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Lake Mary financial advisor

3 financial advisor jobs found in Lake Mary

CNA
06/18/2026  
Business Process Redesign Consulting Director
You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  The Consulting Director serves as a strategic advisor and subject matter expert in business process redesign. This individual contributor role focuses on delivering high-impact project management, driving process improvement initiatives, and supporting organizational transformation efforts. The role requires deep expertise in business process management and the ability to influence and collaborate with senior stakeholders across the organization. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Provides expert consulting on process improvement initiatives and business strategies. Partners with...
CNA Lake Mary, FL Full Time
Relation
06/10/2026  
Senior Accountant
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Senior Accountant is primarily responsible for complex accounting activities relating to the maintenance of a complete and accurate general ledger and the subsequent managerial reports and financial statements for assigned business units. The person in this position is also responsible for ensuring the integrity of account information by recording verifying, consolidating, and entering accounting transactions. A GLIMPSE INTO YOUR DAY Prepares and records asset, liability,...
Relation Lake Mary, FL Full Time
CNA
02/26/2026  
Business Process Redesign Senior Consultant, Underwriting Operations
You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Responsible for leading process and project support to the business in the development of on-going process and policy assessment, evaluation, compliance and improvement to support business initiatives and strategies. JOB DESCRIPTION: Essential Duties & Responsibilities Leads the development and compliance of policies and procedures for the business to ensure consistent implementation and improve efficiency, cost-effectiveness and/or internal and external customer service. Understands the business needs and consults and partners with business leaders in planning projects and programs. Provides complex analysis and decision support to business to deliver on key business...
CNA Lake Mary, FL Full Time

 

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