Financial Consultant Jobs in Florida

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53 Florida Financial Consultant jobs found on Monster.

Jobs 1 to 20 of 53
TIAA-CREF Tampa, FL
Job Description For more information about TIAA-CREF, visit our website . The Consultant, Field Consulting Group position is a professional level position with multi-pronged career path options after at least 18 months in role. This role can be located in Tampa or Orlando. • Provide a broad range of financial consulting/planning services to our individual customers/participants at existing mega...
Synovus Financial Corp Tampa, FL
JOB SUMMARY: This is a commissioned sales position providing investment consultation to the public on stock, bonds, annuities, mutual funds and other securities. Incumbent adheres to applicable laws, regulations, and rulings governing services, policies and procedures of Securities sales. JOB DUTIES AND RESPONSIBILITIES: ■ Assists clients in meeting their financial goals through personalized, i...
Synovus Financial Corp Clearwater, FL
JOB SUMMARY: This is a commissioned sales position providing investment consultation to the public on stock, bonds, annuities, mutual funds and other securities. Incumbent adheres to applicable laws, regulations, and rulings governing services, policies and procedures of Securities sales. JOB DUTIES AND RESPONSIBILITIES: ■ Assists clients in meeting their financial goals through personalized, i...
Comerica Naples, FL
Qualifications Bachelor's Degree in Accounting, Finance, or General Business or 5 years Financial Consultant experience in the financial service industry 7 years business development experience in the financial service industry Series 7 and 63 registrations required Life, Accident and Health registrations will be required within 90 days Verifiable production history with a minimum average pro...
Charles Schwab Corporation Orlando, FL, 32801
Job ID: 0807-18987 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
Charlotte County, FL Port Charlotte, FL, 33948
Full-time Location: 18500 Murdock Circle, Port Charlotte, 33952, Florida Print Job Information Apply General Summary & Essential Responsibilities Benefits Supplemental Questions Starting annual salary will be $51,168.00. GENERAL SUMMARY: Performs responsible, professional, lead and/or supervisory accounting work including varying degrees of participating in, supervising and/or directing ...
Charles Schwab Corporation Sarasota, FL, 34236
Job ID: 0814-19119 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
TIAA-CREF Miami, FL
Job Description For more information about TIAA-CREF, visit our website . The Consultant, Field Consulting Group position is a professional level position with multi-pronged career path options after at least 18 months in role. • Provide a broad range of financial consulting/planning services to our individual customers/participants at existing mega and large institutions ensuring asset retenti...
For more information about TIAA-CREF, visit our website . The Consultant, Field Consulting Group position is a professional level position with multi-pronged career path options after at least 18 months in role. • Provide a broad range of financial consulting/planning services to our individual customers/participants at existing mega and large institutions ensuring asset retention and growth. •...
Comerica Boca Raton, FL
Qualifications Bachelor's Degree in Accounting, Finance, or General Business or 5 years Financial Consultant experience in the financial service industry 7 years business development experience in the financial service industry Series 7 and 63 registrations required Life, Accident and Health registrations will be required within 90 days Verifiable production history with a minimum average pro...
■ Required Education: Bachelor's Degree in a related discipline ■ Required Experience: 2+ years of job-specific experience ■ Required Certifications:Series 7; Series 66 (or both Series 63 and 65) License; Variable Annuity License; State Life, Accident and Sickness License ■ Required Skills: -Excellent communication and interpersonal skills -Broad knowledge of pertinent securities market and invest...
■ Required Education: Bachelor's Degree in a related discipline ■ Required Experience: 2+ years of job-specific experience ■ Required Certifications:Series 7; Series 66 (or both Series 63 and 65) License; Variable Annuity License; State Life, Accident and Sickness License ■ Required Skills: -Excellent communication and interpersonal skills -Broad knowledge of pertinent securities market and invest...
New York Community Bancorp Boca Raton, FL, 33427
JOB SUMMARY Acts as a dedicated representative assigned to a specific branch to deliver nontraditional banking product sales to the branch customers and prospective customer base. ESSENTIAL FUNCTIONS Delivers professional investment services to customers. Reviews and recommends investment and insurance options to customers. Identifies clients' investment objectives and matches investment produc...
Provide advice to customers on securities purchases by informing them of current market trends and recommend appropriate investment strategies. Determine specific customer needs and ensure that appropriate market transactions are executed. Develop and maintain contact with existing and prospective customers by participating in a customer call program. Bachelor's Degree in Accounting, Finance, o...
Regions Financial Corporation Bradenton, FL
Financial Sales Consultant At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities Offer a broad range of investmen...
Regions Financial Corporation Clearwater, FL
Financial Sales Consultant At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities Offer a broad range of investmen...
Regions Financial Corporation Jacksonville, FL
Financial Sales Consultant At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities Offer a broad range of investmen...
Regions Financial Corporation Tampa, FL
Financial Sales Consultant At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities Offer a broad range of investmen...
Regions Financial Corporation Miami, FL
Financial Sales Consultant At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities Offer a broad range of investmen...
Regions Financial Corporation Destin, FL
Financial Sales Consultant At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities Offer a broad range of investmen...

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Finance Career Tools

Financial Consultant

Salaries

$33,280.00 - $142,500.00
Typical Salary for Financial Consultant in Florida
(156 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
63.7%
Master's
15.3%
Some College Coursework Completed
10.5%
Associates
4%
Professional
2.4%
(124 Respondents)
Source: Monster.com Careerbenchmarking Tool

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