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In this role, you will collaborate closely with our financial advisors to organize a wide range of appointments, leveraging our expanding customer base. Additionally, you will offer diverse administrative support. These are outbound calls. No Cold calling. UF Resources... 
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United Placement Group

Bradenton, FL
3 days ago
We are a long-established Financial Planning Services company with over forty years of experience. We firmly believe that Financial Planners...  ...In this position, you will work closely with our financial advisors to schedule a wide range of appointments, utilizing our... 
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United Placement Group

Bradenton, FL
11 days ago
 ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients...  ...of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills... 
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Thrivent

Bradenton, FL
3 days ago
 ...close the sale. Complete all paperwork accurately and timely on all leads. Prepare financing paperwork and collect payments. Manage to performance metrics scorecards. Must be accessible by phone at all times, other than scheduled vacations. Participate in... 
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Good Life Brands, LLC

Sarasota, FL
15 hours ago
 ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...our clients and employees. At Wealth Management from U.S. Bank and U.S. Bancorp...  ...making significant investments to expand our advisor base and deliver an outstanding client... 
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U.S. Bank

Sarasota, FL
4 days ago
 ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible...  ...for our clients, teammates, communities and shareholders Solutions Advisor, Financial, Investment, Solutions, Advisor, Brokerage... 
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The Bank of America Corporation

Bradenton, FL
1 day ago
 ...(Bachelors) Travel Percentage Negligible Job Shift Day Job Category Accounting Description The Senior Financial Manager will play a crucial role in overseeing the month-end close processes for our operating entities while also leading the financial... 
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HELIOS TECHNOLOGIES INC

Sarasota, FL
3 days ago
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 ...Job Description Job Description Are you ready to be part of an elite team? Modern Woodmen of America presents a great financial services sales opportunity for the right person. Our ongoing comprehensive training program prepares you for a meaningful and rewarding... 
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MWA Careers - Fort Myers

Nokomis, FL
5 days ago
 ...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations,... 
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Fifth Third Bank

Bradenton, FL
1 day ago
 ...expertise and the work of a team, will provide comprehensive financial guidance to small business clients which includes developing financial...  ...and guiding principles, setting priorities, performance management, and progressive discipline if needed Clearly communicate... 
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Guidant Financial

Sarasota, FL
4 days ago
 ...to understand their current and future financial needs, and match Seacoast Bank's products...  ...and services to those needs. The Client Advisor will also function as a bank Teller, processing...  ...needs with customer requests while managing potential risk to bank. Embrace new... 
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Seacoast Bank

Sarasota, FL
3 days ago
 ...rewarding business industry! + Service Advisor Job Description: Service Advisors are trained...  ...service needs. Day to day includes managing appointments, greeting customers, thoroughly...  ...(on-going support for your mental, financial, physical, and social well-being) + Employee... 
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Hendrick Automotive Company

Bradenton, FL
15 hours ago
 ...& creativity. We offer a variety of training for everyone from Managers to Technicians; Gettel U and the Gettel Edge Program can provide...  ...Qualifications GENERAL RESPONSIBILITIES The service advisors' primary responsibility is to provide for an outstanding customer... 
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Gettel Automotive Group

Sarasota, FL
1 day ago
Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals...  ...in aiding clients in Wealth Management. Uncover your earning potential, build a...  ...positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning... 
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Bankers Life

Sarasota, FL
4 days ago
 ...Job Title: Service Advisor Department: Service Reports to: Service Manager FLSA Status: Exempt Position Summary: The service advisor is responsible for scheduling service work in the service department and for selling additional services to customers.... 
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Venice Honda

Sarasota, FL
4 days ago
We are looking for a professional Service Advisor to join our team at Sunset Volkswagen , a proud member of the Sunset Automotive Group family of new car dealerships with 10 brands at 10 locations in Sarasota and Manatee counties. Why choose the Sunset family for... 
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Sunset Volkswagen

Sarasota, FL
1 day ago
 ...Job Description: Overview To perform highly technical professional work relating to the financial accounting and reporting functions of the City. Provides management support to the department managers as well as assisting with overall support and direction for the... 
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Local area

City of Sarasota

Sarasota, FL
3 days ago
**** **Customer Service Advisor** **Customer Service Advisor** **Requisition ID:** 112776 **Category:** Service Desk **Position...  ...and replacement part knowledge. * Under the direction of Management, assists in various aspects of customer care, work order and register... 
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Pep Boys Inc

Sarasota, FL
2 days ago
 ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible...  ...stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that... 
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Bank of America Corporation

Bradenton, FL
4 days ago
 ...access to a network of 40,000 college coaches The Sales Advisor, Camp will be responsible for the full sales lifecycle of our Camp...  ...50 phone calls per day) Work closely with the Outreach Manager to create effective strategies for increasing camp enrollment... 
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Local area
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AEG

Bradenton, FL
1 day ago