- Navy Federal Credit Union (Pensacola, FL)
- …government, investor, VA/FHA, and Navy Federal rules and regulations. Provide member financial counseling and mitigate loss for Navy Federal. Serve as mentor/trainer ... reviewing member account data, contacting member, and reviewing or documenting the financial situation, to ensure data is accurate, up-to-date and in compliance with… more
- SCI Shared Resources, LLC (Ocala, FL)
- …preferred **Experience** + Sales Management experience 3-5 years required + Sales Counselor and sales supervisory experience preferred + Experience ... joining a Great Place to Work! Develops a well-trained sales staff that meets or exceed all sales...to customers + Prepare reports that demonstrate compliance with financial controls **Operations Support** + Maintain all marketing materials,… more
- Bank of America (St. Petersburg, FL)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor … more
- Bank of America (Bradenton, FL)
- …investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (Pembroke Pines, FL)
- …products and services. + Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or ... in a demanding environment. + Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (Sarasota, FL)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Truist (Winter Park, FL)
- …CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor , or ChFC(R) - Chartered Financial Consultant(R). 4. Completion ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Deloitte (Tampa, FL)
- …to the development of proposal pricing strategies + Identifying and developing add-on sales opportunities + Performing role of counselor and coach; actively ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (Tampa, FL)
- …get published in industry periodicals + People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively ... of project lead experience + 2+ full life cycle Workday Financial implementations + Workday Financials Professional certification + Hands-on Functional Experience… more
Recent Jobs
-
Production Assembly Technician
- RTX Corporation (East Camden, AR)
-
DDS Assistant Program Coordinator - Main Street
- Open Sky Community Services (Leominster, MA)
-
Accountant
- Enterprise Mobility (Baltimore, MD)
-
Senior/Principal Business Intelligence Data Analyst
- Billings Clinic (Billings, MT)