Information Technology Jobs in Monroe Florida

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments.  GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries.

What you are good at:

This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We grow business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Together, we leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Additionaly, you'll influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding while attracting additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs.

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

REQUIRED QUALIFICATIONS:

• Active Series 7, 63 licenses required.
• Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy.
• 3+ years of experience servicing clients and an equivalent level of knowledge of securities industry.
• Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm.
• Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills.

PREFERRED QUALIFICATIONS: 

• Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred.Bachelor’s Degree or equivalent experience
• Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred.
• Bachelor’s Degree or equivalent experience preferred.
• Strong knowledge of industry, product availability, policies and procedures involving international client relationships. 
• 9/10 License also preferred.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Required Qualifications:

• Bachelor’s degree
• Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
• Active FINRA Series 66 license (May be obtained within the first 120 days)
• Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
• Five or more years in the financial services industry working directly with clients

Preferred Qualifications:

• CFP or CFA
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, attention to detail

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Company Description

Streamline.auto is a fintech company that helps dealers, lenders and ultimately their customers to streamline the car buying process. Our solutions help make it easier for dealers to deliver more cars with higher profitability more efficiently. We remove and eliminate the friction so their customers can have a more enjoyable buying experience. And with over 80m+ credit decisions in our data warehouse, we have data insights that empower lenders and their dealer partners to operate much more effectively. We Make it Work, without More work. With over 7,000 dealers and 12,000+ users already utilizing our tools, Streamline is expanding its reach across the United States in partnership with leading lenders and large dealer groups. Join a team that is driving the future of auto finance TODAY.

Role Description

We are seeking a highly motivated Inside Sales Representative for a full-time, on-site role located in Lake Mary, FL. The Inside Sales Representative will be responsible for outbound outreach and user engagement across our growing user base. Responsibilities also include managing existing direct 1-1 accounts, identifying opportunities to upsell current partial relationships, and working closely with lender partners to meet new sales targets and organizational objectives.

Qualifications

• Proven experience with outbound phone skills and client engagement.
• Superior presentation skills via webinar, i.e. Teams, Zoom.
• Persistent proven experience with managing large pipeline of opportunities.
• Experience with overcoming objections in order to setup demoes with partial clients.
• Strong interpersonal and communication skills
• Ability to work effectively in a fast-paced, team-oriented environment
• Experience in retail automotive industry, or adjacent agency is REQUIRED!
• Bachelor's degree in Business, Sales, Marketing, or related field is preferred.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

Required Qualifications:

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
  • May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
  • May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

• Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

We're on the hunt for curious, motivated individuals to test and review online money-making opportunities featured on FinanceBuzz. If you enjoy discovering new platforms and sharing your experience, this flexible gig could be perfect for you.

Responsibilities:

• Explore and try various side hustle options (cashback sites, survey apps, etc.)

• Document and report your experience with each platform

• Track potential earnings and ease of use

• Share insights to help improve user recommendations

Requirements:

• Basic tech skills and a stable internet connection

• Comfortable navigating apps and websites

• Ability to work independently

• No prior experience required

Benefits:

• Set your own schedule – work anytime, from anywhere

• Try real ways to earn money online

• Get paid to share honest feedback

• Ideal for side-income seekers, students, or remote workers

Start exploring side hustle opportunities here.

We’re offering a role for someone who wants to lead their own side-income project in their spare time. You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run them like mini projects.

You’ll get curated content to guide your decisions. The goal is to find manageable, sustainable income streams that don’t interfere with your full-time role.

Responsibilities:

• Evaluate side-hustle options and pick those you believe you can execute

• Plan and carry out your selected projects or tasks

• Track metrics—time invested, return, conversion rates

• Refine your focus toward the best-performing hustles

Requirements:

• Employed full time or committed to another primary role

• Basic skills for remote work (internet, device)

• Project mindset: set goals, measure outcomes, adjust

• Persistence and consistency

Strong Traits:

• Analytical

• Willing to adapt

• Growth-oriented

Benefits:

• No fixed schedule

• Remote and flexible

• Ability to scale your side work over time

• Tools and guidance included

This position is for individuals who want to develop a side income stream while still working full time. You will test different small-scale remote opportunities, learn what works, and grow what produces results.

You’ll use the resources provided to guide you, but your path is self-driven. Over time, you might focus more on the hustles that bring the highest returns.

Responsibilities:

• Review and apply different side-hustle ideas tailored for people with full jobs

• Execute tasks, manage projects or gigs you select

• Keep a simple record of your time vs. earnings

• Iterate and improve your approach as you go

Requirements:

• Stable full-time job or core commitment

• Access to internet and device for remote work

• Willingness to test ideas and adapt

• Organization, follow-through, and consistency

Bonus Skills:

• Ability to analyze which hustles are viable

• Comfort with trial and error

• Some prior side-gig experience (but not required)

Benefits:

• Fully remote

• Flexible hours

• Potential to grow side income steadily

• No micromanagement