Mark Spain Real Estate jobs

Job Description Licensed Real Estate Professional No Desk Fees. No Cold Calling. Just Closings. Why MSRE? Consistent appointment flow with ready-to-serve clients. No desk fees-focus on production, not expenses. Proven systems and dedicated support that allow you to perform at your best. Nation's #1 team, five years running, with a culture built on performance and results. A high-performance environment where excellence is the standard, not the exception. Join the #1 Real Estate Team in the US at Mark Spain Real Estate (MSRE). We are a fast-paced, high-volume, high-performance team committed to excellence in every client interaction. Our agents receive 10+ qualified appointments every month with no prospecting required. With unmatched support, zero out-of-pocket expenses, and consistent appointment flow, you'll focus entirely on serving clients, delivering results, and building a career at the highest level. What You Get 10+ qualified listing appointments monthly. No desk, training, technology, or marketing fees. Comprehensive onboarding, ongoing training, and one-on-one coaching. Advanced CRM, marketing tools, and full transaction support. A proven model where agents achieve exceptional results and consistently outperform the market. Ranked the #1 real estate team in the US for closed transactions eight years in a row. What We're Looking For Active real estate license (or ability to obtain within 30 days). Full-time availability, including evenings and weekends. Strong communication, negotiation, and self-motivation. Ability to thrive in a fast-paced, high-volume, high-performance environment. A commitment to excellence, accountability, and continuous improvement. Residential sales experience preferred, but not required with a strong sales background. Ready to Close More Deals? Apply today and join a team where speed, volume, performance, and excellence drive success every single day.

ABOUT THE ROLE The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments. KEY RESPONSIBILITIES Marketing Coordination Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits. Lead Social Media Management efforts such as LinkedIn a plus Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards. Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking. Coordinate photography, floor plans, and other creative assets with vendors and internal teams. Maintain and organize the team's contact database while improving marketing processes for better efficiency and results. Financial Support Handle billing, invoicing, and expense reports for the team. Update and maintain stacking plans and other financial tracking tools in Excel. Administrative Support Greet and assist guests; answer and route incoming calls. Manage incoming and outgoing mail and packages. Keep Salesforce and other CRM databases accurate and up to date. Schedule meetings, conference calls, and team activities. Set up conference rooms and prepare materials for client meetings. Client Interface Help prepare materials and presentations for client meetings. Participate in client pitches as needed. Coordinate communication and logistics between the team and clients. Process Management Work closely with the team to manage all active projects and client assignments from start to finish. Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks. Anticipate next steps and help keep the team organized and accountable. Serve as the central point of coordination for ongoing projects and team priorities. Partner with other Client Services Specialists and Operations staff on office-wide initiatives. Qualifications Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field). Professional, proactive, and able to work both independently and as part of a team. Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important. Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce. Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus. Excellent written and verbal communication skills. Strong organizational skills, attention to detail, and the ability to handle multiple priorities. WHY JOIN US? Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate. Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.

Client Operations Associate I.MISSION The Client Operations Associate at The Lifewealth Group is a key part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person supports the vision, positive culture and team spirit. The role of this position is to engage and support the success of the Operations team by supporting this department in all aspects, including account opening /funding, client service and portfolio administration. The Client Operations Associate requires good time management skills and must be flexible in a fast-paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task. II.ESSENTIAL RESPONSIBILITIES Client Engagement Provides administrative support to the Operations Department with new business applications (incl. but not limited to investment applications, brokerage applications, annuity /insurance applications) and transfer of assets for account funding/policy issue. Responds to Client Service Requests (Incl. Address changes, beneficiary changes, account access, death claims, account information requests, tax document requests) Assist Operations department with RMD's Supports Operations department with implementation of investment allocations, money movement Send paperwork to clients using the electronic signature system while adhering to the Custodian's compliance rules pertaining to electronic signatures. Quality Check and submit signed paperwork to Custodian for processing. III.POSITION SPECIFICATIONS Experience and Education: A bachelor's degree and/or related work experience is preferred Ideally 0-4 years of experience in a client service role in financial services Series 65 or FPQP certification a plus Experience with investments and financial planning a plus Skills and Knowledge: Excellent communication skills (verbal, written and listening) Proficient in Microsoft Office Suite required Proficiency in FIRM CRM preferred Knowledge of Broker Dealer and Investment Advisory Regulations a plus Demonstrates personal integrity, honesty and can deal with confidential information daily Ability to handle stress in an ever-changing investment market Strong time management and organizational skills a plus Ability to prioritize multiple tasks and anticipate potential problems Job Type: Full-time (in office) Salary: $50,000-$65,000 (+ Bonuses) Benefits: Dental insurance Flexible spending account Health insurance Health savings account Paid time off Retirement plan Tuition allowance Presented by Advisor Employee Services Thank you for your interest in the Client Operations role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at **************************** the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Office Administrator Advance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company. Wealth Transfer Consultants in New Port Richey, FL area is seeking a full-time Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter. Position Overview: The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support. Minimum Requirements: 5+ years of administrative experience, preferably in a financial services or professional office setting required Strong communication and organizational skills Experience with Charles Schwab advisor solutions a plus Demonstrated proficiency in Excel Experience with CRM systems such as Redtail is a plus Friendly, professional, and dependable work ethic This position requires that you possess the following skills: Strong organizational skills and attention to detail Excellent communication; both verbal and written Strong follow-through Self-directed initiative Experience in processing important, detailed paperwork Intermediate to advanced computer skills Ability to demonstrate persistence to achieve quality Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will: Receive incoming client calls in a friendly manner Processing new client applications Input prospects to database Handle servicing of specific client accounts (opening, closing, and transferring of accounts) Manage Advisors calendar, keep Advisor organized, and prep for all client meetings Set, reschedule and confirm appointments Keep CRM updated with client interaction Attend seminars/workshops and follow up with the prospects form the seminars Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor If you meet or exceed the expectations described above, please apply today! Salary: $60k - $70k based on experience Benefits: PTO Hours: In office: Monday - Friday, 9:00am - 5:00pm Some evenings required for client events Presented by Advisor Employee Services Thank you for your interest in the Office Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Client Experience & Events Coordinator Salary: $40,000 - $55,000 (Based on Experience) Employment Type: Full-Time | Monday-Friday, 8:30 AM-4:30 PM | Evening availability 1-2 nights/month Are you passionate about delivering a “WOW” experience? Slagle Financial, a growing financial firm in Fort Walton Beach, FL, is seeking a dynamic, detail-oriented Client Experience & Events Coordinator to join our team. This role is ideal for a self-starter with a strong background in customer service, administrative support, and event planning who thrives in a fast-paced, client-focused environment. At Slagle Financial, we pride ourselves on delivering the ultimate client experience-and this position plays a key role in making that happen. If you're organized, energetic, and driven to make a difference in the lives of clients on their path to financial freedom, we want to hear from you! Key Responsibilities Client Experience & Administrative Support: Serve as a friendly, professional first point of contact for clients-both in-person and over the phone Manage client database and maintain accurate records Schedule appointments and manage advisor calendars Prepare and send client emails, newsletters, and communications Welcome clients into the office and maintain a warm, service-oriented atmosphere Follow up with clients and prospects to support relationship development Support the mailing of reports and firm updates Track and record client referrals Assist with marketing efforts and general office operations Perform additional administrative duties as assigned Event Planning & Coordination: Plan, coordinate, and execute client events and seminars Research and manage relationships with venues, caterers, and vendors Develop event budgets and timelines, ensuring smooth execution from start to finish Promote events through email, social media, and other platforms Manage guest communications, registrations, and RSVPs Handle event setup, breakdown, and on-site logistics Collect post-event feedback to inform future planning What We're Looking For Minimum Qualifications: Strong phone and interpersonal communication skills Excellent command of the English language and grammar Ability to thrive in a fast-paced environment Detail-oriented with strong time management and prioritization skills Proficient in Microsoft Office and general computer applications Strong multitasking abilities Preferred Skills & Attributes: Highly organized and process-driven Strong follow-through and self-motivated Customer service mindset with a problem-solving attitude Excellent written and verbal communication Knowledge of content management systems is a plus Event planning or coordination experience strongly preferred Compensation & Benefits Salary: $40,000-$55,000 (commensurate with experience) Benefits Include: Health insurance Dental insurance 401(k) with company match Life insurance Short-term and long-term disability Paid time off (PTO) Hours: Monday-Friday, 8:30 AM-4:30 PM Evening availability required 1-2 times per month for client events If you're a motivated, enthusiastic professional ready to be part of a growing firm that values both its clients and its team, apply today and help us continue to deliver exceptional service and experiences at Slagle Financial. Presented by Advisor Employee Services Thank you for your interest in the Client Relations and Marketing role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (************************** and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Job Description Mark Spain Real Estate is seeking a qualified Field Services Representative to add to our growing team. This individual must have a valid driver's license and clean driving record, ability to work with their hands and ability to lift up to 50 lbs. The ideal candidate is client friendly, team-oriented, quality focused and willing to use a personal vehicle. Duties will include: driving to various locations throughout the day to install and/or remove real estate signs; maintain accurate inventory count and a professional appearance; and communicate effectively with customers, coworkers and supervisors. This is a part-time position. Required Skills, Abilities Valid driver's license and clean driving record Ability to work with your hands Ability to lift up to 50 lbs. Quality focused Team oriented in a fast paced environment Client Friendly Excellent organization and communication skills Willing to use personal vehicle Duties and Responsibilities Drive to various locations throughout the day to install/remove real estate signs (including south of Orlando) Communicate effectively with customers/co-workers/supervisor Maintain accurate inventory count Professional Appearance *Please note all candidates will be required to pass a full background check and drug test.

Client Relations Administrator Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm, Slagle Financial, in Bonita Springs, FL is looking for a self-starter, customer service-oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience and be able to assist with the day-to-day operations of our administrative office. We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you! Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!! Minimum Requirements: Proficient phone skills Command of the English language and use of proper grammar Experience working in a fast-paced environment Ability to prioritize projects and manage time Attention to detail Working knowledge of computers and software Ability to multi-task This position requires that you possess the following skills: Strong organizational skills and attention to detail Flexibility Ability to motivate prospects to set appointments Ability to demonstrate persistence to achieve quality Excellent communication skills - both verbal and written Self-directed initiative Process driven Ability to multi-task Strong follow-through Customer service oriented Responsibilities/Tasks: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Answer phones in a friendly, warm manner Manage our Client Database Schedule appointments and manage advisor calendars Maintain client relationships and welcome clients into the office Follow-up with clients and prospects between appointments Manage client touch marketing and continuously update spreadsheet Assist with the mailing of client reports and updates Help plan and attend client events and seminars Assist with ongoing marketing efforts Track Client Referrals Perform additional duties and responsibilities as required by management Hours M-F 9am-5pm Salary $50,000/year Benefits Medical Insurance Dental Insurance Vision Insurance Short-Term Disability Long-Term Disability Basic Life Insurance 401(k) PTO Presented by Advisor Employee Services Thank you for your interest in the Client Relations Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (************************** and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Marketing Coordinator Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? We are seeking a strong Marketing Coordinator whose job is to grow a sales pipeline by creating a comprehensive marketing strategy and setting appointments for The Legacy Retirement Group in Ponte Vedra, FL. The successful candidate will be able to demonstrate superb marketing and analytical skills. We are seeking an individual who can plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities. A sharp phone presence with excellent listening skills, a love for the phones and the ability to build a rapport with our prospects and clients are a must. We're looking for a go-getter that is great at asking in-depth questions and getting our prospects engaged! This individual will execute email marketing, lead nurturing, direct mail, coordinate speaking engagements, and other marketing activities in an integrated fashion that results in a larger overall sales funnel of high-quality prospective clients. Minimum Requirements: The desire to work long-term in the financial industry 1+ years of experience in a marketing/sales role required Industry knowledge/experience preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience a plus This position requires that you possess the following skills: Strong ability to execute online and offline marketing campaigns and a sharp eye for detail High degree of creativity and very strong work ethic Very strong Microsoft Office Suite skills Social media skills Experience with email marketing Excellent communication; verbal and written Proven ability to work independently and complete assigned tasks on schedule Position Responsibilities: Communicate with Advisor on a regular basis to ensure direct marketing efforts are delivering required results Coordinate and attend seminars and client events Speak with confidence about the firm's mission, core competencies, the services we provide and the content we produce Consistent follow-up with prospective clients Responsible for email and marketing campaigns Collect feedback forms, perform analytics after the event, and engage prospects leading to in office visits Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives Responsible for graphic design and video editing of Advisor and uploading content to firm's website and social media Maintain inventory of marketing materials, ensuring all resources are accurate and available Support the Advisor in creating PowerPoint presentations for client events and seminars Oversee and respond to incoming messages on social media and online appointment software Gather data and configure reports to support various data and analysis projects Salary: $45k - $55k based on experience + lucrative quarterly bonus opportunities Benefits: Health insurance subsidy PTO + your birthday off Sick days Closed federal holidays Hours: In office: Monday's 8:00am - 5:00pm In office: Tuesday - Thursday: 9:00am - 6:00pm In office: Friday's 8:30am - 3:00pm Some evenings required for client events Presented by Advisor Employee Services Thank you for your interest in the Marketing Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Financial Associate - Licensed Location: Winter Garden, FL Firm: The Lifewealth Group Job Type: Full-time, In-office About Us The Lifewealth Group is a respected and rapidly growing financial firm in Winter Garden, FL, known for delivering exceptional wealth management and financial planning services. We pride ourselves on our commitment to both client success and team culture. Your Role As our Financial Associate, you will work closely with advisors and high net worth clients to deliver world-class financial solutions. You'll help prepare for meetings, join advisors in client meetings, and provide outstanding client service and support. Key Responsibilities Prepare detailed financial analyses, reports, and meeting materials for advisor and client presentations. Act as an associate in advisor-led client meetings, assisting with plan construction and real-time support. Build personalized financial plans tailored to the needs of high-net-worth clients. Handle all aspects of client service, from answering questions and resolving issues to proactively anticipating client needs. Collaborate across internal teams to ensure smooth operational processes and exemplary client satisfaction. Support advisors in business development and help identify new opportunities for clients. Stay current on industry trends, regulatory requirements, and best practices to uphold firm standards. Requirements Financial industry experience required Active licenses: Series 7, 63, 65/66 & FL215 (life and Health) Pursuing CFP a plus Associates Degree preferred (Finance / Economics) 3 + years Financial Experience required 2 + working alongside a Financial Advisor in a fast-paced office environment Strong communication and problem-solving skills Detail-oriented and organized Excellent communication skills - both written and verbal Proactive Management Style and consistent follow-through Salary: $60,000-$80,000 Benefits: Benefits: Dental insurance Flexible spending account Health insurance Health savings account Paid time off Retirement plan Tuition allowance This role has upward career ability to become Sr. Financial Planner or progress into an Advisory role in future. Presented by Advisor Employee Services Thank you for your interest in the Financial Associate - Licensed role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at **************************** the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

About Slagle Financial At Slagle Financial, our mission is simple: help people Win in Retirement. We believe retirement planning is far more than investment management-it's about guiding individuals confidently into the next chapter of life with clarity, purpose, and peace of mind. What began in 1995 from the back of a red Chevy pickup truck has grown into a multi-state firm serving clients throughout Florida, Illinois, and Missouri. Even as we've expanded, we've remained grounded in our family-first values and our commitment to delivering personalized, relationship-centered financial planning. We are not just advisors, we are long-term partners dedicated to helping clients build, protect, and preserve their wealth throughout retirement. Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm, Slagle Financial, in Fort Walton Beach, FL is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Job Description: The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Skills: Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Active Listening and Decision Making Minimum Requirements: Finance/associate's degree preferred Financial Industry experience preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience Responsibilities: This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include: Client Service Assisting clients with overall maintenance of annuity accounts Non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc. Filing death claims for deceased clients. Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claim. Keeping databases updated with closed accounts, portfolio values, and general information. Helping clients with online registrations for accessing accounts via Orien or directly through company website. Respond to incoming and outgoing client inquiries by phone and email requests. Running annual RMD report for eligible clients; ensuring required distributions are taken. Act as liaison between clients and financial advisors when needed. Meeting with clients if necessary. Balance Sheet, completion, and Appointment Prep Assign task provided by advisor dictations to staff Administrative/ Misc. Attend educational seminars and client events Assist in training and development Back Up for client operations specialist Ensure all scheduled appointments are readily prepared for each financial advisor Database maintenance Hours M-F 9am-5pm Benefits Medical Insurance Dental Insurance Vision Insurance Short-Term Disability Long-Term Disability Basic Life Insurance 401(k) PTO Salary $45,000-$55,000 Presented by Advisor Talent Solutions. Thank you for your interest in the Client Service Representative role. Advisor Talent Solutions, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Financial Advisor Employment Type: Full-Time About Slagle Financial At Slagle Financial, our mission is simple: help people Win in Retirement. We believe retirement planning is far more than investment management-it's about guiding individuals confidently into the next chapter of life with clarity, purpose, and peace of mind. What began in 1995 from the back of a red Chevy pickup truck has grown into a multi-state firm serving clients throughout Florida, Illinois, and Missouri. Even as we've expanded, we've remained grounded in our family-first values and our commitment to delivering personalized, relationship-centered financial planning. We are not just advisors, we are long-term partners dedicated to helping clients build, protect, and preserve their wealth throughout retirement. As a Financial Advisor at Slagle Financial, you will bring our mission to life by building meaningful relationships and leading clients through their retirement journey. You will serve as a trusted advisor, educator, and advocate-placing long-term financial well-being at the center of every interaction. This role is ideal for someone who values connection, delivers exceptional service, and thrives in a collaborative, professionally run environment. Key Responsibilities: Build and manage a book of business through existing relationships, referrals, and firm-provided leads. Lead comprehensive planning conversations using the Slagle Financial GPS™ framework to guide long-term client strategies. Provide ongoing investment guidance and portfolio management aligned with each client's goals, risk tolerance, and personal story. Deliver high-touch service with proactive follow-up, timely communication, and consistent accountability. Collaborate with internal teams, including Client Relations, Operations, and Leadership-to ensure a seamless and exceptional client experience. Maintain strong knowledge of firm processes, financial planning tools, compliance requirements, and fiduciary standards. Represent Slagle Financial at client events, workshops, and community engagements. Uphold fiduciary responsibilities and regulatory requirements while providing trusted, expert advice. Qualifications: Active Series 65 license, or willingness/ability to obtain promptly. Bachelor's degree in finance, Business, Economics, or related field (preferred). Minimum 2+ years of experience in financial services, advising, or another client-facing advisory role. Exceptional interpersonal and relationship-building skills with the ability to earn trust naturally. Strong professionalism, high ethical standards, and excellent attention to detail. Proficiency with financial planning software, CRM systems, and digital communication tools. Self-motivated, goal-oriented, and committed to long-term client success. Benefits Include: Health insurance Dental insurance 401(k) with company match Life insurance Short-term and long-term disability Paid time off (PTO) Hours: Evening availability required 1-2 times per month for client events Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (************************** and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Appointment Coordinator About Us The Lifewealth Group is a respected and rapidly growing financial firm in Winter Garden, FL, known for delivering exceptional wealth management and financial planning services. We pride ourselves on our commitment to both client success and team culture. Your Role The LifeWealth Group is looking for a detail-oriented, friendly, and proactive Appointment Coordinator to join our energetic and rapidly expanding financial team. In this key role, you will engage with potential clients who have already shown interest through our diverse marketing channels-meaning there is no cold calling involved. As the first point of contact for prospects, you will be responsible for cultivating warm leads, building rapport, and coordinating a variety of appointments with our financial advisors. You will work with leads originating from seminars, webinars, radio and TV outreach, social media, website inquiries, YouTube, and other marketing efforts. We are seeking someone with outstanding communication skills who proudly represents our brand with poise, professionalism, and genuine care. Key Responsibilities Schedule appointments with prospective clients, existing clients, and general inquiries on behalf of financial advisors. Engage all inbound leads generated from marketing strategies, including TV, radio, website, digital ads, social media, workshops, and events. Perform appointment confirmations and ensure all meeting details are up to date. Develop, implement, and support contact strategies to keep open leads engaged- using phone, email, text, and automated communication tools. Track all scheduled meetings in the CRM, company database (BPS), and other internal tracking systems. Follow up consistently with prospective clients to encourage engagement and appointment completion. Maintain scheduling of client Strategy/Review meetings at appropriate intervals. Manage and organize the advisors' calendars, ensuring first appointments are set accurately and efficiently. Follow all internal protocols for appointment setting, including naming conventions, color coding, tracking processes, and data entry procedures. Confidently communicate the firm's mission, services, core competencies, and educational content to prospects. Demonstrate an understanding of the target client's retirement concerns-such as volatility, inflation, recession risk, RMDs, and related topics. Stay current and informed on upcoming workshops, events, and marketing initiatives, leveraging them to increase lead engagement. Attend educational workshops, seminars, or events hosted by the firm. Document all lead interactions, client conversations, and appointment outcomes in the CRM and BPS systems. Represent The LifeWealth Group brand with professionalism in all prospect and client interactions-via phone, email, and in-person when applicable. Perform other duties and special projects as assigned. Requirements Bachelor's degree preferred 2+ years of experience supporting a financial advisor or a sales-related role focused on appointment scheduling Proficiency with MS Office Suite Experience working within a CRM system Proven success engaging and converting prospects into scheduled appointments Excellent time-management and organizational abilities Salary: $55,000 (Bonus potential) Benefits: Health / Dental insurance Flexible spending account Health savings account PTO Retirement plan Tuition allowance Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at **************************** the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Institutional Buyer's Agent (IBA) - Tampa / Orlando, FL Independent Contractor (1099) | Mark Spain Real Estate - Institutional Services Division About the Opportunity Mark Spain Real Estate is expanding our Institutional Services Division in Central Florida, and we're searching for experienced, results-driven Institutional Buyer's Agents (IBAs) to represent our investor partners in the Tampa and Orlando markets. This isn't a traditional buyer's agent role. Our IBAs work directly with large institutional investors-analyzing properties, writing offers, and negotiating purchases across both on- and off-market channels. You'll operate in a high-volume, data-driven environment designed for agents who thrive on efficiency, precision, and results. What You'll Do Represent institutional investors in property acquisitions throughout Tampa, Orlando, and surrounding areas. Evaluate homes based on investor buy boxes, repair estimates, and market conditions. Prepare and negotiate offers that meet investor return targets. Coordinate with internal Offer Specialists, Listing Agents, and our Admin/VA teams for a seamless process from offer to close. Manage your investor pipelines, update CRM data (Salesforce), and ensure accuracy across multiple acquisitions. Be a proficient expert of the local markets through up-to-date insights into trends, neighborhood, and property performance analytics. What You Bring Active Florida Real Estate License required. 2+ years of residential or investment real estate experience preferred. Strong negotiation, valuation, and client-management skills. High comfort level with numbers, data analysis, and ROI modeling. Tech-savvy, organized, and proactive in communication. A self-motivated, entrepreneurial mindset-the ideal IBA thrives in a fast-moving, commission-based environment. Why Join Mark Spain Real Estate Institutional Services Access to exclusive investor partnerships-no cold-calling or prospecting required. Dedicated operational, Offer Specialist, and admin support. A proven acquisition system that simplifies deal flow and helps you scale volume quickly. Competitive commission structure designed for high performers. Culture rooted in teamwork, accountability, and results. Compensation This is a 1099 independent contractor role with commission-based earnings. Top IBAs regularly achieve six-figure annual income through consistent investor closings and repeat business. Location Must reside in or near the Tampa or Orlando metro area for market access, MLS coverage, and property evaluations. This is a hybrid position, as it is recommended to visit the local market centers occasionally to connect with retail agents to ensure success. Apply Today If you're a driven real estate professional ready to grow your business by working directly with large-scale investors, apply now to join Mark Spain Real Estate's Institutional Buyer's Agent team in Florida.

Client Service Specialist - Licensed Fort Myers, FL | Full-Time Are you looking for an opportunity to use your exceptional client service skills while working one-on-one with clients every day? Do you enjoy building long-term relationships, supporting a high-performing advisory team, and contributing to a fast-growing, service-driven wealth management firm? If so, we'd love to talk with you. Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm committed to delivering comprehensive, high-touch wealth management solutions to our clients. Guided by integrity, professionalism, and personal attention, we help individuals achieve their financial goals and secure their ideal retirement. As we continue to grow, we are seeking an experienced and licensed Client Service Specialist to join our team. Position Overview The primary responsibility of this role is to support our existing clients and advisory team through prompt service, accurate administrative support, and proactive communication. This includes handling service requests, preparing prospecting materials, client review materials, maintaining client data with precision, scheduling appointments, and making outbound calls to clients, leads, and prospects. This role also includes supporting our advisors with financial planning software and, when needed, assisting in select client-facing interactions such as reviews and service meetings. Key Skills Ability to thrive in a fast-paced, team-oriented environment Strong organizational skills and the ability to manage competing priorities Excellent verbal and written communication High attention to detail and accuracy Proactive work ethic with consistent and reliable follow-through Minimum Requirements At least one active license required (Series 65 or FL 214/215). Ability to obtain an additional required license within 6 months is expected. Financial industry experience required 2+ years of experience supporting a Financial Advisor in a fast-paced office Proficiency with MS Office Suite and the ability to learn new software quickly CRM experience required Core Responsibilities Handle incoming client service calls with professionalism and a friendly demeanor Take ownership of each service request and ensure timely resolution Prepare detailed client review summaries and meeting materials Maintain timely, professional communication with clients and internal staff Assist with client updates, reports, and mailings Schedule client appointments and support the advisory team's daily workflows Contribute to financial plan preparation using firm software tools Compensation Salary: $70,000 - $75,000 (commensurate with experience) Benefits 401(k) with employer match (100% on first 3%, 50% on next 2%) Paid Time Off (PTO) Hours Monday-Friday | 8:30 AM - 4:30 PM Availability for two evening client events per month 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

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Our well-established and growing financial firm, Durham Loyal Wealth Management in (Pembroke Pines, FL ) is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build a client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience 215 Licensed (Life, health & annuities) Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint) Experience with CRM (Wealth Box, Salesforce, Red Tail) preferred Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Salary: TBD Benefits: Health Insurance 401k Hours: Flexible Some seminar attendance Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Client Success Administrator The Villages | Full-Time We're seeking a Client Success Administrator to support our financial advisors and deliver exceptional service to clients. In this role, you'll help with onboarding new clients, managing accounts, and ensuring smooth day-to-day operations. You'll also coordinate scheduling, handle paperwork, and serve as a key point of contact for clients. Minimum Requirements: Financial Industry experience required 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience What You'll Do: Support advisors with client onboarding, account setup, and service requests Manage account updates, money movement, and documentation Provide outstanding client service and respond promptly to client needs Assist with scheduling, paperwork preparation, and follow-up tasks Maintain accurate records in our CRM and technology systems What We're Looking For: Strong organizational skills and attention to detail Excellent communication and client service mindset Comfort working with technology and financial platforms A positive, professional, and proactive attitude Salary: Starting at $50,000 Benefits: Health Insurance Generous PTO Schedule $1000 - Business Clothing Allowance Hours: (In-Office) Monday - Thursday 8:00 AM - 4:30 PM Friday 8:00 AM - 4:00 PM Presented by Advisor Employee Services Thank you for your interest in the Client Success Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Marcus & Millichap is the industry's largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services. The Marcus & Millichap Investment Brokerage Internship is a paid, eight-week, corporate-sponsored program in which rising college juniors and seniors work directly with established, successful brokers and capital markets professionals to prepare for a career in commercial real estate (CRE). This unique opportunity is a blend of education, training, and mentorship where interns will be in-office for the day-to-day CRE experience while also having the chance to attend workshops and network with senior brokers and capital markets professionals. The anticipated compensation is $20 - $25/hr. The final compensation offered to a successful candidate will be dependent on several factors that may include but are not limited to the type of experience withing the industry, education, etc. Marcus & Millichap is a multi-state employer, and this hourly range may not reflect positions that work in other states. Benefits: EAP (Employee Assistance Program) and Paid Time Off. During the course of the 8-week program, Investment Brokerage Interns will: * Garner real-life commercial real estate experience through in-office participation in team projects, sales meetings and the creation of contracts, Broker Opinion of Values (BOVs), and Offering Memorandums (OMs). * Gain access to outstanding training and education, including workshops and exclusive Marcus & Millichap University classes covering financing, business development, underwriting, and more. * Make career-changing connections through your Marcus & Millichap mentor and networking opportunities with senior agents and management. * Attend informative conversations with top Marcus & Millichap agents and learn how to forge profitable relationships, develop winning proposals, build key selling skills and more. * Earn a competitive salary while confirming your interest in the CRE profession and bolstering your industry skill set. Application Requirements: * Rising college juniors or seniors * Enrolled at an accredited university * Pursuing a real estate minor or major or participating in a real estate club or boot camp * No Visa sponsorship is available at this time For more information on Marcus & Millichap's Summer Internship program visit *********************************************************************** Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada. Marcus & Millichap closes more transactions than any other real estate investment brokerage firm nationwide. In 2024, the firm closed 7,836 transactions with a sales volume of approximately $49 billion. The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry's most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers. Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Appointment Coordinator Are you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? J. Biance Financial, located in Jacksonville, FL is looking for an Appointment Coordinator. This individual will be responsible for engaging with prospective clients after they have shown interest in one of the many company marketing funnels. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured. Key Traits: Highly personable with a positive attitude Excellent communicator Ability to work independently with little supervision Remarkable organizational and prioritization skills, with meticulous attention to detail Goal-driven team player with a results-driven approach Strong work ethic An entrepreneurial perspective to build client base Great customer service skills Present self with a professional and polite manner Skilled at communicating over the phone and email utilizing a multi-line telephone system Minimum Requirements: Bachelor's degree preferred 2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company Proficient with MS Office Suite Experience with Redtail CRM preferred Exceptional time management skills Proven record of getting prospects/clients engaged Position Responsibilities: Greet and host Prospect and Client families with an engaging and welcoming attitude Calling and scheduling with prospective clients Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders - leveraging both phone and email Track weekly and monthly progress of all calls made in Redtail CRM system, this includes number of calls made, appointments set and appointments kept Consistent follow-up with prospective clients Assist in the management of the Advisor's calendar through setting first appointments Prepare for and execute regular marketing events for prospects Speak with confidence about the firm's mission, core competencies, the services we provide and the content we produce Understand the target client and their overall concerns regarding their retirement - including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments Attend seminars/workshops Update CRM with details on all conversations and appointments Represent the Client brand in all lead and client interactions, including by phone, in email, and in person Accurately and efficiently prepare documents for Discovery and Walk Through Meetings Complete simple service requests Perform other duties and projects as assigned Benefits: Health insurance stipend 401k Dental and vision insurance Sick leave PTO Salary: $47k + bonus opportunity Hours: Monday: 8:30am - 5:00pm Tuesday - Thursday: 8:00am - 5:00pm Friday: 9:30am - 4:00pm Some evenings required for client events In office Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Job DescriptionInstitutional Buyer's Agent (IBA) - Tampa / Orlando, FL Independent Contractor (1099) | Mark Spain Real Estate - Institutional Services Division About the Opportunity Mark Spain Real Estate is expanding our Institutional Services Division in Central Florida, and we're searching for experienced, results-driven Institutional Buyer's Agents (IBAs) to represent our investor partners in the Tampa and Orlando markets. This isn't a traditional buyer's agent role. Our IBAs work directly with large institutional investors-analyzing properties, writing offers, and negotiating purchases across both on- and off-market channels. You'll operate in a high-volume, data-driven environment designed for agents who thrive on efficiency, precision, and results. What You'll Do Represent institutional investors in property acquisitions throughout Tampa, Orlando, and surrounding areas. Evaluate homes based on investor buy boxes, repair estimates, and market conditions. Prepare and negotiate offers that meet investor return targets. Coordinate with internal Offer Specialists, Listing Agents, and our Admin/VA teams for a seamless process from offer to close. Manage your investor pipelines, update CRM data (Salesforce), and ensure accuracy across multiple acquisitions. Be a proficient expert of the local markets through up-to-date insights into trends, neighborhood, and property performance analytics. What You Bring Active Florida Real Estate License required. 2+ years of residential or investment real estate experience preferred. Strong negotiation, valuation, and client-management skills. High comfort level with numbers, data analysis, and ROI modeling. Tech-savvy, organized, and proactive in communication. A self-motivated, entrepreneurial mindset-the ideal IBA thrives in a fast-moving, commission-based environment. Why Join Mark Spain Real Estate Institutional Services Access to exclusive investor partnerships-no cold-calling or prospecting required. Dedicated operational, Offer Specialist, and admin support. A proven acquisition system that simplifies deal flow and helps you scale volume quickly. Competitive commission structure designed for high performers. Culture rooted in teamwork, accountability, and results. Compensation This is a 1099 independent contractor role with commission-based earnings. Top IBAs regularly achieve six-figure annual income through consistent investor closings and repeat business. Location Must reside in or near the Tampa or Orlando metro area for market access, MLS coverage, and property evaluations. This is a hybrid position, as it is recommended to visit the local market centers occasionally to connect with retail agents to ensure success. Apply Today If you're a driven real estate professional ready to grow your business by working directly with large-scale investors, apply now to join Mark Spain Real Estate's Institutional Buyer's Agent team in Florida.