Finance advisor jobs in Ocala, FL

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-KE1 #LI-CBF This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job Description Join Zinnia Weath, a dynamic and innovative company based in the sunny city of Ocala, Florida. We are on the lookout for a dedicated Financial Advisor to become an integral part of our team. In this on-site position, you will have the opportunity to work directly with our clients, providing them with customized financial advice and solutions tailored to their unique needs. We pride ourselves on fostering a collaborative and supportive work environment where your expertise will be valued and your career can thrive. At Zinnia Weather Management, we understand that our greatest asset is our people. We are committed to creating a workplace where everyone feels welcomed, respected, and part of the family. If you are a motivated professional with a penchant for finance and a desire to make a meaningful impact in the lives of others, we invite you to apply and contribute to our continued success. Bring your knowledge, experience, and enthusiasm to Zinnia Weather Management, and help us navigate the financial landscape with precision and excellence. Benefits Annual Base Salary + Commission Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Hands on Training Responsibilities Client Advisory: Offer professional financial guidance tailored to individual client needs and objectives. Portfolio Management: Review and analyze client portfolios to ensure alignment with market trends and financial goals. Market Analysis: Conduct thorough market research to inform strategic investment advice. Risk Assessment: Evaluate and communicate the risks associated with financial plans or investments. Relationship Cultivation: Build and nurture long-term client relationships to ensure loyalty and trust. Goal Setting: Work collaboratively with clients to set and achieve financial milestones. Requirements Education: A degree in Finance, Accounting, or a related field is preferred. Experience: Prior experience as a Financial Advisor or in a similar finance-related role is required. Licensing: Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is highly desirable. Series 65 and FL 2-15 required. Communication Skills: Excellent interpersonal and communication skills, both written and verbal. Customer-Focused: A genuine desire to understand client needs and offer personalized financial advice. Regulatory Knowledge: Understanding of current market and regulatory changes impacting the financial industry. Attention to Detail: Strong attention to detail to ensure accuracy in every financial plan and report.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Financial Advisor - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 8:00 a.m. - 5:00 p.m. Financial Advisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial goals. They provide clients with specialist advice on how to manage their money via investment and insurance products based on clients' needs and investment tolerance through LPL Financial, a registered Broker/Dealer, member FINRA and SIPC. Advisors must have the proper professional qualifications and follow strict financial industry rules, and provide client with unbiased financial investment advice. This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. All associates at Capital City Bank have access to confidential client information, and must practice discretion at all times. Principal Duties and Responsibilities: Securing a sale. Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals. Develop outside the bank referral sources with existing clients, CPAs, attorneys, bank associates and other related sources of investment business. This often requires outside business development calls. Must be available to meet with clients and/or potential clients in person, in/out the office. Requires early morning and/or late evening meetings with clients, based on their availability. Meet with client in the office, business premises, or home. Conduct in-depth reviews of client' financial circumstances, current provision and future aims. Analyze data and recommend investment options and advise of potential risks. Conducts risks analysis; researches the marketplace and recommends the appropriate products and services, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale. Cross refer bank products and use financial planning tools. Attend Sales meetings, as determined by Sales Manager, to discuss products being offered as well as industry updates, tax implications and industry compliance matters. Additionally, new sales techniques will be introduced at these meetings for future implementation. All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard. Associated Duties: Provides additional support to manager and department colleagues. Knowledge, Skills and Abilities (KSAs) Required: The following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience: • Proficiency in Word and Excel. • Excellent communication, interpersonal and listening skills. • Ability to network and establish relationships with clients and referral sources. • Negotiating and influencing skills, as well as determination and tenacity. • A target-driven mindset. • Flexible approach to work. • Decision-making skills. • Demonstrable sales skills. • High degree of personal integrity, discretion, and an ethical and professional approach to work. • Must adhere to Bank's Motor Vehicle Guidelines. Professional Licenses/Education: FINRA licenses Series 7 and 66 are required to sell regulated investment products. Insurance licenses are also required. Associate or Bachelor's degree in business or finance from an accredited college required. Relevant experience may substitute for the education. Working Conditions: • Professional atmosphere. • Office environment with frequent travel to assigned offices. • Driving as required by position. In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity. Capital City Bank associates are our greatest asset. We offer the following benefits: *Medical, Dental and Vision *Life Insurance *401(k) with Matching *Flexible Spending Accounts *Tuition Assistance *Stock Purchase *Discounts on Products and Services EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.

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

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby and drive-thru. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Relationship Building * Exhibit consistent relationship building including, but not limited to: * Prepare for various customer interactions * Build rapport * Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers * Match customer needs to Seacoast Bank products and services * Confidently and proficiently explain Seacoast Bank products and services to customers * Proven ability to close sales based on customer needs * Ask for referrals from new and existing customers * Exhibit good listening skills and speak clearly and persuasively in positive or negative situations. * Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes * Respond promptly to customer needs and requests for service. * Quickly seek out appropriate people in more complex financial matters. * Able to balance business needs with customer requests while managing potential risk to bank. * Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation. * Participate in community, charitable or civic events. * Deliver presentations regarding banking products/services through networking events. * Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships. * Actively pursue NMLS registration status. * Build proficiencies in all consumer deposit and lending products and processes. * Develop on an introductory understanding of small business deposit and lending products and processes. * Demonstrate proficiency in outbound calling process. * Develop skills to identify referral opportunities with internal business partners. * Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes. Operations * Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed. * Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies. * Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services. * Balance cash drawer daily and monitors own work for accuracy. * Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship. * Adhere to Seacoast Bank's Code of Conduct. * Follow all safety and security procedures. EDUCATION and/or EXPERIENCE: * High School Diploma or equivalent required. * Minimum of 6 months cash handling experience required. * College degree or 1+ years in retail sales and/or financial services experience required. * Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours. * Demonstrate excellent communication (written and verbal) and interpersonal skills. * Able to work independently and exercise a high degree of initiative. * PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-SK1

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into something more meaningful? Whether youve built your career in education, healthcare, engineering, sports, or business, youve already developed the skills to succeed here. At Berna District, Northwestern Mutual, we specialize in helping professionals from all walks of life make a successful transition into a purpose-driven career in financial planning. Guided by our core values of family, fun, integrity, and service, weve built a culture where people from every background can thrive, and where new perspectives are celebrated. Many of our most successful advisors didnt start in finance at all. They came from teaching, engineering, athletics, and healthcare, and discovered a career where they could apply their relationship-building, problem-solving, and leadership skills in new and rewarding ways. Why Career Changers Could Thrive Here: You already have what it takes, people skills, perseverance, and a desire to make a difference. We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services. Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices. Our thriving office is located at: 7E Silver Springs Blvd, Suite 430, Ocala FL 34470 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Jim Moretti, RICP, MBA Growth & Development Director & Financial Advisor: Time with NM: 10 years. Prior Experience: Jim worked as a Ceramic Engineer and Material Science Engineer, earning his MBA in Finance along the way. He built his career with large manufacturing companies, including Caterpillar, as well as in the high-volume container glass industry. Passionate About: Jim focuses much of his time on raising his two kids. Together they enjoy playing sports, watching movies, and spending time with their two pugs. Personally, Jim loves golfing, fishing, cooking, delivering embarrassing dad jokes, and watching anything and everything football. Tyler Oppman Field Director: Time with NM: Nearly 8 years. Prior Experience: Tyler began his career with Northwestern Mutual in the Waterloo, Iowa office before relocating to Florida last year. Passionate About: Tyler is a proud father of two and also has a beagle/hound mix who adds to the fun of their Disney-loving family. He enjoys golfing, staying active in his church community, and spending quality time with his kids, especially visiting playgrounds and science centers with his son. Austin Carrola Financial Representative: Time with NM: 1+ years. Prior Experience: Austin was a professional tennis coach before joining Northwestern Mutual. Passionate About: Austin is married with two young children. He is deeply passionate about his faith, family, and giving back to the community through outreach. Harriet McCord Financial Representative: Time with NM: Less than 1 year. Prior Experience: Harriet was a professional show jumper and trainer, traveling extensively to compete and coach in the equestrian world. Passionate About: Harriet enjoys Irish rugby and prefers whiskey over bourbon. She loves traveling across the United States, where she hosts equestrian training clinics. About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding). Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Moretti is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionSalary: The Client Relationship Advisor will play a vital support role in ensuring a positive client experience by assisting with administrative tasks, client communications, and operational processes. This position supports the client service team, helps maintain efficient workflow, and upholds the firms reputation for excellence. Key Responsibilities Client Support and Communication Serve as a first point of contact for client inquiries, directing requests to appropriate team members and ensuring timely follow-up. Schedule and coordinate client meetings, prepare agendas, and assist in follow-up communications. Maintain professional and courteous communication with clients via phone, email, and written correspondence. Administrative Assistance Assist with the preparation and distribution of client documents, reports, and statements. Manage and update client files, ensuring all information is accurate, organized, and confidential. Support the onboarding process for new clients by collecting required documentation and facilitating account setup. Handle data entry, database management, and other routine office tasks. Operational and Compliance Support Ensure all client records and interactions are documented in accordance with regulatory guidelines and firm policies. Collaborate with compliance and operations teams to help maintain accurate records and meet regulatory deadlines. Team Collaboration Provide administrative support to advisors and other team members to enhance overall client service. Participate in team meetings, share feedback on process improvements, and assist with special projects as needed. Qualifications Education: Associates degree in Business Administration, Finance, or a related field preferred. Experience: 1-2 years of experience in an administrative or client service support role, preferably in a financial services or professional office environment. Skills: Excellent organizational and time management skills. Strong communication and interpersonal abilities. High attention to detail and accuracy. Proficiency with Microsoft Office Suite and the ability to learn new software quickly. Commitment to maintaining confidentiality and professionalism. Travel: Some travel to our office in Lake Sumter Landing (The Villages) will be required once a month.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. 4 years professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Job Details Gainesville Office - Gainesville, FL Full Time $48800.00 - $62800.00 Salary DayDescription Together We Soar! Vesta Property Services has been in the industry for more than 25 years and holds over 800 community management contracts while serving the amenity needs of Florida's most prestigious communities! We are proud to employ over 1,000 associates and have been rated as one of Florida's Top Workplaces. Our Vesta associates are our most valuable resource. We hire people we trust and give them autonomy to do their best work. We also support professional development with training, coaching and regular feedback. We have a highly collaborative culture supported by our EAGLE PRIDE values! JOB SUMMARY: Your Flight Plan! The Community Association Manager provides management, direction and leadership to ensure the property is maintained and operated in accordance with Vesta Management and are performed as stated, in the Management Agreement between the governing Board of Directors and Vesta Property Services. Community Association Managers are certified and licensed by the State of Florida for Community Association Management (CAM). Responsibilities include working closely with the association, Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Complies with the provisions of Florida Laws and Statutes. Performs regular inspections for overall maintenance and repair and with reference to violations and enforcement. Strong management skills, customer service skills and supervisory skills in support of the care and maintenance of the community or communities they service. RESPONSIBILITIES AND DUTIES: Ready to Fly! Monitor collections with regard to Association Assessments Approve all invoices outside the regularly budgeted items and submit for payment Ensure correct coding for financial statements Work with Board in the preparation of a yearly budget and monitor its adherence Distribute the budget as required by governing documents and statutes Knowledge of the purpose of financial reports (e.g. general ledger, variance, accounts payable, income statement, balance sheet) Write routine reports and correspondence Communicate clearly and be able to work with and present ideas to a variety of people including owners, tenants, the general public, Board of Directors, staff, contractors and service providers Multi-task, embrace change, solve practical problems and deal with a variety of concrete variables Monitor vendor performance to ensure adherence to contract responsibilities and duties. Coordinate with board for Proposals to ensure appropriate price and service levels. Obtain and file business licenses and insurance for all vendors Draft and post Board Agendas prepare Board Packages, attend Board of Director meetings and record minutes. Transcribe all board meeting and annual meeting minutes (as applicable). Respond to requests from title/mortgage/real estate companies Assist Maintenance Supervisor as needed with review of work orders and expedite as appropriate Complete monthly inspections of the buildings, facilities, and grounds to insure vendor job performance and note violations of C&R's. Inspection reports will be included in the monthly management reports provided to the board. Read and interpret documents such as safety rules, operation and procedural manuals, State Statutes affecting COA/HOA and corresponding condominium documents, by-laws and rules and regulations Serve as liaison between the association/board of directors, legal counsel, and community association members Document, submit and coordinate insurance claims Know how to ensure contractor compliance with contract terms related to deposits, progress payments, retention and final payments Supervise outside vendors and/or site employees as necessary Compile all information for annual and budget meeting mailings Administer all Association rules and regulations Pose fixes, possible solutions, suggestions and recommendations for the board to consider, using resources available Knowledge of the requirements for different types of meetings and elections Prepare and submit a management report to the board Respond to owner/resident inquiries Identify and record violations of association restrictions, rules and regulations Implement enforcement policies (e.g., rules, architectural controls) as directed by the association Develop, establish and implement systems and controls to ensure maintenance needs are documents and completed The Community Association Manager manages all employees and vendors of the associations they are assigned to and is responsible for the performance association management services. REQUIRED EXPERIENCE AND QUALIFICATIONS: The Wingspan Needed! 2 to 5 years of experience. LCAM designation. Bachelor's degree a plus but not required. Daily travel is expected for this position. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Our Nest is your Nest! This is a largely sedentary role. This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Ability to lift up to 15 lbs BENEFITS: The Perks of Eagle Pride! At Vesta Property Services, we understand the importance of a well-rounded benefits program and are dedicated to providing you with unique benefits that meet your needs and the needs of your family, including your pets. We offer benefits such as medical, dental and vision, life and disability, 401K retirement plans, and additional benefits such as Health Savings Account, Flexible Spending Account and Pet Discount Plan. In Addition, we provide support by offering free counseling sessions, legal advice sessions, professional development and an outstanding referral program- to both our Full-time and Part-time staff associates! AAP/EEO Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. DRUG FREE WORKPLACE In compliance with the Drug-Free Workplace Act of 1988, Vesta Property Services has a longstanding commitment to provide a safe, quality-oriented and productive work environment consistent with the standards of the community in which the company operates. Alcohol and drug abuse poses a threat to the health and safety of Vesta Property Services associates and to the security of the company's equipment and facilities. For these reasons, Vesta Property Services is committed to the elimination of drug and alcohol use and abuse in the workplace. OTHER DUTIES MAY BE ASSIGNED The above statements reflect the general information considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all work requirements that may be inherent in the position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

SUMMARY: The Corporate Banking Analyst performs a supporting role, focusing on sourcing financing opportunities, credit risks analysis, credit risks monitoring, and on-going management of corporate clients. Performs other related duties as necessary. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintain continuous contact with key syndication banks in Corporate and Investment Banking space, primarily those specializing in leveraged finance, M&A finance and structured finance facilities for the purpose of sourcing new financing opportunities. Establish and expand the Bank's relationship with investment banks and key financial sponsors across a wide variety of industries. Prepare Credit Approval Memorandums for presentation to applicable approval authority committee. The memos will be for existing loans, new potential loans, Annual Reviews (to be completed on time), waivers, amendments, and others as required. Underwrite and analyze loans by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, financial models, lender presentations/decks, public filings, data rooms, diligence reports, appraisal reports, and other related loan information and supporting documentation. Ensure that the loan package complies with credit, underwriting standards and lending/credit policies. Pro-actively anticipate questions/topics that credit committee members will likely focus on, sufficiently address those topics and include in the credit documents, and be prepared and ready to address/discuss those points at committee if needed. Assist the Corporate Banking group concerning loan policies and procedures, quality control matters, loan review, and underwriting. Assist in monitoring the financial performance of the portfolio, completing waivers and amendments, assisting with quarterly and other reporting. Participate in Corporate Banking pipeline meetings. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor degree in Finance, Business Administration, or a related field. Minimum three years prior experience in corporate banking. Experience in credit analysis in a similar position. Good knowledge of financial analysis & credit risk assessment. Understanding of the operational aspects of client relationships. Understanding of operational procedures and compliance rules and guidelines. Self-leadership skills. Time management; prioritization skills. Strong interpersonal and communication skills. Detail-oriented with excellent problem-solving abilities. Proficient in MS Office Suite. All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted. Grove Bank & Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.

This position qualifies for additional duty compensation, specific to this position only, based on responsibility for an expanded scope of services concurrently encompassing UFHP, Shands Radiology, and Shands Outpatient Financial Arrangements in the Shared Business Office at the UF Health Orthopaedic Institute. Facilitates excellent customer service and proficiently processes various clerical functions for patients of the UF Health Orthopaedic and Sports Medicine Institute. Obtains physician orders, upgrades patient accounts in EPIC, schedules new and return clinic appointments, schedules radiological procedures within UF Health Shands Hospital and effectively communicates with providers, staff, and patients. Posts charges in EPIC, collects from the patient for UF Health Physicians and Shands. Protects the fiscal interest of the enterprise by reviewing orders for completeness and entering orders and other information following established criteria. Competent in using and keeping up-to-date on compliance procedures with a working knowledge of the compliance checking system. Proficient in the EPIC system and has a working knowledge of ICD-9 / ICD-10 and CPT coding. Qualifications Minimum Education and Experience Requirements: * High school graduate or equivalent is required. * Two years of financial or medical practice experience required. * Knowledge of CPT and ICD-9 / ICD-10 coding preferred. * Four-year degree may substitute for two (2) years of financial/medical office experience. * EPIC system knowledge preferred. Excellent communication, organization, and problem-solving skills required. * Incumbent must be comfortable collecting payments and counseling patients regarding financial matters in a professional manner. * The ability to multitask, prioritize responsibilities, problem solve, and function in a team environment are necessary attributes of the successful incumbent. Motor Vehicle Operator Designation: * Employees in this position: Will operate vehicles for an assigned business purpose as a 'non-frequent driver' NOTE: A frequent driver is defined as one who uses his/her personal or Shands automobile a) at least once daily, b) at least five individual trips per week or c) drives, on average, over 150 miles per week in the performance of his/her job. Please indicate the appropriate operator designation on the Request for Personnel (RFP) form at the time a RFP is submitted to post the position. Licensure/Certification/Registration: None

Performs a wide range of analytical, technical, and advisory functions related to the County budget and capital improvement projects. This includes preparation of the County's annual budget; providing support to departments and analysis of County financial information. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. The following statements describe the principal functions of this job and its scope of responsibility but shall not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including working in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise to balance the workload. * In addition to performing the duties and responsibilities of a Budget Analyst I: * Responsible for budgeting all personnel services and works with Human Resources to ensure new authorized positions are budgeted. * Assists in budgeting the Five-Year Capital Improvement Plan. Collaborates with departments to ensure projects meet capital project requirements and are established in the capital improvement software. Ensures the first year of plan is budgeted correctly in financial software and completes the CIP document for publishing. * Reviews and approves agenda items for financial impact through the electronic agenda software. Ensures appropriate accurate financial documents are submitted. * Conducts final annual certification of the Municipal Service Benefit Unit (MSBUs) with the Property Appraiser and Tax Collector. Works with departments to confirm rates and units are accurate. Submits final certification to Property Appraiser and Tax Collector for processing of tax bills. * Performs system administration of budget software to include the financial budget module, personnel budget module. Works with vendors or departments on software upgrades and perform testing. * Analyzes requests for transfers between funds to meet changing conditions and determines legality and reasonableness in requests. * Monitors departmental expenditures and revenues compared to budget and informs the Management & Budget Director when significant variances occur. * Responsible for cost benefit analysis, studying financial requests, and researching alternative funding methods for the benefit of the county. * Assists in monitoring various projects undertaken by the County to help project future financial needs. Assists Management & Budget Director, Deputy County Administrator, and County Administrator manage financial resources. Emergency Response County employees are required to report for work during a state of emergency and are subject to recall around the clock for emergency response operations which may include duties other than those specified in this job description. Minimum Qualifications * Education: Bachelor's Degree from an accredited four (4) year college or university in accounting, finance, business administration or related field. * Experience: A minimum of four (4) years of experience in county government budgeting, finance or accounting. Florida county government experience preferred. * Skills: Extensive experience with spreadsheets, database software and report writing, specifically in Microsoft Office Excel. Licenses, Certifications, or Registrations * Must possess and maintain a valid Florida Driver's License and be insurable by current insurance carrier. A combination of education, training and experience may be substituted at the County's discretion. Required Competencies * Knowledge of Florida Statues, County ordinances and County policies related to budgeting, MSBUs, and elected officials. * Ability to provide analysis, projections and recommendations on revenues, expenditures and financial policies. * Ability to summarize and communicate complex financial information to a variety of audiences. * Ability to isolate and analyze significant trends and practices from detailed records and factual material. * Considerable knowledge of the principles and practices of county budgeting and accounting. * Ability to organize and present clearly, orally and in writing, reports of findings and recommendations. * Ability to comprehend and prepare statistical and other data for presentation to others. * Ability to establish and maintain effective working relationships with all levels of the organization as necessitated by work assignments. * Ability to work independently with little or no supervision. Physical Demands * Must be able to communicate effectively using speaking, vision and hearing skills. Ability to use a personal computer. Sitting for extended periods. Environmental Conditions * Office environment. Works closely with others. * Works in a dynamic environment that requires sensitivity to change and responsiveness to changing goals, priorities, and needs. Equipment Used * Uses pc computer, monitor, keyboard and printer, copy machine. Grade: 12 * Veterans Preference Position, must be minimally qualified* Hernando County Board of County Commissioners (BOCC) is an Equal Opportunity Employer and does not discriminate on the basis of sex, race, color, religion, gender, orientation, national origin, age, marital status, veteran status, genetic information, pregnancy, disability, or any other protected characteristic as defined by law. Hernando County is a Drug-Free workplace. All employees are subject to drug testing in accordance with Federal and Florida State Law. Applicants requiring reasonable accommodations as defined by the Americans with Disabilities Act, must provide notification to the BOCC in advance to allow sufficient time to provide an accommodation.

Job Description Remote for Residents living in TX Full-Time, Permanent Role with Benefits Confidential Energy & Utilities Client Our VIP Client, an established energy company is seeking a Natural Gas Trading Analyst to join its enterprise risk and analytics team. This role is designed for a highly experienced data professional who brings both technical excellence and deep fluency in the wholesale natural gas market - someone who can draw meaning from complex datasets, identify value-creation opportunities, and influence strategic decisions with minimal ramp-up. This is not a foundational role, and onboarding will not include “Natural Gas 101.” Instead, you'll be expected to arrive with a command of market structure, storage dynamics, tariff implications, and how commercial decisions intersect with operational data. You'll work with imperfect, third-party data feeds (from pipelines, storage operators, market indices) and transform them into usable, strategic insight. Key Responsibilities Own the development of models, reports, and scripts that support risk assessment, price and volumetric exposure, and storage valuation. Clean and normalize raw data feeds from external vendors, ensuring high-integrity inputs for downstream forecasting, valuation, and optimization tools. Apply contextual knowledge of market dynamics, including pipeline behavior, tariffs, and trading incentives, to evaluate commercial opportunities. Build predictive analytics frameworks for weather, load, and pricing volatility. Support arbitrage strategy development and operational decision-making through analytical rigor. Deliver intuitive dashboards and visualizations that provide decision-makers with actionable insights. Mentor junior analysts and act as a subject-matter expert across data infrastructure, modeling strategy, and gas market economics. What You Bring A strong commercial and technical command of the natural gas value chain - particularly in wholesale, trading, or risk-oriented settings. The ability to work independently, ask the right questions, and proactively identify what data is missing, misaligned, or misleading. Comfort working with incomplete, messy, or vendor-aggregated datasets - and the judgment to reconcile them using experience and intuition. Exceptional communication skills, with a track record of explaining complex analytical outcomes to stakeholders across the business. Proven ability to prioritize what's material from a business perspective, not just what's statistically interesting. Preferred Qualifications Education: Bachelor's in Data Science, Engineering, Finance, Economics, or a related field. Certifications like CAP, SDS, or MCSE in Data Management are advantageous. Tools & Languages: Proficient in Python, SQL, DAX, PowerQuery, Excel; experience with Git/version control. Familiarity with Java or VB is a plus. Data Engineering: Skilled in ETL pipeline design, database development (Azure, Oracle, MySQL), and advanced data cleaning and validation. Energy Market Expertise: Must understand tariff structures, storage optimization, pipeline scheduling, and how these intersect with market drivers. External Data Sources: Experience working with third-party vendors (e.g., S&P Global, ICE, CME, EIA, FERC, EBBs), and able to turn raw feeds into business-ready inputs. Visualization & Reporting: Strong background in business intelligence tools and building visual narratives that tie data to decisions. Why This Role? You'll be stepping into a high-visibility role that influences pricing, risk, and trading decisions across a major energy business. This is a seat at the strategy table, not just behind a dashboard. The team values speed, precision, and commercial fluency, and you'll be working with leaders who expect - and empower - analysts to act as trusted advisors. This role offers full benefits, strong compensation, and the opportunity to make measurable impact every day. Equal Opportunity & Accessibility This employer values diversity and is committed to building an inclusive and supportive work environment. Accommodations are available throughout the hiring process upon request.

Who are we? Since we opened our first dealership in 1970, we've steadily grown to one of the Nation's best dealerships, regardless of brand! Over the past few years, we've continued to build our loyal customer base, which speaks to how enthusiastic we are for the future! Today, we have 12 dealerships and growing, located in Florida, Alabama, and Washington. Our team enjoys training programs, a fantastic culture, and opportunities for advancement. We're interested in helping you reach your career goals because we know that happy employees lead to happier customers! Administrative & Financial Support Specialist - Full Time Mullinax Ford is looking for a personable, hard-working team member who is self-motivated and effectively prioritizes tasks to join our multi-store enterprise. This role is designed for someone who enjoys administrative work and financial paperwork but also wants to grow in your career while learning dealership financial operations. Support the financial analyst team with administrative, financial, and special project tasks while gaining hands-on exposure to dealership operations. Manage and organize financial and administrative paperwork, ensuring accuracy and accessibility. Perform data entry, reconciliations, and clerical support for financial and operational processes. Assist with monthly reporting and help develop processes to support strategic initiatives. Partner with management to track efficiency and productivity initiatives. Maintain confidentiality when handling sensitive financial and personnel information. Communicate effectively with managers and internal staff to provide accurate and timely support. What are we looking for? Strong organizational skills with excellent attention to detail. Proficiency with Microsoft Office (Excel experience is required). Actively pursuing or currently holding a degree in Accounting, Finance, or a related field strongly preferred. Franchise retail automotive dealership experience a plus. Working knowledge of CDK DMS Software and Microsoft Office applications a plus. Prior office, administrative, or accounting experience preferred (dealership experience a bonus but not required). Self-motivated with the ability to prioritize tasks in a fast-paced environment. Eager to learn financial processes and grow into advanced roles. What do we offer? Full Time Position Competitive salaries Location: In office Comprehensive Benefits Package: Health, Dental, Vision, 401(k) plus matching, Paid time off, etc. Training opportunities