Investment Consultant jobs in United States, Florida, Orlando

In this role you will:

• Participate in soliciting residential mortgages from various sources

• Produce high quality loans which are compliant and provide excellent customer service

• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans

• Understand real estate appraisals, title reports, and real estate transactions

• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Basic Microsoft Office skills

• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

• Excellent verbal, written, and interpersonal communication skills

• Mortgage industry experience

• Knowledge and understanding of sales prospecting and generating referrals

• Experience developing and cultivating professional relationships

• Customer service experience

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• Ability to lift 20+ pounds

• Reliable transportation

• Ability to work nights, weekends, and/or holidays as needed or scheduled

:

• 800 N Magnolia Ave, Orlando FL 32803

• 4715 Town Center Pkwy, Jacksonville FL 32246

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

3. Assist clients with trades, requests for information, research, account problems, etc.

4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

5. Participate in the preparation for and delivery of client presentations and engagements.

6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 4 years professional experience, including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Willingness to pursue additional credentials in the wealth and investment fields.

In this role you will:

• Participate in soliciting residential mortgages from various sources

• Produce high quality loans which are compliant and provide excellent customer service

• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans

• Understand real estate appraisals, title reports, and real estate transactions

• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Basic Microsoft Office skills

• Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

• Excellent verbal, written, and interpersonal communication skills

• Mortgage industry experience

• Knowledge and understanding of sales prospecting and generating referrals

• Experience developing and cultivating professional relationships

• Customer service experience

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• Ability to lift 20+ pounds

• Reliable transportation

• Ability to work nights, weekends, and/or holidays as needed or scheduled

:

• 800 N Magnolia Ave, Orlando FL 32803

• 4715 Town Center Pkwy, Jacksonville FL 32246

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Regular or Temporary:

English (Required)

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

Curiosity is core to the Solutions Consultant role, and you see complex problems as opportunities to learn and deliver innovative solutions! You define your impact by:

• Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions.

• Understands Key customer business requirements and has the ability to position, demonstrate and create high level designs across the entire PANW portfolio solutions creating business value for customers.

• Ability to drive customer adoption of Palo Alto Networks Platform. Building customer relationships by helping customers achieve increased productivity, operational efficiency, security efficacy, and greater flexibility to innovate.

• Conducting discovery to understand and articulate the key technical, operational, and commercial imperatives of your prospects and customers

• Working closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions.

• Demonstrating strong communication skills, influencing through effective presentations and customer-specific demos, and conducts technical engagements and workshops that are clear and impactful, simplifying complex ideas for various audiences

• Leading successful technical validation efforts based on best practices to ensure technical win in assigned opportunities.

• Demonstrates Cross functional leadership driving collaboration and orchestrating supporting resources (Specialists, Channel Resources, Customer Support) to ensure a one-team approach that demonstrates a cohesive strategy.

• Promoting end-to-end solutions that include PANW and/or partner professional services to ensure customers realize business value sooner

• Understanding the competitive landscape and effectively differentiating PANW's leadership in the cybersecurity space

• Continuously investing in yourself to develop technical and professional skills that drive your ever-increasing contributions to success of our customers while actively participating within the Solutions Consultant community and at industry events

• Identifying technical stakeholders and cultivating relationships with key personas to build and drive a security architecture transformation roadmap

Your Experience

• 6+ years experience in pre-sales/sales engineering

• Understanding of data networking and/or modern application design and cloud architectures

• Experience in delivering cybersecurity solutions that solve technical challenges and influence new business initiatives is preferred

• Influencing and gaining buy-in from key stakeholders, either in a customer-facing or internal role; prior experience in a pre-sales role is ideal

• Creating and delivering technical presentations, workshops, or technical validation engagements

• Experience in selling, designing, implementing, or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies

• Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions

• Experience in complex sales involving long sales processes with multiple buying centers and multi-product solutions are preferred

• This is a field sales position where travel requirements may be required to support in person customer meetings, please discuss with the recruiter on the specifics for this position.

• Proficient in English

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $198,000 - $273,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Product Expertise
  • Provide advanced product-level expertise, leading complex deployments and resolving intricate technical challenges
  • Serve as the go-to expert for SASE products, guiding customers through sophisticated integrations and customizations
  • Proactively communicate new features and best practices, ensuring customers are leveraging the full capabilities of Palo Alto Networks solutions
• Product Adoption
  • Lead efforts to drive product adoption, conducting in-depth training sessions, and workshops tailored to customer needs
  • Assess and address gaps in deployment and best practices, translating them into strategic action plans for improvement
  • Ensure customers achieve operational excellence by fully adopting and optimizing new features
• Customer Impact
  • Act as a strategic advisor, influencing key stakeholders at various levels, including C-suite executives
  • Manage complex customer engagements, collaborating with account teams to develop and execute high-touch delivery strategies
  • Lead customer escalations, coordinating with internal teams and resources to ensure timely and effective resolution

Your Experience

• 5+ years of industry hands-on experience with deep expertise in network security, cloud infrastructure, and related technologies
• Advanced knowledge of SASE, SD-WAN, NGFW, and sophisticated routing protocols such as BGP
• Proven track record in driving product adoption, leading complex feature implementations, and delivering advanced training programs
• Ability to translate technical requirements into actionable plans, guiding customers through advanced use cases
• Demonstrated ability to build and maintain strong relationships with key stakeholders, including executive-level contacts
• High-level consultative skills, capable of influencing decisions and driving customer success strategies
• Advanced understanding of TCP/IP, SSL, IPSec, PKI, and advanced troubleshooting tools like tcpdump & Wireshark
• Work experience should include 4+ years of hands-on designing, deploying, and managing large enterprise networks in real time
• Detail understanding of NOC (Network Operations Center) and SoC (Security Operations Center) day-to-day operational requirements in building and maintaining a secure network
• Detailed working knowledge of network infrastructure and security, TCP/IP, BGP, NGFW, SSL/IPSec VPNs
• Solid understanding of routing protocols, with hands-on experience in designing, configuring, and troubleshooting BGP-based production networks
• Background in Internet and Security technologies such as Sandboxing, Firewalls, DLP, and VPNs
• Proven understanding of Security Life Cycle / Attack Life cycle and other security concepts and use of security products to protect the enterprise network from attackers and data breaches
• Proven experience with SD-WAN, CASB, or Cloud/SaaS products and PCNSE, CCNP, CCSP, and CISSP certifications is a plus
• Strong knowledge of public cloud networking, virtualization technologies, and API/automation tools for complex deployments

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $112000/YR - $182500/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

Regular or Temporary:

English (Required)