Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Advisor & Client Portfolio Specialist

Cara Fisher - State Farm Agent

Cara Fisher - State Farm Agent in Orlando, FL seeks a Registered Representative to market financial products and educate customers on options. You will apply analytical precision to support clients and drive sales in a consultative manner.

The role emphasizes staying informed on market trends, regulations, and providing ongoing portfolio support to customers in a dynamic agency environment.

#J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Advisor & Client Portfolio Specialist in Orlando, FL vacancy
  •  ...SUMMARY The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical...  ...Relationship Managers to: Meet with current and prospective clients to understand the specific customer requirements and needs.... 
    Suggested
    Full time

    First Horizon Bank

    Orlando, FL
    21 days ago
  •  ...Credit Portfolio ManagerThe Credit Portfolio Manager is responsible for overseeing the management and performance of Pinnacle's credit portfolio. This position ensures that the portfolio aligns with the organization's risk appetite and business objectives by monitoring... 
    Suggested

    Synovus

    Orlando, FL
    3 days ago
  • $50 per hour

     ...DescriptionLockheed Martin Ventures (LMV) is seeking an energetic Portfolio Senior Manager to serve as a strategic bridge between Lockheed...  ...stakeholders, and portfolio companies to shape roadmaps and investment plans, identify transition opportunities, and execute... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Casual work
    Remote work
    Flexible hours

    Lockheed Martin

    Orlando, FL
    5 days ago
  • $50 per hour

     ...area is seeking a chief engineer for the Special Programs A1 Portfolio. The candidate will report to the Portfolio A Chief Engineer and...  ...and Business development to ensure alignment between SP investment and pursuits and the transition LOB. What You Will Be Doing:•... 
    Suggested
    Full time
    Contract work
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Flexible hours

    Lockheed Martin

    Orlando, FL
    3 days ago
  •  ...First Horizon Corp. in Orlando seeks a Portfolio Manager to support risk assessment and credit oversight across a loan portfolio. You will partner with Relationship Managers to understand client needs and ensure a high-quality, profitable mix of credits. Responsibilities... 
    Suggested

    First Horizon

    Orlando, FL
    5 days ago
  •  ...Portfolio ManagerBering-Alaka`ina Holdings, LLC is looking for a Portfolio Manager to provide support for our government customer in Orlando, Florida.Description Of Responsibilities:Supports the development of program acquisition documentation such as Acquisition Plans... 
    Contract work
    For contractors

    Alakaina Family of Companies

    Orlando, FL
    2 days ago
  •  ...job description:The Middle Market Senior Portfolio Manager (“Senior PM”) is responsible for...  ...and externally with prospects and clients. Underwrites, structures, and documents...  ...Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery... 
    Full time
    Part time
    Shift work
    Day shift

    Truist

    Orlando, FL
    1 day ago
  •  ...approximately 799,000 people serving clients in more than 120 countries....  ....About the Role:The Portfolio Strategy & Value Lead is the...  ...behalf of Accenture. Part trusted advisor, part business builder, part...  ...governance forum and facilitate investment sequencing and prioritization... 
    Live in
    Work at office
    Local area

    Accenture

    Orlando, FL
    4 days ago
  • $95.83k - $115k

     ...OUC - The Reliable One , is presently seeking a Fuel Portfolio Analyst to join the Fuel Services division. At OUC, we don’t just work – we’re building a bright future of innovation and transformation for future generations. We are seeking a detail‑oriented, analytical... 
    Full time
    Contract work
    Temporary work
    Internship
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Afternoon shift

    Orlando Utilities Commission

    Orlando, FL
    5 days ago
  • $50k - $65k

     ...management, financial oversight, and administrative support. Job Summary As a Portfolio Manager, you will oversee the day-to-day operations of multiple communities, act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability... 
    Full time
    Work at office
    Local area

    Condominium Associates

    Orlando, FL
    5 days ago
  •  ...approximately 799,000 people serving clients in more than 120 countries....  ....About the Role:The Portfolio Strategy & Value Lead is the...  ...behalf of Accenture. Part trusted advisor, part business builder, part...  ...governance forum and facilitate investment sequencing and prioritization... 
    Live in
    Work at office
    Local area

    Accenture

    Orlando, FL
    3 days ago
  •  ...Portfolio Analyst Location: Hybrid in Orlando FL The Portfolio Analyst must be able to elicit, track, and manage cost planning for...  ...user needs, accrual reporting, forecasting, invoice tracking, and client tracking. May also include organization of data in Microsoft... 

    RIT Solutions

    Orlando, FL
    5 days ago
  • $65 - $71 per hour

     ...Portfolio Analyst We are seeking a Portfolio Analyst to elicit, track, and manage cost planning for specific projects. This role involves...  .... ~ Demonstrated ability to build credibility with internal clients and navigate organizational structures. Compensation... 
    Hourly pay
    Contract work
    Remote work

    Apex Systems

    Orlando, FL
    5 days ago
  • $75k - $80k

     ...exceptional living experiences for our residents. We manage a diverse portfolio of residential properties, ensuring they are well-maintained...  ...properties and providing excellent service to each one of our clients and residents! SPM is an equal opportunity employer. We... 
    Temporary work
    Work at office

    Summerfield Management, LLC

    Winter Park, FL
    16 days ago
  •  ...Northwestern Mutual, doing business as Ataraxis Wealth Management in Baldwin Park, Orlando, seeks a Client Portfolio Executive to build a personal book of business and guide clients through financial decisions. You will prospect, network, and develop long-term relationships... 

    Ataraxis Wealth Management

    Orlando, FL
    4 days ago
  •  ...well as credit decisioning within some portfolios. Accountable for recommending credit...  ...to while maintaining a high level of client responsiveness. Analyze financial statements...  ..., including legal counsel, financial advisors, investment bankers, and other vendors involved in... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Day shift

    Truist

    Orlando, FL
    3 days ago
  • $60k - $80k

     ...025 by Orlando Business Journal !   About the Role Due to significant growth, we are seeking an exceptional Multifamily Portfolio Analyst to join our team and support the ownership and asset management functions of our growing multifamily portfolio. This pivotal... 
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Career Opportunities at Atrium Management

    Orlando, FL
    26 days ago
  • $300k

    NC2 Senior Portfolio Sales Specialist - Public SectorHungry, Humble, Honest, with HeartOpportunity OverviewGiven...  ...Sales Specialist and trusted advisor for end customers, field, and Channel...  ...prepare the teams to be successful.Lead client meetings, acting as a guru, to... 
    Contract work
    Relocation package

    Nutanix

    Orlando, FL
    1 day ago
  •  ...service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $10-500MM in annual sales.... 
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist Inc

    Orlando, FL
    5 days ago
  • $51.53k

     ...affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-...  ...primary relationship managers for a portfolio of Preferred Banking Households Educates...  ...Relationship Banker” roles. Banking Relationship Specialist (Senior Relationship Banker) Senior... 
    Full time
    Temporary work
    Seasonal work
    Work at office
    Remote work
    Flexible hours

    Regions Bank

    Orlando, FL
    1 day ago
  •  ...meet our customers' HVAC/R needs.This Trade Credit Manager role is an individual contributor with no direct reports managing an A/R portfolio of $10 million reporting to the Regional Credit Manager. As the Credit Manager, the selected candidate will be responsible for... 
    Temporary work
    Part time
    For contractors
    Work at office
    1 day per week

    Carrier Enterprise

    Orlando, FL
    3 days ago
  •  ...sales activities, and providing excellent customer service to clients. Your attention to detail, organizational skills, and ability to...  ...the company.Sales Coordinator Duties/Responsibilities:Manage a portfolio of house accounts to meet or exceed annual sales targets, with... 
    Work experience placement
    Work at office

    AA Metals

    Orlando, FL
    2 days ago
  •  ...innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.Schwab...  ...to our clients. As a Wealth Advisor, you’ll manage ongoing client...  ...recommendations in a way that aligns portfolios to client goals, risk tolerance,... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Orlando, FL
    3 days ago
  • $78.3k - $151k

     ...opportunities every day, for our clients, our people, and our...  ...looking to hire four wealth advisors to work with our existing clients...  ...in financial planning and investments, with general insight to tax...  ...Prepare and present to clients portfolio reviews, economic outlooks,... 
    Full time
    Interim role
    Work at office

    CliftonLarsonAllen

    Orlando, FL
    3 days ago
  •  ...the specified location(s). As a Senior Specialist in Fixed Income Service, you will support clients in making informed investment decisions by providing guidance, education...  ...conversations and exposure to fixed income and portfolio-related topics, you'll deepen your... 
    Work at office

    Charles Schwab Inc.

    Orlando, FL
    3 days ago
  • Trivergent Trust Company provides investment management, trustee, and family office services...  ...for inclusion or retention in client portfolios Ability to condense complex issues into...  ...the investment management team, wealth advisors, and external clients Conduct investment... 
    Full time
    Work experience placement
    Work at office

    Trivergent Trust Company

    Orlando, FL
    4 days ago
  •  ...Estate, and/or Wealth specialty businesses and facilitates financial analysis, risk assessment and credit structure recommendations for clients and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior... 
    Full time
    Part time
    Work experience placement
    Shift work
    Day shift

    Truist

    Orlando, FL
    4 days ago
  • $143.76k - $244.39k

     ...serving federal, state, and local government clients, and you will lead business development...  ...after disasters. You will be a trusted advisor to agency leaders and a visible voice...  ...budget, and client satisfaction across a portfolio of risk and insurance engagements.•... 
    Full time
    Contract work
    Work experience placement
    H1b
    Work at office
    Local area
    Remote work

    ICF

    Orlando, FL
    4 days ago
  •  ...find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and...  ...role you will: Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Orlando, FL
    4 days ago
  • $41.5k - $65.5k

     ...service needs (e.g. everyday banking, retail investments, lending solutions, home financing (...  ..., and small business solutions). Offers clients advice and guidance on available digital...  ...the risk management framework to the portfolio to protect the Bank's assets and maintain... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO

    Orlando, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Advisor & Client Portfolio Specialist. Be the first to apply!