Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Working hard for your business
Job
Toyota Of Melbourne
Melbourne, FL (In Person)
$56,597 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
77
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Working hard for your business Toyota Of Melbourne - 3.9 Melbourne, FL Job Details Temporary | Permanent | Part-time | Full-time | Contract | Internship $50,121.08 - $60,360.88 a year 4 hours ago Benefits Paid training 403(b) matching Health savings account Relocation assistance Dependent care reimbursement Health insurance Dental insurance 401(k) Flexible spending account Financial planning services Matching gift program Tuition reimbursement Paid time off Parental leave Employee assistance program Career development plan Vision insurance 401(k) matching Employee discount 403(b) Professional development assistance Flexible schedule Life insurance Referral program Retirement plan Qualifications Customer communication Research Math Full Job Description Job Summary Join our dynamic team as a dedicated professional committed to working hard for your business! In this role, you will play a vital part in delivering exceptional financial services, providing expert guidance on estate planning, and supporting clients in achieving their wealth management goals. Your proactive approach and attention to detail will help foster strong client relationships, ensure compliance with securities law, and contribute to the overall success of our financial advisory team. This paid position offers an exciting opportunity to develop your expertise in financial analysis, investment management, and tax strategies while making a meaningful impact on clients' financial futures. Responsibilities Assist clients with estate planning strategies, including wills, trusts, and estate law considerations. Provide tailored financial sales solutions that align with clients' goals and risk profiles. Conduct comprehensive financial analysis to recommend suitable investment options and asset management plans. Support cash management and banking activities to optimize clients' liquidity and financial health. Maintain up-to-date knowledge of securities law, technical accounting standards, and regulatory requirements. Use advanced financial software to prepare reports, perform research, and track portfolio performance. Cultivate strong customer relationships through effective communication, CRM tools, and personalized service. Collaborate with team members on research projects related to public accounting, corporate accounting, or financial services trends. Qualifications Proven experience or strong interest in estate planning, financial sales, or wealth management. Solid understanding of financial concepts such as investment management, tax strategies, and portfolio management. Familiarity with securities law, technical accounting standards, and regulatory compliance. Demonstrated math skills with the ability to analyze complex financial data accurately. Knowledge of financial software platforms used for research, analysis, and client reporting. Excellent communication skills for building rapport with clients and team members alike. Relevant certifications or coursework in finance, accounting, or related fields are preferred but not required. Embark on a rewarding career where your dedication fuels client success! We are committed to supporting your growth through ongoing training and professional development opportunities—helping you excel in a fast-paced environment dedicated to working hard for your business!