Job Results
Financial Services
Posted 3 weeks
Accounting Associate – Miller Electric Company
EMCOR - Jacksonville, FL 32216
About Us: We design, install, and maintain advanced electrical systems. Our expertise spans traditional electrical contracting, security solutions, audio-visual integration, wireless networking, and building management systems. Job Summary: Accounting Associate – Join the Miller Team Are you looking for a rewarding career as an Accounting Associate? Do you thrive in a team-focused environment where serving others is at the heart of what you do? If so, you may have just found your ideal opportunity. For nearly 90 years, Miller Electric Company has been a proud signatory contractor with the IBEW, employing the most experienced and highly trained workforce in the industry. Our success is rooted in our core values—trust, collaboration, safety, quality, community, and stewardship—and in how we bring these values to life every day. Position Overview The Accounting Associate position is responsible for accurately recording and maintaining financial transactions across ERP systems, spreadsheets, and supporting software. This role plays a critical part in ensuring the integrity of financial data by properly recording debits and credits and supporting processes that generate reliable financial reporting. In addition to core accounting and administrative responsibilities, this position will provide backup support for Accounts Receivable (AR) functions as needed, assisting in maintaining accurate customer account records and supporting timely collections and cash application activities. Benefits Medical and Dental (100% of the premium covered by Miller Electric) 401k retirement with company matching Vision plans Disability Insurance Basic and Supplemental Life Insurance Flexible Spending Accounts Travel Accident Insurance Paid Vacation & Holidays Tuition Reimbursement Program College Coach Services Essential Duties & Responsibilities: Record financial transactions in ERP systems, spreadsheets, and accounting software with a high degree of accuracy Post debits and credits appropriately to ensure accurate financial reporting and identification of discrepancies Reconcile invoices, research discrepancies, and initiate corrective actions as needed Prepare and process bank deposits, including handling cash, checks, and electronic payments Maintain and organize financial records, documentation, and supporting schedules Verify accuracy of spreadsheets, reports, and data entries Assist with bookkeeping activities and general accounting support tasks Enter and maintain key financial data in systems with attention to detail and timeliness Participate in quarterly and annual audit processes Support invoicing processes and help ensure timely and accurate billing Assist with monitoring customer accounts and identifying outstanding balances Support collections efforts through follow-up and coordination with internal teams Investigate and resolve customer payment discrepancies when necessary Prepare and file sales and use tax returns in compliance with state and local regulations Qualifications: Education & Experience High school diploma required Associate's degree in accounting, Finance, Business Administration, or a related field preferred Relevant certifications or additional accounting coursework is a plus Prior experience in accounting, bookkeeping, or administrative support roles preferred Required Skills & Competencies Strong proficiency in Microsoft Office Suite, especially Excel Experience working with ERP systems, accounting software, and databases High level of accuracy and attention to detail Strong numerical aptitude and analytical mindset Effective data entry and record-keeping skills Well-organized with the ability to manage multiple tasks and priorities Ability to maintain confidentiality and handle sensitive financial information Strong communication and problem-solving skills Ability to work independently while also collaborating within a team environment #miller #LI-JG Equal Opportunity Employer: As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled Affirmative Action Policy: Please review our Affirmative Action Policy. Notice to Prospective Employees: Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR’s normal application process – it is probably fraudulent.
Posted 3 weeks
Accountant II
Borland-Groover Clinic - Jacksonville, FL 32256
POSITION TITLE: ACCOUNTANT II Borland Groover is one of Florida’s leading gastroenterology providers. Founded in 1947, our mission is to provide exceptional care and improve the lives of our patients. We value ourselves in delivering quality care (quality), doing the right thing (accountability), caring for our patients (compassion), and taking care of our employees (collaboration). If you love the vision of Borland Groover, and find your values aligning with ours, apply to join our team! Position Summary The main duties of the Accountant II at Borland Groover involve general bookkeeping duties such as Accounts Payable, Accounts Receivable, bank reconciliations, general reporting and processing of expense requests, reimbursements, and refunds. Essential Job Functions: Perform and/or manage all daily accounting operations, including receivables, payables, and treasury. Financial statement preparation and reporting. Reconciliation of assigned bank accounts. Assist in reporting patient refunds to FL Unclaimed Property. Billables expenses to ASC’s . Intercompany transfers and reimbursements. Be able to perform all aspects of the Bookkeeping position. Requires access to Personal Health Information (PHI), HIPAA training is required, and HIPAA compliance is expected. Must follow the organization’s Code of Conduct. Must participate in the Compliance Program Initiatives and reporting and Compliance Issues. Additional duties as assigned by the Director of Finance, Director of Accounting & Controls, and Assistant Controller. COMPETENCIES Communication - Exhibits active listening and excellent comprehension skills. Clearly and concisely expresses thoughts and ideas in verbal or written form. Maintain an open line of communication with providers, patients, and managers to ensure patient needs are appropriately addressed. Selects and uses appropriate communication methods. Critical Thinking and Problem Solving - The ability to handle complex situations in the workplace and calmly develop creative solutions. Work through challenging situations and follow through to resolution. Anticipate patient needs and manage patient expectations of care delivery. Compassion - Exhibits empathy, a desire to take action to address the patient’s needs. Communicate with patients in a warm and sincere manner. Have a strong desire to be of service to others. Time Management - The ability to plan your duties ahead of time and leverage technology to work efficiently. Effectively prioritize tasks and manage workload to ensure completion within appropriate timelines. Collaboration - Exhibiting interpersonal skills, working with others, building trust and communication to cultivate the ideal patient experience. Interact and cooperate with diverse multidisciplinary teams to coordinate patient care. General Qualifications Strong Accounting background in Fixed Assets, Intercompany, Reconciliations, AR/AP, Month-end close. Knowledge of general Bookkeeping principles. Proficient in QuickBooks Online and Microsoft office. Fundamental understanding of the accounting cycle. Ability to work as a team member. Ability to toggle multiple tasks. Ability to communicate effectively with coworkers. Ability to obtain information and accurately enter it into the computer. Ability to pay attention to detail Able to work at a fast pace Fluent in English Education and Experience High School diploma required Bachelor’s Degree required or 5 years’ experience in the field Accounting background required, or experience with A/R, A/P and bank reconciliations PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Physical Demands Sitting: Prolonged periods of sitting at a desk and working on a computer: essential Heavy lifting: marginal (Moderate lifting (15-20 lbs.): essential Walking: Must be able to access and navigate each department at the organization’s facilities: essential Pushing/Pulling: marginal Standing: essential Repetitive motion: marginal Reaching: marginal Bending: marginal Emotional Demands Fast pace: essential Multiple Stimuli: essential Intense customer interaction: essential Frequent change: essential Mental/Sensory Demands Memory: essential Reasoning: essential Hearing: essential Reading: essential Analyzing: essential Logic: essential Verbal communication: essential Written communication: essential BENEFITS (FOR FULL-TIME EMPLOYEES) Health Insurance Dental Insurance Vision Insurance 401K Retirement Plan Life Insurance Short- and Long-term disability Profit Sharing Supplemental Insurance Education and Tuition Reimbursement funding Initial Uniform Allowance Employee Assistance Program (EAP) Paid Time Off (PTO) Volunteer Time Off (VTO) Paid Holidays IMPORTANT NOTE The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhausted list of duties, responsibilities and skills. Borland Groover is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We thank all applicants for their interest, however only those selected for an interview will be contacted.
Posted 3 weeks
Entry Level Accountant – Jacksonville, FL
Enterprise Mobility - Jacksonville, FL 32225
Overview Gain real-world business, accounting, and financial training that will teach you all aspects of financial management pertaining to running a successful business. Our program fully prepares you to become a Controller/VP of Finance of your own financial operation. A key partner in our organization, the Controller/VP of Finance oversees all aspects of financial management and provides balance to the partnership formed with the marketing and operational pieces of our business. As an Accountant, you can count on a career path with a clear beginning and an open end that’s full of opportunities. With training, development, mentoring, and a culture of promotion from within, you’ll always be progressing in your career. This is opportunity is located at our corporate office in Jacksonville, FL: 11034 Atlantic Blvd. Jacksonville, FL 32225 We offer: Competitive Compensation - This position offers targeted 1st year annual compensation of $60,000 with an average 40 hour work week. Paid Time Off, starting with 13 off per year Health, Dental, Vision insurance; Life Insurance; Prescription coverage Employee discounts on car rentals, car purchases and much more! 401(k) retirement plan with company match and profit sharing Enterprise Mobility is a leading provider of mobility solutions, owning and operating the Enterprise Rent-A-Car, National Car Rental and Alamo Rent A Car brands through its integrated global network of independent regional subsidiaries. Enterprise Mobility and its affiliates offer extensive car rental, carsharing, truck rental, fleet management, retail car sales, as well as travel management and other transportation services, to make travel easier and more convenient for customers. Privately held by the Taylor family of St. Louis, Enterprise Mobility together with its affiliate Enterprise Fleet Management manages a diverse fleet of 2.4 million vehicles and accounted for nearly $39 billion in revenue through a network of more than 9,500 fully-staffed neighborhood and airport rental locations in more than 90 countries and territories. At Enterprise Mobility, you will have the chance to run your own financial operation and provide balance to the marketing and operational pieces of our business. We offer a comprehensive development program where you will work closely with sales and marketing, human resources, risk management, real estate strategy, and more to produce excellence in customer service, growth strategies, operating efficiencies, and profitability. As your understanding of our business grows and your ability to make solid business decisions develops, you will soon take on a supervisory role within a business management team. With our entrepreneurial philosophy, there is truly nothing holding you back. Responsibilities Starting as an Accountant, you are executing accounting procedures and principles that will lead to financial statement, preparation, and financial analysis. Prepare financial statements Perform branch audit evaluations Assemble bank reconciliation and account schedule Prepare journal entries, expense accruals and allocations Participate in a timely and accurate month-end closing process Assist personnel with questions regarding accounting policies and procedures Analyze income statements fluctuations Provide process improvement and cost saving ideas Managing financial records, assist in financial reporting Support budgeting and forecasting Conduct audits and ensure compliance Collaborate with other departments May be responsible for T& E reports, coding, account classification and reimbursement amounts May be responsible for preparation and sales and other tax returns Equal Opportunity Employer/Disability/Veterans Qualifications Must have a Bachelor's degree in Accounting or Finance. Must be planning to attain CPA within 1-2 years. (Flexible) Will consider college students within 1 semester of graduation with a degree in Accounting or Finance. Must have basic proficiency with Microsoft Excel and Word. Flexibility for career advancement could include relocation outside local area/state. (flexible) Must have a valid driver's license with no more than 2 moving violations and/or at-fault accidents on driving record in the past 3 years. No drug or alcohol related convictions on driving record (DUI/DWI) within the past 5 years. Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future. Must be at least 18 years old.
Posted 3 weeks
Staff Accountant
COMMUNITY REHABILITATION CENTER - Jacksonville, FL 32206
Position Summary: The Staff Accountant is responsible for supporting the financial operations of the nonprofit organization by maintaining accurate financial records, preparing reports, managing reconciliations, supporting collections activities, and ensuring compliance with nonprofit accounting standards and organizational policies. Key Responsibilities: Prepare and maintain accurate financial records and journal entries. Perform monthly bank reconciliations, account reconciliations, and credit card reconciliations. Manage accounts payable and accounts receivable. Monitor outstanding balances and assist with collections and payment follow-up. Process invoices, payments, and deposits. Assist with month-end and year-end closing processes. Support payroll processing and payroll-related reconciliations. Assist with budget preparation and financial reporting. Track grant funding, restricted funds, and program expenditures. Prepare financial statements and supporting documentation. Assist with audits and compliance reporting requirements. Ensure compliance with nonprofit accounting standards, policies, and procedures. Maintain organized financial files and records. Support the Finance Director with financial analysis and special projects. Assist with monitoring organizational expenses and internal controls. Qualifications: Bachelor’s degree in Accounting, Finance, or related field preferred. 2–5 years of accounting experience preferred. Experience in nonprofit accounting is strongly preferred. Knowledge of GAAP and nonprofit/fund accounting principles. Proficiency in accounting software and Microsoft Excel. Strong attention to detail and organizational skills. Ability to maintain confidentiality and meet deadlines. Excellent communication and problem-solving abilities. Preferred Qualifications: Experience with grants management and nonprofit financial reporting. Experience preparing for audits. Knowledge of payroll and compliance reporting. Familiarity with donor-restricted funding and program budgeting. Experience with billing, reconciliations, and collections management. About Community Rehabilitation Center: Community Rehabilitation Center has proudly served the community for over 30 years. We provide culturally competent mental health and wellness services to minority populations, addressing a full spectrum of needs including substance abuse, HIV care, and primary healthcare. Our goal is to improve the quality of life for individuals through compassionate, comprehensive care.
Posted 3 weeks
Staff Accountant
Stellan Bridge - Fernandina Beach, FL 32035
*Staff Accountant* *About the Company* A rapidly scaling HOA/POA management and real estate services platform operating across multiple states, with integrated ancillary business lines including landscaping, resale services, and property services. The organization is built on operational excellence, strong customer service standards, and technology-driven processes that support multi-entity operations in a fast-growth environment. *Position Summary* The Staff Accountant will support day-to-day accounting operations across more than 60 entities, ensuring accurate financial records, timely close processes, and strong internal controls. This role is ideal for a detail-oriented professional who thrives in a high-volume, fast-paced environment and is seeking exposure to multi-entity real estate and service-based operations. *Key Responsibilities* *General Accounting* - Maintain general ledger accounts and perform journal entries. - Reconcile bank accounts, credit cards, and balance sheet accounts on a monthly basis. - Assist with month-end and year-end close processes. - Implement and oversee tracking and accountability measures. *Accounts Payable & Accounts Receivable* - Support AP/AR processes using platforms such as Caliber, AvidXchange, QuickBooks, or similar systems. - Review and process vendor invoices and payments. - Assist with owner assessments, community billings, and collections tracking. - Monitor intercompany transactions and allocations. *Financial Reporting* - Prepare supporting schedules for financial statements. - Assist with monthly management reports and variance analysis. - Research and respond to accounting-related questions from Board Members. - Support audit and tax preparation efforts. *Multi-Entity & HOA/POA Accounting* - Track community operating accounts and reserve accounts. - Assist with resale certificate fees, transfer fees, and ancillary revenue streams. - Ensure compliance with accounting standards applicable to property management operations. *Process Improvement* - Help streamline workflows and improve automation. - Support system integrations and development of accounting SOPs. *Qualifications* *Required* - Bachelor’s degree in Accounting, Finance, or related field. - 1–3 years of accounting experience (real estate or property management experience is a plus). - Strong understanding of GAAP fundamentals. - Proficiency in Excel, including pivot tables, formulas, and reconciliations. *Preferred* - Experience with Caliber, QuickBooks, or similar accounting platforms. - Exposure to multi-entity accounting environments. - Familiarity with AP automation tools (AvidXchange preferred). - Experience in real estate, HOA/POA, or service-based business operations. *Skills & Attributes* - Highly detail-oriented and organized. - Strong time management skills in a fast-paced environment. - Analytical mindset with strong problem-solving ability. - Team-oriented with effective communication skills. - Comfortable handling high transaction volumes. *What We Offer* - Competitive salary with performance-based incentives. - Growth opportunities within a rapidly expanding platform. - Exposure to real estate, property management, and multiple integrated business lines. - Technology-forward finance environment. - Collaborative and entrepreneurial culture. Pay: $67,000.00 - $75,000.00 per year Benefits: * Paid time off Work Location: Hybrid remote in Fernandina Beach, FL 32035
Posted 3 weeks
Controller
City Wide Facility Solutions - Jacksonville, FL 32257
OBJECTIVE The Controller will oversee all financial operations of the organization, including accounting, budgeting, financial reporting, and internal controls. This role is responsible for ensuring the accuracy and integrity of financial data, developing efficient financial processes, and providing strategic insights to support executive decision-making. The Controller will lead the finance team, maintain compliance with regulatory standards, and contribute to the organization’s long-term financial stability and growth. Essential Functions: • Lead and execute all aspects of the company’s accounting functions and financial reporting, supporting management with the execution of the company’s vision and strategy. • Manage monthly, quarterly, and annual financial close, prepare financial statements. • Develop and maintain a documented system of accounting policies and procedures. • Comply with local, state, and federal government reporting requirements. • Research technical accounting issues and evaluate new technical accounting developments, ensuring that the company’s accounting policies comply with GAAP. • Build the accounting department to meet the demands of a quickly growing company. • Recruit, train, and challenge team members to exceed expectations, communicating goals, measuring accomplishments, holding staff accountable and providing useful feedback. • Optimize and automate accounting processes, diagnose and fix work-flow problems and drive a faster monthly/quarterly closing process. • Perform ad hoc projects and other duties as assigned. • Manage monthly deadline spreadsheet for self and team. POSITION REQUIREMENTS • Bachelor’s degree in accounting or business administration. • Minimum of 5 years of relevant experience to include management. • Advanced-level experience with Microsoft Office (Word, Excel, and Outlook) and with a focus of accounting software such as Great Plains. • Knowledgeable and professional behavior with current employees, applicants, and contractors. • Having a sense of urgency. • Task completion on assigned projects or job functions. • Attention to detail and accuracy of administrative work. PHYSICAL DEMANDS The physical demands are representative of the requirements that must be met by an employee to successfully perform the essential functions of this job. Examples of physical demands include extended periods working at a desk, phone screening, engaging prospective contractors and employees in sales and client management dialogue, and onsite business development activities. ENVIRONMENT The work environment the employee will be exposed to potentially includes office, commercials facilities, and conferences/job fairs/conventions.
Posted 3 weeks
Staff Accountant
Tater Farms, LLC - Hastings, FL 32145
Staff Accountant (Accounts Receivable Focus) At Tater Farms, our roots run deep. We are family-inspired, customer focused, and driven by innovation. What began as a small, family-built operation has grown into a trusted leader in high-quality production farming—without losing sight of the values that shaped us. With 50 years behind us, we are proud of our history and excited for the future, intentionally building the next chapter of growth and innovation. Our commitment to our core values of respect, integrity, and dependability continues to guide how we lead, grow, and serve. We are seeking a detail-oriented and dependable Staff Accountant with a strong focus on Accounts Receivable to support our growing organization. This role is ideal for someone who thrives in a fast-paced environment, values accuracy, and enjoys collaborating across departments to ensure financial integrity and strong customer relationships. What Success Looks Like Own the AR Process: Manage the full accounts receivable cycle, including accurate and timely invoicing, cash application, and account reconciliation to ensure strong cash flow and clean financial records. Drive Collections & Relationships: Monitor outstanding balances, follow up on past-due accounts, and work proactively with customers and internal teams to resolve discrepancies while maintaining positive relationships. Ensure Accuracy & Compliance: Maintain accurate aging reports, support credit evaluations, and ensure all AR activities align with company policies and internal controls. Support Month-End Close: Assist with month-end, quarter-end, and year-end close processes, including journal entries, reconciliations, and maintaining supporting documentation. Contribute to Financial Insight: Support financial reporting by analyzing AR trends, collection performance, and providing insights that help guide business decisions. Be a Team Player: Collaborate with sales, operations, and customer service to resolve billing issues and improve processes that enhance efficiency and accuracy. Education & Experience Bachelor’s degree in Accounting, Finance, or related field required 5+ years of accounting experience Strong experience in Accounts Receivable and general accounting Exposure to financial reporting and month-end close processes Skills & Competencies Solid understanding of accounting principles (GAAP preferred) High attention to detail and strong organizational skills Ability to manage multiple priorities and meet deadlines Strong analytical and problem-solving abilities Effective written and verbal communication skills Proficiency in Microsoft Excel and accounting/ERP systems (Microsoft Dynamics preferred) Ability to work independently and collaboratively Work Environment Office-based role Prolonged periods of sitting and computer work What We Offer Benefits include: Medical, dental, and vision coverage 401(k) with company match Paid time off and accrued vacation Competitive salary This is an opportunity to join a company where legacy meets forward-thinking growth—where your work directly supports operational success and financial strength. If you’re ready to bring precision, accountability, and teamwork to a company that values it, we’d love to connect.
Posted 3 weeks
Tax Manager / Senior Manager – Jacksonville FL (Hybrid)
Hanami International - Jacksonville, FL
An incredible opportunity to join a National CPA firm who are looking to grow their Tax practice in Jacksonville. They are currently looking to bring on board Managers and Senior Managers to join their Jacksonville practice to further assist with the growth and development of their local and national team. The role would be focussing predominantly on applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. There would be a strong focus on assisting, mentoring and managing junior tax staff. What makes this firm different to every other national CPA firm in the US is they truly care about their staff, they have a more flexible and realistic expectation of deliverables, where some firms have their staff working 80-hour weeks this won’t be the case here. They have a stronger policy on work life balance as well as fostering a culture whereby their staff can get involved in other areas of taxation where they may have been silo’d into a particular service unit. These statements can be backed up by the numerous awards on Work life balance they've won! The firm is in a unique position where they can offer the “small firm” culture and feel combined with large scale & technically complex projects with very competitive salaries, effectively giving you the best of both worlds! The national tax practice is growing across the country and have fast track development opportunities on offer! For management roles CPA / JD qualifications would be essential. For more information on the role please get in touch with me on [email protected] If you are looking for a role in another city / remote please get in touch to discuss any of our other more suitable vacancies.
Posted 3 weeks
Financial Advisor
Wealth Enhancement Group - Jacksonville, FL
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Group has an exciting opportunity for a Financial Advisor to join a successful and growing team in Jacksonville, FL. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. The expected pay range for this Financial Advisor position is $79,000 to $127,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits. Primary Job Functions Manage existing client relationships to WEG’s planning-based standard of identity Facilitate the financial planning process Discover a prospect or client’s values, goals and objectives Understand their current financial situation Engage them in the financial planning process Prepare and conduct annual reviews, including both planning and investment topics Ensures on going client support and communication Source and close prospects Proactively follow up with clients who have not implemented financial plan Close leads provided by various WEG channels (Marketing, CRP, etc.) Create opportunities within your network Drive referrals from existing clients Mentor and train individuals on the team in technical areas of financial planning and client service Educate on the Wealth Enhancement Group planning process Educate on the overall financial planning matters Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing Education/Qualifications Requires a 4-year degree; business, finance, economics preferred 5 - 10 years' experience in the wealth management industry servicing clients Series 7, 66 (BD/RIA) Series 65 (RIA Only) CFP preferred Ability to provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community #LI-CM1 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
Posted 3 weeks
Teller Retail Banker
Woodforest National Bank - Jacksonville, FL 32210
Teller Retail Banker-073174 Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Qualifications Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-time. Supervisory Responsibility: · No. Travel: · Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Job: Branch Banking Primary Location: Florida-Jacksonville Schedule: Full-time Work Locations: FL Jacksonville-8126 6767 103rd St Jacksonville 32210 Unposting Date: Ongoing Organization: Florida