Job Results
Financial Services
Posted 4 weeks
Financial Advisor
Ameriprise Financial - Jacksonville, FL 32224
Currently Ameriprise has multiple Independent Financial Planning & Wealth Advisory practices seeking financial advisors to join their teams. Based on your level of experience you could start in a supporting advisor role allowing you to apprentice and learn the ropes, be assigned clients to service and provided coaching to build a book of your own. If you are already established you can step into a supportive environment to help you continue to build a practice as part of a successful and experienced team with systems, support, processes and strong brand presence. Our culture is clients first with an emphasis around financial planning and advice. Our advisors are looking for people who possess a service mentality, strong communication skills, entrepreneurial mindset and wants to deliver a premium client service experience. Qualifications for the Financial Advisor: * *Has one or more of the following licenses: Series 7, Series 66 (or Series 63 + 65)* * *Preferred licenses: State Life, Health and LTC* * *Minimum of 2 years of experience in financial services is required* * Sales experience is a plus * Proven ability to meet with clients and present planning strategies * Demonstrated the ability to source prospective clients * Highest level of interpersonal skills * Readiness to take initiative in business development * Entrepreneurial perspective and desire to build a business * Ability to recommend suitable investment products and services * Success at planning and managing resources (time, people, budget) to run optimal practice Responsibilities for the Financial Advisor: * Servicing existing client base * Focus on growing their own client base by participating in the existing marketing plan and events * Provide financial advice * Analyzing and recommending changes to portfolios * Review investment plans and present to clients * Implementing solutions * Manage a prospect pipeline using a CRM * Create client acquisition plan and meet goals Job Type: Full-time Pay: $70,000.00 - $120,000.00 per year Benefits: * Paid time off Work Location: In person
Posted 4 weeks
Financial Service Representative – Bilingual (English & Spanish)
The Check Cashing Store - Jacksonville, FL 32225
Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 10230 Atlantic Blvd, #3 During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart® and The Check Cashing Store® We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity! About The Check Cashing Store – Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
Posted 4 weeks
Financial Advisor
Northwestern Mutual - Jacksonville, FL 32216
Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications: You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Posted 4 weeks
Financial Advisor
Northwestern Mutual - Jacksonville, FL 32216
Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications: You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Posted 4 weeks
College Financial Representative, Internship Program
Northwestern Mutual - Jacksonville, FL 32216
Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications: Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range: USD $500.00 - USD $1,000.00 /Yr.
Posted 4 weeks
Head of Finance
International Schools Partnership - Ponte Vedra Beach, FL 32082
Collage Day School is an educationally dynamic independent day school in the Palm Valley area of Ponte Vedra Beach, Florida. Serving students aged 3 months through 8th grade, Collage provides your child a safe and beautiful environment that develops not just their love of learning, but their eagerness to explore and understand the natural world. By combining evidence-based academic programming with a wealth of socioemotional resources, Collage sets the foundation for your child to engage with the world as a well-rounded lifelong learner. *Head of Finance (HoF)* *REPORTS TO: *Head of School | Dotted Line Regional Director of Finance *STATUS: *Exempt/Salaried *DIRECT REPORTS:* Yes *LOCATION: *On-Site | Collage Day School *Purpose of Role* The *HoF *will work closely with the, School’s Senior Leadership Team (SLT) and the ISP Regional Team (Finance, HR & Facilities), to support the school's mission and objectives. We are looking for a dynamic “hands-on, roll-up your sleeves” experienced finance professional who can serve as a financial business partner to the Head of School and ISP Regional Finance Team (FLT). The HoF is responsible for overseeing and managing the financial operations for our Schools. This role combines financial expertise with business acumen to ensure the school’s financial health and efficiency. *ISP Principles* *Begin with our children and students.* Our children and students are at the heart of what we do. Simply, their success is our success. Well-being and safety are both essential for learners and learning. Therefore, we are consistent in identifying potential safeguarding issues and acting and following up on all concerns appropriately. *Treat everyone with care and respect. *We look after one another, embrace similarities and differences and promote the well-being of self and others. *Operate effectively. *We focus relentlessly on the things that are most important and will make the most difference. We apply school policies and procedures and embody the shared ideas of our community. *Learn continuously. *Getting better is what drives us. We positively engage with personal and professional development and school improvement. *Key Responsibilities:* *Financial & Risk Management* · Responsible for oversite of all financial operations, including accounting, budgeting, forecasting and financial reporting. · Develop and implement financial policies, standard operating procedures locally that align with ISP processes to ensure controls are in place and accuracy and compliance with regulatory and company requirements. · Prepare and present monthly, quarterly, and annual financial statements and reports for the ISP Regional Team and other key stakeholders. · Identify financial risks and develop mitigation strategies to protect the school’s assets and earnings. · Ensure compliance with all financial regulations and financial reporting standards. · Coordinate with ISP Regional Finance Team during internal and external audit periods. *Financial Planning & Budgeting* · Supporting the development and implementation of best financial practices. · Completing the financial forecasting. · Achieving financial targets and objectives. · Leading the annual budgeting process through collaboration with the school SLT and the ISP Regional Team. · Manage the end-to-end monthly closing processes. · Monitor budget performance in partnership with the ISP Regional team, identify variances and recommend corrective actions. *Cash Flow, Purchasing & Capex* · Ensure that local cash management is optimized. · Record and report local bank balances regularly. · Record capital expenditure for all major projects and assess the impact of significant cash outflows on cash forecasts. · Prepare & report cash flows accurately & timely, and that surplus cash is repatriated to the Parent company. · Oversee accounts payable, accounts receivable and payroll review. · Oversee, review and setup processes for purchases. *Tuition and Fee Management* · Oversee the billing and collections of tuition fees, ensuring timely and accurate processing. · Manage the tuition assistance and discount programs in partnership with the ISP Regional Team that aligns with state, federal and company regulations and requirements. · Provide oversight to the teams that communicate with parents to ensure tuition policies and financial obligations are met. *Knowledge, Skills, and Abilities* · Excellent organizational skills with the ability to pivot and reprioritize. · Strong interpersonal, written, and oral communication skills. · Strong teamwork and collaborative skills. · Highly detailed-oriented, known for accuracy and high-quality work. · Ability to work in a matrix environment and have a proven track record in the ability to meet hard deadlines. · Knowledge of general accounting principles, regulatory standards, and compliance requirements. · Advanced skills MS Office, especially Excel including Vlookups and pivot tables. · Hands-on experience with accounting software systems – i.e., Netsuite, etc. · High degree of confidentiality related to sensitive information. · Ability to sit at a desk in front of a computer for extended periods of time. *Experience & Requirements:* · Bachelor's degree in finance or accounting required. · 5+ years of experience in financial analysis and planning or related field. · Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation preferred. · Proven experience in financial management, in an educational setting preferred and will be an advantage. · Ability to produce and present financial modelling, budgeting, and forecasting. · Excellent communication and interpersonal skills. · Ability to present financial findings and recommendations to non-financial audiences. · Ability to work independently and as part of a team. · Proficiency in financial software and tools (e.g., NetSuite, Excel, etc.) · Experience with budgeting and financial planning. · Knowledge of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS). · Experience with financial reporting and analysis. · Detail-oriented and experience working in a fast-paced environment. *E-Verify Participation: * ISP U.S. 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. *ISP Commitment to Safeguarding Principles * ISP is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. All postholders are subject to appropriate vetting procedures and satisfactory Criminal Background Checks or equivalent covering the previous 10 years’ employment history. *ISP Commitment to Diversity, Inclusion and Belonging * ISP is committed to strengthening our inclusive culture by identifying, hiring, developing, and retaining high-performing teammates regardless of gender, ethnicity, sexual orientation and gender expression, age, disability status, neurodivergence, socio-economic background or other demographic characteristics. Candidates who share our vision and principles and are interested in contributing to the success of ISP through this role are strongly encouraged to apply. Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Flexible spending account * Health insurance * Paid time off * Vision insurance Work Location: In person
Posted 4 weeks
Senior Personal Banker
Valley Bank - Jacksonville, FL 32256
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Comprehensive knowledge of all Bank products and services and ability to educate and demonstrate these services for customers, as well as cross sell various products and services. Ability to handle complex transactions and account relationships and train others on these complexities. Performs other duties on behalf of or in absence of management. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e. checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met. Assists management in coaching branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller to ensure adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e. Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Requirements: Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to handle multiple projects simultaneously. Proficient computer skills. Required Experience: High School Diploma or GED and a minimum of 3 years of branch banking experience with strong platform sales experience. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred. Additional Details : As a Banking Service Professional, the Senior Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
Posted 4 weeks
Sr Sales Executive
City Wide Facility Solutions - Jacksonville, FL 32257
Major Account Sales Representative City Wide Facility Solutions – Jacksonville, FL Position Overview City Wide Facility Solutions of Jacksonville is seeking a driven, competitive, and high-energy Major Account Sales Representative to join our growing B2B sales team. This role is ideal for a motivated hunter who thrives in a metrics-driven environment and is passionate about generating new business. If you have a strong “can-do” attitude, enjoy measurable performance environments, and want to build a lucrative long-term sales career, this opportunity is for you. Compensation Base Salary: $85,000 – $90,000 First-Year Earning Potential: Up to $150,000 with bonuses Performance-based bonus structure High achievers have significant upside based on results Core Experience & Skills 2–4 years of outside B2B sales experience with a focus on new business generation Proven prospecting experience through cold calling, email, LinkedIn, networking, and in-person visits Strong negotiation skills, including contract and service agreement negotiation Experience working in a high-activity, metrics-driven environment (20+ calls weekly, 5+ new presentations, 3+ proposals delivered per week) Preferred industry backgrounds: Uniforms, Facility Services, Information & Document Management, Payroll Services, Car Rental, Insurance Sales Competencies Ability to follow and execute a structured sales process Strong pipeline management using CRM systems (Salesforce experience preferred) Consultative selling skills with strong discovery and qualification techniques Effective territory management and daily field organization Experience developing and presenting customized proposals aligned to client needs Performance Expectations Consistently meet or exceed monthly activity and revenue targets Demonstrated track record of quota achievement and year-over-year growth Behavioral Traits Highly competitive with a strong drive for achievement Resilient and able to handle rejection Coachable and open to feedback Self-starter who operates with minimal supervision Strong organizational discipline and CRM hygiene Thrives in performance-based environments (leaderboards, contests, measurable KPIs) Preferred (Not Required) Experience selling B2B recurring revenue services Exposure to facilities management, janitorial, or maintenance services Key Responsibilities Identify and develop new business opportunities through research and prospecting Conduct outbound calls, networking, and social selling efforts Schedule and conduct client meetings to uncover needs and present solutions Negotiate and close contracts Collaborate with internal teams to drive revenue growth Maintain accurate CRM records and pipeline tracking Requirements 2+ years of outside B2B sales experience (3–4 years preferred) Bachelor’s degree or equivalent professional experience Proven ability to meet performance goals Strong presentation and communication skills Proficiency in Microsoft Office and CRM systems Outgoing, energetic, and career-driven Work Environment In-person role in Jacksonville, FL Monday–Saturday availability Reliable commute or relocation prior to start date required
Posted 4 weeks
Front Desk Specialist – Beaches
Jacksonville Orthopaedic Institute - Jacksonville, FL 32250
Jacksonville Orthopaedic Institute is looking for someone to work full-time as the Front Desk Specialist at the Beaches clinic. The position is full-time with benefits including medical, dental, vision, life and disability insurance, and 401K retirement plan. The Front Desk specialist serves as the receptionist and performs all related clerical and administrative functions according to current practices and established procedures. Office Location: Baptist Beaches clinic, 1577 Roberts Dr. Jacksonville Beach, FL 32250 Schedule: Monday - Friday/40 hours/week; hours can range from 7:15a - 5:30p. Essential Duties and Responsibilities Greet patients and determine the nature of their visit, i.e. appointment, prescription pick up, etc. Responsible for checking patients in and out for their scheduled appointments. Collect and update current demographic and insurance information. Verify insurance participation and obtain necessary referrals Collect all applicable co-pays or patient balances and maintain a cash journal. Schedule patient appointments. Instruct patients on HIPAA requirements, financial responsibility. Assist patients with requests for records, x-rays, transportation etc. Maintain electronic medical records. Handle multiple telephone lines, screen callers, and relay messages. Perform related job duties as required to support the medical office. Position Requirements Previous medical office experience preferred. High school diploma or GED. Excellent customer service skills. Effective communication skills. Ability to work in an environment involving direct contact with the public and staff. Ability to handle stressful and difficult situations. Ability to multi-task and work efficiently in a fast-paced environment. Knowledge of patient confidentiality standards. Effective computer skills. Working Conditions Normal office environment. Occasional overtime may be required. Physical Demands Requires sitting and standing associated with a sedentary office environment: 90% Sitting, 5% Walking, 5% Standing. Manual dexterity sufficient to operate a computer and office equipment, and to write legibly. Vision sufficient to read standard text and data on computer screens and paper forms. Ability to speak clearly and with the volume required to carry on clear conversations in person and over the phone. Hearing sufficient to carry on clear conversations in person and over the phone. All requirements are subject to possible modification to accommodate qualified individuals with a disability.
Posted 4 weeks
Staff Accountant
Pivot, CPAs - Ponte Vedra Beach, FL 32082
*Now Hiring*: Staff Accountant *Location*: Ponte Vedra Beach, FL *Employment Type*: Full-Time *Work Arrangement*: On-Site *About the Role* Pivot CPAs is seeking a motivated and detail-oriented Staff Accountant to support our accounting team in delivering high-quality client service. This role is ideal for someone early in their public accounting career who is eager to build a strong technical foundation, learn from experienced professionals, and grow within a collaborative firm environment. The Staff Accountant will be responsible for preparing accounting records, assisting with tax and financial reporting engagements, and supporting senior team members across multiple client engagements. Accuracy, organization, and a willingness to learn are essential for success in this role. *Key Responsibilities* · Prepare and maintain general ledger entries and supporting schedules · Assist with monthly, quarterly, and year-end close processes · Prepare bank, credit card, and balance sheet reconciliations · Support the preparation of financial statements and workpapers · Organize and maintain client documentation within firm systems · Respond to internal requests from tax, audit, and client accounting teams · Identify discrepancies and escalate issues to senior accountants or managers · Assist with client onboarding, data gathering, and workflow tracking · Participate in training and professional development activities *Qualifications* · Bachelor’s degree in Accounting or related field · 2+ years of experience in public accounting or a professional accounting environment · Working knowledge of basic accounting principles and GAAP · Proficiency in Microsoft Office, particularly Excel · Experience with QuickBooks, CCH Axcess, or similar accounting software is a plus · Strong attention to detail and ability to follow established processes · Effective written and verbal communication skills · Organized, dependable, and team-oriented *Why Pivot CPAs?* We’re a growing firm that values great people and provides the tools and support to succeed. As a member of the BDO Alliance USA, we offer the personalized service of a local firm with the resources of a national network. *We Offer*: · Competitive compensation · Medical, dental, and vision insurance · 401(k) · 15 days PTO + 12 paid holidays (including the week of July 4th off) · A collaborative, inclusive, and fun culture Ready to Apply? If you're looking for a stable, team-oriented role where your contributions matter, we’d love to hear from you. Apply today or reach out to start the conversation. Benefits: * 401(k) * Dental insurance * Health insurance * Health savings account * Paid time off * Vision insurance Ability to Commute: * Ponte Vedra Beach, FL 32082 (Required) Work Location: In person