Sr Manager, Technology Consultant Advisor Services The Charles Schwab CorpSr Manager, Technology Consultant Advisor ServicesOrlando, FLRemoteThe Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. The team's success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorWinter Park, FLThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Service Financial Advisor Foundation Risk Partners CorpService Financial AdvisorWinter Park, FLThis role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementationbut prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.
Financial Advisor Corporate SynergiesFinancial AdvisorWinter Park, FloridaThis role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementation—but prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.
Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English RequiredFLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Advisor Northwestern MutualFinancial AdvisorOrlando, 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.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorWinter Park, FLThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English RequiredFLKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
NewJ.P.Morgan Wealth Management - Private Client Advisor - Altamonte Springs, FL JPMorgan Chase & CoJ.P.Morgan Wealth Management - Private Client Advisor - Altamonte Springs, FLAltamonte Springs, FLUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill)Orlando, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, 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, Winter Park, FL Truist BankFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, 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 - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementAltamonte Springs, FloridaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Merrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES MarketOrlando, FLOur 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. Back to search results Merrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES Market Orlando, Florida; Winter Park, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Orlando Metro Market Bank of America CorpFinancial Solutions Advisor - Orlando Metro MarketAltamonte Springs, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Apopka, FL Bank of America CorpFinancial Solutions Advisor - Apopka, FLApopka, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Executive Closer: Investment Acquisitions Hero Fusion Growth PartnersExecutive Closer: Investment Acquisitions HeroOrlando, FloridaYour two main functions will be: Investment / Partner Acquisition (The Heroic Close): You will be the crucial point of connection, meticulously qualifying potential business candidates and delivering a precise, compelling explanation of our unique investment model. Partnership Deal Finalization & Hand off: Once a partnership is agreed upon, your role is to ensure the seamless finalization of the investment agreement and a smooth transition to our dedicated Partner Success and Operations teams.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementOrlando, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewFinancial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Mitchell Hammock Financial CenterOviedo, FLOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor – Apopka, FL Bank of AmericaFinancial Solutions Advisor – Apopka, FLApopka, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Advisor Trainee (Winter Park, FL) Raymond James Financial IncFinancial Advisor Trainee (Winter Park, FL)Winter Park, 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). Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Junior Commercial Real Estate Advisor Sands Investment GroupJunior Commercial Real Estate AdvisorOrlando, FloridaThe Junior Advisor role is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role plays, meetings, and training. As a leader in the industry and the first to offer true sub-product type specialization, the firm’s experience in net lease, retail, office, industrial, multi-tenant, self storage and shopping center transactions is unparalleled.
Financial Advisor - Kissimmee, FL TD BankFinancial Advisor - Kissimmee, FLKissimmee, FloridaEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Advisor - Orlando, FL Truist Financial CorpPremier Advisor - Orlando, FLOrlando, FLUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General 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.
Virtual Premier Advisor - Brevard, FL Truist Financial CorpVirtual Premier Advisor - Brevard, FLOrlando, FLCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
NewBilingual International Wealth Advisor - Fiduciary Guidance Charles SchwabBilingual International Wealth Advisor - Fiduciary GuidanceOrlando, FLThis role offers a unique opportunity to provide personalized investment advisory services for bilingual and international clients, emphasizing relationship management and customized financial planning. Charles Schwab is seeking a Wealth Advisor to join its Wealth Advisory's International Team in Orlando, Florida.
Premier Advisor - Orlando, FL Truist BankPremier Advisor - Orlando, FLOrlando, FloridaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Virtual Premier Advisor - Brevard, FL Truist BankVirtual Premier Advisor - Brevard, FLOrlando, FloridaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
NewWealth Advisor & Client Growth Specialist FairygodbossWealth Advisor & Client Growth SpecialistOrlando, FLThe successful candidate will consult on investment strategies, manage client relationships, and provide tailored financial plans. Fairygodboss is seeking a Financial Advisor to join its Wealth Management team in Orlando, FL.
Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or Orlando CliftonLarsonAllen LLPWealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or OrlandoOrlando, FLPractice Management: Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Trust Administration Advisor - Flexible locations (Truist geography) Truist Financial CorpTrust Administration Advisor - Flexible locations (Truist geography)Orlando, FLExperience working with Trust Financial Software\n \nGeneral 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. \nRegular or Temporary:\n \nRegular\n \nLanguage Fluency: English (Required)\n \nWork Shift:\n \n1st shift (United States of America)\n \nPlease review the following job description:\n \nThe locations listed are preferred but will consider other locations within the geography of Truist.
Financial Advisor - Kissimmee, FL The Toronto-Dominion BankFinancial Advisor - Kissimmee, FLKissimmee, FL$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewPrivate Client Advisor: Digital Wealth & Holistic Guidance AumniPrivate Client Advisor: Digital Wealth & Holistic GuidanceOrlando, FLYour two years of experience and knowledge will be crucial in fostering relationships and providing client education on investment technologies. We offer a competitive total rewards package including salary, commission, comprehensive healthcare, retirement savings plans, and more.
NewInternational Wealth Advisor, Schwab Wealth Advisory Charles SchwabInternational Wealth Advisor, Schwab Wealth AdvisoryOrlando, FLRequired QualificationsBachelor's degreeBilingual (English & Spanish)Prior experience supporting international clientsActive FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)Active FINRA Series 66 license (May be obtained within the first 120 days)Three or more years advisory experience, including creating and customizing financial plans and portfolios for clientsFive or more years in the financial services industry working directly with clientsPreferred QualificationsCFP or CFAFluency in Portuguese in reading, writing and speaking is preferredFINRA Series 9 & 10 licenses preferredSuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detailIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
Sr Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr Manager, Wealth Advisor Schwab Wealth AdvisoryOrlando, FLTime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Media Advisor (Sales) Marc MediaMedia Advisor (Sales)Apopka, FL$60,000–$150,000 / yearMARC Media Group is a privately held, growing media company focused on helping local businesses connect with their communities through radio, digital, print, and integrated marketing solutions. MARC Media is growing, and we’re looking for experienced sales professionals who want to help local businesses grow while building a high-income career.
Community Mortgage Advisor -Affordable Housing Specialist Synovus Financial CorpCommunity Mortgage Advisor -Affordable Housing SpecialistOrlando, FLThis position is responsible for originating mortgage loan volume in majority minority census tracts (MMCT''s) and low to moderate income (LMI) borrowers in accordance with Pinnacle''s values and mission as well as investor underwriting guidelines to assure timely loan funding and comply with all state, federal and investor compliance requirements, and regulations. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT).
Relationship Advisor I (Floater) Addition Financial CareersRelationship Advisor I (Floater)Lake Mary, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our members' needs, teaching them about emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery - all while demonstrating absolute integrity in everything they do. • Demonstrate understanding of all AFCU products to make 15 qualified referrals monthly and cross-sell opportunities with a 5% win-rate of total monthly calls with additional products added.
Media Advisor (Sales) Driver's MartMedia Advisor (Sales)Apopka, FL$40,000–$150,000 / yearMARC Media Group is a privately held, growing media company focused on helping local businesses connect with their communities through radio, digital, print, and integrated marketing solutions. MARC Media is growing, and were looking for experienced sales professionals who want to help local businesses grow while building a high-income career.
Wealth Advisor Partners Federal Credit UnionWealth AdvisorOrlando, FLFull timePhysical Demands & Environmental/Working Conditions: This position is performed primarily in a traditional office or credit union setting within a work environment that may include in-office days, remote workdays, or branch days with no expected adverse environmental conditions. Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.).
Wealth Advisor III - Orlando Truist BankWealth Advisor III - OrlandoOrlando, FloridaEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * Graduate of a leadership or management development program (Such as LDP, Banking School) General 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.
NewSenior Manager, AS ProDirect Growth Consulting Content Creation and Program Management The Charles Schwab CorpSenior Manager, AS ProDirect Growth Consulting Content Creation and Program ManagementOrlando, FLAs a key contributor of the Schwab Advisor Services BCE organization, the Senior Manager, AS ProDirect Growth Consulting, is responsible for creating highly action-oriented consulting programs tailored for member firms while optimizing, enhancing, and maintaining existing ones. The AS Business Consulting & Education (BCE) team creates and delivers industry-leading consulting, benchmarking, thought leadership, and education programs that help advisors achieve their goals and gain competitive advantage.
Client Manager, Retirement Plans - The Baldwin Financial Services The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Financial ServicesOrlando, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Senior Manager- RIA Digital Strategy and Implementation The Charles Schwab CorpSenior Manager- RIA Digital Strategy and ImplementationOrlando, FLAs Senior Manager, Digital Product Strategy, you will define the digital strategy and requirements for new wealth management offerings, partnering across business, technology, operations, and third-party fintech providers. Schwab Advisor Services is expanding its Wealth Services team to build the next generation of digital wealth management platforms for independent financial advisors (RIAs).
Sr. Claim Counsel The Travelers Companies IncSr. Claim CounselOrlando, FL$139,400–$230,000 / yearLOB Specific Language (REMOVE WHEN POSTING) Commercial Surety: Travelers'' Commercial Surety Team handles claims on non-construction surety bonds; mitigates exposures on commercial surety accounts; and provides a wide range of business support and legal services to advance our mission to serve as trusted advisors to our underwriting partners. Construction Services: Travelers'' Construction Services Team includes legal, accounting, and engineering professionals to handle claims on construction-related and other surety bonds, mitigate exposures on construction surety accounts, and provide a wide range of business support and legal services to advance our mission to serve as trusted advisors to our underwriting partners.
Executive Assistant to President Tews CompanyExecutive Assistant to PresidentWinter Park, FL$75,000–$80,000 / yearPosition is responsible for daily office operations, scheduling for President/CEOs office, including coordination of materials, logistics and communications for all meetings, all regular Board and Committee meetings; and other projects as assigned by the President/CEO. Maximizes President/CEO efficiency by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information.
LBTF Integration Test and Trials Engineer Lockheed Martin CorpLBTF Integration Test and Trials EngineerFLRemote$77,500–$101,500 / year2281001No659869931400.00.006/05/2026LBTF Integration Test and Trials Engineer19006BRFull Time PermanentHalifax, NS The successful candidate will contribute to the River Class Destroyer (RCD) Land Based Test Facility (LBTF) project as a member of the Integration Test and Evaluation (IT&E) team conducting the following activities: Development and/or review of shipboard/Shore-based Test and Trials (T&T); including Set-To-Work (STW), Integration Testing, Harbour Acceptance Trials (HATs), Sea Acceptance Trials (SATs), and Operational Test & Evaluation. On top of working in a highly supportive, friendly, respectful environment, this is what you can expect when you join our team as a Regular Full-Time employee: Flexible, compressed work schedules, depending on business requirements, where you have the option of Fridays off, as well as the possibility to work remote part-time.
LBTF Integration and Test Engineer - Range Systems Lockheed Martin CorpLBTF Integration and Test Engineer - Range SystemsFLRemote$77,500–$101,500 / year2281002No659869931400.00.030/04/2026LBTF Integration and Test Engineer - Range Systems19007BRFull Time PermanentHalifax, NS The successful candidate will contribute to the River Class Destroyer (RCD) Land Based Test Facility (LBTF) project as a member of the Range Services Integration Test and Evaluation (IT&E) team conducting the following activities: Development and/or review of shipboard/Shore-based Test and Trials (T&T); including Set-To-Work (STW), Integration Testing, Harbour Acceptance Trials (HATs), Sea Acceptance Trials (SATs), and Operational Test & Evaluation. On top of working in a highly supportive, friendly, respectful environment, this is what you can expect when you join our team as a Regular Full-Time employee: Flexible, compressed work schedules, depending on business requirements, where you have the option of Fridays off, as well as the possibility to work remote part-time.
NewCompliance Senior Specialist Robinhood Markets IncCompliance Senior SpecialistLake Mary, FL$115,000–$135,000 / yearYou will be expected to apply the requirements of a fiduciary's duty to serve clients and have experience documenting best practices and procedures, creating surveillance tools, responding to regulatory requests and required filings, and advancing a compliance program forward in response to new rules and requirements. Working with a dedicated team of qualified relationship managers and utilizing innovative technology resources, RAM will meet the needs of its clients by delivering this unique financial planning service conveniently at their fingertips, anytime and anywhere.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateWinter Park, FLOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.