Financial Consultant Jobs in Tampa, FL
Fidelity Investments
Port Richey, FL
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Lennar Corporation
Tampa, FL
Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Jobot
$55 - $60
Plant City, FL
4. Overseeing the management and coordination of all fiscal reporting activities including: organizational revenue/expense and balance sheet reports, reports to funding agencies, development and monitoring of organizational and contract/grant budgets. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Indotronix International Corporation
$27 - $30
St. Petersburg, FL
Maintains knowledge of forms and processes needed to start a new Securities Based Lending application (through the SBL Application or Amendment tools) or Mortgage (through Blend). Maintains a shared inbox that includes requests regarding general SBL and Mortgage product information and new and existing loan inquiries.
Johnson Controls
$125000 - $155000
Tampa, FL
Coaching: This role must provide coaching and development of sellers through observed and unobserved calls, and create meaningful development goals for your team that help them close gaps and prepare them for future leadership roles in the organization. Your role builds long- term relationships with Electrical Contractors, Consulting Engineers, select Owners, and General Contractors to drive the sales of Johnson Controls International (JCI) offerings on new construction and retrofit projects.
Diverse Linx
Tampa, FL
Collaborate with integration teams to ensure seamless connectivity between Workday and external systems (ERP, Payroll, Banking, Tax engines). Lead functional design workshops with Finance stakeholders to capture requirements for one of the Record-to-Report (R2R), Procure-to-Pay (P2P), and Order-to-Cash (O2C).
Northwestern Mutual
$61000 - $250000
Tampa, Florida
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. 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.
Osaic
$80000 - $95000
St. Petersburg, FL
The Advisor Platform Success Consultant is responsible for assisting the OAS (Osaic Advisory Services) Platform Success Team in serving, building and strengthening relationships with the financial professionals and partners affiliated with Osaic Advisory Services, a member of Osaic. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
JCCs of North America
$135000 - $150000
Tampa, FL
The CFO provides leadership and direction on matters related to financial planning and controls, as well as administrative operations support, ensuring sound fiscal management and efficient support services to Tampa Jewish Community Centers & Federation programs and community services. Fiscal ComplianceEnsures that accounting transactions, including payments on donor pledges and program receipts, and reports are processed and produced in compliance with Tampa Jewish Community Centers & Federation policies and generally accepted accounting principles.
GTN Technical Staffing
Tampa, FL
In our POC we used SQL notebooks and stages to pull in and transform data from an ADLS2 storage account. What we are looking for are technical experts that can validate/tweak our initial design decisions and then help us to initiate the implementations.
B2Bcfo
Tampa, Florida
Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.
Diverse Linx
tampa, FL
2. Working knowledge in Oracle R12 Payables, Fixed Assets, EBTax, P2P end to end processes . 4. Ability to handle Client workshops, Requirement Analysis, Fit-Gap Analysis.
Diverse Linx
Tampa, FL
Provide functional support for Oracle PeopleSoft Financials Core modules Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL). Participate in requirement gathering, solution design, configuration, and validation testing of Workday Payroll functionalities.
Bristol Myers Squibb
$81260 - $98468
Tampa, FL
Based on eligibility*, additional time off for employees may include unlimited paid sick time, up to 2 paid volunteer days per year, summer hours flexibility, leaves of absence for medical, personal, parental, caregiver, bereavement, and military needs and an annual Global Shutdown between Christmas and New Years Day. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.
Mid-America Apartment Communities (MAA)
Brandon, FL
As the largest owner-operator of multifamily apartments in the United States – we are established leaders in the real estate space – bringing tremendous opportunities to those looking to build their careers. Our leasing teams are moment makers, relentlessly customer-focused, and help transform properties into communities and apartments into homes.
Beacon National Agency
Clearwater, FL
Join us as a Client Success Consultant and build a career offering Indexed Universal Life (IUL) policies, annuities, and life insurance to individuals looking for financial security. Why You’ll Love This Role: ✔ Fully remote – work from anywhere in the U.S. ✔ No cold calling – all leads provided.
The Perillo Group
Tampa, FL
This role requires a deep understanding of the financial market and a passion for helping individuals and businesses make sound financial decisions. As a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients to help them achieve their financial goals.
Roof it Forward
$150000 - $250000
Tampa, FL
Our credentials, including an A+ BBB rating, Owens Corning Platinum Preferred Contractor status, 2022 MVP award for the Southeast Region, over 2,500 Google reviews, and multiple Angi Super Service Awards, underscore our excellence. If you are an accomplished sales professional seeking a role where your achievements create positive impact, this position offers the potential to earn $150,000-$250,000+ annually in a collaborative, growth-oriented setting.
Software Guidance & Assistance
$46 - $50
Tampa, FL
Provides frequent, proactive verbal communication with our claimants and/or their representatives demonstrating empathy and active listening while providing clear updates, direction and explanations regarding the claim process, benefits and other pertinent plan provisions. Collaborates with both external and internal resources, such as physicians, attorneys, clinical/vocational consultants as needed to gather data such as medical/occupational information in order to ensure reasonable, thorough decisions.
Elevance Health
$63080 - $119520
Tampa, FL
Primary duties may include but are not limited to: + Supports Employee Assistance Program (EAP) service department by responding to initial customer contacts and request for services; receives client request, assesses situation, determines appropriate course of action. Requires a HS diploma or equivalent and a minimum of 5 years of direct psychiatric and/or substance abuse experience and prior managed care experience; or any combination of education and experience, which would provide an equivalent background.
Deloitte
$102000 - $188000
Tampa, FL
Bring together varied technologies including AI, GenAI, Agentic solutions, Edge-cloud infrastructure, IIoT sensor & devices data, sensor fusion and varied systems integrations to design and implement specific solutions enabling desired client outcomes. + Manage full operations lifecycle for hybrid edge AI solutions engagements for clients including managing work breakdown for the team, project planning, day-to-day engineering delivery, integration of parts and delivery of complete solutions.
Executive Financial Partners LLC
Valrico, Florida
You'll work directly with business owners and decision-makers to deliver tailored supplemental health insurance solutions, while also helping your team hitand exceedtheir goals. We're looking for a Lead Sales Consultant who thrives in a performance-based environment and takes pride in building strong client relationships while guiding others toward success.
Universal Engineering Sciences
Tampa, Florida
Physical Demands & Work Environment: This position primarily works in an outdoor work environment, regularly exposed to varying field conditions, including:Sites that may not be accessible by vehicle, requiring travel on foot through wetlands, swamps, grasslands, fields, and other uneven or rugged terrain with natural and man-made obstacles such as sand, brush, and debris. This role is responsible for guiding projects from Schematic Design through Construction Administration, with a primary focus on producing accurate specifications, ensuring drawing quality, and managing the technical and financial execution of projects.
Aon Corporation
$95000 - $120000
Tampa, Florida
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Health Analytics. This role will assist the lead actuary and consultants on assigned large accounts and manage/lead smaller actuarial engagements.
Clearwater Shower Bath
$125000 - $250000
Tampa, FL
We deliver confirmed appointments with homeowners who have already seen our 5-star reputation and are ready to invest $8k–$25k in their homes. Clearwater Shower Bath is one of the highest-rated local bathroom renovation firm in the state of Florida.
Fisher Investments
Tampa, Florida
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
The Semler Agency
Tampa, FL
Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work. Meet With Families (2–3 days/week) – Host Zoom or phone meetings, present options, answer questions, and help with applications.
The Semler Agency
Tampa, FL
The Hoffmann Agency, a partner of Symmetry Financial Group, is looking for driven sales representatives to become a part of our team and help in protecting families across the nation with various forms of life and health insurance, mortgage protection, and financial advisement. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work.
AIL
Tampa, FL
For more than 70 years, AO Globe Life has been a trusted provider of insurance solutions, proudly serving veterans, labor union members, credit union members, and their families. Our mission is rooted in service—delivering expert guidance and reliable life and supplemental benefits that help protect loved ones and build lasting financial security.
SGA Inc.
$46 - $50
Tampa, FL
Provides frequent, proactive verbal communication with our claimants and/or their representatives demonstrating empathy and active listening while providing clear updates, direction and explanations regarding the claim process, benefits and other pertinent plan provisions. Collaborates with both external and internal resources, such as physicians, attorneys, clinical/vocational consultants as needed to gather data such as medical/occupational information in order to ensure reasonable, thorough decisions.
Spieldenner Financial Group
Clearwater, FL
We help them by putting a shield of protection between their families and the financial losses that occur when unexpected downturns in the economy, critical illness, disability, or death make an unwelcome entry into their lives. Spieldenner Financial Group is a financial services company serving mid-market families that work hard to provide a life and lifestyle worth protecting from the everyday worries of life.
Gallery Residential
Palmetto, FL
Designs and executes offsite marketing activities to create and drive traffic to the property, including implementing resident referral and employer outreach programs, using internet marketing tools (Facebook, Instagram, e-mail, and other websites), and following other property-specific marketing plans, drives, and special programs. Position Summary: The Marketing Representative is responsible for coordinating the community’s marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals by performing all activities related to leasing to new residents, providing resident satisfaction throughout the term of the lease, and securing resident lease renewals.
First Command Financial Services, Inc.
Tampa, FL
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions.
Florida Medical Clinic
LAND O LAKES, Florida
Supports departmental activities in various value-based care arrangements via the ongoing development and maintenance of the clinically integrated network, optimization of practice performance in various Accountable Care Organizations (ACOs) and other value-based care payment models, and the development and implementation of diverse clinical and strategic programs. Assesses practice reporting routinely to identify opportunities for improvement, such as unnecessary care services, quality care gap trends, and/or undesirable patient behavioral patterns, to help focus improvement efforts for internal and external teams.
Executive Financial Partners LLC
Dade City, Florida
Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners.
Solar Pros
$70000 - $215000
Tampa, FL
With over 10 years of proven leadership in the solar industry, we train motivated individuals into high-performing, high-earning sales professionals. At Solar Pros, we help Tampa Bay homeowners cut energy costs while supporting cleaner, more reliable power.
Sargent & Lundy
$142710 - $215440
Tampa, Florida
The total compensation package for eligible positions will include a base salary or an hourly rate and a comprehensive benefits package, reflecting our commitment to rewarding performance and supporting the overall well-being of our employees. This role offers a hybrid work arrangement, with the expectation of spending three days a week in the office, giving you the flexibility to work remotely for two days.
TechDigital
Tampa, FL
4+ years' experience with Banking systems architecture and ERP in Banking IT environment; strong understanding of interfaces with Banking systems and external or vendor systems interacting with ERP systems in a Banking IT environment. Extensive experience as a functional lead in at least three (3) of the following areas: FDM, General Ledger, Accounts Payable, Grant and/or Fund Management, Procurement, Fixed Assets, Projects, Cash/Treasury, Financial Reporting.
Concurrent Investment Advisors
$110000 - $130000
Tampa, FL
The individual will work cross-functionally with firm owners, internal leaders, and external partners to ensure that transitions and transactions are thoughtfully structured, efficiently executed, and effectively integrated into ongoing operations. This role requires a strong understanding of the financial advisory landscape, with particular emphasis on advisor succession planning, internal and external acquisitions, equity design, and partnership structures.
Flad Architects
Tampa, Florida
Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft plan; Section 125 flexible benefits; income protection – life insurance, short-term disability, long-term disability; Employee Assistance Program (EAP). Continuing education and career development – internal programs; funds set aside for external programs, licensure and sustainability support, annual professional registration and organization reimbursement.