Investment Consultant - Vero Beach, FL
Finance planner job in Vero Beach, FL
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Energy Portfolio Analyst (Day Ahead Trading)
Finance planner job in Orlando, FL
OUC - The Reliable One, is presently seeking an Energy Portfolio Analyst (Day Ahead Trading) to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright future of innovation and transformation for future generations.
We are looking for a strategic, detail-oriented professional with strong analytical skills and energy market expertise to support operational planning and wholesale energy marketing for the Florida Municipal Power Pool (FMPP). In this role, you will manage portfolio operations, optimize generation resources, and engage in energy transactions that balance reliability with cost-effectiveness.
In this role, you will be responsible for performing unit commitment, load forecasting, and next-day/hourly energy marketing functions. You will develop fuel consumption forecasts, evaluate weather and transmission service impacts, execute wholesale market transactions, and support the Energy Control Center in economic dispatch decisions. The position also requires coordinating with FMPP members on outage planning, operational testing, and financial settlement activities. We are looking for a collaborative team player who thrives in a fast-paced environment and can translate complex data into actionable strategies for reliable, economic portfolio management.
OUC is an industry leader and the second largest municipal utility in Florida committed to innovation, sustainability, and our community, OUC's mission is to provide exceptional value to our customers and community by delivering sustainable and reliable services and solutions.
Join a team of visionary Change Agents, Strategists, and Community Ambassadors who understand the vital role of diverse experiences in powering creativity and industry transformation. At OUC, each position contributes to the success and achievement of our goals. Click here to learn more about what we do.
The ideal candidate will have:
* Bachelor's degree in Engineering, Business, or a related field (MBA preferred); in lieu of a degree, an equivalent combination of education, experience, and certifications may be considered.
* 3+ years' experience in Bulk Power System Operations, Unit Commitment, or Energy Marketing (5+ preferred), including 2+ years as an Energy Marketer with direct experience in portfolio optimization, trading, or scheduling utility commodities.
* Proficiency in load forecasting, economic dispatch, and wholesale energy markets, with the ability to analyze data and execute profitable transactions.
* Experience with production cost modeling software (GenTrader preferred), OATI applications (OASIS, eTag, web Trader).
* NERC System Operator Certification at the "Balancing and Interchange Operator" level (preferred).
* Strong analytical, communication, negotiation, and problem-solving skills with the ability to work collaboratively in a fast-paced, dynamic environment.
OUC offers a very competitive compensation and benefits package. Our Total Rewards package includes, to cite a few:
* Competitive compensation
* Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period.
* OUC's Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account
* Generous paid vacation, holidays, and sick time
* Paid parental leave
* Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities
* Wellness incentives and free access to all on-site OUC fitness facilities
* Access to family-oriented recreational areas
* Paid Conference and Training Opportunities
* Free downtown parking
* Hybrid work schedule
Click here to view our Benefits Summary.
Salary Range: $104,000 - $160,000 annually - commensurate with experience
Location: 6003 Pershing Ave, Orlando, FL 32822
Please see below a complete Job description for this position.
Job Purpose:
Responsible for performing the Operational Planning and Wholesale Energy Marketing functions for the Florida Municipal Power Pool (FMPP). This includes, but is not limited to, load forecasting, unit commitment, providing fuel consumption forecasts, engaging in profitable (or cost-saving) energy transactions, and coordinating with FMPP generation owners, transmission planners, and the Energy Control Center (ECC).
Primary Functions:
* Perform all aspects of Unit Commitment, Next Day Energy Marketing, and Hourly Energy Marketing tasks with minimal supervision;
* Support multiple and concurrent FMPP members' requests for unit/resource availability (outages), and testing requirements to ensure most cost-effective solution is developed and implemented;
* Evaluate multiple sources of weather forecasts and develop Native Load Forecast for the Florida Municipal Power Pool (FMPP) Balancing Authority (BA);
* Collect and review Transmission Service Provider offerings and limitations for connecting the multiple areas of FMPP and integrate into daily operational plans;
* Analyze and develop optimized daily operational plans to serve FMPP demand;
* Interact with external wholesale energy market, analyze routine transactions, and execute transactions that maximize profit and savings;
* Generate and submit Transmission Service Requests (TSR) and e-Tags as required by Wholesale Market activity and Network Customer requirements;
* Implement all daily Network Customer plans for FMPP BA members and deliver required reports to Network Transmission Providers as appropriate;
* Compose required data to populate Energy Accounting Tools with accurate records of wholesale market and intra-Pool activities for proper financial balancing and invoicing;
* Develop and deliver fuel consumption forecasts in support of daily operational plans;
* Participate in team discussion and evaluation of complex energy transactions;
* Advise the FMPP Generation System Operator on economic dispatch of the BA;
* Participate in team discussions and objective evaluation of daily resource planning, optimization, and market interactions to be presented to various FMPP committees;
* Develop, create, and deliver reports of daily operational plans and market activity;
* Perform callout duties, as required, due to significant changes in system conditions - including, but not limited to, interaction with wholesale market, redeveloping daily operational plan, and delivering adjusted fuel consumption forecasts;
* Coordinate multiple FMPP member Network Customer requirements for the BA;
* Assist the FMPP Clearinghouse Price (CHP) Administrator in troubleshooting any balancing or financial departures within the FMPP settlement process;
* Participate in ad-hoc analysis in support of FMPP (Sub) Committee and Task Force requests;
* Participate in development, testing, and maintaining tools required to perform above duties effectively and efficiently;
* Perform other duties as assigned.
Technical Requirements:
* Working knowledge of all, but not limited to, the following:
* Bulk Power Operations;
* Engineering principles related to:
* Power Production and Bulk Power (i.e. Incremental and Average Heat Rates, MWh, mm BTU);
* Unit Commitment and Economic Dispatch;
* Market Position Analysis (Production and Avoided Costs);
* Load Forecasting;
* NERC Standards;
* Familiarity with all, but not limited to, the following:
* Wholesale Energy Trading
* Software Applications
* Production cost modeling software (GenTrader preferred);
* OATI OASIS
* OATI eTag
* OATI web Trader
* Power Pool Operations
* Network Integration Transmission Service (NITS)
* Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws;
* Effective written and verbal communications skills;
* Strong negotiation skills and ability to discover near term market conditions to optimize our profitability in the wholesale energy market through transactions traded around our generation assets and resources;
* Strong analytical skills and ability to draw reasonable conclusions and make recommendations based on available data, facts, and uncertainty;
* Ability to:
* Apply a variety of procedures, policies, and/or precedents;
* Participate in cross-functional teams, analysis, and projects;
* Make arithmetic computations using whole numbers, fractions and decimals; compute rates, ratios, and percentages;
* Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.).
Education/Certification/Years of Experience Requirements:
* Bachelor's Degree in Engineering, Business, or related field of study from an accredited college or university. In lieu of a degree, equivalent combination of education, experience, certification may be substitutable.
* Minimum of three (3) years of experience in Bulk Power Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations;
* Experience in unit commitment and/or trading and scheduling utility commodities (preferred);
* NERC System Operator Certification with a minimum level of "Balancing and Interchange Operator" (preferred).
Working Conditions:
This job is absent of disagreeable working conditions. This job consists of working in an office environment.
Physical Requirements:
This job consists of frequent speaking, hearing, typing, reading, writing and detailed inspection, and sitting.
OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations.
EOE M/F/Vets/Disabled
J.P. Morgan Wealth Management - Private Client Investment Associate - Orlando,FL
Finance planner job in Orlando, 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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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.
Auto-ApplyFinancial Advisor
Finance planner job in Orlando, FL
Financial Advisor - Orlando, FL
Empower Lives. Build Your Future. Thrive in Orlando, FL
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Orlando, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success.
What You'll Do:
Partner with clients to develop personalized financial strategies and long-term plans.
Offer guidance on investments, retirement, insurance, and wealth protection.
Build lasting relationships and grow your client base through trust and results.
What Makes Us Different:
Entrepreneurial Freedom - Be in business
for yourself
, but never
by yourself
.
Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice.
Custom Solutions - Offer a full suite of financial products tailored to individual client needs.
Compensation & Benefits:
Commission-Based Role - Unlimited earning potential based on your effort and success.
Performance-Based Rewards - Your income reflects the value you bring.
Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans.
Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies).
Ongoing Development - Coaching, mentorship, and advancement opportunities.
Schedule:
Full-Time | Monday-Friday
This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially.
Qualifications
215 License Needed
Series
Mass Mutual Company
Series 7,6 and SIE preferred
Must be in the Miami, FL area
Sales Experience Needed
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analysis
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Upside Earning Potential
Compensation
$65,000 - $100,000+
About Coastal Wealth
At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.
Financial Advisor - Orlando, FL
Finance planner job in Orlando, FL
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Orlando, FL is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits:
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability
Minimum Requirements:
College degree preferred
5+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals
Salary:
$100,000/year
Benefits:
Bonus
Commission
Hours:
Hybrid work schedule, Monday-Friday, 8am-5pm
Some evenings required for client events
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Investment Associate
Finance planner job in Mims, FL
Our client, a dynamic and internationall company with growing operations in the U.S., is seeking to add an Investment Associate to its Miami team. This role will focus on supporting the execution of investment strategies in illiquid asset classes, particularly Private Equity and Venture Capital, while building strong relationships with U.S. market players and global partners.
Key Responsibilities
Support the development and execution of investment strategies across Private Equity, Venture Capital, and other illiquid opportunities.
Conduct financial modeling, market research, and due diligence on funds, managers, and direct opportunities.
Assist in portfolio monitoring, reporting, and performance tracking to ensure alignment with family objectives.
Strengthen relationships with U.S. and international fund managers, contributing to the Family Office's long-term strategic partnerships.
Collaborate with senior leadership on evaluating opportunities, negotiating terms, and supporting portfolio construction.
Ideal Profile
3-8 years of professional experience in investment roles with exposure to alternatives/illiquid assets (PE, VC, Real Assets).
Previous experience from a Family Office, Wealth Management, Private Banking, Fund of Funds, or top-tier Consulting/Big 4 advisory (M&A, due diligence, or transaction services).
Solid analytical skills with proven ability to perform due diligence and evaluate investment opportunities.
Strong knowledge of the U.S. financial markets and experience in cross-border transactions is highly desirable.
Entrepreneurial mindset and ability to thrive in a small, dynamic, and international environment.
Bachelor's degree in Finance, Economics, Accounting, or related field (Master's not required).
Fluency in English; Spanish is a plus.
Must hold valid U.S. work authorization.
This is an excellent opportunity for a professional looking to take ownership, work closely with decision-makers, and contribute to shaping a long-term investment strategy within a growing Family Office environment.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Orlando, FL
Finance planner job in Orlando, 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.
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
Financial Risk Consultant
Finance planner job in Palm Bay, FL
Navigate Uncertainty, Deliver Clarity - Become a Financial Risk Consultant
Are you driven by data, strategy, and impact? As a Financial Risk Consultant, you'll help clients identify, assess, and manage financial exposure-providing insight-driven solutions that build resilience and support smarter decision-making.
What You'll Do:
📊 Risk Assessment & Analysis - Evaluate financial risk exposures across investment portfolios, credit, liquidity, market, and operational domains.
📈 Strategic Consulting - Advise clients on risk mitigation strategies that align with their business goals and regulatory requirements.
🔍 Modeling & Forecasting - Utilize financial modeling tools and scenario analysis to measure risk probabilities and potential outcomes.
💼 Client Advisory - Serve as a trusted advisor-translating complex risk data into actionable insights and solutions.
🧠 Regulatory Compliance - Ensure clients understand and comply with evolving financial regulations and risk frameworks.
What You Bring:
✔ Strong foundation in financial analysis, risk management, and economics
✔ Experience with tools like Excel, Python, R, or risk modeling platforms
✔ Excellent communication and stakeholder management skills
✔ Analytical thinking and attention to detail
✔ Familiarity with industry regulations (e.g., Basel III, IFRS, Dodd-Frank)
Why This Role Matters:
✅ You help clients build financial resilience
✅ You reduce uncertainty through strategic foresight
✅ You support growth through informed decision-making
✅ You bring value by protecting what matters most
💼 Shape the Future of Financial Security - Be a Financial Risk Consultant.
Ready to turn complexity into clarity? Let's build a stronger financial future together.
Auto-ApplyFinancial Professional - Retirement Benefits Group - FL, Orlando (5136)
Finance planner job in Orlando, FL
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)
Financial Advisor
Finance planner job in Orlando, FL
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.
Auto-ApplyPortfolio CAM - North Region
Finance planner job in Vero Beach, FL
Job Details VERO BEACH - VERO BEACH, FL Full Time $55000.00 - $60000.00 Salary Flexible Description
Together We Soar!
Vesta Property Services has been in the industry for more than 25 years and holds over 800 community management contracts while serving the amenity needs of Florida's most prestigious communities! We are proud to employ over 1,000 associates and have been rated as one of Florida's Top Workplaces.
Our Vesta associates are our most valuable resource. We hire people we trust and give them autonomy to do their best work. We also support professional development with training, coaching and regular feedback. We have a highly collaborative culture supported by our EAGLE PRIDE values!
JOB SUMMARY:
Your Flight Plan!
The Community Association Manager provides management, direction and leadership to ensure the property is maintained and operated in accordance with Vesta Management and are performed as stated, in the Management Agreement between the governing Board of Directors and Vesta Property Services. Community Association Managers are certified and licensed by the State of Florida for Community Association Management (CAM). Responsibilities include working closely with the association, Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Complies with the provisions of Florida Laws and Statutes. Performs regular inspections for overall maintenance and repair and with reference to violations and enforcement. Strong management skills, customer service skills and supervisory skills in support of the care and maintenance of the community or communities they service.
RESPONSIBILITIES AND DUTIES:
Ready to Fly!
Monitor collections with regard to Association Assessments
Approve all invoices outside the regularly budgeted items and submit for payment
Ensure correct coding for financial statements
Work with Board in the preparation of a yearly budget and monitor its adherence
Distribute the budget as required by governing documents and statutes
Knowledge of the purpose of financial reports (e.g. general ledger, variance, accounts payable, income statement, balance sheet)
Write routine reports and correspondence
Communicate clearly and be able to work with and present ideas to a variety of people including owners, tenants, the general public, Board of Directors, staff, contractors and service providers
Multi-task, embrace change, solve practical problems and deal with a variety of concrete variables
Monitor vendor performance to ensure adherence to contract responsibilities and duties. Coordinate with board for Proposals to ensure appropriate price and service levels. Obtain and file business licenses and insurance for all vendors
Draft and post Board Agendas prepare Board Packages, attend Board of Director meetings and record minutes.
Transcribe all board meeting and annual meeting minutes (as applicable).
Respond to requests from title/mortgage/real estate companies
Assist Maintenance Supervisor as needed with review of work orders and expedite as appropriate
Complete monthly inspections of the buildings, facilities, and grounds to insure vendor job performance and note violations of C&R's. Inspection reports will be included in the monthly management reports provided to the board.
Read and interpret documents such as safety rules, operation and procedural manuals, State Statutes affecting COA/HOA and corresponding condominium documents, by-laws and rules and regulations
Serve as liaison between the association/board of directors, legal counsel, and community association members
Document, submit and coordinate insurance claims
Know how to ensure contractor compliance with contract terms related to deposits, progress payments, retention and final payments
Supervise outside vendors and/or site employees as necessary
Compile all information for annual and budget meeting mailings
Administer all Association rules and regulations
Pose fixes, possible solutions, suggestions and recommendations for the board to consider, using resources available
Knowledge of the requirements for different types of meetings and elections
Prepare and submit a management report to the board
Respond to owner/resident inquiries
Identify and record violations of association restrictions, rules and regulations
Implement enforcement policies (e.g., rules, architectural controls) as directed by the association
Develop, establish and implement systems and controls to ensure maintenance needs are documents and completed
The Community Association Manager manages all employees and vendors of the associations they are assigned to and is responsible for the performance association management services.
REQUIRED EXPERIENCE AND QUALIFICATIONS:
The Wingspan Needed!
2 to 5 years of experience.
LCAM designation.
Bachelor's degree a plus but not required.
Daily travel is expected for this position.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Our Nest is your Nest!
This is a largely sedentary role.
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Ability to lift up to 15 lbs
BENEFITS:
The Perks of Eagle Pride!
At Vesta Property Services, we understand the importance of a well-rounded benefits program and are dedicated to providing you with unique benefits that meet your needs and the needs of your family, including your pets. We offer benefits such as medical, dental and vision, life and disability, 401K retirement plans, and additional benefits such as Health Savings Account, Flexible Spending Account and Pet Discount Plan.
In Addition, we provide support by offering free counseling sessions, legal advice sessions, professional development and an outstanding referral program- to both our Full-time and Part-time staff associates!
AAP/EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
DRUG FREE WORKPLACE
In compliance with the Drug-Free Workplace Act of 1988, Vesta Property Services has a longstanding commitment to provide a safe, quality-oriented and productive work environment consistent with the standards of the community in which the company operates. Alcohol and drug abuse poses a threat to the health and safety of Vesta Property Services associates and to the security of the company's equipment and facilities. For these reasons, Vesta Property Services is committed to the elimination of drug and alcohol use and abuse in the workplace.
OTHER DUTIES MAY BE ASSIGNED
The above statements reflect the general information considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all work requirements that may be inherent in the position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Finance
Finance planner job in Orlando, FL
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.
TITLE: Accounting Manager
DEPARTMENT: Finance REPORTS TO: Controller
FLSA: Full-Time; Exempt
WHAT SETS YOU APART
The Accounting Manager will be a key member of the Finance Department and will be responsible for the accounting operations of the Club. The successful candidate will have responsibility for weekly, monthly and quarterly financial reporting and will assist with cash flow planning, operational budgeting and monitoring, and strategic business planning.
ESSENTIAL DUTIES & RESPONSIBILITIES
Prepare and record monthly journal entries, account reconciliations, roll forwards, accruals, reclassifications, intercompany transactions, and other supporting schedules; actively investigating reconciling items to resolve timely.
Oversee management of the monthly and annual close process, including the coordination of the end of month process and monthly EOM calendar, group tasks and timelines, for each month's reporting within deadlines.
Responsible for analyzing, verifying, investigating, and correcting more complex accounting transactions to journals, ledgers and other records.
Review, approve and enter monthly and yearly adjusting journal entries.
Review the monthly General Ledger activity.
Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals; hire, develop, evaluate, mentor and manage team; ensure appropriate organization structure(s), level of staffing and build bench strength.
Manage day-to-day accounting operations to ensure accurate and timely month-end and year-end financial statement close and financial records are maintained in compliance with GAAP and company policies and procedures.
Assists with all aspects of accounting operations and provide support for the preparation of annual financial forecasts/budgets, annual and monthly financial statements and other accounting reports and projects as necessary.
Participates in continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets.
Assist in the analysis and interpretation of financial data and recommend changes to improve processes, systems and financial performance.
Manage and operate within a multi-entity business structure.
Assist in the improvement and maintenance of policies and procedures related to financial and accounting functions.
Review invoices, bills, vouchers, and other documents for accuracy.
Assist with other accounting functions as needed, including administrative work.
Complete special projects and ad-hoc analysis as required.
Other duties as assigned.
QUALIFICATIONS
It's never just a job at Orlando City SC and Orlando Pride. It's a way of life. We live and breathe soccer and entertainment. We believe each role is as unique as the person who does it. To join our team, you will also possess these qualifications:
Bachelor's degree in accounting or finance preferred.
Minimum of (5) years of experience in accounting (specifically month-end close) with (2) two years of directly managing others and processes.
Strong computer skills including knowledge of Excel, BI, Tableau or Power Pivot.
Solid communication, organizational and interpersonal skills.
Ability to attain and maintain SafeSport certification.
Ability to pass a background check.
Must be a take-charge, forward-thinking person, able to work non-traditional hours, in non-traditional settings, within a team atmosphere.
Strong interpersonal, detailed-oriented, organizational, analytical, decision-making, and problem-solving skills required.
Public accounting and passion for the sport of soccer is a plus.
About Orlando City SC & Orlando Pride:
In November 2013, Orlando City Soccer Club was awarded a Major League Soccer (MLS) franchise, becoming the league's 21st franchise. The team began play in March 2015, with 62,510 fans packing the then-Orlando Citrus Bowl for the Club's MLS debut.
The Lions have reached the postseason in five-consecutive seasons (2020-24), qualified for the Concacaf Champions Cup (formerly Concacaf Champions League) in both 2023 and 2024, and reached their first final in 2020 during the MLS is Back Tournament. In 2022, Orlando City won its first championship of its MLS era, lifting the Lamar Hunt U.S. Open Cup trophy, which also marked the first championship by any professional team in the City Beautiful. Prior to its time in MLS, Orlando City boasted a decorated history in the United Soccer League, winning the league's championship in both the 2011 and 2013 seasons.
In October 2015, the Orlando Pride was announced as the 10th team in the National Women's Soccer League (NWSL), bringing professional women's soccer to the state of Florida for the first time. The team began play in April 2016, setting a then-league single-game attendance record in its first-ever home game, with 23,403 fans witnessing the Club's first win.
The Pride feature a star-studded roster of domestic and international talent and, in 2024, brought the first professional major league title to the city of Orlando, with the Club winning the NWSL Championship. The season saw the Pride complete the double, winning both the Championship and the NWSL Shield as the best team in the regular season, capping off a historic campaign that set numerous league records. Former Orlando City defender Seb Hines serves as the team's head coach, not only the first Black head coach in the league, but also the first to win both the Championship and the NWSL Shield, and the 2024 NWSL Coach of the Year.
In 2017, both teams moved into its privately-owned, soccer-specific venue - Inter&Co Stadium - located in the heart of downtown Orlando.
In July 2021, the Club - which includes Orlando City SC, the Orlando Pride, Orlando City B (MLS NEXT Pro) and Inter&Co Stadium - was purchased by the Wilf Family, who also own the Minnesota Vikings of the National Football League.
For more information on Orlando City SC and Orlando, visit OrlandoCitySC.com or Orlando-Pride.com.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
Orlando City and Orlando Pride will ensure that individuals with disabilities are provided with reasonable accommodation(s) to participate in the job application or interview process and perform critical job functions. Please contact the People and Culture department at [email protected] to let us know the nature of your request and your contact information.
Advisor Development Program - CENTRAL FLORIDA & ASSOCIATES Financial Solutions Advisor Trainee: Financial Center - Orlando, FL
Finance planner job in Orlando, FL
Orlando, 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 (*****************************************************************************************************************************************************************************************************
**Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**Required skills:**
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
- Communicates clearly and confidently with clients from all walks of life.
- Works well with others and collaborates productively to get things done.
- Can manage complexity, prioritize tasks and execute in a fast-paced environment.
- Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.
**Desired skills:**
- Strong computer skills with an ability to multitask in a demanding environment.
- A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.
**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.
Financial Services Professional (Bilingual) - Central Florida
Finance planner job in Saint Cloud, FL
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************
What You'll Do:
Help individuals, families, and business owners plan for their financial futures
Offer life insurance, annuities, retirement plans, long-term care, disability coverage, and investment solutions
Build long-term relationships with clients based on trust and personalized guidance
Operate with autonomy and flexibility, supported by an award-winning team
Who We're Looking For:
Background in financial services, insurance, real estate, banking, or sales
Insurance license (State 215) and/or FINRA registrations (or willingness to obtain)
Business mindset with strong communication skills
Self-motivated, organized, and driven to help others
Bilingual in Spanish or Portuguese is a strong plus, but not required
Energy Portfolio Analyst (Day Ahead Trading)
Finance planner job in Orlando, FL
OUC - The
Reliable
One, is presently seeking an Energy Portfolio Analyst (Day Ahead Trading) to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright future of innovation and transformation for future generations.
We are looking for a strategic, detail-oriented professional with strong analytical skills and energy market expertise to support operational planning and wholesale energy marketing for the Florida Municipal Power Pool (FMPP). In this role, you will manage portfolio operations, optimize generation resources, and engage in energy transactions that balance reliability with cost-effectiveness.
In this role, you will be responsible for performing unit commitment, load forecasting, and next-day/hourly energy marketing functions. You will develop fuel consumption forecasts, evaluate weather and transmission service impacts, execute wholesale market transactions, and support the Energy Control Center in economic dispatch decisions. The position also requires coordinating with FMPP members on outage planning, operational testing, and financial settlement activities. We are looking for a collaborative team player who thrives in a fast-paced environment and can translate complex data into actionable strategies for reliable, economic portfolio management.
OUC is an industry leader and the second largest municipal utility in Florida committed to innovation, sustainability, and our community, OUC's mission is to provide exceptional value to our customers and community by delivering sustainable and reliable services and solutions.
Join a team of visionary Change Agents, Strategists, and Community Ambassadors who understand the vital role of diverse experiences in powering creativity and industry transformation. At OUC, each position contributes to the success and achievement of our goals. Click here to learn more about what we do.
The ideal candidate will have:
Bachelor's degree in Engineering, Business, or a related field (MBA preferred); in lieu of a degree, an equivalent combination of education, experience, and certifications may be considered.
3+ years' experience in Bulk Power System Operations, Unit Commitment, or Energy Marketing (5+ preferred), including 2+ years as an Energy Marketer with direct experience in portfolio optimization, trading, or scheduling utility commodities.
Proficiency in load forecasting, economic dispatch, and wholesale energy markets, with the ability to analyze data and execute profitable transactions.
Experience with production cost modeling software (GenTrader preferred), OATI applications (OASIS, eTag, web Trader).
NERC System Operator Certification at the “Balancing and Interchange Operator” level (preferred).
Strong analytical, communication, negotiation, and problem-solving skills with the ability to work collaboratively in a fast-paced, dynamic environment.
OUC offers a very competitive compensation and benefits package. Our Total Rewards package includes, to cite a few:
Competitive compensation
Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period.
OUC's Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account
Generous paid vacation, holidays, and sick time
Paid parental leave
Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities
Wellness incentives and free access to all on-site OUC fitness facilities
Access to family-oriented recreational areas
Paid Conference and Training Opportunities
Free downtown parking
Hybrid work schedule
Click here to view our Benefits Summary.
Salary Range: $104,000 - $160,000 annually - commensurate with experience
Location: 6003 Pershing Ave, Orlando, FL 32822
Please see below a complete Job description for this position.
Job Purpose:
Responsible for performing the Operational Planning and Wholesale Energy Marketing functions for the Florida Municipal Power Pool (FMPP). This includes, but is not limited to, load forecasting, unit commitment, providing fuel consumption forecasts, engaging in profitable (or cost-saving) energy transactions, and coordinating with FMPP generation owners, transmission planners, and the Energy Control Center (ECC).
Primary Functions:
Perform all aspects of Unit Commitment, Next Day Energy Marketing, and Hourly Energy Marketing tasks with minimal supervision;
Support multiple and concurrent FMPP members' requests for unit/resource availability (outages), and testing requirements to ensure most cost-effective solution is developed and implemented;
Evaluate multiple sources of weather forecasts and develop Native Load Forecast for the Florida Municipal Power Pool (FMPP) Balancing Authority (BA);
Collect and review Transmission Service Provider offerings and limitations for connecting the multiple areas of FMPP and integrate into daily operational plans;
Analyze and develop optimized daily operational plans to serve FMPP demand;
Interact with external wholesale energy market, analyze routine transactions, and execute transactions that maximize profit and savings;
Generate and submit Transmission Service Requests (TSR) and e-Tags as required by Wholesale Market activity and Network Customer requirements;
Implement all daily Network Customer plans for FMPP BA members and deliver required reports to Network Transmission Providers as appropriate;
Compose required data to populate Energy Accounting Tools with accurate records of wholesale market and intra-Pool activities for proper financial balancing and invoicing;
Develop and deliver fuel consumption forecasts in support of daily operational plans;
Participate in team discussion and evaluation of complex energy transactions;
Advise the FMPP Generation System Operator on economic dispatch of the BA;
Participate in team discussions and objective evaluation of daily resource planning, optimization, and market interactions to be presented to various FMPP committees;
Develop, create, and deliver reports of daily operational plans and market activity;
Perform callout duties, as required, due to significant changes in system conditions - including, but not limited to, interaction with wholesale market, redeveloping daily operational plan, and delivering adjusted fuel consumption forecasts;
Coordinate multiple FMPP member Network Customer requirements for the BA;
Assist the FMPP Clearinghouse Price (CHP) Administrator in troubleshooting any balancing or financial departures within the FMPP settlement process;
Participate in ad-hoc analysis in support of FMPP (Sub) Committee and Task Force requests;
Participate in development, testing, and maintaining tools required to perform above duties effectively and efficiently;
Perform other duties as assigned.
Technical Requirements:
Working knowledge of all, but not limited to, the following:
Bulk Power Operations;
Engineering principles related to:
Power Production and Bulk Power (i.e. Incremental and Average Heat Rates, MWh, mm BTU);
Unit Commitment and Economic Dispatch;
Market Position Analysis (Production and Avoided Costs);
Load Forecasting;
NERC Standards;
Familiarity with all, but not limited to, the following:
Wholesale Energy Trading
Software Applications
Production cost modeling software (GenTrader preferred);
OATI OASIS
OATI eTag
OATI web Trader
Power Pool Operations
Network Integration Transmission Service (NITS)
Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws;
Effective written and verbal communications skills;
Strong negotiation skills and ability to discover near term market conditions to optimize our profitability in the wholesale energy market through transactions traded around our generation assets and resources;
Strong analytical skills and ability to draw reasonable conclusions and make recommendations based on available data, facts, and uncertainty;
Ability to:
Apply a variety of procedures, policies, and/or precedents;
Participate in cross-functional teams, analysis, and projects;
Make arithmetic computations using whole numbers, fractions and decimals; compute rates, ratios, and percentages;
Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.).
Education/Certification/Years of Experience Requirements:
Bachelor's Degree in Engineering, Business, or related field of study from an accredited college or university. In lieu of a degree, equivalent combination of education, experience, certification may be substitutable.
Minimum of three (3) years of experience in Bulk Power Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations;
Experience in unit commitment and/or trading and scheduling utility commodities (preferred);
NERC System Operator Certification with a minimum level of “Balancing and Interchange Operator” (preferred).
Working Conditions:
This job is absent of disagreeable working conditions. This job consists of working in an office environment.
Physical Requirements:
This job consists of frequent speaking, hearing, typing, reading, writing and detailed inspection, and sitting.
OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations
.
EOE M/F/Vets/Disabled
Financial Advisor
Finance planner job in Orlando, FL
Financial Advisor - Orlando, FL
Empower Lives. Build Your Future. Thrive in Orlando, FL
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Orlando, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success.
What You'll Do:
Partner with clients to develop personalized financial strategies and long-term plans.
Offer guidance on investments, retirement, insurance, and wealth protection.
Build lasting relationships and grow your client base through trust and results.
What Makes Us Different:
Entrepreneurial Freedom - Be in business
for yourself
, but never
by yourself
.
Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice.
Custom Solutions - Offer a full suite of financial products tailored to individual client needs.
Compensation & Benefits:
Commission-Based Role - Unlimited earning potential based on your effort and success.
Performance-Based Rewards - Your income reflects the value you bring.
Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans.
Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies).
Ongoing Development - Coaching, mentorship, and advancement opportunities.
Schedule:
Full-Time | Monday-Friday
This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially.
Qualifications
215 License Needed
Series
Mass Mutual Company
Series 7,6 and SIE preferred
Must be in the Miami, FL area
Sales Experience Needed
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analysis
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Upside Earning Potential
Compensation
$65,000 - $100,000+
About Coastal Wealth
At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.
Financial Advisor
Finance planner job in Orlando, FL
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.
Auto-ApplyFinancial Solutions Advisor - PBG Treasure Coast Market
Finance planner job in Vero Beach, FL
Vero Beach, Florida;Vero Beach, Florida; Jensen Beach, 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.
Multilingual Financial Sales Representative
Finance planner job in Saint Cloud, FL
We're seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!
Ability to engage your community and leverage personal networks/contacts
Bilingual Speaking (English/Spanish) A Plus
Financial Solutions Advisor Registration Candidate - PBG Treasure Grove Market
Finance planner job in Fort Pierce, FL
Fort Pierce, 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 (********************************************************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**We'll help you:**
+ Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
+ Get training and one-on-one coaching from Academy managers who are invested in your success.
+ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
+ Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
+ Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications**
+ Currently holds FINRA Securities Industry Essentials (SIE)
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
**Skills:**
+ Client Experience Branding
+ Client Solutions Advisory
+ Investment Management
+ Pipeline Management
+ Referral Management
+ Client Management
+ Customer and Client Focus
+ Portfolio Management
+ Prospecting
+ Referral Identification
+ Business Acumen
+ Executive Presence
+ Oral Communications
+ Risk Management
**_Weekly Schedule: Monday thru Friday, some Saturdays required_**
_This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law._
**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.