Top 26 Personal Financial Advisors Jobs in Ocala, FL

Insurance Client Support Representative - Personal Lines
The Baldwin Group —The Villages, FL
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Financial Advisor
Edward Jones —Lady Lake, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Ocala, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Planner
Northwestern Mutual —Ocala, FL
- $60,000 - $180,000 a year
- Full-time
- Sales
- Military
- Mid-level
- Paid training
- Health insurance
Quick Apply
4d
HVAC Sales Project Manager
Coast to Coast Heating & Air LLC —Ocala, FL
- $150,000 - $400,000 a year
- Full-time
- System design
- Mid-level
- Project management
- Travel reimbursement
- Paid training
Quick Apply
10d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Ocala, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Travel Agent - Lady Lake Villages, FL
ACS Auto Club Services, Inc. —Lady Lake, FL
- $40,000 - $87,000 a year
- Full-time
- Pass drug screening
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
HR/Business Office Manager
Watercrest Senior Living —The Villages, FL
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Client Associate
Bank of America —The Villages, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Youth Ministry Coordinator
Blessed Trinity Catholic Church —Ocala, FL
- Weekends as needed
- Mid-level
- 3 years
- Bachelor's degree
Premier Advisor - The Villages, FL
Truist Bank —The Villages, FL
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
Audit Senior Staff
Purvis, Gray and Company, LLP —Ocala, FL
- CPA
- Presentation skills
- Bachelor's degree
Quick Apply
Audit Supervisor
Purvis, Gray and Company, LLP —Ocala, FL
- 6 years
- CPA
- Presentation skills
Quick Apply

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Edward Jones —Lady Lake, FL
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Client Service Advocate (CSA)
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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Personal Financial Advisors jobs near Ocala, FL

Insurance Client Support Representative - Personal Lines

The Baldwin Group -
The Villages, FL

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Job Details

Full-time

Benefits

Paid parental leave
Paid holidays
Paid time off
Adoption assistance
Parental leave
401(k) matching

Qualifications

Research
Productivity software

Full Job Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients’ financial goals. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary.

Great starting opportunity to move into sales if desired!

Primary Responsibilities:

Prepares documents for presenting risks to market.

Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.

Assists client service teams in the preparation of presentation materials.

Analyzes and summarizes complex data and compiles reports under supervision.

Records data into the appropriate insurance company and firm software programs.

Runs monthly cancellation and expiration reports.

Processes and completes endorsements and audits.

Completes special projects as assigned.

Looks for opportunities to improve the firm, business segment and processes.

Knowledge, Skills & Abilities:

Strong analytical, research and problem-solving skills.

High attention to detail.

Strong verbal and written communications skills.

Education & Experience

One to two years’ experience in the insurance industry.

Current 4-40 License, as required by the State Department of Insurance, to effectively service clients.

Basic understanding of insurance coverages, preferred.

Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems.

Other:

Fast paced, multi-tasking environment.

Why work for The Baldwin Group?

Eligible for The Villages Charter School enrollment

401k matching and benefits package

Adoption Assistance Program eligibility

Paid Parental Leave

Competitive PTO plan with 12 paid holidays

#LI-KC1

IND1

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Ocala, FL

Insurance Client Support Representative - Personal Lines

Financial Advisor

Financial Services Professional - Hybrid Remote (FL)

Financial Planner

HVAC Sales Project Manager

Financial Advisor - PNC Wealth Management

Travel Agent - Lady Lake Villages, FL

HR/Business Office Manager

Wealth Management Client Associate

Youth Ministry Coordinator

Premier Advisor - The Villages, FL

Audit Senior Staff

Audit Supervisor

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