- Customize strategies based on the client's goals and needs
- Helping families set their children for success with college funding
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Must be computer and system savvy for everyday usage
- Self-disciplined
- Motivated
- Trustworthy
- Honest
- Grit
- Top Performer
- Entreprenurial Mindset
- Requires a Bachelor's degree in business administration, finance, or other related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
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Financial Services Professional
3 weeks ago
New York Life -Orlando Kennedy Space Center, United States· We are seeking an eager, strategic, and definitive financial professional to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through ...
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Medium/ High Voltage Electrical Engineer
1 week ago
Hanson Professional Services, Inc. Kennedy Space Center, United StatesHanson Professional Services Inc. is seeking a candidate to fill a full-time medium/high voltage electrical engineering position in our Power Market.The world is undergoing a global energy transition and Hanson is proud to be working with our clients on renewable energy generatio ...
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Medium/ High Voltage Electrical Engineer
1 week ago
Hanson Professional Services, Inc. Kennedy Space Center, United StatesHanson Professional Services Inc. is seeking a candidate to fill a full-time medium/high voltage electrical engineering position in our Power Market. · The world is undergoing a global energy transition and Hanson is proud to be working with our clients on renewable energy gener ...
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Entry-Level Accounting Specialist
1 week ago
Integro Professional Services, LLC Kennedy Space Center, United StatesJoin Our Dynamic Team as an Entry-Level Accounting Specialist · Are you beginning your career in accounting and eager to gain hands-on experience in a fast-paced environment? We are expanding our vibrant team with individuals who are passionate, diligent, and eager to contribute ...
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Licensed Clinical Director Residential Program
2 weeks ago
Aspire Health Partners Kennedy Space Center, United StatesLicensed Clinical Director · Please Note: qualified applicants MUST be either a LMHC or LCSW, or CAP certified · This position is with one of our Men's Residential programs. · Who are we? For over fifty years, Aspire Health Partners has been one of the leading non-profit behavi ...
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Senior Systems Engineer
3 weeks ago
Qualis Kennedy Space Center, United States PermanentQualis Corporation is seeking a Senior Systems Engineer to be an integral member of our well rounded team in Orlando, FL. · Duties: · Member of Government program Enterprise Engineering Team · Designs, develops, supports, and maintains the organization's systems infrastructure, ...
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Contract Administrator
2 weeks ago
Southeastern Archaeological Research, Inc. "SEARCH" Kennedy Space Center, United StatesTitle: Contract Administrator · Location: Orlando · Job Code: CA-2023 · Job Link: SEARCH Job Postings - Direct Applications · SEARCH has an opportunity for a Contract Administrator to join our team. · This is a full-time, exempt role. We provide a flexible work environment, a ...
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Senior Substation Civil Structural Engineer
21 hours ago
ICF International Inc Kennedy Space Center, United StatesReady to make a difference? · ICF is seeking a Senior Substation Civil Structural Engineer with experience performing electric utility substation design engineering and reviews. This individual will be a senior member of a design team comprised of engineers, designers, and draf ...
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Senior System Engineer – Corrosion
4 days ago
Amentum KENNEDY SPACE CENTER, United States Full timeCompany Conformance Statement · In the performance of their respective tasks and duties all employees are required to conform to the following: · Perform quality work within deadlines with or without direct supervision. · Interact professionally with other employees, customers, ...
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System Engineer
1 week ago
Amentum KENNEDY SPACE CENTER, United States Full timeCompany Conformance Statement · In the performance of their respective tasks and duties all employees are required to conform to the following: · Perform quality work within deadlines with or without direct supervision. · Interact professionally with other employees, customers, ...
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NIKE Kennedy Space Center, United StatesForma parte del equipo de NIKE, Inc. · NIKE, Inc. hace ms que equipar a los mejores atletas del mundo. Es un lugar para explorar el potencial, borrar las fronteras y ampliar los lmites de lo que se puede ser. La empresa busca personas que puedan crecer, pensar, soar y crear. Su ...
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NIKE Kennedy Space Center, United States Full timeForma parte del equipo de NIKE, Inc. · NIKE, Inc. hace ms que equipar a los mejores atletas del mundo. Es un lugar para explorar el potencial, borrar las fronteras y ampliar los lmites de lo que se puede ser. La empresa busca personas que puedan crecer, pensar, soar y crear. Su ...
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Ophthalmologist Glaucoma Specialist
6 days ago
Eyetastic Services Kennedy Space Center, United StatesAbout the job Ophthalmologist Glaucoma Specialist - Orlando, FL · Join this thriving community of Ophthalmologists in Orlando, FL, and experience a culture of collaboration, clinical autonomy, and a high standard of care. We seek a dedicated and skilled ophthalmologist specializ ...
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Fire Installer II
2 days ago
Johnson Controls International Kennedy Space Center, United StatesThis skilled position involves installing, programming, troubleshooting, configuring, commissioning, and servicing Fire Alarm Systems, Access Control and CCTV Systems as well as other related building system products at customer sites. Including pane Installer, Fire, Systems, Cus ...
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Food Service Retail Manager, Full-time
6 days ago
AVI Foodsystems Kennedy Space Center, United States Full timeAVI Foodsystems is looking for an energetic and optimistic leader to immediately fill the role of Food Service Retail Manager, Full-time at one our healthcare accounts in Orlando, FL. · Founded in 1960, AVI Foodsystems has evolved into one of the most respected and trusted food ...
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Customer Service Instant Return Representative
4 weeks ago
The Hertz Corporation Kennedy Space Center, United StatesProvides world class customer service by managing vehicle returns process, in compliance with Hertzs policies and procedures Personally, welcome all customers with a pleasant greeting and professional attitude at all times, assist with luggage and a Customer Service, Team Leader, ...
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Customer Service Representative
1 week ago
Sheltair Aviation Kennedy Space Center, United States** Customer Service Representative** · **Job Category****:** Operations **Requisition Number****:** CUSTO001720 Showing 1 location **Job Details** · **Description** · We at Sheltair are committed to excellence a philosophy that can be seen in everything we do. Because of our h ...
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Resort Technology Service Delivery Manager
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latitude Kennedy Space Center, United StatesJob Title: Resort Technology Service Delivery Manager · Job Summary: · The Resort Technology Service Delivery Manager is responsible for overseeing the delivery and performance of IT services within the resort. This role ensures that technology solutions align with the operatio ...
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Customer Service Specialist
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DivIHN Integration Kennedy Space Center, United StatesDivIHN (pronounced "divine") is a CMMI ML3-certified Technology and Talent solutions firm. Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations. Since our formation in 200 ...
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Mechanical Engineer
2 days ago
Efi Global Kennedy Space Center, United StatesThe 'Apply with SEEK option' will be utilized for International applicants, mainly Australia. If this does not apply to you please use the 'Apply' option.IF YOU CARE, THERE'S A PLACE FOR YOU HEREEFI Global is a full-service engineering, fire investigation, environmental, health a ...
Financial Services Professional - Kennedy Space Center, United States - New York Life -Orlando
Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
Responsibilities
Qualifications
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