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.
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.
Sales Representative Company ConfidentialSales RepresentativeTampa, 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.
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.
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, FloridaOverview: . For more information, including additional benefits, please visit our benefits website athttps://careers.suncoastcreditunion.com/benefits.
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.
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 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.
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 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 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 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 AdvisorTampa, Florida$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Associate Financial Advisor/Financial Advisor Raymond James Financial IncAssociate Financial Advisor/Financial AdvisorFLp>''655561'',''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.
Financial Advisor-Area Manager Synovus Financial CorpFinancial Advisor-Area ManagerFLp>Required 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.
Financial Consultant, Truist Investment Services, Tampa, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Tampa, FLTampa, 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.
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 AdvisorPalmetto, FL$45,000–$100,000 / yearp>Compensation: We know that building a business takes time, so weve 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. Benefits: Edward Jones compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorTampa, FLFinancial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. What We Offer 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.
Financial Advisor Assistant Raymond James Financial IncFinancial Advisor AssistantFL$50,000–$55,000 / yearTo qualify for this opportunity you possess: Minimum 5 years investment industry experience; IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook is preferable; Excellent proficiency with MS Office particularly Word, Excel and Outlook; Experience with Dataphile, Croesus and FactSet is an asset; Excellent verbal and written communication skills; Ability to work in a team environment and demonstrate a professional and friendly manner. Superior customer service skills; Meticulous attention to detail; Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up; Strong organizational skills; Superior problem solving skills; The ability to work within deadlines in a high-volume, pressure-oriented environment; and.
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 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).
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 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.
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.
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.
Financial Planner, Paraplanning Services Raymond James Financial IncFinancial Planner, Paraplanning ServicesSaint Petersburg, FLPlans may require knowledge and expertise regarding overall financial planning issues which may include portfolio design, Social Security, healthcare planning, retirement income planning, long-term care, life insurance and risk management, qualified retirement plans, estate planning, education funding, and small business planning. Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients by building GPM plans and assisting in the presentation to the clients.
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 - Tampa, FL Corebridge FinancialFinancial Advisor - Tampa, FLTampa, FloridaRemoteCandidates 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.
Wealth Financial Advisor - Tampa, FL Corebridge FinancialWealth Financial Advisor - Tampa, FLTampa, FloridaCandidates 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 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.
Financial Advisor - Tampa, FL Corebridge Financial IncFinancial Advisor - Tampa, FLTampa, FLCandidates 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.
Financial Planning & Analytics Manager Channel PartnersFinancial Planning & Analytics ManagerTampa, FloridaVisit us at www.channelpartners.com for more information. As 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.
Merrill Advisor Development Program - Financial Advisor: Tampa Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Tampa MarketClearwater, FLli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South) Bank of America CorpMerrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South)FLp>Back to search results Merrill Advisor Development Program - Financial Advisor: WEST FLORIDA Market (South) Sarasota, Florida; Bradenton, Florida; Saint Petersburg, Florida; Venice, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Tampa, FloridaYou 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.
Financial Business Manager CAE IncFinancial Business ManagerTampa, FLp>• Partnering with senior management across all functions to ensure successful program execution (meeting both internal and external goals and objectives) • Develop Annual Product Line Plans for Key Metrics (Annual Operating Plan, Monthly forecasts): Orders, Revenue, Gross Margin, Cash, Net Cash, Cost of Sales • Leading the EVMS processes with a focus on cost and schedule integration, work with Control Account Managers, Program Managers, and Financial Analysts to develop program EACs. • Early warning of EAC issues • Establishing risk mitigation plans • Identifying opportunities for Gross Margin improvement • Supporting Sales Acceleration initiatives • Ability to communicate with multiple levels of the organization to include, but not limited to, Senior Level Program Team, Financial Planning & Analysis, Accounting, SOX, Outside Audit Firms, Program Finance Team.
Financial Advisor Suncoast Schools Federal Credit UnionFinancial AdvisorFL$60,000–$90,000 / yearli>Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits.
Financial Advisor Suncoast Credit UnionFinancial AdvisorClearwater, Florida$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.
Strategic Financial Manager Superior Construction Co IncStrategic Financial ManagerTampa, FLli>A certification in one of the following disciplines: Certified Public Accountant (CPA), Certified Construction Industry Financial Professional (CCIFP), Chartered Financial Analyst (CFA), Certified Management Accountant (CMA). The Manager - Strategic Financial Initiatives position is a mid-level accounting professional who is responsible for assessing the financial results of our operating divisions and also assessing strategic initiatives.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, Florida Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, FloridaClearwater, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Investment Executive (Financial Advisor) Indian Shores/Largo, FL Fifth Third BankInvestment Executive (Financial Advisor) Indian Shores/Largo, FLLargo, FloridaInvestment Executive (Financial Advisor) Indian Shores/Largo, FLAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.