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Live In Rts Financial Jobs in Florida (NOW HIRING)

GTE Financial

Financial Advisor

Tampa, FL · On-site

Must live within commuting distance of the office. * Work arrangement (in-office, hybrid, or remote ... GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general ...

GTE Financial

Financial Advisor

Tampa, FL

Must live within commuting distance of the office. * Work arrangement (in-office, hybrid, or remote ... GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general ...

Fay Financial

Senior Financial Reporting Analyst

Tampa, FL · On-site +1

$90K - $95K/yr

Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing ... communities in which they live and work. Our employees make voluntary contributions to the ...

SCP Health

Hospitalist job in Davenport FL

Davenport, FL · On-site

$111 - $146.50/hr

You can live in Orlando and be less than 40 minutes from your home. Benefits & Compensation ... Established, respected, financially stable company * Equitable scheduling patterns * Dedicated on ...

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All JobsLive In Rts Financial JobsLive In Rts Financial Jobs in Florida

Live In Rts Financial information

What is the difference between Live In Rts Financial vs Live In Rts Healthcare?

AspectLive In Rts FinancialLive In Rts Healthcare
Required CredentialsFinancial certifications (e.g., CPA, CFP)Healthcare certifications (e.g., CNA, HHA)
Work EnvironmentOffice settings, financial institutionsResidential or client homes, healthcare facilities
Employer & Industry UsageFinancial firms, accounting firmsHome care agencies, healthcare providers
Common Search & ComparisonYesNo

Live In Rts Financial typically involves working in financial environments with relevant certifications, focusing on financial planning or advising. In contrast, Live In Rts Healthcare involves providing in-home or residential healthcare services, requiring healthcare certifications. Both roles are live-in positions but differ significantly in credentials, work settings, and industry usage.

What are the most commonly searched types of Rts Financial jobs in Florida? The most popular types of Rts Financial jobs in Florida are:
What are popular job titles related to Live In Rts Financial jobs in Florida? For Live In Rts Financial jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Live In Rts Financial jobs in Florida look for? The top searched job categories for Live In Rts Financial jobs in Florida are:
What cities in Florida are hiring for Live In Rts Financial jobs? Cities in Florida with the most Live In Rts Financial job openings:
Live In Rts Financial jobs near you

Financial Advisor

GTE Financial

Tampa, FL • On-site

Full-time

Re-posted 17 days ago

Job description

Come join our GTE Financial team!
At GTE Financial, we're looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we want you on our team. As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. We provide the tools, support, and education needed to help turn our members financial needs into reality.
What does GTE look for in a Financial Advisor?
Expertise & Industry Knowledge
  • Stay current with evolving financial trends, economic conditions, market developments, and emerging products within the financial services industry.
  • Develop and maintain a deep understanding of federal and state regulatory requirements, including compliance with SEC, FINRA, NCUA, broker-dealer regulations, and credit union policies.
  • Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies.
  • Develop personalized plans that reflect each member's goals and risk tolerance, ensuring a holistic approach to their financial health.
  • Maintain a thorough understanding of a broad range of financial products, including investment vehicles, insurance options, retirement plans, and advisory solutions and tailor strategies that address the unique needs of each member.

Sales & Relationship Building
  • Follow a consultative sales approach to build and manage a strong book of business.
  • Uphold the highest standards of honesty, integrity, and transparency in all client interactions.
  • Foster long-term, meaningful relationships with members, driving loyalty and trust.
  • Develop strong connections with internal partners, including credit union branch staff and other departments with synergy, to enhance service delivery.
  • Exhibit exceptional communication skills with members and staff, providing clear and compelling presentations.
  • Actively prospect for new business opportunities and consistently generate meaningful revenue.
  • Maintain a balanced product portfolio to meet individual and team goals.

Operations & Compliance
  • Ensure compliance with all relevant regulatory standards, including SEC, FINRA, and NCUA regulations, as well as internal policies and procedures.
  • Adhere to broker-dealer practices and FINRA's requirements to maintain accurate records.
  • Stay informed on key federal regulations, including the Bank Secrecy Act, U.S. Patriot Act, Anti-Money Laundering laws, and the Right to Financial Privacy Act.
  • Maintain and be up to date on continuing education requirements for all licenses and registrations
  • Demonstrate problem-solving abilities by analyzing complex data and making informed decisions in line with technical guidelines.
  • Participate in ongoing trainings and meetings to stay up to date on internal processes, regulatory changes, and other practice management best practices.
  • Ensure timely and accurate paperwork and handle administrative tasks efficiently.

Additional Skills & Requirements
  • Bilingual (English/Spanish) is preferred but not required.
  • Strong proficiency in financial services and regulations, with the ability to interpret complex financial data and instructions.
  • Demonstrated commitment to a consultative sales approach while genertaing commissions and building a reliable and recurring revenue stream.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), TEAMS, and general computer software.

Required Qualifications:
  • Minimum 5 years of experience in financial services, with at least 2 years of proven success in sales within the industry.
  • A college degree is preferred, or equivalent relevant professional experience.
  • FINRA Series 7 and Series 65/66 licenses are required or must be obtained within 90 days of employment.
  • Life/Health Insurance license is required or must be obtained within 90 days of employment.
  • LUTCF, CLU, ChFC, CFP, or other relevant certifications are preferred, or actively pursuing these credentials is highly desirable.

Position Details:
  • Location: Headquarters in Tampa, FL with branch locations serving the following Counties of Hillsborough, Polk, Pasco, Pinellas, Hernando, Citrus, Marian and Sarasota.
  • Department Hours: Monday - Friday, 9:00 AM to 6:00 PM
  • Hybrid work schedule with Remote Work Requirements:
    • A quiet and dedicated workspace
    • Reliable internet w/minimum upload and download speeds.
    • Candidates must meet required technical computer skills.
    • Must live within commuting distance of the office.
  • Work arrangement (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.

GTE was named as one of Tampa's Top Workplaces!
Come and join our award- winning team.
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

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