NewFinancial Center Client Services Supervisor Liberty Savings Bank FSBFinancial Center Client Services SupervisorBradenton, FLWorks with the financial center sales staff to meet/exceed financial center sales goals by “modeling the way,” mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty.
NewFINANCIAL ANALYST - ACCOUNTING DEPARTMENT T S E INDUSTRIES INC.FINANCIAL ANALYST - ACCOUNTING DEPARTMENTClearwater, FLProvide complex financial and business related analysis and research for financial and expense performance, rate of return, depreciation, working capital, and investment. Bachelor’s degree (B.A.) in Accounting or Finance from four-year college or university; plus three years related experience and/or training.
NewRemote Sales Representative Reineke AgencyRemote Sales RepresentativeTampa, FLRemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
Customer Service Representatives CollaberaCustomer Service RepresentativesTampa$20–$21 / hourTemporaryContractorNice-to-Have Skills: Possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information . Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise.
NewOutside Sales Representative Sunstate EquipmentOutside Sales RepresentativeTampa, FLPlus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work.
NewPortable Climate Solutions Sales Representative Herc Rentals IncPortable Climate Solutions Sales RepresentativeTampa, FL$45,000–$50,000 / yearA Herc Portable Climate Solutions Sales Representative will drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers to resolve their climate and remediation challenges. This role is a subject matter expert and consults for internal and external customers in the application of our fleet of portable generators, portable HVAC and heating units, desiccant dehumidifiers, industrial fans and air scrubbers.
Sales Representative Company ConfidentialSales RepresentativeSarasota, FLFull timeAs a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.
Member Service Representative (Full-Time) - North Riverview Navy Federal Credit UnionMember Service Representative (Full-Time) - North RiverviewRiverview, FLTo provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
Sales Development Representative Homebound IncSales Development RepresentativeTampa, FLWhether prospects want to sell their property, need to rebuild their homes due to a natural disaster, or are looking to custom build a new home, SDRs will focus their energy on effectively communicating Homebound's value props and building relationships with customers, with the ultimate goal of connecting them with one of our Land Acquisition Agents or Account Executives for a meeting. About The Role: Homebound is seeking high energy and organized Sales Development Representatives to seek and engage individuals that are in the market to sell, rebuild, or buy a new home, through outbound prospecting methods including phone, email, LinkedIn and traditional outreach.
Financial Representative - Entry Level Northwestern Mutual - St. PetersburgFinancial Representative - Entry LevelSaint Petersburg, FLOur office has been recognized as a Top 2 ranking team across all Northwestern Mutual offices for reaching new clients, and our leadership reflects a commitment to excellence, including recognition such as Leadership St. Petersburg and local media features on FOX13 discussing financial topics. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
NewFinancial Representative Trainee (Sales) - Tampa, FL Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Tampa, FLTampa, FL$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramClearwater, Florida$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Call Center Financial Representative Suncoast Schools Federal Credit UnionCall Center Financial RepresentativeTampa, FLThis role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators.
Call Center Financial Representative Suncoast Credit UnionCall Center Financial RepresentativeTampa, FloridaFull timeThis role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators.
Financial Representative Western & Southern LifeFinancial RepresentativeTAMPA, FloridaOrganization : Name: FLORIDA WEST COAST FL Default: Location : City: TAMPA Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
Patient Financial Representative BayCare Health SystemPatient Financial RepresentativeOldsmar, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Financial Services Representative - State Farm Agent Team Member Joseph Ledo - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options.
Patient Financial Representative II BayCare Health SystemPatient Financial Representative IIClearwater, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Patient Financial Representative I BayCare Health SystemPatient Financial Representative IClearwater, FLOur integrated healthcare network includes 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians. Supported by more than 30,000 team members, BayCare operates with a forward-thinking philosophy grounded in trust, dignity, respect, responsibility, and clinical excellence.
Financial Representative – State Farm Agent Team Member Jenn Rossmiller- State Farm AgentFinancial Representative – State Farm Agent Team MemberRiverview, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Financial Services Representative - State Farm Agent Team Member Jamie Pelzer - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jamie Pelzer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative – State Farm Agent Team Member Mark Rossmiller - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberSun City Center, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Financial Account Representative – State Farm Agent Team Member Mark Rossmiller - State Farm AgentFinancial Account Representative – State Farm Agent Team MemberSun City Center, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Financial Services Representative – State Farm Agent Team Member JOANNE DAUPHIN - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberPinellas Park, FLROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Account Representative – State Farm Agent Team Member Jenn Rossmiller- State Farm AgentFinancial Account Representative – State Farm Agent Team MemberRiverview, FLTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Financial Services Representative - State Farm Agent Team Member Aaron Kilbride - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberTampa, FLAt Aaron Kilbride State Farm, we are dedicated to providing our customers with the best financial products and personalized service to manage everyday risks and build wealth. Your consultative and sales-minded approach, combined with your analytical precision, will empower clients to make informed decisions about their financial future.
Financial Advisor Northwestern MutualFinancial AdvisorClearwater, Florida$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor - Grow Financial Federal Credit Union LPL FinancialFinancial Advisor - Grow Financial Federal Credit UnionTampa, FloridaThis employment opportunity at Grow Financial Federal Credit Union in Tampa, FL would allow you to join the Investment Program at Grow Financial Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Grow Financial Federal Credit Union for financial solutions.
Associate Financial Advisor/Financial Advisor Raymond James Financial IncAssociate Financial Advisor/Financial AdvisorFL655561'',''true'',''655561'',''false'',''Submission for the position: Associate Financial Advisor/Financial Advisor - (Job Number: 2600233)'',''false'',''655561'',''false'',''true'',''Associate Financial Advisor/Financial Advisor'',''2600233'',''!*! Responsibilities: Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior.
Virtual Financial Advisor Raymond James Financial IncVirtual Financial AdvisorFLUnder limited supervision, uses specialized knowledge and skills obtained through experience, specialized training, or certification to provide all levels of financial services in a team environment to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. Works in cohesion with other Virtual Financial Advisors to oversee over $3 billion in client assets to ensure proper fiduciary processes and procedures are integrated and aligned with business practices to mitigate risk to the business.
NewAMP Financial Advisor (Tampa, FL) Raymond James Financial IncAMP Financial Advisor (Tampa, FL)Tampa, FLs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
NewAMP Financial Advisor (Clearwater, FL) Raymond James Financial IncAMP Financial Advisor (Clearwater, FL)Clearwater, FLs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Financial Advisor-Area Manager Synovus Financial CorpFinancial Advisor-Area ManagerFLRequired Knowledge, Skills, & Abilities: Broad and varied knowledge of all banking functions, to include M&A activity and new market entry, leading multiple lines of business and support functions, enterprise risk management and credit risk management. Uses objective financial and business analyses to evaluate the returns and risks of lending, credit and investment activities; evaluates short- and long-term implications of decisions and identifies solutions to mitigate risk.
NewFinancial Consultant, Truist Investment Services, Clearwater. FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
NewFinancial Consultant, Truist Investment Services, Clearwater. FL Truist BankFinancial Consultant, Truist Investment Services, Clearwater. FLClearwater, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Tampa, FL Truist BankFinancial Consultant, Truist Investment Services, Tampa, FLTampa, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorTampa, FL$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorTampa, FL$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Advisor AmeripriseFinancial AdvisorTampa, FloridaProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Patient Financial Rep II BayCare Health SystemPatient Financial Rep IIOldsmar, FLRemoteResponsibilities: The Patient Financial Representative II performs patient accounting functions including billing, collections, customer service, and cash applications, documents patient account activity, responds to customer billing inquiries, posts payments, implements billing guideline changes and identifies trends at a payer specific level, applies federal and state guidelines to collection efforts, interprets and follows up on Explanation of Benefits, inventories supplies, reports and tracks equipment maintenance, performs other duties as assigned. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantTampa, FL$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Associate Financial Advisor BairdAssociate Financial AdvisorSarasota, ColoradoTake the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects . The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base.
Financial Advisor Hancock Whitney CorpFinancial AdvisorBradenton, FLESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Financial Planning & Analytics Manager Channel PartnersFinancial Planning & Analytics ManagerTampa, FloridaAs Channel Partners continues to scale through organic growth and acquisitions, the FP&A Manager will play a critical role in building scalable financial infrastructure, supporting board-level reporting, and ensuring the organization operates with full financial visibility across its field services portfolio. Channel Partners is committed to protecting applicant privacy, and any personal information submitted during the hiring process is used solely for recruitment purposes in accordance with our privacy policies and applicable data protection laws, including CCPA.
Financial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateTampa, FLPrepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Wealth Financial Advisor - Tampa, FL Corebridge Financial IncWealth Financial Advisor - Tampa, FLTampa, FLWe provide solutions for a brighter future through our client-centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor Suncoast Schools Federal Credit UnionFinancial AdvisorBradenton, FL$60,000–$90,000 / yearOwn 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. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Financial Advisor Suncoast Credit UnionFinancial AdvisorBradenton, Florida$60,000–$90,000 / yearFull timeOwn 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. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Financial Advisor - Tampa, FL Corebridge Financial IncFinancial Advisor - Tampa, FLTampa, FLRemoteCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Chief Financial Officer JCCs of North AmericaChief Financial OfficerTampa, FL$135,000–$150,000 / yearThe 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.