Senior Plan Advisor - Tallahassee, FL

Wealthspire Advisors is seeking a talented Retirement Plan Advisor to independently manage the strategic planning, consulting, guidance, marketing, investment analysis and servicing of assigned book of retirement business. · Bachelor's degree in a specialized field such as accoun ...

Six Pillars Financial Advisors, LLC is a financial management company providing financial planning and advisory services. · ...

This is a support advisor role — perfect for someone with strong client-service instincts who wants to grow into a Relationship Manager over time. · Work alongside Lead Advisor (Partner/Primary RM) to prepare client meetings, handle follow-up tasks and ensure an exceptional clien ...

This is a full-time hybrid role for an Entry Level Financial Advisor based in Tallahassee, FL. The Financial Advisor will assist clients in identifying their financial goals and developing tailored strategies to meet those objectives. · Strong communication, interpersonal, and pr ...

Legacy Planning seeks a Financial Services Assistant for part-time in-person position. · ...

We need you on our team! · We're all about making a difference.In the lives of our clients - and our people. · You thrive in an inclusive team environment,Are a continuous learner, · Have a people-serving mindset, · & Are passionate about making an impact to change lives. · ...

+This is a part-time Financial Services Assistant role based in Tallahassee, FL with flexible hours. · +Prepare for client meetings and follow up on tasks generated during client meetings or initiated through client phone or email requestsTrack and coordinate all aspects of revie ...

The Investment Assistant provides support to Financial Advisors at Capital City Investments (CCI). They assist clients with operational information and account set-up. The role involves researching client inquiries, processing new accounts, and performing follow-up tasks. · * Per ...

We're looking for people who are – or want to become – part of the communities where our clients live, work and worship. · Learn and understand the entire operation of Freedom Financial Planning Group · Participate in Joint Fieldwork with Freedom Financial Planning Group to build ...

We are looking for talented service advisors to join our team at Werner KIA Tallahassee. · Persuasively communicate with customers to set appointments. · Detail-oriented with strong organizational skills. · Capable of working at a high pace in a fast-paced environment. · ...

The Senior Communications Advisor for the Florida Democratic Party works with the Executive Director, Chair, party staff, and stakeholders to drive earned media coverage and communicate the party's message. · On the record spokesperson for the governor's race. · Plan and oversee ...

Job summaryEdward Jones is looking for a Branch Office Administrator to join their team. · Provide exceptional service to clients via inbound and outbound calls · Aptitude to learn and understand the financial services industry · ...

This job posting has been anticipated to remain open for 30 days from January 26th. As Branch Office Administrators team up with financial advisors to help clients achieve their long-term financial goals. BOAs provide administrative support including scheduling appointments prepa ...

Financial Advisor at Six Pillars Financial Advisors. · ...

This position provides appreciative advising and guidance to lower division Honors students on program requirements and policies. · The Lower Division Honors Manager will manage the Honors retention policy, manages the first-year colloquium course and peer educator training cours ...

We are seeking an experienced Certified Public Accountant (CPA) with over 10 years of progressive experience in accounting and taxation. · Prepare, review, and file federal, state, and local tax returns, · Oversee end-to-end accounting, · ...

Job summary · Support the CEO, playing a critical role in driving organizational effectiveness, · operational efficiency and strategic initiatives executing the CEO's vision.Qualifications · Bachelor's degree in Business Administration, Healthcare Management, Finance or a related ...

+ Develop and implement workshops and programs to support student success · + Provide individualized advising and coaching to students · + Serve as a resource for students regarding academic engagement and general support needs · + Assist with data collection for student engageme ...

This position provides appreciative advising and guidance to lower division Honors students on program requirements and policies., manages the Honors retention policy, · manages the first-year colloquium course and peer educator training course, supervises the lower division Hono ...

The Student Success Advisor provides intentional services to promote undergraduate student retention and progression. This role serves as a proactive resource for addressing academic engagement needs. · The Student Success Advisor delivers workshops, advising sessions, and coachi ...