One Source Advisory

🎉 Celebrating 20 Incredible Years! 🎉
Today, we had the pleasure of honoring Yvette Barbosa for her 20th anniversary with One Source Advisory! 🏆 Yvette’s dedication, hard work, and positive spirit have made a lasting impact on our team and clients alike.
We kicked off the celebration with a special breakfast this morning, and it was a wonderful reminder of how much Yvette means to all of us. 💐
Please join us in congratulating Yvette on this amazing milestone! Drop your well wishes in the comments below. 👏✨

We are proud to announce that Dan Goldberg has won the Principal® Financial Network Community Service Award.
With it, he is designating a $25,000 grant from Principal® Foundation to Kids and Canines to continue their important initiatives supporting our community’s children.
Talk about making a difference in the community!
principalfoundation.org
This recognition is for community service and is not related to investment advisory services. No compensation was provided for inclusion in this announcement/award.
(5043989-122025)

📣 We're Hiring!
Join our growing team in the financial services industry! If you're organized, friendly, and ready to make a difference, we’d love to hear from you.

Client Relations Assistant– Full Time
Location: Lutz, FL
Industry: Financial Services
Are you a friendly, organized professional looking to join a dynamic financial services firm? We’re seeking a full-time Receptionist to be the welcoming face and voice of our offices in Lutz. This role is ideal for someone who enjoys helping others, thrives in a fast-paced environment, and is comfortable handling administrative tasks related to insurance & financial services.
Key Responsibilities:
• Answer and direct incoming phone calls with professionalism and courtesy
• Greet clients and visitors, ensuring a positive first impression
• Perform administrative duties including data entry, filing, and document management
• Assist with insurance & financial services-related tasks and communications
• Support team members with scheduling and general office operations
Qualifications:
• High school diploma or equivalent (college degree not required)
• Strong communication and organizational skills
• Comfortable using basic office software (e.g., Microsoft Office Suite)
• Ability to multitask and manage time effectively
• Spanish proficiency is a plus, but not required
What We Offer:
• A supportive and collaborative team environment
• Opportunities for growth and development
• Competitive compensation and benefits package
• Convenient office locations in Lutz and Lakeland

If interested, please send your resume to Katie Vickers at [email protected]

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