Financial Planning and Analysis

• Schedule appointments with an expanding customer base (no cold calling)
• Collaborate closely with financial advisors and support agents during field visits
• Perform essential administrative tasks to support advisors and agents
• Use provided training and tools to handle objections confidently
• Work in a fast-paced, in-office environment Monday–Friday, 8:00 AM – 4:30 PM at the Bradenton office
• Maintain punctuality, professionalism, and attention to detail while meeting deadlines

Financial Advisor Assistant / Appointment Setter

Senior Financial Analyst

Finance Operations Manager

Senior Financial Analyst

Market Financial Center Manager

Financial Solutions Advisor – Registration Candidate