Top 603 Financial planning manager Jobs in Jacksonville Fl

Client Service Specialist/Practice Manager
Ameriprise Financial —Jacksonville, FL
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Executive Director-PACE
Community Hospice and Palliative Care —Jacksonville, FL
- From $126,000 a year
- Full-time
- CPR Certification
- Nursing
- Writing skills
- Mileage reimbursement
- Health savings account
Quick Apply
8d
Project Manager
Brooksource —Jacksonville, FL
- $100,000 - $180,000 a year
- Contract
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
- Health savings account
- Paid holidays
Quick Apply
Terminal Manager
Student Transportation Of America —Jacksonville, FL
- Urgently hiring
- Mid-level
- High school diploma or GED
- Business development
General Manager | Hyatt Place Jacksonville
Schulte Hospitality Group —Jacksonville, FL
- $100,000 - $130,000 a year
- Background check
- Sales
- Pass drug screening
- Paid parental leave
- Paid holidays
Quick Apply
Executive Team Leader Service & Engagement (Assistant Manager Front End)- Jacksonville, FL
Target —Jacksonville Beach, FL
- $64,000 - $128,000 a year
- Weekends as needed
- Inventory management
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
Payroll Manager
Habitat Health —Jacksonville, FL
- $100,000 - $132,000 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- COVID-19 protective measures
- Paid parental leave
1d
Supply Planning Manager
Industrial Electric Manufacturing —Jacksonville, FL
- $122,233 - $162,046 a year
- 5 years
- Analysis skills
- Bachelor's degree
Quick Apply
Civilian Agencies Client Account Manager
Pond & Company —Jacksonville, FL
- $140,000 - $185,000 a year
- Email
- Remote
- Background check
- Engineering
- Office
Quick Apply
People Operations Manager
Foth —Jacksonville, FL
- $90,000 - $135,000 a year
- Full-time
- Engineering
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
7d
Financial Planning & Analysis Analyst II
VyStar Credit Union —Jacksonville, FL
- Full-time
- CPA
- Writing skills
- Mid-level
- 401(k)
- Tuition reimbursement
Quick Apply
Roofing Production Manager (3+ years of experience)
Metro Property Services —Jacksonville, FL
- $26 - $30 an hour
- Overtime
- Construction site
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
19h
Project Manager — WWTP (Water / Wastewater Treatment Plant) - Jacksonville
Petticoat-Schmitt —Jacksonville, FL
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
13d
Project Manager — Site Development / Public Works
Petticoat-Schmitt —Jacksonville, FL
- Full-time
- Background check
- Pass drug screening
- Senior level
- Profit sharing
- Fuel card
Quick Apply
13d
Senior Development Specialist- Major Gifts
K9s For Warriors Inc —Ponte Vedra, FL
- $59,200 - $71,000 a year
- Weekends as needed
- Customer service
- Military
- Research
- Opportunities for advancement
Quick Apply
Senior Project Manager
Brooksource —Jacksonville, FL
- $80 - $100 an hour
- Contract
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Health insurance
- Dental insurance
Quick Apply
10d
FT ECT Program Coordinator
River Point Behavioral —Jacksonville, FL
- Weekends as needed
- CPR Certification
- Nursing
- Psychiatry
- Continuing education credits
- Health insurance
Quick Apply
4d
K9 Trainer
K9s For Warriors Inc —Ponte Vedra, FL
- $20.48 - $23.56 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Ability to lift 50 pounds
Quick Apply
Electrical Project Manager
Talentrust —Florida
- Full-time
- Hospitality
- Construction site
- 5 years
Quick Apply
Manager/Senior Manager - Tax, Integrated Partnership Solutions
KPMG —Jacksonville, FL
- Full-time
- Management
- CPA
- 5 years
- Disability insurance
- Health insurance

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Client Service Specialist/Practice Manager

Ameriprise Financial -
Jacksonville, FL

Apply Now

Job Details

Full-time

Qualifications

Series 66
Series 7
Life & Health Insurance License

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client
seminar.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions:

50% Business Management

Work with the corporate office to ensure accurate account setup and resolve issues
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain files and records in accordance with the records retention policy
Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice.

50% Client Care

Maintain client management system
Call clients or prospects to set up meetings or appointments
Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
Attend and participate in client meetings if necessary
Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
Coordinate client appreciation events and seminars
Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

College degree or higher
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

financial planning manager jobs in jacksonville fl

Client Service Specialist/Practice Manager

Executive Director-PACE

Project Manager

Terminal Manager

General Manager | Hyatt Place Jacksonville

Executive Team Leader Service & Engagement (Assistant Manager Front End)- Jacksonville, FL

Payroll Manager

Supply Planning Manager

Civilian Agencies Client Account Manager

People Operations Manager

Financial Planning & Analysis Analyst II

Roofing Production Manager (3+ years of experience)

Project Manager — WWTP (Water / Wastewater Treatment Plant) - Jacksonville

Project Manager — Site Development / Public Works

Senior Development Specialist- Major Gifts

Senior Project Manager

FT ECT Program Coordinator

K9 Trainer

Electrical Project Manager

Manager/Senior Manager - Tax, Integrated Partnership Solutions

I want to receive the latest job alert for financial planning manager in jacksonville fl

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