Finance Associate
CAMALI CORP.
Camali Services provides cutting edge Customer Relations services across multiple industries for products and services from clients of all sizes, but we specialize in the debt settlement industry. Our goal is to connect with our target audience on a one to one basis. Using our customized solutions, we have been able to successfully achieve this in an efficient and effective manner. Every day we deliver life-altering debt consolidation plans to our customers, and our staff get the benefit of seeing their customers' success stories first hand. Job Description At Camali Services , our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life. We are passionate about delivering exceptional client service and a banking experience that promises to impress. Our free financial evaluations, financial service, budgeting and budget analysis, and debt relief services provide a compassionate and easy way for our clients to meet their financial goals. We are in need of a Finance Associate to work with prospective clients, educate them on the banking and finance services we offer, and encourage enrollment in our financial management and debt relief programs. Why you’re going to love it here as a Finance Associate: Participate in fun events to help build your career while enjoying a work-life balance Leaders who support your development through coaching and learning opportunities Work in a dynamic, collaborative, progressive and highly performing team Ability to make a difference and lasting impact Ability for upward mobility within the company Frequent catered breakfasts and lunches to the office Responsibilities of the Finance Associate: Communicate with clients to learn about their banking/financial/debt needs and help them achieve their goals. Work with clients to resolve accounts where debt collection efforts have been escalated by lenders or banking institutions. Proactively take ownership of, resolve, and prevent further client debt problems. Direct sales working one on one with clients and customer. Meet with clients to understand their priorities, advise them on financial and debt management solutions, and provide a forward-looking financial & banking plan. Use your knowledge of banking, finance, debt management, debt settlement, cash management, credit, investment and wealth protection to help clients meet their goals. Gather and submit documentation for approval and payment of accounts Qualifications What we’re looking for in a Finance Associate: Passionate commitment to helping our customers. Resourceful self-starter with courage and confidence to approach customers. Basic knowledge of specialized sales and business banking solutions. Digitally savvy and able to identify banking alternatives for our customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges Additional Information At Camali Services , we pride ourselves on not only our growth but the growth of our employees. We acknowledge that our company’s success is directly related to the success of our employees. We provide many opportunities for our employees to reach their goals and become successful, such as customer service training, business administration seminars, marketing workshops, and so much more! #J-18808-Ljbffr
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Financial Advisor Opportunity At Northwestern Mutual 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 ...SuggestedFor contractorsWork at office- ...staying updated on financial products and market trends are integral to this role. Qualifications Proficiency in Financial Planning, Finance, and Retirement Planning Knowledge and experience in Investments and Financial Advisory services Strong interpersonal and...SuggestedFull timeWork at officeRemote work
- …looking to work at one of the “Best Companies to Work For” (Florida Trend - 8 years running) …wanting to be part of the “Best Place to Work” (Orlando Business Journal and South Florida Business Journal 2020) …tired of working for “big box financial”? …working with a limited...SuggestedTemporary workLocal area
$50k
...from us. Job Overview As a financial advisor with Edward Jones, you\'ll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You\'ll benefit from the experience that comes from over 100 years of...SuggestedWork at officeWork from homeHome officeFlexible hours- Job Description At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management...Immediate startShift workDay shift
$75k - $113k
Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the...- ...assistance for experienced advisors and a robust training and financing program for new advisors. Advice-Centric Experience : Deliver... ...Ste. 5100, El Segundo, CA 90245 Job details Seniority level: Associate Employment type: Full-time Job function: Sales, Business Development...Full time
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- Introduction Marquette Bank is a place to be yourself and be part of ateam. Our goal is for every employee to feel valued and part of the team. Here you can learn, grow and develop your talents. We provide equal opportunities for all applicants and employees without discrimination...
- ...to detail with the ability to manage multiple priorities in a fast-paced environment. Education & Experience Bachelor’s degree in Finance, Economics, Accounting, or a related field. 5–7+ years of experience in financial services, preferably in wealth management or investment...Work at office
- ...Location: Orlando Campus. This position is 100% on-site. Work-from-home is not available for this position. Qualifications Completed associate degree or higher. Experience in financial aid within a higher education environment. Ability to work with goals, productivity, and...Full timeTemporary workLocal areaWork from homeAfternoon shift
- ...Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch Manager Provide feedback and... ...7 and 66 (63/65) ~ Bachelor's Degree or higher in Business, Finance, or related field ~ A passion for financial markets ~ Strong...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$50k
...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...Work at officeWork from homeHome officeFlexible hours$120k - $150k
...not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Requires a Bachelor’s degree in business administration, finance, or other related field • Baseline knowledge about financial industry concepts, financial products, and the role of a financial...Work at office$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual 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 ...Full timeContract workFor contractorsWork at office$100k
...Vice President, and other opportunities) Job Requirements: Associate’s degree in business or industry-related field Must obtain... ...success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great...Permanent employmentFull timeWork at officeLocal area- Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll ...
- Overview Prudential Advisors is looking for an Experienced Financial Advisor in the Central Florida market area who is interested in working with Prudential’s existing client base. This position will allow you to grow your career and business, helping the people and families...Worldwide
$70k - $113k
...in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!...Full time- Join to apply for the Financial Advisor role at Boutique Recruiting A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best...Work at office
- ...Services has been making a difference in people’s lives for over 40 years. We were founded to help clients get the most from their finances so they can focus more on what they’re passionate about and build wealth for future generations. We offer fee-based financial...Work experience placement
- A mission-driven financial services company seeks a Financial Consultant to offer personalized financial solutions from home. This role allows you to leverage your experience to educate clients, present tailored financial strategies, and stay active in your community while...Part timeRemote work10 hours per weekFlexible hours
$1,000 per month
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...Full timeInternshipLocal areaFlexible hours- About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth...Extra incomePart timeImmediate startRemote workWork from homeFlexible hours
- Jobtailor in Orlando seeks a Financial Advisor to work with high-net-worth clients, identifying goals and delivering tailored investment recommendations. You will collaborate with Merrill Financial Advisor Teams to grow your book of business and meet performance targets...
- ...in-depth knowledge of both the old and new testaments of the Bible, particularly with regard to scriptural references to money and finances, and an ability to apply and integrate this knowledge into all phases of client counsel. Demonstrated ability to simplify...Work at officeLocal areaNight shift
$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...process enhancements What We're Looking for in You To succeed in this role, you should have: ~ ~ Bachelor's degree in Finance, Accounting, Economics, or related field ~0-2 years of experience in financial analysis, accounting, or similar role (internships...Full timeInternshipLocal area
$90k - $110k
...momentum, or you already hold it. Either way, you view it as a baseline, not a finish line. Qualifications Required: Bachelor’s degree in finance, economics, or a related field 3+ years of experience in financial planning or wealth management CFP® certification or active...
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