Escrow Closer Salary at Surety Llc BETA

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact. Our representa

Job title: Financial Services Professional Income range: 40,000- 65,000 Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect

Company Description With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. Role Description This is a full-time on-site role for a Financial Advisor located in Naples, FL. The Financial Advisor will be responsible for developing and implementing customized financial plans for clients to help them achieve their financial goals. Day-to-day tasks include conducting financial assessments, retirement planning, investment advising, and providing holistic financial guidance. The Financial Advisor will work closely with clients to understand their

Director of Operations / Chief Compliance Officer 1B+ AUM Independent RIA Naples, Florida Overview Well-established, fee-based Independent Wealth Management Firm with 1B+ AUM in AUM seeks a Director of Operations/ Chief Compliance Officer to join the leadership team in Naples. Relocation package available. Streamlined track to the COO role Clear path to equity ownership Highlights The role is open due to the retirement of the retiring COO/CCO Oversee daily operations, optimize efficiencies and scalability, and implement the strategic vision for a fee based RIA with 40+ employees and two offices Ensure the firm remains in full compliance with all regulations and standards, in addition to maintaining risk management and internal controls; perform audits, reviews and regulatory reporting Lead initiative to create consistency across the client experience through the creation of a collaborative and efficient, team based system Manage HR including recruitment, onboarding, company culture, pe

Job Status: Full-Time; 40 hours a week; times may vary. FLSA STATUS: Exempt Reports To: Chief Executive Officer – reporting is subject to change. Position Summary: This position is responsible for the following: Accounting and Bookkeeping Business Office Administrator Documentation & Reporting Marketing & Social Media Essential Duties and Responsibilities include the following, but are not limited to: Accounting & Bookkeeping Oversee the preparation, review, and analysis of accounting records, financial statements, and other financial reports to ensure accuracy, completeness, and adherence to reporting and procedural standards. Specific tasks include, but are not limited to: Recording daily financial transactions and completing the posting process Managing accounts payable and receivable, processing invoices and receipts, inputting data into accounting systems/databases, and organizing hard-copy records Administering credit card payments and reconciling balances Manage employee expense

Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health.

Source One is a staffing services company and we’re currently looking for the following individual to work as a permanent employee of our direct client, a global medical device company in Naples, FL. Title: Financial Analyst III Base Salary: 80K - 120K plus 10% bonus Comprehensive benefit package includes relocation assistance Working for a leader in new product development and medical education in orthopedics, this individual will liaise with their Business Units to deliver reporting and analysis. Provide financial, market, and best practice insight and guidance in support of sales performance and business optimization. Essential Duties and Responsibilities: - Coordinates and prepares technology department budgets, updates forecasts, and monthly/quarterly/year-to-date analysis of results; provides financial analysis & support related to technology spend and drivers. - Ensures the accuracy and reliability of financial data for the department. - Monitor operational performance, variance

Job Overview: As a Financial Consultant, you'll engage with existing clients and cultivate new relationships with diverse client types, including high net worth individuals, endowments, foundations, businesses, and qualified plans. Your services will encompass retirement planning, estate plan reviews, tax planning, and insurance advice. You'll be part of an advisory team, maintaining regular client contact to ensure they stay on track with their goals. This role involves promoting our advisory capabilities and investment solutions to expand our client base. You'll report to the Managing Director of Wealth Management and be based in Naples, FL. Key Responsibilities: Establish trust and act as the primary advisor for clients' wealth management needs. Discuss investment goals, considering risk tolerance, asset allocation, cash flow requirements, tax sensitivity, and potential life events. Collaborate with the advisory team to implement and adjust investment plans. Monitor client portfolio