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Reposted 3 Days AgoSaved
In-Office
Spring Hill, FL, USA
Mid level
Mid level
Fintech • Software • Financial Services
Financial Advisors provide personalized investment solutions, analyze client finances, and secure sales through networking and relationship-building. Responsibilities include conducting risk analyses, recommending products, and adhering to banking guidelines.
Top Skills: ExcelWord
Reposted 3 Days AgoSaved
In-Office
Gainesville, FL, USA
Mid level
Mid level
Fintech • Software • Financial Services
Financial Advisors at Capital City Bank provide personalized investment solutions, conduct financial reviews, analyze data, and develop client relationships to achieve sales goals.
Top Skills: Finra Series 66Finra Series 7ExcelMicrosoft Word
Reposted 3 Days AgoSaved
In-Office
Macon, GA, USA
Mid level
Mid level
Fintech • Software • Financial Services
Financial Advisors provide investment solutions and advice to clients, secure sales, develop referral sources, and analyze client financial circumstances while adhering to industry standards.
Top Skills: ExcelWord
Reposted 3 Days AgoSaved
In-Office
West Point, GA, USA
Mid level
Mid level
Fintech • Software • Financial Services
Financial Advisors at Capital City Bank provide personalized investment solutions, advice on financial products, and secure sales through direct client engagement, while complying with industry standards and enhancing referral networks.
Top Skills: ExcelWord
5 Days AgoSaved
In-Office
Tallahassee, FL, USA
Junior
Junior
Fintech • Software • Financial Services
Provide front-desk support for a mortgage office by answering/transferring calls, greeting clients, managing mail and packages, maintaining reception area and confidentiality, and assisting mortgage and administrative departments with processing and projects.
Top Skills: Microsoft Office SuiteMortgage Software Applications
Reposted 11 Days AgoSaved
In-Office
Tallahassee, FL, USA
Mid level
Mid level
Fintech • Software • Financial Services
Financial Advisors provide personalized investment solutions, analyze client data, conduct risk assessments, and develop sales strategies to exceed production goals.
Top Skills: ExcelFinra LicensesWord
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