Finance planner jobs in Saint Petersburg, FL

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Financial Advisor
Edward Jones 4.5
Finance planner job in Sarasota, FL
This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 2d ago
Sales & Client Advisor
Ushealth Advisors
Finance planner job in Tampa, FL
No experience required | Top performers earn $130K+ in year one 📍 Tampa, FL | On-Site | Full-Time 💸 Weekly pay • Uncapped commissions • Real growth We're expanding our Tampa office and looking for Sales & Client Advisors who want a career where effort actually pays off. This is a client-facing, consultative sales role focused on helping individuals and families find better alternatives to traditional health insurance. With rising costs, more people are actively looking for guidance - which means high demand, warm leads, and real opportunity for motivated individuals. No prior experience? That's fine. We provide full training, licensing, and daily mentorship to help you succeed. What You'll Be Doing • Speak with clients who've requested information • Educate individuals and families on healthcare coverage options • Build rapport, trust, and long-term relationships • Work with daily warm leads (no cold calling) • Close sales while staying compliant with insurance regulations • Develop sales, communication, and leadership skills Why This Role Attracts Top Performers • $90K-$130K+ first-year earning potential (uncapped) • Weekly direct deposit + 12 performance bonuses annually • Residual income opportunities • Training & insurance licensing (no prior license needed) • National sales award trips • Leadership opportunities - even in your first year • In-office perks: gym access, free food daily, barber, nails, lashes, facials, car detailing & more • Access to health insurance This Is a Fit If You're • Motivated and results-driven • Comfortable talking with people and closing deals • Looking for income growth, not a cap • Coachable with a strong work ethic • Able to work full-time on-site in Tampa • Equipped with a phone, laptop, and reliable transportation This is a sales career with purpose - not a filler job. If you want control over your income and the chance to make a real impact, let's connect.
$90k-130k yearly 3d ago
Junior Financial Advisor
Ia Recruiting
Finance planner job in Tampa, FL
We are currently seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads no cold calling or prospecting required. MUST HAVE Series 65 license offers a competitive salary and robust recruitment package. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios. Close new business from warm inbound leads no hunting or cold outreach. Learn and implement the firm's financial planning process and client service model. Present and manage index annuity and insurance-based investment strategies. Conduct client reviews, portfolio updates, and retirement planning sessions. Maintain accurate records in CRM and financial planning software. Collaborate with senior advisors and support staff to ensure seamless client experiences. Stay current on market trends, product offerings, and regulatory updates. Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience
$46k-93k yearly est. 7d ago
Senior Financial Planner
Transcend Practice Management
Finance planner job in Lutz, FL
Job Description Senior Financial Planner Status: Full-time, In-Office Compensation: $110,000 - $120,000 We are a tight-knit wealth management firm serving successful professionals business owners, individuals and families. For 40+ years, we have taken pride in providing holistic financial and life planning for all our clients, with honesty and care. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence. Everything we aspire to do is focused on becoming and remaining our client's most Trusted Advisor. As a Senior Financial Planner, you will partner closely with our Financial Advisors, including our founder, to provide top-level planning for our clients. You will prepare for meetings, join client discussions and, over time, progress toward leading meetings and taking on the Advisor role. The ideal candidate will bring a strong work ethic, deep wealth management experience, organizational ability, client-facing skills, and professional presentation. Success in this role also requires excellent people skills, personal integrity, a commitment to teamwork and collaboration, and genuine compassion and kindness. Sound appealing? We operate with a set of shared values: hard work, humility, optimism and responsiveness. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome a Senior Financial Planner to the team that will play a crucial role in supporting financial advisors and serving our valued clients. The attributes we look for in teammates include: Attention to detail Listening skills and a desire to learn from others Commitment to exceeding expectations Careful listening skills Empathy and kindness Being motivated to improve the business and succeed personally Strong communication and interpersonal skills with ability to quickly connect Client-first attitude Ability to work collaboratively as well as autonomously Ability to multi-task with accuracy and professionalism A long-term view of the opportunities presented by the firm Get in touch today so we can get to know you! You will work with some of the most successful business owners, families, and individuals around, providing life-changing support to clients who look to us as advocates for their hopes and dreams. As a Senior Financial Planner, you can expect to: Provide technical, organizational and content support to the firm's advisors. Participate in planning meetings, listen carefully, and collaborate to plan strategies. Create financial planning folders, agendas, gather supporting documentation, and assist advisors with preparation for client meetings. Follow through on post-meeting activities, including updating client data, synthesizing notes, and completing communications in CRM. Produce and update financial models and analyses using various software applications, while keeping meticulous records of interactions and planning progress. Send, receive, and process client documents and communications. Continuously build relationships with colleagues and clients, understanding their unique circumstances, connections, talents, and interests Stay current on trends in the financial planning area Qualifications for this role include: Bachelor's degree (minimum) in finance or related studies CFP Series 7, 66 and Insurance licenses 8+ years' experience in wealth management 6+ years in role (or similar) Strong tax and estate planning experience Excellent communication and relationship management skills Proficiency in Microsoft Office Suite, knowledge of CRMs Demonstrated job stability and career progression The Senior Financial Planner role is the opportunity for meaningful work with the best professionals in the business. The firm's top people have a strong work ethic, which leads to excellent mentoring and a clear path to advancement. With diligence, patience and perseverance, the Senior Financial Planner will become a well-groomed Financial Advisor with a strong set of loyal clients in as little as four years. The future is bright. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what the firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!
$110k-120k yearly 29d ago
Investment Banking Associate
Dynasty Financial Partners 3.7
Finance planner job in Saint Petersburg, FL
The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital. The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure. The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement. Responsibilities of the candidate will include the following: Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required. Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials. Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations. Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses. Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry. Requirements Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience Investment banking, credit training or leverage finance experience from a major financial institution a plus Comfortable building 3-statement operating models Demonstrated track record of success academically and/or in prior roles Enthusiastic self-starter with strong communication and interpersonal skills Desire to learn and contribute to an entrepreneurial culture Familiarity with databases such as Factset and Fintrx Excellent writing, presentation, and organizational skills Detail oriented with the ability to execute complex projects Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts Comfortable being in a client facing role Preferred Technical Skills Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint Strong working knowledge of corporate finance theory Ability to use Salesforce reporting tools Ability to multi-task and prioritize BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
$87k-127k yearly est. 13d ago
CLOUD CAPITAL - Investment Associate
Cloudhq LLC
Finance planner job in Tampa, FL
Job DescriptionDescription: Who We Are Cloud Capital is a global investment management firm founded by Hossein Fateh, the Founder and CEO of CloudHQ LLC and Co-founder and former CEO of DuPont Fabros Technology (DFT). The firm was established to identify and capitalize on acquisitions of high-quality data centers across the globe. Led by a team of highly experienced investment professionals and supported by CloudHQ, Cloud Capital will acquire, manage, develop and operate data centers to become the long-term owner and operator of choice for tenants globally. What the Role Entails • Assisting with the preparation and evaluation of investment proposals, including Investment Committee papers • Assisting/leading with transaction due diligence and execution, including leading workstreams and building and/or reviewing financial models, as required • Leading market and sector research and analysis, and provide updates on any insights or developments • Collaborating with senior investment professionals in originating, evaluating and analyzing new investment opportunities • Assisting the group with managing and monitoring existing investments, and identifying and implementing new initiatives as part of the group's asset management plan • Working with existing portfolio companies to assist in the execution of their respective business plans from the point of initial investment to exit • Managing and maintaining relationships within the industry, including investment banks, fund managers, independent valuers, consultants, and peer institutional investors Requirements: What You Bring to the Role · A Bachelor's degree covering Economics, Mathematics, Engineering or another quantitative subject, with a strong academic history) · A minimum of three (3) years of relevant sector experience in Private Equity or M&A Advisory from a leading investment bank · Possess a demonstrated track record of relevant deal flow execution · Strong quantitative/numerical skills - advanced financial and operational modelling skills · Independent and entrepreneurial character with high commercial acumen and a ‘returns' driven mindset · Excellent written/presentation and oral communication skills · Able to work effectively and collaboratively with different members of the team What We Offer Cloud Capital's people and culture are the most enriching aspects that make us a great place to work. We are strengthened by industry experts who bring extensive knowledge, skill, and experience; leaders who bring vision, innovation and commitment to our people; and an expanding team of individuals who believe in that vision, and bring their best to support their customers and team. Our employees enjoy competitive compensation and rewarding incentives, comprehensive benefits (medical, dental, vision, life insurance, disability), 401(k) with match, 12 paid holidays, generous PTO, development opportunities, and the ability to closely impact and contribute to the growth of an exceptional organization. Equal Employment Opportunity Cloud Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected veteran status, or other legally protected status.
$70k-125k yearly est. 9d ago
Junior Investment Associate
Cove Communities Careers
Finance planner job in Tampa, FL
As an experienced Associate in Asset Management and Investments, you will report directly to the President. Your role will encompass leading the underwriting models for new acquisitions as well as managing existing real estate assets. Your responsibilities will include advanced financial analysis, the development and coordination of asset management strategies, and assistance in project management initiatives aimed at enhancing asset performance. You will also be expected to build and maintain relationships with external investment partners while coordinating effectively with various internal departments and stakeholders. Primary Duties & Responsibilities Conducts financial analysis for initial screening of asset investment opportunities and cash flow modeling to assess potential returns. Drafts memos for investment committees and board decks to outline asset strategies, investment prospects, and key performance indicators. Ensures compliance and organizational alignment through due diligence on approved transactions. Coordinates with specialized third-party advisors and assists in executing both asset and debt financing transactions. Contributes to investor reports and monitors financial performance, focusing on asset conditions and market trends. Collaborates on strategy formulation and oversees annual property budgets, liaising with internal and external partners for implementation. Facilitates communication across teams to enhance investment performance and provides analytical support for strategic decisions. Produces board decks to effectively communicate key performance indicators, asset management strategies, and other relevant data for board meetings and executive reviews. What We're Looking For Relevant experience in real estate-related investment business or investment banking. Strong financial modeling capabilities with close attention to detail. Deep transactional and/or asset management experience. Effective communication skills, both written and spoken. Ability to work in a fast-paced environment with a high level of autonomy. Highly collaborative team player with a desire to contribute to a growing organization. Eagerness to learn, ideate, and innovate. Demonstrated ability to work under pressure. Education & Experience Two (2) to Three (3) years of relevant experience in commercial real estate/real estate investment banking University degree (Finance related) with a record of excellent academic achievement CFA, CA or Master Degree/MBA are nice to have Superior knowledge of software and analysis tools for the field, such as Excel, and PowerPoint Some travel required Living Our Core Values Our Core Values are a way of life, not just empty promises. We're searching for team members who: Love what they do to make our guests' dreams come true and show it through delivering service excellence authentically. Continually raise the bar by investing in their personal development and looking for innovative ways to exceed our guests' expectations. Make every moment count, so our Team Members look forward to coming to work every day, and our guests look forward to creating new memories on their return visits. Consistently do the right thing for our Team Members and guests by keeping promises, delivering on commitments and building trust along the way. Demonstrate kindness by following the ‘Golden Rule', ensuring that Team Members and guests have a voice and feel valued. About Cove Communities Cove Communities is a well capitalized real estate investment and operating company. We own manufactured housing communities and RV resorts in Canada, the US and the UK. The founders of the company have a track record of building and managing dynamic, fast-growing companies with upward mobility and remuneration for team members who propel results. Cove Communities is an Equal Opportunity Employer. We celebrate diversity and are dedicated to creating an inclusive environment for all employees. Cove is committed to providing employees with a work environment free of discrimination and harassment.
$70k-125k yearly est. 44d ago
Real Estate Investment Specialist
Canvas Forum
Finance planner job in Saint Petersburg, FL
Join Canvas Forum: Investment Real Estate Sales AgentAre you ready to take your real estate career to the next level? At Canvas Forum, we're revolutionizing the investment real estate market by connecting buyers and sellers with unmatched efficiency and expertise. Our mission is to transform a fragmented industry into a seamless experience for everyone involved. Why Canvas Forum?Accelerate Your Career: Close more deals in your first three months than most agents do in an entire year.Dynamic Team Environment: Join a team where collaboration and shared success are our core values. We achieve greatness together-no lone wolves here!Unlimited Growth Potential: Whether you aim to lead your own team or build a personal investment portfolio, we'll support your ambitions.Endless Opportunities: Access to cutting-edge tools, extensive training, and uncapped income potential. What You'll Be Doing:Build & Expand Your Network: Connect with local investors and grow your database, pairing them with our exclusive property listings.Client Engagement: Maintain regular communication with investors to understand their goals, provide updates on inventory, and address any inquiries swiftly.Collaborate & Innovate: Work closely with our team to stay informed about property availability and industry trends.Organize & Track: Keep accurate records of transactions and client interactions using our CRM systems and other tools. What We Need from You:Active Florida Real Estate License (or ability to obtain one before starting).Full-Time Commitment: Be ready to dive into a fast-paced environment and grow your career.Coachability & Enthusiasm: Be eager to learn, adapt, and thrive in a dynamic setting. Additional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities Ready to break into the investment real estate industry and skyrocket your career? Reach out to us and join our dynamic, passionate team at Canvas Forum. Your future starts here!
$56k-110k yearly est. Auto-Apply 60d+ ago
2026 Investment Banking Full Time Analyst - Tampa
Solomon Partners-Students & Graduates
Finance planner job in Tampa, FL
Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Full Time Analyst program will begin in July 2026. Direct collaboration with Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2025 - June 2026 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship The base compensation for this role will begin at the annualized rate of $110,000 per year. Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
$110k yearly Auto-Apply 60d+ ago
PAY EQUITY ANALYST
Moffitt Cancer Center 4.9
Finance planner job in Tampa, FL
At Moffitt Cancer Center, we strive to be the leader in understanding the complexity of cancer and applying these insights to contribute to the prevention and cure of cancer. Our diverse team of over 9,000 are dedicated to serving our patients and creating a workspace where every individual is recognized and appreciated. For this reason, Moffitt has been recognized on the 2023 Forbes list of America's Best Large Employers and America's Best Employers for Women, Computerworld magazine's list of 100 Best Places to Work in Information Technology, DiversityInc Top Hospitals & Health Systems and continually named one of the Tampa Bay Time's Top Workplace. Additionally, Moffitt is proud to have earned the prestigious Magnet designation in recognition of its nursing excellence. Moffitt is a National Cancer Institute-designated Comprehensive Cancer Center based in Florida, and the leading cancer hospital in both Florida and the Southeast. We are a top 10 nationally ranked cancer center by Newsweek and have been nationally ranked by U.S. News & World Report since 1999. Working at Moffitt is both a career and a mission: to contribute to the prevention and cure of cancer. Join our committed team and help shape the future we envision. Summary Position Highlights: The Pay Equity Analyst is responsible for developing competitive base salary offers for internal promotions, demotions, reclassification and other transfers to retain top talent. This role involves extensive research and analysis to recommend competitive pay, while ensuring Moffitt's compensation practices are equitable, motivating, and aligned with the organization's policies and goals. The position conducts pay audits and takes appropriate action to ensure internal equity is maintained. The Pay Equity Analyst may provide support for annual compensation events and the triage of compensation questions and inquiries, as needed. Responsibilities: Develops competitive base salary offers * Using candidate experience, internal incumbent pay data and established policies/procedures, develops competitive base salary offers for internal candidates, including promotions, demotions, reclassifications and other transfers. * Collaborates with Talent Acquisition and Strategic Workforce Management representatives to understand extraordinary circumstances that may help inform base salary offers, e.g., tight labor market, small supply of candidates, etc. * Assists with team member pay and position change communication by creating offer letters and other documentation. Conducts pay audits to maintain internal equity * Performs analysis of team members, positions and salary grades to ensure internal equity among team members is maintained. * Prepares presentations to communicate findings and leads the development of action plans to address any identified deficiencies. * Ensure compliance with federal, state, and local compensation regulations. Supports annual compensation events * Provides support for annual compensation events, which may include market, merit, incentive, and other special projects. Responds to compensation inquiries and requests * As needed, provide backup for triaging emails that come through the compensation department shared email address by responding to requests or escalating issues to the appropriate. Credentials and Qualifications: * Bachelor's Degree in Human Resources, Business, Finance or related field. * Minimum of 3 years of demonstrated experience with the development of base salary offers for candidates or related experience. Preferred: * SHRM-CP/SCP, PHR/SPHR, or related HR/Compensation certification. * Prior Human Resources and/or health care experience. * Experience using HRIS or Performance Management systems. Share:
$63k-88k yearly est. 45d ago
Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate
Jpmorgan Chase & Co 4.8
Finance planner job in Tampa, FL
JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities * Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; * Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); * Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; * Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; * Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; * Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; * Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills * Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; * Bachelor's degree or equivalent experience required; * Recent experience working in the digital assets space * Knowledge of OFAC regulatory requirements; * Banking experience inclusive of knowledge on banking processes, products, and controls; * Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; * Advanced problem solving and critical thinking skills; * Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills * Proven experience and extensive familiarity working in a complex multi-national organization
$76k-112k yearly Auto-Apply 27d ago
Junior Financial Advisor - (Financial analysis, Planning and CRM software)
Talent Search Pro
Finance planner job in Tampa, FL
Full Time: Monday-Friday, 8:30am-4:30pm We're seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads-no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leads-no hunting or cold outreach Learn and implement the firm's financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees
$46k-93k yearly est. 39d ago
Financial Advisor - Hillsborough County
Corebridgefinancial
Finance planner job in Tampa, FL
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$46k-93k yearly est. Auto-Apply 56d ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner job in Tampa, 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.
$53k-94k yearly est. Auto-Apply 25d ago
Financial Advisor
Ameriprise Financial 4.5
Finance planner job in Tampa, FL
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
$39k-70k yearly est. Auto-Apply 60d+ ago
Merchandise Financial Planner
Bealls 4.4
Finance planner job in Bradenton, FL
INC. If you're seeking a career with a company that encourages authenticity, rewards innovation and provides stability and work/life harmony, then Bealls Inc. is the place for you! At Bealls Inc., our associates have a shared responsibility to each other that has fueled our considerable retail industry success. Here you'll find a blend of tenured associates with deep company knowledge working alongside talents from national and international retailers, various industries, and recent graduates, all united by a shared vision. WHO WE ARE: We are a group of passionate people who utilize our unique talents to help our guests outfit their families for less. We strive to hire and develop talented and diverse associates by fostering a culture of inclusion, respect and authenticity that benefits from and thrives on a wide range of skills, styles, backgrounds and experiences. We believe we are better when we work together, leveraging collaboration and relationships throughout our organization and the broader retail industry to help accomplish our goals. We are continuously pursuing solutions that address environmental impact and advance sustainable practices, while strengthening relationships with our communities, our associates, and our industry partners. We are guided by Bealls Inc. company values\: Acceptance, Accountability, Authenticity, Compassion, Empowerment, Openness, and Transparency. WHY JOIN BEALLS INC.: Location\: Our corporate offices are in beautiful and sunny Bradenton, FL. We offer corporate associates the flexibility of hybrid work schedules, with variations by department. Stability\: We are a financially strong, multi-billion-dollar, growing organization that has been around for nearly 110 years! We have over 650 retail stores across 22 states under bealls, Bealls Florida, and Home Centric store brands, along with 50 exclusive brands in our stores! Benefits\: We provide weekly pay and comprehensive benefits, health and wellness perks including paid time off and retirement saving plans because associate well-being is a priority. Growth\: We focus on cultivating internal talent and educating new members of the organization through numerous training programs and learning tools. This is accomplished through continuous professional development at all levels in the classroom, in the field and on the job. Connection\: Surround yourself with others who find purpose, passion, and fulfillment in their work, with an organization that believes in making communities safer and healthier for generations to come. Learn even more at *********************************** MERCHANDISE FINANCIAL PLANNER The Merchandise Financial Planner (Planner) is responsible for developing, analyzing, and managing financial plans that support the overall merchandise strategy. This position ensures that sales, margin, inventory, and profit goals are met by creating robust financial frameworks, collaborating with buying and location teams, and providing actionable insights that drive business performance. DUTIES AND RESPONSIBILITIES Support the development of strategic merchandise plans that align with company goals Develop and manage pre-season and in-season merchandise financial plans, including sales, markdowns, margins, inventory, and open-to-buy Reforecast financial plans based on performance trends and market dynamics Analyze historical data and current trends to identify risks and opportunities Provide insights on category performance, sales trends, and inventory productivity Partner with Buyers, Location Planners, and Allocation teams to align financial plans with assortment strategies Prepare and present financial reports, analysis, and recommendations to senior leadership Monitor inventory levels and recommend actions to optimize stock-to-sales ratios Collaborate with allocation teams to manage replenishment and ensure the timely flow of merchandise QUALIFICATIONS AND ATTRIBUTES Bachelor's degree in Business, Finance, Merchandising, or a related field 3+ years of experience in merchandise planning, financial planning, or a related retail position Strong analytical skills and proficiency in Excel, planning systems and reporting tools Deep understanding of key retail metrics (sales, gross margin, turn, weeks of supply, open-to-buy) Excellent communication and presentation skills with the ability to influence cross-functional partners Detail-oriented with the ability to manage multiple priorities and meet deadlines Additional duties as assigned When it comes to finding the right fit, we know there is a lot to consider. Our recruiters are here to help you discover the career fit you're looking for. Thank you again for your interest in Bealls Inc. and we look forward to hearing from you! For more information, check out: ***************** ************** ********************* *******************
$29k-38k yearly est. Auto-Apply 24d ago
Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL
Esrhealthcare
Finance planner job in Tampa, FL
Junior Financial Advisor - Client-Focused & Growth-Oriented Tampa, FL Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) If you post this job on a job board, please do not use company name or salary. Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No End Client : Sandy Morris Financial Recruiter Note: Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally, only local candidates will be considered for this position. Thank you for your support and partnership Full Time: Monday-Friday, 8:30am-4:30pm Were seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leadsno cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leadsno hunting or cold outreach Learn and implement the firms financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees
$51k-60k yearly 38d ago
Financial Representative State Farm Agent Team Member
Jenn Rossmiller-State Farm Agent
Finance planner job in Riverview, FL
Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires biligual Spanish* Are you a highly motivated and customer-centric individual with a passion for sales and making a positive impact? Do you thrive in a fast-paced environment where your hard work is recognized and rewarded? Look no further! Jenn Rossmiller State Farm is seeking a Sales Representative to join our dynamic and successful team. About Us: At Jenn Rossmiller State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 20 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have access to an extensive range of insurance and financial products, allowing us to offer tailored solutions to our valued clients. About Jenn Rossmiller Local State Farm agent in Riverview, Florida Providing Life Insurance in Tampa Offering Auto Insurance in Brandon Helping with Home Insurance Assisting with Florida Business Insurance Offering Health Insurance Providing Renters and Condo Insurance Helping with Boat and Motorcycle Insurance Kid- & pet-friendly office! Graduate of the University of South Carolina Mother to an energetic daughter! Married to a SUPER AWESOME STATE FARM AGENT! Role and Responsibilities: As a Sales Representative at Jenn Rossmiller State Farm, you will play a vital role in helping our customers protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Consultative Selling: Conducting comprehensive consultations with customers to identify their coverage needs and presenting suitable solutions in a clear and understandable manner. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Licensing Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office Health benefits HOURS 8:30-5:00
$28k-52k yearly est. 12d ago
Financial Representative
MWA Careers-Fort Myers
Finance planner job in Nokomis, FL
Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
$28k-53k yearly est. 30d ago
2027 Commercial & Investment Bank Securities Services Leadership Program - Summer Analyst Program
Jpmorgan Chase & Co 4.8
Finance planner job in Tampa, FL
JobID: 210690767 JobSchedule: Full time JobShift: : As a summer analyst in the Securities Services team, you will have programing created to provide you with a comprehensive overview of the business and build key skills for the future. This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key business areas. We have opportunities in the following locations: New York Metro, NY; Boston, MA; Tampa, FL. If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development, Data & Analytics, Sales and Product Management. This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Job responsibilities * Develop your analytical, technical and leadership skills * Gain hands on project management experience * Work with engaged managers in your location * Gain exposure to global teams across all areas of Securities Services * Engage regularly with business leaders, current program participants, and program alumni * Grow under the guidance of a mentor, program manager, and a direct manager Required qualifications, capabilities, and skills * Fluency in English * Attend college/university in the U.S. * Minimum cumulative GPA of 3.2 on a 4.0 scale * Expected graduation date of December 2027 - June 2028 from bachelor's or master's program * If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Preferred qualifications, capabilities, and skills * Exceptional communications skills and clear, articulate, and concise verbal and written communication * Have the aptitude to synthesize large amounts of information and to develop innovative solutions * Ability to multi-task and prioritize workloads, strong time-management skills, and thrive in fast-paced collaborative environments * Ability to understand and resolve or escalate issues quickly * Proficiency with Excel and PowerPoint * Demonstrated leadership ability and ability to develop solutions and drive change * Strong interest in finance, project management, emerging technologies, data governance, analytics, and use of digital tool to drive innovation Training As a summer analyst you will have programing created to provide you with a comprehensive overview of the business, key skills for the future and have access to all of our Securities Services University courses. As a full-time analyst, you will cultivate and hone new skills through an ongoing training curriculum and program analysts will participate in a 2-week bootcamp. You will have the unique opportunity to participate in leadership trainings designed for your analyst class. Career Progression Upon successful completion of the summer program, you may receive an offer to join our two and a half year Securities Services Leadership Full-Time Rotational Program. Join Us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. What's Next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2026 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
$56k-78k yearly est. Auto-Apply 1d ago

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How much does a finance planner earn in Saint Petersburg, FL?

The average finance planner in Saint Petersburg, FL earns between $36,000 and $119,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in Saint Petersburg, FL

$65,000

$36,00010%

$65,000Median

$119,00090%

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Zippia Careers
Business and Financial Industry
Finance Planner Jobs
Locations
Saint Petersburg, FL
Finance Planner Saint Petersburg, FL Jobs

Finance planner jobs in Saint Petersburg, FL

Financial Advisor

Sales & Client Advisor

Junior Financial Advisor

Senior Financial Planner

Investment Banking Associate

CLOUD CAPITAL - Investment Associate

Junior Investment Associate

Real Estate Investment Specialist

2026 Investment Banking Full Time Analyst - Tampa

PAY EQUITY ANALYST

Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate

Junior Financial Advisor - (Financial analysis, Planning and CRM software)

Financial Advisor - Hillsborough County

Financial Advisor

Financial Advisor

Merchandise Financial Planner

Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL

Financial Representative State Farm Agent Team Member

Financial Representative

2027 Commercial & Investment Bank Securities Services Leadership Program - Summer Analyst Program

Learn more about finance planner jobs

How much does a finance planner earn in Saint Petersburg, FL?