Finance consultant jobs in Bonita Springs, FL

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.

Department: IS Informatics Work Type: Full Time Shift: Shift 1/8:00:00 AM to 4:30:00 PM Minimum to Midpoint Pay Rate:$37.72 - $49.03 / hour Description: The AI Business & Financial Analyst serves as a critical bridge between business stakeholders and technical teams. This role is responsible for identifying and articulating business and financial pain points and translating them into actionable automation or AI-driven solutions. The analyst supports the safe and effective adoption of AI technologies by ensuring alignment with business workflows and operational goals. This position requires excellent verbal and written communication, strong analytical abilities, problem-solving skills, a willingness to seek input from others, and effective time management. Serve as a collaborative team member in the areas of work ethic, values, and customer service while demonstrating genuine concern for staff, patients, and the community. Develop and maintain effective relationships and communications with leaders, technical/application teams, and operational stakeholders. Assuming other duties as assigned. Responsibilities of Business and Financial AI Analyst: Liaison & Translation: Act as a liaison between business stakeholders and IS SMEs, translating operational and financial needs into technical requirements for automation and AI solutions. Workflow Optimization: Analyze, document, and optimize business workflows, identifying opportunities for automation to drive efficiency and relieve staff from repetitive administrative tasks. ROI & Value Capture: Evaluate and prioritize automation opportunities based on potential ROI, cost reduction, and impact on operational performance. Develop value measurement plans and track post-deployment outcomes. Stakeholder Engagement: Collaborate with cross-functional teams to gather requirements, document workflows, and ensure alignment with strategic objectives. AI Adoption Support: Support configuration, validation, end-user training, and ongoing performance monitoring to ensure safe, effective, and workflow-aligned business/financial AI adoption. Change Management: Support change management practices to ensure the successful adoption of new technologies. Governance & Compliance: Ensure solutions comply with healthcare regulations (e.g., HIPAA), internal policies, and governance frameworks. Continuous Improvement: Monitor solution performance and user feedback to identify areas for improvement and ensure continued value delivery. Experience: Business analysis, financial systems, or enterprise automation projects are required. An understanding of the AI implementation lifecycle and change management practices is preferred. Familiarity with ServiceNow, Webex Contact Center, Microsoft 365 Office (including Copilot), Infor, Axiom, and other enterprise business systems preferred.

JOB ID 22124 - Financial Advisor East Manatee Cape Coral, FL, 33990 Pay: $60,000 yearly Earning potential: Year 1 | $60,000 - $90,000 Year 3 | $107,000 - $135,000 Year 5 |$150,000 - $260,000 Year 10 | $300,000+ Type: Direct hire Career outlook: Benefits include 401k with match up to 8%, tuition reimbursement, FSA, parental leave, PTO wellness days, access to 4000+ gyms, room to grow into Senior level roles Summary: This role will be growing new business and seeking out new leads, in addition to managing a branch book of business based on membership and deposits in designated area. Job description: Deliver Comprehensive Wealth Solutions: Provide personalized investment, insurance, and financial planning services to individual, family, and business clients, aligning with their unique financial goals. Drive Business Development & Client Acquisition: Cultivate new member relationships and expand existing ones through proactive networking, referrals, and partnership with credit union branch teams. Manage and Grow Book of Business: Maintain and grow a portfolio of advisory, brokerage, and insurance clients while ensuring high-quality service and holistic financial solutions. Collaborate with Internal Partners: Work closely with branch managers, staff, and internal business units to coach, educate, and drive referrals that support overall member financial wellness. Ensure Compliance & Stay Informed: Adhere to regulatory and broker-dealer compliance standards while maintaining up-to-date knowledge of financial markets, products, and planning strategies. What does success look like? Proven Financial Planning Expertise: Demonstrated success in holistic, goals-based financial planning and investment management, incorporating retirement, tax, insurance, estate, education, and asset allocation strategies. High-Performance Sales & Advisory Track Record: Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory; targeted annual production of $500K+, supported by strong consultative sales, closing, and relationship-building skills. Strategic, Analytical, and Compliance-Focused: Adept at simplifying complex financial concepts, managing multiple priorities, and resolving challenges, with strong regulatory knowledge and commitment to confidentiality, accuracy, and professionalism. Nice to have: Credit union CFP, ChFC, CRPC, etc. Florida Health and Life with Variable Annuity insurance 2-15 Requirements: Bachelor's degree in finance, business, economics, or related field Must have recent previous experience as a financial advisor Must have FINRA Series 7 and 66 --OR-- 63 and 65 Florida Health and Life with Variable Annuity insurance 2-15 strongly preferred or to be shortly obtained Culture fit: Community impact-based organization - An organization whose mission, operations, and services are designed to create meaningful, measurable improvements in the communities it serves. Light local travel between branches High school diploma or equivalent Broker Check at FINRA required Background check required - Level II fingerprinting Drug screening required

**Join Equitable Advisors\: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights Client Engagement\: Cultivate and expand your network within established markets Products and Services Consultation\: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation\: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Work-Life Balance\: Flexible schedule to maximize productivity and personal time Location\: Working outside the office in local schools and municipalities Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Base Salary\: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers Federal Credit Union in Naples, FL would allow you to join Teachers Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Teachers Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Teachers Federal Credit Union for financial solutions. This position will offer: * The ability to build a strong client base with the credit union's exceptional referral system * Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals * The opportunity to find new clients via the credit union's member base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. * REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Teachers Federal Credit Union. Tracking # 1-05026674 Pay Range:$45,000 - $75,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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

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

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Associate Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Associate Wealth Advisor will include: Functioning as the primary trusted advisor to the firm's high net worth clients Ensuring retention of the firm's clients as well as generating referrals Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients Managing client communications and follow-up with clients' other advisors Ensuring adherence to company standards of client care, meetings, referrals and retention Attending company workshops or lectures and speak to groups of potential clients when called upon Implementing company policies and procedures Other duties as needed Required Knowledge, Skills and Abilities: Education: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: 3+ years of job-related experience Certifications: Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered Job Skills: Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired Continually seeks to enhance job knowledge, learn quickly and efficiently Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred Technical and analytical training and experience in financial planning Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment Ability to work without close supervision managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

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.

Ph Financial Advisors | *************************** Ph Financial Advisors is a boutique financial services firm on a mission to help people reach and maintain a healthy retirement. We provide personalized financial planning and wealth management solutions, with a focus on building long-term relationships and guiding clients through every stage of their financial journey. As a small but growing practice, we value detail-oriented, motivated individuals who want to make a difference and grow with us. Position Overview We are seeking a Financial Advisor Intern who is eager to gain hands-on experience in financial services while supporting the daily operations of our practice. This internship is designed as a pathway to a full-time Financial Planner role and, ultimately, an opportunity to take on greater responsibility for the firm. This position is ideal for someone who thrives in a collaborative, client-focused environment and is looking for a career with purpose, growth, and the ability to make a lasting impact. Responsibilities Support the daily operations of the practice, including answering phones, managing email communications, and scheduling client appointments. Assist with case management, follow-ups, and preparation of financial planning materials. Maintain and update the Client Relationship Management (CRM) system. Participate in client servicing, helping prepare documents, reports, and casework. Shadow the owner during client meetings and gradually take on client-facing responsibilities. Learn and apply financial planning concepts in accumulation, retirement, and estate planning. Assist with investment proposals, insurance casework, and other plan-related deliverables. Contribute to marketing, communications, and practice growth initiatives as needed. Qualifications Current junior, senior, or graduate student pursuing a degree in Finance, Economics, Accounting, Business Administration, or related field. Strong attention to detail, organizational skills, and adaptability in a fast-paced environment. Excellent communication and relationship-building abilities. A proactive, problem-solving mindset with a desire to learn and grow. Local to the area and available for 16-20 hours per week during the academic year (more in summer). Interest in pursuing professional designations such as the CLU, ChFC after graduation. Compensation & Benefits Hourly Pay: $17 - $20 per hour, based on experience. Professional development and mentorship directly with the firm owner. Exposure to all aspects of financial planning and practice management. A clear path to full-time employment and future succession opportunities within the firm. Desire to obtain Insurance and Investment Licenses

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

About the role In this role as Financial Onboarding Specialist play an integral role in the customer's onboarding process to ensure their financial balances are migrated correctly. You will also become an expert in trust accounting within the Rentvine software to assist customers and coworkers with solutions for accounting-based questions. What you'll do As the Financial Onboarding Specialist, you will work alongside the onboarding specialists to create a successful and positive onboarding experience for our customers. You will be responsible for assisting customers with gathering their ledger balances within their trust bank accounts as of their predetermined cutoff date. The ledger balance review process will include analyzing financial reports from the customer's current property management software to build the financial balance forward workbook. You will be able to point out mismatches between customers' bank accounts to make best practice suggestions on how to handle this within the Rentvine software. In addition, you will assist customers with bank reconciliations, recording journal entries and bank transfers, recording and releasing security deposits, escrow mismatches, and other common trust accounting procedures. Qualifications 1 -3 years of experience in Accounting/Finance Intermediate to advanced technical skills in Excel Experience in Trust Accounting or Property Management is preferred Highly detailed oriented and organized with proven accuracy

The Sr. Analyst - Corporate FP&A plays a critical role in executing analytical and coordination workstreams for Hertz's Corporate FP&A consolidations team. This team is in the center of the action at Hertz, leading monthly reporting, monthly forecasting and annual budgeting cycles. In addition, the consolidations team produces key deliverables including the CFO's close and forecast packages, the CEO's monthly performance package, the CFO's quarterly board presentations, and the annual budget board presentation. The Sr. Analyst will conduct variance analysis, prepare monthly results packages, coordinate and consolidate forecasts, collect risks and opportunities, develop reporting templates, drive system enhancements, and prepare ad hoc analysis. The position requires a sharp analytical mind, attention to detail, resourcefulness, process-orientation, and a strong work ethic. In return, this role provides accelerated exposure to Hertz and finance leadership, exposure to all areas of the company, and the opportunity to work and learn from exceptional finance colleagues in a collaborative environment. What You'll Do: Support Corporate FP&A team in driving the process, preparation, and reporting of the annual global budget, monthly reporting results, and monthly forecast package. Develop and produce high quality analytics and presentation materials for all Board of Directors meetings and other external financial stakeholders, including financial schedules, visuals, and commentary. Assist with coordinating global FP&A processes, including developing and distributing templates, providing communications and status updates, supporting the team calendar, and consolidating financial submissions and outcomes. Prepare accurate and timely analyses to explain global operating results, including variance analysis, bridges, and financial schedules showing financial and operating statistical results. Support quarterly earnings process, including validating transcript and earnings script financial metrics, preparing CFO earnings support binder, and staying connected with Investor Relations to always present forecast relative to analyst consensus. Proactively review work output and continuously improve reporting and analysis, to help communicate deeper insight. Assist with collecting and tracking risk and opportunities to help management understand the range of possible outcomes. Review inputs from division finance for timeliness and reasonableness and look for opportunities to challenge input, not just blindly consolidating. Drive automation, system enhancements, and other process improvements to boost efficiency and free up bandwidth to focus on even more impactful work. Develop and maintain strong business relationships across the broader FP&A, accounting, Investor Relations, and tax teams. Drive day-to-day work with a sense of urgency, accuracy, and resiliency, helping Corporate FP&A continue setting the standard, pace, and collaborative culture for the global FP&A team. What We're Looking For: Bachelor's degree in finance, mathematics, business/economics, accounting, engineering or another highly analytical discipline. 2+ years of corporate, operational, or division FP&A experience, having served in a key individual contributor role in the monthly FP&A reporting cycle On the way to mastery of Excel and clean display of financial schedules Hands-on SME experience and depth in corporate financial system data, Oracle Hyperion/EPBCS experience a strong plus Robust set of personal characteristics required to excel in Corporate FP&A Strong analytical skills, sharp with numbers, business acumen Sense of urgency Strong attention to detail and comfortable with expectations to do that with speed Excellent verbal and written communication skills Curiosity and drive for process and analytics improvements Flexible and adaptable; ability to work effectively in ambiguous situations Strong ownership and desire to see work through to completion Desire to work in our Atlanta or Estero office, at least 4 days a week What You'll Get: 40% off any standard Hertz Rental Paid Time Off Medical, Dental & Vision plan options Retirement programs, including 401(k) employer matching Paid Parental Leave & Adoption Assistance Employee Assistance Program for employees & family Educational Reimbursement & Discounts Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness Perks & Discounts -Theme Park Tickets, Gym Discounts & more

Compensation: $60,000 base salary plus commission Income Growth Opportunity: * Year 1 | $60,000 - $90,000 * Year 3 | $107,000 - $135,000 * Year 5 |$150,000 - $260,000 * Year 10 | $300,000+ Position Type: Full Time Region: Del Prado, Cape Coral The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously. Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************

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.

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

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

The Sr. Analyst - Corporate FP&A plays a critical role in executing analytical and coordination workstreams for Hertz's Corporate FP&A consolidations team. This team is in the center of the action at Hertz, leading monthly reporting, monthly forecasting and annual budgeting cycles. In addition, the consolidations team produces key deliverables including the CFO's close and forecast packages, the CEO's monthly performance package, the CFO's quarterly board presentations, and the annual budget board presentation. The Sr. Analyst will conduct variance analysis, prepare monthly results packages, coordinate and consolidate forecasts, collect risks and opportunities, develop reporting templates, drive system enhancements, and prepare ad hoc analysis. The position requires a sharp analytical mind, attention to detail, resourcefulness, process-orientation, and a strong work ethic. In return, this role provides accelerated exposure to Hertz and finance leadership, exposure to all areas of the company, and the opportunity to work and learn from exceptional finance colleagues in a collaborative environment. **What You'll Do:** + Support Corporate FP&A team in driving the process, preparation, and reporting of the annual global budget, monthly reporting results, and monthly forecast package. + Develop and produce high quality analytics and presentation materials for all Board of Directors meetings and other external financial stakeholders, including financial schedules, visuals, and commentary. + Assist with coordinating global FP&A processes, including developing and distributing templates, providing communications and status updates, supporting the team calendar, and consolidating financial submissions and outcomes. + Prepare accurate and timely analyses to explain global operating results, including variance analysis, bridges, and financial schedules showing financial and operating statistical results. + Support quarterly earnings process, including validating transcript and earnings script financial metrics, preparing CFO earnings support binder, and staying connected with Investor Relations to always present forecast relative to analyst consensus. + Proactively review work output and continuously improve reporting and analysis, to help communicate deeper insight. + Assist with collecting and tracking risk and opportunities to help management understand the range of possible outcomes. + Review inputs from division finance for timeliness and reasonableness and look for opportunities to challenge input, not just blindly consolidating. + Drive automation, system enhancements, and other process improvements to boost efficiency and free up bandwidth to focus on even more impactful work. + Develop and maintain strong business relationships across the broader FP&A, accounting, Investor Relations, and tax teams. + Drive day-to-day work with a sense of urgency, accuracy, and resiliency, helping Corporate FP&A continue setting the standard, pace, and collaborative culture for the global FP&A team. **What We're Looking For:** + Bachelor's degree in finance, mathematics, business/economics, accounting, engineering or another highly analytical discipline. + 2+ years of corporate, operational, or division FP&A experience, having served in a key individual contributor role in the monthly FP&A reporting cycle + On the way to mastery of Excel and clean display of financial schedules + Hands-on SME experience and depth in corporate financial system data, Oracle Hyperion/EPBCS experience a strong plus + Robust set of personal characteristics required to excel in Corporate FP&A + Strong analytical skills, sharp with numbers, business acumen + Sense of urgency + Strong attention to detail and comfortable with expectations to do that with speed + Excellent verbal and written communication skills + Curiosity and drive for process and analytics improvements + Flexible and adaptable; ability to work effectively in ambiguous situations + Strong ownership and desire to see work through to completion + Desire to work in our Atlanta or Estero office, at least 4 days a week **What You'll Get:** + 40% off any standard Hertz Rental + Paid Time Off + Medical, Dental & Vision plan options + Retirement programs, including 401(k) employer matching + Paid Parental Leave & Adoption Assistance + Employee Assistance Program for employees & family + Educational Reimbursement & Discounts + Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness + Perks & Discounts -Theme Park Tickets, Gym Discounts & more The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world. **US EEO STATEMENT** At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company. Individuals are encouraged to apply for positions because of the characteristics that make them unique. EOE, including disability/veteran

Compensation: $60,000 base salary plus commission Income Growth Opportunity: * Year 1 | $60,000 - $90,000 * Year 3 | $107,000 - $135,000 * Year 5 |$150,000 - $260,000 * Year 10 | $300,000+ Region: Punta Gorda, Charlotte Harbor, Arcadia The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously. Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************