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Harbor Financial Jobs in Florida (NOW HIRING)

Safe Harbor Marinas

Business Manager

Islamorada, FL

Safe Harbor Marinas, LLC (SHM) is the largest owner and operator of marinas in the world. As a fast ... Examine financial records and accounts for discrepancies * Manage timesheets for accuracy prior to ...

SAFE HARBOR MARINAS

Business Manager

Islamorada, FL · On-site

$52K/yr

Description Safe Harbor Marinas, LLC (SHM) is the largest owner and operator of marinas in the ... Examine financial records and accounts for discrepancies * Manage timesheets for accuracy prior to ...

Safe Harbor Marinas

Accounting Specialist

Fort Lauderdale, FL · On-site

$20.75 - $28/hr

Safe Harbor Marinas, LLC (SHM) is the largest owner and operator of marinas in the world. As a fast ... Associate or Bachelor's Degree in Accounting, Finance, or related field preferred * 2 years ...

Safety Harbor Surgery Center (10629)

NOW OFFERING $5000 SIGN ON BONUS Radiology Technologist Safety Harbor Surgery Center is now hiring ... Flexible financial benefits including FSAs and HSAs * 401(k) and access to retirement planning

Safety Harbor Surgery Center (10629)

NOW OFFERING $5000 SIGN ON BONUS Radiology Technologist Safety Harbor Surgery Center is now hiring ... Flexible financial benefits including FSAs and HSAs * 401(k) and access to retirement planning

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Harbor Financial information

What is the difference between Harbor Financial vs Harbor Financial Advisor?

AspectHarbor FinancialHarbor Financial Advisor
CredentialsVaries; may include licenses like Series 7, 66, or 65Typically requires licenses such as Series 7, 66, or 65, and relevant certifications
Work EnvironmentCorporate offices, financial institutions, or remoteClient-facing, in-office or remote, often in financial planning firms
Employer & Industry UsageFinancial services firms, investment companiesFinancial advisory firms, banks, or independent practices
Common Search & ComparisonYesYes

Harbor Financial generally refers to a financial services company or firm, while Harbor Financial Advisor specifically denotes a licensed professional providing financial advice to clients. The advisor role involves direct client interaction, personalized planning, and requires relevant licenses. Both roles operate within the financial industry but differ in scope and responsibilities.

What are some common challenges faced by professionals working at Harbor Financial, and how can they be addressed?

Professionals at Harbor Financial often navigate fast-paced environments where attention to detail and compliance with financial regulations are paramount. Balancing client expectations with regulatory requirements can be challenging, especially when managing multiple accounts or projects simultaneously. Team collaboration is essential, as many tasks require coordination with compliance officers, analysts, and client service teams. Staying organized, proactively communicating with colleagues, and keeping up-to-date with regulatory changes are effective strategies for overcoming these challenges and excelling in the role.

What is Harbor Financial?

Harbor Financial is typically a financial services company that may provide a range of offerings such as wealth management, investment advisory, retirement planning, and tax services. The specific services can vary depending on the company, but the goal is usually to help individuals and businesses manage their finances efficiently and plan for the future. Clients often work with financial advisors at Harbor Financial to develop personalized strategies based on their financial goals, risk tolerance, and current assets. It’s important to review the exact services provided by the specific Harbor Financial entity you are interested in, as there may be several companies with similar names.

What are the key skills and qualifications needed to thrive as a financial analyst at a harbor or port authority?

To excel as a Financial Analyst in a harbor or port authority, you need strong analytical skills, a solid grasp of finance and accounting principles, and a relevant degree such as finance, accounting, or economics. Familiarity with financial modeling tools, enterprise resource planning (ERP) systems, and advanced Excel functions is typically required, and certifications like CFA or CPA can be advantageous. Excellent communication, attention to detail, and the ability to work collaboratively with cross-functional teams are important soft skills. These competencies enable accurate financial planning, compliance, and strategic decision-making crucial for the efficient operation and growth of harbor activities.
What are popular job titles related to Harbor Financial jobs in Florida? For Harbor Financial jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Harbor Financial jobs in Florida look for? The top searched job categories for Harbor Financial jobs in Florida are:
What cities in Florida are hiring for Harbor Financial jobs? Cities in Florida with the most Harbor Financial job openings:
Harbor Financial jobs near you

Life Insurance Specialist/Producer - Adcock Financial Group

Kestra Financial Independent Advisor

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard.
We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business.
  • Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc.
  • Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies.
  • Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.)
  • Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria
  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Answer client calls and service requests in a timely manner
  • Complete, submit and follow up on client applications
  • Identify cross-selling opportunities to other lines of business within the company
  • Report the progress of monthly/quarterly initiatives to stakeholders
  • Maintain CRM database with clients and prospect
  • Create and track personal commission (Excel)
  • Keep up with continuing education and ever changing industry standards

Qualifications
  • 2+ years of relevant industry experience
  • Current Florida 2-14/15 Life and Variable annuity license
  • Estate planning and case design experienced preferred
  • Knowledge of Microsoft Office applications
  • Bachelor's degree in related field preferred
  • Excellent communication and organizational skills

The Skills we are hiring for:
  • Strong customer service skills on the phone and face-to-face
  • Passion for people, developing relationships and building your network
  • Goal-oriented with a focus on achieving sales success
  • Excellent time management and organizational skills

Benefits
  • Competitive compensation based on experience and ability to contribute to the firm
  • Salary + Commission structure
  • 401(k) match with Safe Harbor
  • Profit Sharing Plan
  • Paid Time Off
  • All major holidays off
  • Employer paid Health, Dental and AD&D Insurance
  • Group voluntary Vision, Life and Disability Insurance

Apply