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Collier County Transition
4 weeks ago
Corizon Health, Inc. Naples, FL, United StatesExperience & Requirements · Welcome Collier County Transitioning Employees · All current staff members should complete this application regardless of current title or hours worked per week. More specifics regarding your current position will be collected during on-site meetings. ...
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Phlebotomist-Naples-Collier County
2 weeks ago
CDR Companies Naples, Florida, United States TempThe community needs your help CDR Health Care Inc. is seeking Phlebotomist within the Naples-Collier County, FL area. This role will be responsible for drawing blood from patients and answering any questions patients may have to ensure they are comfortable and at ease. The phlebo ...
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News Reporter Collier County
29 minutes ago
Fort Myers Broadcasting Co Fort Myers, United StatesJob Description · Job DescriptionNews Reporter Collier County · WINK News is seeking a talented and experienced TV News Reporter to cover news in Collier County. The successful candidate will be responsible for gathering and reporting news stories for daily newscasts, with a focu ...
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Collier County Managing Editor
31 minutes ago
Fort Myers Broadcasting Co Fort Myers, United StatesJob Description · Job DescriptionCollier County Managing Editor · Position Overview: · WINK News is seeking a highly skilled Managing Editor with a focus on Collier County. In this role, you will be based in our main newsroom in Lee County but will have a special emphasis on over ...
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Paramedic (PMD) - Naples-Collier County
2 weeks ago
CDR Companies Naples, Florida, United States TempThe Paramedic is responsible for assisting with vaccinations in the Naples-Collier County, FL, area. As well as responsible for assisting with patient care including, processing point of care tests, providing breaks for other staff as needed. Responsible for supplies and equipmen ...
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Drivers - Collier / Lee Counties, FL
1 week ago
Dolphin Transportation Naples, United StatesJob Description · Job DescriptionChauffeur Private Drivers needed Collier County / Lee County, Florida · Dolphin Transportation Specialists is looking for experienced Chauffeurs in the Collier County / Lee County area. We are looking for courteous, friendly team players, self-sta ...
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Paramedic (PMD) - Naples-Collier County
3 weeks ago
CDR Companies Naples, United StatesJob Description · Job DescriptionThe Paramedic is responsible for assisting with vaccinations in the Naples-Collier County, FL, area. As well as responsible for assisting with patient care including, processing point of care tests, providing breaks for other staff as needed. Resp ...
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CDR Maguire Inc. Naples, United States TempThe community needs your help CDR Health Care Inc. is seeking Registration/Support Staff within the Naples- Collier County, FL area. This position is responsible for providing general administrative support, clerical and other support as needed which may include Traffic Control. ...
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Water and Mold Technician
30 minutes ago
Rytech of Lee and Collier Counties Fort Myers, United StatesJob Description · Job DescriptionBenefits:401(k) · Bonus based on performance · Competitive salary · Free uniforms · Health insurance · Opportunity for advancement · Paid time off · Training & development · Benefits/PerksRecession-Proof Industry Providing The Opportunity To Give ...
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Editorial Fellowship
3 weeks ago
Gulfshore Life Bonita Springs, United StatesJob Description · Job DescriptionEditorial Fellowship · Gulfshore Life seeks an Editorial Fellow to join the team as we continue to elevate and evolve our brand. · Who We Are: Established in 1970, Gulfshore Life is a luxury lifestyle publication that covers the people, places and ...
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Skilled Plumbers/Fort Myers, FL
3 weeks ago
HireQuest, Inc Fort Myers, United StatesJob Description · Job DescriptionHirequest · 9371 Cypress Lake Drive #9 · Fort Myers, Fl 33919 · P · PLUMBERS all levels - fontaneros todos los niveles (Lee, Collier and Charlotte Counties) · All Levels NEEDED · Tools - long term Positions · Medical, Dental and vision offered wi ...
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Youth Soccer Coach
3 weeks ago
Soccer Shots - Southwest Florida Fort Myers, United States Part timeSoccer Shots SWFL is an engaging children's soccer program with a focus on character development. We have made a positive impact on over 9,000 participants since launching our business in July 2019. We are hiring coaches now in all of Lee and Collier County areas including: FORT ...
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Caregiver for Short Shifts
3 days ago
McKenney Home Care Fort Myers, United States Full time, Part timeMcKenney Home Care is a well-established, family-owned Agency that works One-on-One in our Clients homes with a flexible schedule · ***We are hiring for 2-hour short shifts with pay differential*** · We service all of Collier and Lee County so you can work local · Assistance Type ...
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Licensed Practical Nurse
3 weeks ago
Team Select Home Care Fort Myers, United StatesOverview · Licensed Practical Nurse (LPN): · Sarasota County · Lee County · Collier County · Hendry County · Join the Team Select Family in providing quality home health care to our valued patients and their loved ones. With more than 35 locations across eleven states nationwid ...
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Software Developer
1 week ago
Collier County Sheriff's Office Naples, United States Full timeSoftware Developer | Opportunities | Collier County, FL Sheriff · Software Developer · Type:Full Time · Salary/Pay Rate:Salary Range $58,697 - $99,923 · Posted Date:06/30/2023 8:28 AM · To apply click here . · The Collier County Sheriff's Office is looking for positive, proacti ...
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CNA 12 Hour Day Shifts
6 days ago
McKenney Home Care North Naples, United States Full time, Part timeMcKenney Home Care is a well-established, family-owned Agency that works One-on-One in our Clients homes with a flexible schedule · ***We are hiring Certified Nursing Assistants for 12 hours shifts*** · We service all of Collier and Lee County so you can work local · Assistance T ...
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Maintenance Night Supervisor
2 weeks ago
City Wide Facility Solutions Fort Myers, Florida, United States PermanentCity Wide Facility Solutions is seeking a responsible 2nd Shift Account Manager to join our team in Fort Myers. · The 2nd Shift Facilities Account Manager is responsible for working with our independent janitorial contractors to increase client satisfaction. You will inspect faci ...
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Registered Nurse
2 weeks ago
Team Select Home Care Fort Myers, United States PermanentOverview · Registered Nurse (RN): · Sarasota County · Lee County · Collier County · Hendry County · Join the Team Select Family in providing quality home health care to our valued patients and their loved ones. With more than 35 locations across eleven states nationwide, Team S ...
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Commercial Cleaning Area Manager
3 weeks ago
Office Pride of Fort Myers-Cape Coral Fort Myers, United States Part timeWe are growing and want you to consider an Area Manager opportunity with Office Pride · We are looking for someone who is: dedicated, hard-working, who loves working with people, an organized self-starter, positive attitude, committed to excellence and personal growth Must be Bil ...
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McKenney Home Care Naples, United States Full time, Part timeMcKenney Home Care is hiring immediately We are looking for Caregivers, Home Health Aides (HHAs), Certified Nursing Assistants (CNAs), and Licensed Practical Nurses (LPNs). · At McKenney Home Care is a well-established, family-owned Agency that values our Caregivers above all el ...
Wealth Advisor-Lee and Collier Counties, FL - Estero, United States - Canvas LMS
3 weeks ago
Description
Wealth Advisor-Lee and Collier Counties, FLWe are looking for an experienced Wealth Advisor to join our growing team
We will be looking to add a candidate for our Estero, Lehigh, Colonial, Del Prado, Pine Island, Naples Blvd, and Hammock Cove branch territory.
Candidates must live in this territory to be considered.
SUMMARYJoin Achieva Credit Union as a Wealth Advisor and make a lasting impact on our members' financial well-being.
You'll leverage your expertise to offer personalized wealth management strategies, build trust, and guide members toward achieving their financial goals.
Whether it's retirement planning, risk management, or education cost planning, you'll play a key role in their financial journeys.This independent role, initially supported by a dedicated service team, has the potential to partner with an Associate as your practice grows.
POSITION DUTIES & RESPONSIBILITIESPartnership with territory Associate Wealth Advisor (if applicable) to tier service delivery to support scalable growth.Develop holistic goals-based plans tailored to individual member needs and circumstances, emphasizing tax-smart investment strategies.
Guide members through various wealth management competencies, including retirement planning, income planning, tax-smart investing, risk management (life, disability, and long-term care insurance), legacy planning, and education cost planning.
Analyze investments, recommend suitable securities and products, and actively manage member relationships aligned with their risk tolerance, goals, and circumstances.
Clearly explain financial concepts, strategies, and risks relatable and engagingly.Conduct ongoing client reviews, monitor performance, and make recommendations as needed.
Build strong relationships with members, fostering trust and understanding their evolving needs.
Participate in internal training and development opportunities to stay abreast of trends and regulatory changes.
Understand and comply with all aspects of Credit Union and broker-dealer policies and procedures, including laws and regulations governing investment and insurance sales duties and responsibilities.
Maintain an ongoing client relationship by conducting periodic reviews with each client.Collaborate with all credit union departments to create a team environment and meet members' needs.
This includes referring members to other areas, as appropriate (banking, lending, insurance, etc).Providing feedback to referring individuals and departments on the status of the referral.
Generate additional referrals from personal networking, seminars, and presentations to community groups, including but not limited to:CPAs, attorneys, and other centers of influence.
REQUIRED EDUCATION, LICENSES & ADVANCED DESIGNATIONSBachelor's degree preferred.
FINRA Series 7 and 66 (or equivalent) licenses required.
Successful obtainment of an advanced designation within two years of hire is mandatory.
REQUIRED EXPERIENCE2+ years of experience as a Financial Advisor or a similar financial planning role.
Previous retail banking experience preferred.
Proven track record of developing and implementing recommendations for clients with diverse needs and goals.
REQUIRED SKILLS & ATTRIBUTESKnowledge of investment regulations and compliance.
Passion for helping others achieve financial success.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills (written and verbal).Ability to prioritize and manage multiple projects simultaneously.
Client-centric approach with a focus on building trust and long-term relationships.
Ability, skill, and desire to deliver engaging seminars (virtual and in-person) to increase value and foster referrals.
Achieva Credit Union is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, age.
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