's mission is to provide exceptional value to our customers and community by delivering sustainable, reliable services and solutions. Click Here to learn more about our Emerging Talent Internship Program. Internship Eligibility: Currently enrolled at an accredited college or university Academic status of Juniors or above. Program of study: Finance. Cumulative GPA of 3.0 or above at the time of application. Authorized to work in the United States. Previous internship experience preferred. The Ideal Candidate will have: Strong academic foundation in Financial Accounting, Managerial Accounting or Business Finance Proficiency in Microsoft Excel (intermediate functions and formulas), and knowledge of financial modeling techniques. Excellent organizational skills with keen attention to detail. Self-motivated and proactive; able to work independently. Ability to prioritize and resolve issues under deadlines. Strong written and verbal communication skills, with the ability to present financial information clearly and concisely to non-financial stakeholders. Solid analytical thinking and problem-solving ability. Proven ability to learn new skills quickly. OUC Internship Rewards Package Includes: Competitive pay Career acceleration and development Free access to on-site fitness centers at all locations Location: Reliable Plaza, 100 W Anderson St, Orlando, FL 32802 Compensation: $17 per hour, varies depending on the education level Schedule: Full-Time (up to 40 hours per week) as assigned by leader following Hybrid Schedule Note: Unofficial transcripts must be uploaded at the time of the application submission. OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations. EOE M/F/Vets/Disabled

Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver s license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************