Finance Advisor Jobs in Town North Country, FL

Bradenton, FL If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Be the lead financial advisor for a growth initiative in that market and have a multiple-branch referral network. Utilize the many resources at this top-ten bank to be a cornerstone of your business for future growth. Highlights: Step into an existing book of business and referral network Complete open architecture with an Advisor driven platform Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves What you'll do: Maintain presence within the bank to develop strong relationships and credibility with internal and external clients Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers Responsibilities: Serves as a coach and mentor for licensed bank employees Achieving sales goals while serving the client's best interests Plan and conduct individual and group coaching sessions with retail bank employees Conduct internal and external seminars to focus on business development and growth Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits Recognize and reward achievement of goals Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience Post-appointment follow-up to maintain relationships and develop referrals from an existing client base What you'll need: Brokerage industry experience in an advisory capacity You will need a Series 7,66 (63 and 65) State insurance license Ability to motivate others in a team environment Demonstrated ability to simplify and communicate complex financial concepts Proven experience in building strong internal and external client relationships Highly developed knowledge of the securities business, investment products, and financial solutions Highly developed sales and presentation skills

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in Tampa, FL. For more information, and to apply online, please scroll down. JOB FUNCTION / SUMMARY: Financial Advisors are primarily responsible for consulting with clients and prospects to determine course of action(s) designed to help meet their financial and investment goals. ESSENTIAL 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. Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises. Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client. Recommends product(s) and/or services based on the information provided by the client that are suitable for the investor's needs. Meets with existing clients periodically to update them on potential investments and to determine whether any life changes (marriage, disability, retirement, etc.) have occurred that may affect their financial and investment goals. Completes all client's paperwork in accordance with compliance and company guidelines including providing prospectus if applicable. Receives client's trade orders and instructions for money movement and processes according to regulatory requirements. Reviews all paperwork for accuracy and completeness before forwarding to HWIS operations for processing. Creates a file to be kept at the representative's hub branch with copies of all transactions. Serves as a member of the Wealth Team and attends meetings on a weekly basis to review clients and prospects. Works with line of business partners and helps identify investment opportunities. Assists and supports the wealth team's investment and insurance goals by prospecting with the wealth team and working with line of business partners. Maintains proper FDIC/SPIC signage and current brochures in all office locations. Looks for cross-referral opportunities to send to other members of the wealth team for trust, loans, and deposits. Attends annual compliance continuing education meeting held by Hancock Whitney Investment Services. Successfully completes required continuing education in compliance with both insurance and securities regulations. Renews insurance license on an annual basis prior to deadline. Complies with State Insurance and Securities regulations. Contacts and qualify prospective clients, explains features and merits of options offered, and presents options based on analysis of prospect's exposure to loss. Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions. Anticipates future needs and calls on established clients to upgrade accounts. Coordinates with bank business partners in order to have the opportunity meet with bank clients and determine how to meet their investment needs. Develops marketing and sales strategy to market products to non-bank clients. Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities. Compiles lists of prospective clients to provide leads for additional business. Contacts and qualifies prospective clients and develops an action plan to assess their investment needs, acceptable risk level and to present solutions. Develops long-term relationships with clients. Continually expands product knowledge and consultative selling skills through self-study and continuing education programs. Defines and maintains client service agreements. Undertakes special projects to enhance the sales and marketing process. Serves as a business partner to bankers and fellow financial advisors. SUPERVISORY RESPONSIBILITIES: No MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor's degree preferably in Business, Finance, Accounting or related field. 5+ years of related experience in Brokerage/Insurance and/or Banking/Retail 5+ years of experience prospecting and providing investment advice to clients that meet the criteria to be considered high net worth individuals An equivalent combination of education, training, and experience may be considered. Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing A proven track record over past job performance selling products that generate fee income over time Ability to learn, understand and communicate all investment products and procedures of the company Ability to identify selling opportunities to up-sell and cross-sell bank products and services Ability to interact with individuals of widely divergent lifestyles ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to travel if required to perform the essential job functions Ability to work under stress and meet deadlines Ability to operate related equipment to perform the essential job functions Ability to read and interpret a document if required to perform the essential job functions Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. 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. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws. Who is Cetera? Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Our client seeking a dedicated, driven, and licensed Financial Advisor to join their team. They offer extensive resources and support to help you build a successful career in the financial services industry. As a Financial Advisor, you will provide expert advice to clients regarding investments, insurance, retirement, tax strategies, and other financial planning needs. Your role will focus on building long-term relationships with clients, while offering personalized financial solutions to help them achieve their financial goals. We provide all necessary tools, equipment, seminars, and marketing resources to ensure you succeed in this role. Key Responsibilities: Client Consultation & Financial Planning: Conduct thorough financial assessments and identify clients' short-term and long-term goals. Provide tailored financial strategies covering investments, insurance, retirement, and estate planning. Maintain long-term relationships with clients by offering ongoing advice and adjustments to their financial plans. Market & Client Acquisition: Prospect and generate new business opportunities by leveraging provided marketing resources. Build a book of business through personal outreach, referrals, and networking opportunities. Compliance & Licensing: Ensure all activities comply with regulatory requirements, including all applicable laws and internal policies. Maintain an active 215 Life and Health Insurance License (required). Ongoing Education & Development: Participate in seminars, training programs, and continued education opportunities (provided). Stay current on financial industry trends, tax laws, and investment strategies to best advise clients. Performance & Growth: Set and achieve individual sales and client service goals. Work collaboratively with team members to share knowledge and improve overall client satisfaction. Requirements: Licensing: Active 215 Life and Health Insurance License is required. Experience: Prior experience in financial services or a related field is preferred, but not required. Strong interest in finance and helping clients achieve their financial goals. Skills: Excellent communication, interpersonal, and relationship-building skills. Ability to analyze financial data and provide solutions. Strong organizational skills and the ability to manage multiple client portfolios. Self-motivated and driven to succeed in a results-oriented environment. Technology & Tools: Access to all necessary tools, software, and equipment provided.

Our client, a Financial Planning/Consulting organization, located in western Florida, has an immediate need for a Financial Advisor. The Financial Advisor will be responsible for providing expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding. Additional responsibilities include: Developing holistic financial solutions by understanding clients' goals and visions to put them on a path to financial success Communicate with clients about financial products and market trends, supported by the firm's network of financial specialties Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets Offer strategic advice on investments, insurance coverage, and debt management tools Perform market research to stay current with financial trends Analyze market performance, investments, and client data to develop strategies for financial goals The ideal candidate will have: Associate's degree required and/or Bachelor's degree from four-year college or university preferred 3-5+ years financial advisor experience required FINRA Series 65 or Series 66 licensure required Current certificate of qualifications, which may include FCA, CII, CISI, and FINRA Series 7 or Series 63 licensure required Knowledge of the securities, insurance, and mutual fund industries required The client offers a robust benefit package and the opportunity for career growth. This is an in-office position.

Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential? Oxford Advisory Group (OAG) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. OAR is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations. The Lead Advisor we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day. Job Description Lead Advisors in a marketplace interact primarily with new and prospective regional client base to assess their personal financial situation and build strategies to resolve retirement planning issues, which address planning for market risk, healthcare, tax mitigation, income distribution and legacy/estate. All leads are provided for by the company, the Lead Financial Advisor doesn't have to do any prospecting on their own. Responsibilities/Tasks: The Lead Financial Advisor will serve as the face to the public in the Tampa market and the primary onboarding conduit for new clients to build financial strategies designed to help them achieve their goals. They will be expected to follow through consistently in all efforts, build relationships with prospects, clients, and help service staff prepare for client appointments. Other daily, weekly, and/or monthly tasks may include: · Assess client assets, goals, risk tolerance and general retirement plan to determine if improvements are needed. · Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs. · Build strategies and offer strategic advice on products and services such as investments and insurance according to fiduciary standards. · Interact professionally with clients by phone and/or in person to update the client's profile and financial situation/needs. · Complete appointment dictations and keep CRM updated by entering detailed notes. · Meet production targets that impact overall company revenue goals. · Prepare client reports and review summary for strategy implementation. · Speak to groups of prospective clients at dinner events or other public events. · Assist with client onboarding process. · Additional tasks as assigned by management. Minimum Requirements: 4-year degree in Accounting, Finance, or related field Series 65 or 7/66 with Life & Health Licenses 2-7 years in financial services offering investment management and insurance services Experienced public speaker Strong experience with MS Office and the ability to learn new software quickly Excellent written and verbal communications skills both in person and via phone Proactive mentality, positive attitude, and consistent follow through Highly intelligent, strong organizational skills and attention to detail Ability to work independently with good time management and critical thinking skills Additional preferred skills: Experience with Salesforce CRM software 2+ years working in a fast-paced office environment Commitment: 38 hours per week, 8:30am-5pm with some flexibility on days and times due to client appointment and evening event schedules. Compensation: Position is primarily commission based with a small base salary after a 3-6 month on-boarding salary/draw split during training. Also included are full medical/dental/vision benefits, 401k plan with 4% company match, unlimited PTO opportunity in time and all paid holidays including your birthday! Others benefits shared with the right candidates! Job Type: Full-time Pay: $100,000.00 - $500,000.00 per year

Big Financial Services - **************************** Who We Are: Big Financial Services, located in sunny Tampa, FL, is an independent retirement planning, wealth management, and Registered Investment Advisory firm. Our company is expanding rapidly due to our massive marketing operation, which includes an extensive presence on local and national TV, radio, digital marketing, and live events. Compensation: 70,000 - 120,000 Base + % of revenue generated for firm! Your Role: As a Financial Advisor at Big Financial Services, you'll be the trusted guide for our clients, leading them through our comprehensive financial planning process. Your day-to-day responsibilities will include: Meeting with prospective clients, understanding their financial goals, and building tailored financial plans. Managing and growing client portfolios using fee-based investments, fixed-indexed annuities, and life insurance. Communicating complex financial concepts in a clear, easy-to-understand manner. Following up with clients regularly to review and adjust their financial plans as needed. Continuously learning and improving your financial planning and sales skills through ongoing training and development. What We're Looking For: We're seeking someone who is not just good but GREAT with people, reliable, and coachable. The perfect candidate for this role is: An active holder of Life and Health Insurance Licenses and a Series 65 or 66 License. Experienced in sales and financial planning, with strong closing skills. Motivated by helping others and achieving personal and professional growth. A great communicator who can build trust and rapport with clients. Hardworking, dependable, and eager to learn and follow our proven processes. Please note that this position is not accepting remote applicants. Big Financial Services is an equal opportunity employer. Ready to take the next step in your career? Apply today and discover why Big Financial Services is the right place for you!

Are you a seasoned financial advisor eager to focus solely on client relationships without the burden of prospecting? Imagine a role where your calendar is filled with pre-qualified appointments, allowing you to do what you do best: guiding clients toward their retirement dreams. Your Opportunity: Client-Centric Role: Engage with pre-qualified prospects, crafting personalized retirement plans that align with their aspirations. No Prospecting Required: Our proven marketing strategies ensure a steady flow of qualified leads, so you can concentrate on building meaningful client relationships. Competitive Compensation: Enjoy a substantial base salary with unlimited earning potential, reflecting your expertise and success. What You Bring: Experience: At least 3 years in financial planning, with a knack for converting prospects into long-term clients. Licenses: Series 65 and Life & Health Insurance licenses (or willingness to obtain). Expertise: Proficiency in fee-based managed portfolios and fixed-indexed annuities. Passion: A genuine desire to help pre-retirees and retirees navigate their financial journeys. Why Join Us: At Walser Wealth, we're redefining wealth management by challenging conventional strategies and offering innovative solutions. Our state-of-the-art Tampa office provides a dynamic environment where your skills are valued, and your growth is supported. Don't miss this chance to elevate your career and make a tangible impact on clients' lives. Apply today and step into a role where your expertise is celebrated, and your success is limitless.

Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we've completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: Identify and set appointments with potential clients Meet with clients to assess their financial needs Develop customized financial plans to address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time Provide ongoing consultation and support FFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams. Some features of this position include: One-on-one training from seasoned leaders in the local financial planning industry A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance Uncapped earning potential - advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities) Job Requirements: Associate's degree in business or industry-related field Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office Must be a U.S. or Permanent Resident Willing to work in office Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000. Visit our website at ************************

A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in leadership, income, and community impact. Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have: - Bachelors degree from a 4-year institution - Prior sales and/or business experience preferred - Possess a history of personal and professional success - Ability to commute to the Tampa office (Westshore District) and ability to work on-site - Strong communication skills inclusive of networking capabilities Northwestern Mutual brings together career changers from a variety of backgrounds including but not limited to: - Financial Services - Business Development - B2B/B2C sales - Hospitality - Athletes - Real Estate - Military Veterans - Entrepreneurs/Business Owners Our commitment to our career-changers exploring this opportunity is providing the top Financial Advisor training program in the nation, as well as mentorship for the first five years of your career from industry experts and top-rated Forbes Advisors. Our compensation structure is performance-based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression: Average vs Top 25% vs Top 10% Year 1 | $67,611 - $119,014 - $149,946 Year 5+ |$457,047 - $1,271,219 - $2,407,536 Northwestern Mutual provides a comprehensive benefits package: - Comprehensive medical, dental, and vision insurance - NM-Funded Retirement Package and Pension Plan - Life Insurance and Disability Income Insurance - Health care and dependent care reimbursement accounts - Reimbursement for licensing and ongoing education - Access to our products and planning - Parental benefits at every stage of family planning ______________________________________________________________________ About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. Awards and Accolades: - FORTUNE 111 (FORTUNE 500, 2023) - One of the “World's Most Admired” companies (FORTUNE Magazine, 2024) - One of “America's Best Large Employers” (Forbes Magazine, 2023) - One of “America's Greatest Workplaces for Diversity” (Newsweek, 2023) - Top 50 Employers (Equal Opportunity Magazine, 2023) - Best Places to Work #82 (Glassdoor, 2021) - Highest Rated CEO's (Glassdoor, 2021) Location: 1511 N Westshore Blvd Tampa, FL As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Financial Advisor - Independent Platform Opportunity (High Payouts & Full Support) Are you a successful financial advisor who isn't actively job hunting but is curious if there's a more independent and profitable way to run your practice? You might not be looking to make a change, but imagine an opportunity where you keep more of what you earn and gain greater freedom - all while receiving robust support to grow your business. This is that opportunity. Why Consider This Opportunity? We offer an independent advisor platform that lets you operate your own practice with full autonomy and the backing of a strong, experienced firm. It's like having the best of both worlds: run your business your way while we provide the resources and support to elevate your success. Here's what sets our platform apart: Higher Payouts : Enjoy a generous payout grid that significantly boosts your take-home revenue. Our advisors keep much more (often 90%+ of GDC) - meaning you're rewarded for the business you generate. No more sacrificing a big chunk of your earnings to an employer with little in return. (Higher production can even lead to payouts up to 97%.) Tech and Platform Flexibility : We provide access to leading technology platforms and multiple custodial options, including Schwab, Fidelity, Pershing, SEI, and others, giving you full control over your business. No proprietary roadblocks - just modern tech to streamline operations and enhance client service. Unlike other firms, we have no platform or administrative fees-you keep more of what you earn. Our model is built for long-term success, but if you ever decide to leave, there are no restrictive contracts or handcuffs-you own your book, and your clients follow you. True Independence with Firm Backing : Be independent, not alone. You maintain full control of your client relationships and business decisions while leveraging the resources of a nationally recognized firm. We provide compliance, technology, and a solid support infrastructure, so you have peace of mind to focus on your clients, just the freedom to serve your clients as you see fit, with a reliable team behind you when you need it. Comprehensive Marketing Support: Stand out in your market without having to become a marketing expert yourself. Our in-house marketing & design team will help craft your brand - from a professional logo and website to polished brochures and social media content. We offer custom branding, marketing materials, and ongoing support to build your presence. You'll have the tools to attract and retain clients, without spending your own time designing or writing content. Administrative & Operational Support : Say goodbye to tedious paperwork and administrative headaches. Our dedicated client services and operations team handles the day-to-day tasks that burden your schedule - account opening, transfers, paperwork processing, compliance checks, appointment scheduling, phone answering, and more. Spend your time with clients and growing your practice, while we take care of the rest. In-House Asset Management Team : If investment research and portfolio management are eating up too much of your day, we have you covered. Our credentialed asset management team can provide pre-built model portfolios, custom investment strategies, and ongoing portfolio management for your clients. This means you can offer top-tier investment solutions without the need to personally manage every trade or research every fund. Free up your time to focus on client relationships and let our experts handle the market minutiae behind the scenes. Who Should Apply? This opportunity is ideal for experienced financial advisors who have built a solid practice. You might be a great fit if you: Are a producing financial advisor with around $250K or more in annual Gross Dealer Concession (GDC). Desire more independence in how you serve your clients and grow your business, but still value support and community. Feel you may be outgrowing your current firm's platform or payout structure. Perhaps you're giving up too much of your revenue or feel constrained by corporate hierarchies - and you know there's a better way. Hold the necessary licenses (e.g., Series 7, 65/66, insurance licenses as needed) and have an excellent compliance record. If you're currently at a wirehouse, bank, or another firm that takes a large cut or limits your growth, this is an opportunity to chart your own course and boost your net income. Even if you're not actively looking, it can't hurt to explore what a higher-payout, full-support model could mean for your bottom line and your clients. About Us We are a leading independent wealth management firm (Broker-Dealer & RIA) built by advisors, for advisors. Our firm has a nationwide presence and a strong reputation for empowering financial advisors to succeed on their own terms. We combine the entrepreneurial spirit of independence with the resources, scale, and stability of an established firm. Established Track Record: Decades of experience supporting independent advisors through transitions and growth phases. Robust Infrastructure: From compliance and due diligence to cutting-edge technology and practice management coaching, we provide a turnkey framework so you can hit the ground running. Collaborative Community: Join a network of like-minded professionals. Our advisors often share ideas, best practices, and even client solutions. You get independence and a collegial atmosphere. No Pressure Environment: We don't impose product quotas or proprietary product pushes. You truly own your client relationships and decisions; we're here to support, not to interfere. Our mission is simple: empower financial advisors to serve their clients and grow their business, without the typical corporate constraints. If you've ever thought “There must be a better way,” we strive to continuously offer the best possible platform. Ready to Elevate Your Practice? (Confidential Inquiry) Making a move is a big decision, and we understand the importance of confidentiality. If this piqued your interest, let's have a no-obligation conversation. We're happy to answer your questions, provide more details, and even offer a confidential pro-forma analysis to compare how your economics would look on our platform. How to reach out: Send us a message on LinkedIn Visit our website to learn more and contact us through our advisor recruitment page. (Website: ifpartners.com) Email our recruiting team (confidentially): Reach out directly to Camaron Koury (Sales Development Representative) at ****************************. You can simply express interest and we'll take it from there discreetly. 👉 Take the next step for your business - on your terms. Even if you're just mildly curious, we encourage you to get in touch for a friendly chat. Discover how gaining independence and higher payouts with full support could transform your future as a financial advisor. All inquiries will be handled with the utmost confidentiality. We respect your accomplishments and the relationships you've built with your clients. Our goal is to provide you with information and options - the rest is up to you. Elevate your career without sacrificing what matters most. If you're ready to explore a more rewarding path, let's talk about how we can help you achieve it. Your future practice, your way.

Craft Wealth Services Hiring: Experienced Investment Advisors Craft Wealth Services, a SEC-registered Investment Advisory firm, is seeking skilled Investment Advisors to join our dynamic team. As a blend of Wall Street acumen and Main Street values, our fully independent firm is committed to providing exceptional financial guidance and personalized wealth management solutions. If you are passionate about helping individuals achieve their financial goals and possess a solid foundation in investment advisory, we encourage you to apply. Key Responsibilities: Develop comprehensive financial strategies for clients, including investments, estate planning, insurance planning, business exit planning, and more. Manage and maintain strong client relationships, providing regular updates and adjustments to their financial plans. Requirements: Minimum of 2 years of experience as an Investment Advisor, or having held a role in Investment Banking, Private Equity, Venture Capital, Insurance, Hedge Funds, etc. Possession of Series 65 or Series 66 license is mandatory. Excellent communication and interpersonal skills. A proven track record of managing client relationships and portfolios. A transferrable book of clients and or a strong network is highly advantageous. What We Offer: Our revenue share model is more competitive than any other firm in the industry. Comprehensive planning services, including insurance, a dynamic performance fee based model and business exit strategies, supported by our street-level portfolio management walls. As part of our team, all you need to focus on is maintaining client relationships ; we handle everything else, from back-office operations to compliance. Join Craft Wealth Services and be a part of a team that values integrity, professionalism, and dedication to client success. If you meet the above criteria and are looking for a rewarding career in wealth management, please submit your resume and cover letter! Craft Wealth Services is an Equal Opportunity Employer. Let's build wealth together. Apply today!

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support *LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. We know that making a move is a big decision. So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance* More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices * Source: ************************************************************* Securities offered through Equitable Advisors, LLC (NY, NY ***************, member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.Equitable Advisors is an equal opportunity employer M/F/D/V GE-XXXXXX (09/24) (Exp.09/26) GE-7002701.1(9/24)(Exp.9/26)

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Responsibilities Supporting WAs in delivering services to clients, with the potential to lead less complex client relationships. Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers. Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations. Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions. Updating trade sheets during investment implementations and providing support as needed across client teams. Qualifications & Requirements Bachelor's degree CFP designation Family Office Experience, a plus 7+ years of relevant experience Proficiency in Microsoft Office, especially Excel Strong integrity and ability to maintain confidentiality. Excellent team player with strong communication skills Detail-oriented with excellent analytical and organizational abilities. A proactive approach to work, with the ability to take ownership of projects and see them through to completion. Competencies Advanced knowledge of financial planning concepts and processes Strong understanding of investment offering, investment analysis, and building client portfolios Developing others Relationship/Practice Management Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

We are looking to fill a Financial Analyst with a fast growing real estate company in Tampa. This position will work directly with Corporate FP&A team, responsible for financial modeling, budgeting, forecasting, monthly financial reporting & analysis, trend analysis and key performance indicators. This role is hybrid, paying up to $85k plus 10% bonus Candidates MUST be local to the Tampa Bay area, only local candidates will be considered. Responsibilities includes: Assist with developing financial models and present analytics to support management team Conduct various industry and market analyses Manage financial and operational ad-hoc reporting and analysis Prepare and review financial variances between Actual/Budget/Forecast financial results Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics Lead the planning, coordination and consolidation of corporate budget/forecast as needed by the business Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts Requirements: Bachelors in Finance or business related degree 2+ years of FP&A experience Power BI or Tableau required Advanced Excel skills Demonstrated capability delivering financial reporting models to various stakeholders Excellent interpersonal and communication skills to effectively work with all levels within the Company, and the ability to explain financial concepts to non-finance personnel Strong analytical and problem-solving abilities, including drawing connections between operational drivers and financial results If you are interested in applying for this role, or any others Segrera Associates is recruiting on, please send your resume to: ******************

NOT A CONSULTANT ROLE* *MUST BE LOCATED IN THE TAMPA BAY AREA - 3 DAYS IN OFFICE/2 DAYS WORK FROM HOME* At Melitta North America, Inc., we are passionate about crafting exceptional coffee experiences! As a leading player in the consumer-packaged goods (CPG) industry, we're dedicated to quality, innovation, and sustainability. Our mission is to deliver the finest coffee and coffee preparation products while fostering a dynamic workplace where creativity and excellence thrive. Position Overview We are seeking an experienced Financial Analyst to join our dynamic team and contribute to our continued success. As a Financial Analyst at Melitta USA, you will play a key role in ensuring financial accuracy and providing insightful analysis to support the company's strategic goals. You will oversee fixed asset accounting, cost accounting, and financial analysis for our paper production facilities. Your expertise will also support the month-end closing activities and contribute to special projects aimed at enhancing business performance. Key Responsibilities Capex & Fixed Asset Management: Oversee the tracking of capital expenditures (Capex) requests and ensure the Fixed Asset register is maintained accurately. Financial Analysis & Reporting: Analyze financial data, identify trends, and provide actionable insights and recommendations to senior management and key stakeholders. Financial Modeling & Decision Support: Develop and maintain financial models, conduct scenario analysis, and provide strategic support for decision-making and business performance evaluation. Costing & Product Analysis: Ensure accuracy in product costing and the bill of materials. Month-End Close: Lead the monthly, quarterly, and year-end financial closing activities, ensuring the integrity of the General Ledger (G/L) and financial reports. Reconciliations & Financial Health: Prepare monthly Balance Sheet account reconciliations, ensuring the financial statements accurately reflect the company's financial health. Budgeting & Forecasting: Take the lead in financial planning, budgeting, and forecasting activities, including variance analysis and trend identification. Project Leadership: Manage and execute ad-hoc financial projects and initiatives as directed by management. Qualifications Bachelor's degree in accounting, Finance, or a related field. 3-5 years of hands-on experience as a Financial Analyst or Senior Financial Analyst, with a proven track record in a similar role. 3-5 years of experience working with SAP S/4 Hana - required . Strong Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment. Communication Skills: Excellent verbal and written communication skills with the ability to explain complex financial data to a wide range of audiences. Analytical Expertise: Ability to perform detailed financial analysis, recognize key trends, and present actionable insights to support business decisions. Customer-Centric Approach: Strong focus on customer needs and the ability to collaborate in a team environment. MS Office Expertise: Proficiency in MS Office applications, particularly advanced Excel skills, is a must. Attention to Detail: Strong attention to detail with a structured thought process to ensure accuracy and clarity. What We Offer Competitive salary and bonus package Comprehensive benefits package, including health, dental, vision insurance, and company sponsored life insurance Generous paid time off and holiday benefits Opportunities for professional growth and development A dynamic work environment where your ideas and contributions are not only welcomed, but they are also valued!

Summary/Objective: The Financial Analyst is responsible for conducting quantitative analysis of financial information affecting the performance and productivity of Stinger. This role prepares financial reports, develops financial plans and reports for department leaders, evaluate expenditures and performs ad-hoc reporting for the accounting and finance department. Additionally, the role will focus heavily on financial systems management and continuous improvement in financial processes. This position reports to the Sr. Financial and Analysis Manager. Key Responsibilities: Prepare financial reports by downloading information from multiple sources and compile information into an informative and understandable spreadsheet. Create and maintain monthly reports to compare and analyze actual results with budgets, forecasts, and previous results. Recommend actions by analyzing and interpreting data and making comparative analyses. Report on revenues and expenses for all product types and customer types and identify incremental business opportunities. Prepare and analyze ad hoc operational and financial performance analysis. Measure and report on programs to determine the overall productivity and profitability of the program. Assist in the development of potential new financial application systems; as well as on-going management and troubleshooting of current applications. Identify and mitigate financial risks; develop and execute projects aimed at improving financial information capabilities Support FP&A process improvement projects including Budgeting & forecasting, reporting and other implementation projects Deliver company-wide analysis and overviews for senior leaders, providing insights on business priorities and outlook Effectively utilize existing financial systems to support deed dive analytics and results summarization in response to senior leadership needs Requirements: Knowledge of a variety of financial concepts, practices, and procedures Must have excellent computer and technical skills, especially Excel, and proficiency using various software systems Excellent written and verbal communication skills with strong personal image and poise Strength in dealing with peer groups and senior executives Demonstrated decision-making skills, with a proactive approach to problem-solving Ability to take initiative, multi-task and work well under pressure Aptitude for learning and applying new data and reporting tools and techniques Require Education and Experience: Bachelor's degree in Finance, Statistics, Business, or a related discipline. MBA preferred Minimum of 2 years of work experience in a similar finance or analytical role Experience implementing or managing financial technology systems preferred Proficiency with data analytics and visualization tools (Power BI, Tableau, SQL, or similar platforms) is preferred. Supervisory Responsibility: No direct supervisor responsibilities. Environmental/Physical Requirements: May sit or stand for long periods of time Crouching, kneeling, standing, walking, pushing, and lifting on a daily basis Operating computer, telephone, voicemail and other office equipment regularly Must be able to lift up to 25lbs on a regular basis FLSA Status: Exempt Hours - Full Time: 9:00 a.m. - 6:00 p.m. (One hour lunch), Monday - Friday Position Location: St. Petersburg, FL Travel: No travel requirements ADA/EEO: The employer will make reasonable accommodations in compliance with the American Disabilities Act of 1990. Stinger provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential? Oxford Advisory Group (OAG) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. OAR is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations. The Lead Advisor we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day. Job Description Lead Advisors in a marketplace interact primarily with new and prospective regional client base to assess their personal financial situation and build strategies to resolve retirement planning issues, which address planning for market risk, healthcare, tax mitigation, income distribution and legacy/estate. All leads are provided for by the company, the Lead Financial Advisor doesn't have to do any prospecting on their own. Responsibilities/Tasks: The Lead Financial Advisor will serve as the face to the public in the Sarasota market and the primary onboarding conduit for new clients to build financial strategies designed to help them achieve their goals. They will be expected to follow through consistently in all efforts, build relationships with prospects, clients, and help service staff prepare for client appointments. Please note training will occur in Orlando from the Headquarter office. Other daily, weekly, and/or monthly tasks may include: · Assess client assets, goals, risk tolerance and general retirement plan to determine if improvements are needed. · Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs. · Build strategies and offer strategic advice on products and services such as investments and insurance according to fiduciary standards. · Interact professionally with clients by phone and/or in person to update the client's profile and financial situation/needs. · Complete appointment dictations and keep CRM updated by entering detailed notes. · Meet production targets that impact overall company revenue goals. · Prepare client reports and review summary for strategy implementation. · Speak to groups of prospective clients at dinner events or other public events. · Assist with client onboarding process. · Additional tasks as assigned by management. Minimum Requirements: 4-year degree in Accounting, Finance, or related field Series 65 or 7/66 with Life & Health Licenses 2-7 years in financial services offering investment management and insurance services Experienced public speaker Strong experience with MS Office and the ability to learn new software quickly Excellent written and verbal communications skills both in person and via phone Proactive mentality, positive attitude, and consistent follow through Highly intelligent, strong organizational skills and attention to detail Ability to work independently with good time management and critical thinking skills Additional preferred skills: Experience with Salesforce CRM software 2+ years working in a fast-paced office environment Commitment: 36 hours per week, 9am-5pm with some flexibility on days and times due to client appointment and evening event schedules. Compensation: Position is 100% commission based with the opportunity for a negotiated salary draw for a predetermined period. Also included are full medical/dental/vision benefits, 401k plan with 4% company match, unlimited PTO opportunity and all paid holidays including your birthday! Others benefits shared with the right candidates! Job Type: Full-time Pay: $100,000.00 - $500,000.00 per year

Apollo Beach, FL If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Be the lead financial advisor for a growth initiative in that market and have a multiple-branch referral network. Utilize the many resources at this top-ten bank to be a cornerstone of your business for future growth. Highlights: Step into an existing book of business and referral network Complete open architecture with an Advisor driven platform Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves What you'll do: Maintain presence within the bank to develop strong relationships and credibility with internal and external clients Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers Responsibilities: Serves as a coach and mentor for licensed bank employees Achieving sales goals while serving the client's best interests Plan and conduct individual and group coaching sessions with retail bank employees Conduct internal and external seminars to focus on business development and growth Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits Recognize and reward achievement of goals Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience Post-appointment follow-up to maintain relationships and develop referrals from an existing client base What you'll need: Brokerage industry experience in an advisory capacity You will need a Series 7,66 (63 and 65) State insurance license Ability to motivate others in a team environment Demonstrated ability to simplify and communicate complex financial concepts Proven experience in building strong internal and external client relationships Highly developed knowledge of the securities business, investment products, and financial solutions Highly developed sales and presentation skills

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 165 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. Our mission is to empower our advisors and clients to reach their dreams. In a company with such a long and storied history, this is an exciting time to be a part of our firm. We are growing, and we want you to grow with us! Lamar Edwards is a dedicated professional who has been making a positive impact in the financial industry for over seven years. In his current role as the Growth and Development Director at Northwestern Mutual, Lamar brings his wealth of experience and expertise to guide and mentor a team of talented advisors. He is passionate about fostering a collaborative and supportive environment, where every team member has the opportunity to grow both personally and professionally. Lamar's leadership style is rooted in his belief in the power of teamwork, hard work, and a shared commitment to excellence! Northwestern Mutual enjoys premiere national recognition including: · Ranks 111 on the FORTUNE 500 list · One of the "World's Most Admired" life insurance companies (FORTUNE , 2020) · One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019) Position Overview We are actively seeking new Financial Representatives to join our growing practice in our Tampa Westshore office on Lamar Edward's Team. **No prior finance experience required, career changers welcome! As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future so they can live more and worry less. As a business owner with unlimited earning potential, you will experience the power of independence and flexibility - with the freedom to craft a workday around your life. Ideal candidates are entrepreneurially minded and values-driven leaders who believe in the value of financial planning and have a desire to make an exponential impact in the community. Through a holistic planning approach that integrates insurance and investments inside a comprehensive financial plan, Northwestern Mutual Financial Representatives help their clients navigate their financial lives through a wide range of financial planning services including: · Asset and Income Protection / Insurance Planning · Retirement Planning · Education Funding · Investment Advisory Services · Fee-Based Financial Planning · Business Planning · Estate Planning Financial Representatives at Northwestern Mutual enjoy continued support through our best-in-class Advisor Support Platform: · A nationally recognized Training and Development program with a well-defined leadership path that integrates education and experiential learning · Ongoing development, mentors, joint work, and product specialists · Comprehensive personal and business planning analysis tools · Insurance and investment operations team · Product sales support and client servicing · Aggregated client account software · Financial support for professional designations and certifications Preferred qualifications We are interested in candidates with a wide variety of work experience, including but not limited to: financial services, business development, career changers, hospitality, banking, sales, marketing, management, educators, athletes, logistics, communications, real estate, entrepreneurs, military veterans, lawyers, attorney, brokers, and community influencers. · Bachelor's degree from a four-year institution · An entrepreneurial spirit and desire to create an impact in the community · Strong interpersonal and networking skills · Self-starter and highly motivated · History of high achievement demonstrated by rapid growth and consistent, measurable results · Prior sales and/or business experience preferred Benefits · Medical, Dental and Vision Insurance · Two company-funded retirement plans · Group Life Insurance · Group Disability Income Insurance · Flexible Spending Account (FSA) · Sponsorship and training for licenses and professional designations · Leadership Opportunities · Sponsorship of licenses and other professional designations (including Florida 2-15 Life, Health, and Variable Annuity Agent License and FINRA licenses) Additional Details Location: 1511 N West Shore Blvd, Suite 800, Tampa, FL 33607