Finance representative jobs in Port Charlotte, FL - 296 jobs

Launch 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 nation's 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. We're proud of the impact fraternalism makes. It's 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 Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll 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.

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.

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)

**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)

The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services Duties & Responsibilities Customer Service & Relationship Management Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Serve as a trusted point of contact for customers, ensuring the highest level of service is provided. Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. Provide guidance to customers on financial products and services that best meet their needs. Sales & Cross-Selling Actively identify and promote all bank products and services. Ask clients targeted questions to learn about their financial needs and goals. Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions. Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc. Account Management and Support Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements. Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders. Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools. Loan & Credit Processing Process and assist with customer loan applications, including personal loans and home equity lines of credit. Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process. Educate customers on loan products, eligibility requirements, and loan terms. Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure transactions are accurately recorded and processed. Compliance & Risk Management Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions. Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate. Adhere to privacy regulations and ensure customer data is handled securely and confidentially. Team Support and Mentorship Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures. Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs. Branch Operations & Administrative Support Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch. Support branch leadership in maintaining branch security and ensuring operational efficiency. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions The basic tenets of lending and assessing a customer's financial needs Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Explain products and services to current and potential customers In concert with Banking Center leadership and other LOB, participate in cross-selling Education and Training: Requires a High School diploma. 2 years of banking experience with lending responsibilities required 1 year of previous training and/or combination of mentorship, military or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$21/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #HPBB

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.

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

Financial Advisor Firm: Evolution Retirement Services At Evolution Retirement Services in Fort Myers, FL, we're looking for a passionate, driven, and customer-centric professional to become our next Financial Advisor! At Evolution Retirement Services, we envision a future where financial management transcends traditional boundaries, becoming an integral part of our clients' family journeys. We are not just financial advisors-we strive to be an extension of each family, crafting a financial blueprint for life that evolves alongside them. If you thrive on building meaningful relationships, enjoy working side-by-side with clients, and love the challenge of consistently exceeding expectations, we want to connect with you! What you'll do: Develop personalized financial plans incorporating estate planning, tax strategies, and investment management tailored to client needs Proactively network and leverage referrals to expand client base Conduct thorough financial analysis using advanced financial software and research tools Manage client portfolios, ensuring alignment with their long-term wealth management objectives Advise clients on cash management, asset allocation, and risk mitigation strategies Maintain up-to-date knowledge of wills, trusts, estate law, and relevant regulatory changes Build and nurture strong client relationships through effective customer relationship management techniques Assist clients with banking services, including cash flow analysis and account management Support sales efforts by presenting financial products and services that meet client needs Collaborate with legal professionals on estate planning documents such as wills and trust Stay informed about market trends and conduct research to inform strategic planning decisions Maintain and update client information using the firm's CRM system - Wealthbox What We're Looking For: CFP or CFA are a plus! 3+ years' experience in the financial industry Proven experience or strong knowledge in estate planning, tax law, or related legal area Strong understanding of financial concepts including portfolio management, cash flow analysis, and asset allocation Excellent math skills with the ability to interpret complex financial data Experience in customer relationship management within a financial services environment Working knowledge of banking operations and asset management practices Ability to communicate complex financial information clearly to clients and team members Bonus Points: Proficiency with financial analysis tools and software; experience with technical accounting or public accounting is a plus Background in financial sales, investment management, or wealth management preferred What You'll Get: Pay & Perks: $50,000 - $70,000/year based on experience 401(k) Health insurance Paid time off Annual firm paid trip if the firm's goals are met Schedule: In office: Monday - Friday, 9am - 5pm Some evenings required for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com

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

Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 3718 Tamiami Trail During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent #SJ About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity! About The Check Cashing Store - Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

We are looking for driven, enthusiastic, opportunity-seeking people to become AmeriLife insurance agents. As an AmeriLife agent, you will have the opportunity to build a rewarding and profitable career by advising clients who have expressed interest in health and life insurance products. AmeriLife agents represent more than 50 of the industry's top insurance carriers, and are provided an extensive product portfolio that offers your clients an array of powerful and competitively priced insurance products. KEY RESPONSIBILITIES * Provide outstanding customer service to all AmeriLife clients * Engage in a needs analysis for your clients, determining what may best serve their retirement and life and health insurance needs * Develop business relationships with new clients EXPECTATIONS OF AMERILIFE INSURANCE SALES AGENTS * Highly motivated and success driven * Exemplify entrepreneurial spirit * Desire to help others * Valid driver license with reliable transportation BENEFITS * Training and development - Online training, classroom setting and field training * Leads Program - Direct mail, seminars/workshops, digital/media leads, and more! * Industry-leading commissions * Opportunity for advancement: AmeriLife promotes from within * Advanced commissions on many products; paid weekly. * Unlimited earning potential no sales caps * Use of AmeriLife iPads with full access to producer sales tools * Contract with more than 50 of the industry's top insurance organizations * Professional marketing materials designed by our in-house marketing team * Tailored and timely sales support from our expert home office staff * Assistance in pre-licensing, fingerprinting and state insurance exam for qualified candidates If you want to take your career to the next level and become an expert in the insurance industry, apply today!

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

Job DescriptionBenefits: Company Team Events 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: The G. Quarterman State Farm Agency is seeking a qualified and energetic professional for the role of Financial Services Representative. As a customer-oriented expert, you will market Life/Health/Annuity Insurance along with Investments Products to benefit the public and their families to protect their ability to create wealth. Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for the George Quarterman - State Farm Agency may be the career for you! Our office markets both insurance and financial service products. We have been highly successful for over 30-years with recognition statewide and nationally. The right professional will be able to duplicate this performance, should they desire to have an opportunity to own their personal agency at some point in the future. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn new computer functions Ability to work in a team environment NW Mutual, New York Life, Farm Bureau, State Farm, AAA, etc. or Independent Agency Experience preferred 215 & 220 Licensing required, Series 6 preferred if possible Bi-lingual: Spanish Preferred but optional Our team mission is to serve our community and customer base to the fullest so that each can strive toward success and happiness. What's most important to me and my team is that we're here to help people! With over 34 years in this industry, I have built a business from nothing into an opportunity that has provided life changing events for my family. This is what I want to share with our employees who seek a better future as well. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

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: ***************** ************** ********************* *******************

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Job DescriptionWe're seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems. This is a chance to build on your experience, with plenty of room for growth. If you're looking to take on an important account management role during this period of high-growth as we attain new business, we'll provide the training you need to succeed in this position. Start your application today!Compensation: 121,000 - 143,000 yearly Responsibilities: Consult with clients to help process quotes and issue renewals or any updates needed to current policies Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding Record any policy updates or changes on customer accounts by tracking them in our book of business and communicating with clients to explain any updates to their coverage Qualifications: Must have very strong follow up, written and verbal communication skills and problem-solving skills We are looking for candidates with an Associates or Bachelor's degree but will consider those with relevant insurance industry experience, as well Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.) Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match Applicants must have an active insurance license in their state or be willing to get licensed in 90 days About Company Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products. We focus on the Senior Market to evaluate and meet their insurance needs. No cold calling No Prospecting All Lead-based Sales Six-figure Mentorship Training We are looking for go-getters who are ready to take their careers to the next level.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual in Spanish Desired Qualifications: 2+ years of in-branch business banking experience 1+ year of experience managing a dedicated book of small business customers across assigned territory Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Experience using strong business acumen to provide financial services consultation to business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products High motivation with ability to successfully meet team objectives while maintaining individual performance Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Customer service focus with experience handling complex transactions across multiple systems Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Experience mentoring and peer-coaching others Job Expectations: This position is not eligible for Visa sponsorship. This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: Crossroads-5765 Lee Blvd., LEHIGH ACRES, FL 33971 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 1 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: I opened my agency on January 1, 2025, and were a growing team of three who believe work should feel welcoming, motivating, and rewarding. Our office is intentionally laid back, but goal-focused - everyone knows what theyre working toward and takes pride in their individual contributions. My goal is to create a space that truly feels like home, where you dont dread coming to work and instead feel supported and motivated each day. We keep things fun and team-centered with a stocked snack cabinet and meaningful incentives. When we hit our annual goals, the entire team earns a trip and the destination is chosen together, whether thats Mexico, a cruise, or Disney. I also believe strongly in giving back; when the team is confidently handling sales, I enjoy getting out into the community to volunteer and support local efforts. If youre looking for a relaxed but driven environment where goals are clear, teamwork is valued, and effort is celebrated, this could be a great place to grow and enjoy the work you do. ROLE DESCRIPTION: As account representative for Bethany Bell State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.