Banking and Financial Services Jobs in Palm Harbor, FL
4 positions found
Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Join VitalCaring – Where Your Passion Changes Lives!
Are you looking for a career where compassion meets purpose? At VitalCaring, we’re more than a home health and hospice provider—we’re a family that supports, inspires, and uplifts both our patients and our team members.
Who We Are
Founded in 2021, VitalCaring has grown into a leading provider of home health and hospice services, with over 100 locations across the country. We are committed to fostering a culture of support, growth, and excellence for our team that is the backbone of how we ensure we deliver exceptional patient care.
Why Choose VitalCaring?
Work That Fits Your Life – Discover the ideal balance of purpose and flexibility. As a full-time salaried clinician, you’ll enjoy the stability of a consistent role with the freedom to manage personal commitments throughout your day. Our field team thrives in an environment that empowers them to make a real impact—while still having the time and space to prioritize what matters most at home. With a generous 6 weeks of paid time off each year, you’ll have the opportunity to recharge, reconnect, and return ready to do your best work.
Make a Meaningful Impact – Help patients and families navigate their healthcare journey with compassion and dignity.
Thrive in a Supportive Team – Work with a team who genuinely care and invest in your success.
Grow Your Career – Take advantage of advanced training, mentorship, and career development opportunities.
Competitive Pay & Benefits – Receive a rewarding compensation package that recognizes your dedication and expertise. Our benefits are designed to empower you with the resources, flexibility, and security needed to thrive both professionally and personally.
Health & Wellness
- Medical, Dental & Vision
- Pharmacy Benefits
- Virtual & Mental Health Support
- Flexible Spending Accounts (FSAs) & Health Savings Account (HSA)
- Supplemental Health & Life Insurance
Financial & Legal
- 401(k) with Company Match
- Employee Referral Program
- Prepaid Legal Plans
- Identity Theft Protection
Work-Life Balance & Perks
- Paid Time Off
- Pet Insurance
- Tuition & Continuing Education Reimbursement
As the Clinical Care Manager, you will:
- Coordinate and oversee patient care delivered by agency staff and contracted providers to ensure quality, safety, and continuity.
- Manage physician orders, documentation, referrals, and workflow tasks within the electronic medical record.
- Collaborate with Intake to support timely admissions and follow up on pending referrals.
- Ensure ongoing patient assessment and reassessment, including changes in condition, hospital discharges, and provider requests.
- Lead development, implementation, and updates of individualized plans of care in partnership with patients, families, and caregivers.
- Review occurrence reports, infection control reports, and on-call notes; take appropriate action and escalate concerns as needed.
- Participate in case conferences and support recertification and discharge planning.
- Perform in-home visits as assigned.
- Maintain compliance with state and federal regulations and agency standards.
- Communicate effectively with physicians, interdisciplinary team members, and branch leadership.
Qualifications
- Current RN license in state of practice.
- Graduate of an accredited nursing program (BSN preferred).
- Prior management or supervisory experience in healthcare or home health preferred.
- Current CPR certification.
- Strong clinical judgment, communication, and documentation skills.
Join VitalCaring Group and experience a company that invests in you every step of the way!
Providing a high level of service in the spirit of 1st commitment.
Organizational skills including a high level of accuracy and attention to detail.
Effective oral and written communications to convey high level detail on bank lending products and processes.
Operating standard office equipment and using required software applications.
Must have experience with inbound phone calls Retail banking experience preferred Client services experience preferred Fields incoming calls from advisors as it relates to securities backed lending and Mortgage products offered.
Assists in evaluation of common call requests to help improve branch education opportunities.
Interacts professionally with associates and Financial Advisors to provide professional client service upholding the Service 1st philosophy.
Serves as point of contact for general information regarding new and existing loan inquiries from the Financial Advisor or branch support staff Advises on basic loan structures when appropriate.
Provides guidance on lending options and directs to the Senior SBL Consultant or SBL Consultant or Mortgage Consultant, as necessary.
Builds excitement around enhancements to our Securities Based Lending and Mortgage platforms.
Maintains knowledge of forms and processes needed to start a new Securities Based Lending application (through the SBL Application or Amendment tools) or Mortgage (through Blend).
Identifies opportunities to enhance productivity within the Securities Based Lending team.
Maintains a shared inbox that includes requests regarding general SBL and Mortgage product information and new and existing loan inquiries.
Responds directly to branch requests while including the Senior SBL Consultant, SBL Consultant, or Mortgage Consultants as necessary.
