Financial services representative Jobs in Orlando, FL
- Promoted
Financial Representative
Guardian LifeBroward County, FL, United States- Promoted
Guest Services Representative
Extended Stay AmericaOrlando, FL, United States- Promoted
Patient Services Representative - Gastroenterology
Health FirstOrlando, FL, United States
Financial Services Operations Representative I
SS&C TechnologiesFL, US- Promoted
- New!
Financial Services Representative, College Graduate - Altamonte Springs, FL
Fidelity InvestmentsAltamonte Springs, FL, US
Financial Sales Representative
Strategic Financial SolutionsFL, US- Promoted
- New!
FINANCIAL CUSTOMER SERVICE REPRESENTATIVE
Tailored ManagementFL, United States- Promoted
Financial Representative
The Western and Southern Life Insurance CompanyMaitland, FL, United States
Financial Representative
US Marketing Group IncOrlando, FL- Promoted
FINANCIAL SERVICES VICE PRESIDENT OF SALES
Fisher InvestmentsFL, United States- Promoted
Associate Financial Representative
Modern Woodmen of AmericaSanta Rosa County, FL, United States
Personal Financial Representative
Allstate BenefitsStatewide, FL, US- Promoted
Patient Services Representative
ALLMED StaffingOrlando, FL, United States
Financial Representative
New York Life - OrlandoOrlando, FL, US
Representative, Guest Services
Simon Property GroupOrlando, FL- Promoted
Client Services Representative
ES Solutions FirmOrlando, FL, United States
Financial Services Operations Representative I, II, III (Remote)
SS&C Technologies HoldingsRemote - Florida, USFinancial Representative
Guardian LifeBroward County, FL, United States- Full-time
The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.
As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.
We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.
What you’ll be doing
- Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
- Provide clients with information related to financial products and services on an ongoing basis.
- Develop and maintain a base of clients who value your input and guidance.
- Work with clients to keep their financial plans current and aligned with their goals.
Requirements
Preferred Qualities
About Guardian
A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit
About Park Avenue Securities LLC
Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier – when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you’re able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You’re also in a prime position to enter new markets you hadn’t before considered.
As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success .