Appleone Employment Services
A full‑service staffing firm that connects individuals and businesses through human‑centered hiring.
Assist senior advisors with planning, client meetings, and portfolio preparation.
4 days ago
$50,000 - $78,000
Junior (1-3 years), Intermediate (4-7 years), Expert & Leadership (13+ years)
Full Time
Altamonte Springs, FL
Office Full-Time
Company Size
5,309 Employees
Service Specialisms
Administrative Support
Customer Service
Accounting
Finance
IT
Engineering
Marketing
Sales
Sector Specialisms
No specialisms available
Role
Description
planning software
data input
portfolio review
investment management
insurance cases
client servicing
- Attend select client meetings as a secondary advisor to take notes, complete dictations, and manage action items.
- Maintain Servicing Only clients and manage AOE process.
- Begin managing client relationships under supervision.
- Participate in product wholesaler lunch & learns, Advisor Think Tank, and Investment Committee meetings.
- Learn and apply investment management and financial strategies.
- Handle insurance cases and applications.
- Input data into planning software and assist with portfolio review meeting preparation.
- Gather product information and support primary advisor in meeting preparation.
Requirements
communication
background check
in‑office
series 7
series 66
detail oriented
- Excellent communication and interpersonal skills.
- Background check, fingerprinting, and possible drug test required.
- Ability to work in-office (remote work is not available).
- Must hold Series 7 or Series 66 license.
- Strong attention to detail and organizational skills.
Benefits
- 401(k): Eligible after 90 days; company matches up to 4%.
- PTO: Eligible after 90 days.
- Health Insurance: Eligible after 60 days; company pays 50% of employee premium.
- Base Salary: $50,000 (first year) + bonus potential up to $78,000
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
- background check, fingerprinting, and possible drug test required.
Company
Overview
Since 1964
Year Founded
The company was established in 1964.
200 Offices
Offices Across North America
Operates with over 200 offices in the region.
5-Year Guarantee
Direct Hire Protection Guarantee
Provides a five-year guarantee for direct hire placements.
- It specializes in temp, temp‑to‑hire, and direct‑hire staffing across various sectors, notably IT, engineering, accounting, and finance.
- Their signature 'Hiring Made Human' approach emphasizes personal relationships over transactions.
- Typical projects range from seasonal workforce boosts and emergency staffing to long-term professional placements.
- Unusually for a staffing firm, they’ve remained privately held and virtually debt-free even as they scaled.
Culture + Values
- We are driven by a passion for people.
- We deliver quality service to every client.
- We are a team of dedicated professionals committed to excellence.
- We strive to create an environment where individuals can thrive.