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62 banking advisor jobs at 19 companies in Florida

2w
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Banking Advisor I (MLO)
Sarasota, Florida, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOECollege degree (preferred), ~2+ years relevant experience, client relationship and portfolio management skills, decision making, communication, and ability to follow banking compliance; subject to background checks.
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2w
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Personal Banking Advisor - Bradenton, FL
Bradenton, Florida, United States
OnsiteFull Time
Lake Michigan Credit Union
Lake Michigan Credit Union: Provides personal banking, mortgage, and investment services to members.
3+ YOE3+ years banking or related experience, high school diploma, ability to meet sales targets, NMLS registration and notary certification required, strong communication and problem-solving skills.
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2mo
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Branch Advisor
Saint Petersburg, Florida, United States
OnsiteFull Time
Achieva Credit Union
Achieva Credit Union: A member-owned financial institution providing banking and loan services.
High school diploma or GED; ability to work evenings/weekends; strong communication; proficient with banking software; customer service oriented.
Sugar, Coconut, Microsoft Office Suite, Banking software
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2mo
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Financial Advisor
Fort Lauderdale, Florida, United States
OnsiteFull Time
Synovus
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
10+ YOEBachelor's degree in business/finance/accounting or related field; 10+ years commercial banking with middle market experience.
Microsoft Office
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3w
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Strategic Advisor
Orlando, Florida, United States
$120k-$130k/yr RemoteFull Time
Engage fi
Engage fi: Guides financial institutions through technology vendor selection and strategy.
10+ YOEBachelor's degree,10+ years banking experience (sales preferred),proven sales record,strong communication,presentation and negotiation skills,self-managed,proficient with Microsoft Office.
Microsoft Office
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1mo
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Customer Care Advisor
Fort Myers or Edwardsville or Joliet or Champaign
$19-$21/hr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
High school diploma, Microsoft Office knowledge, strong communication and problem-solving skills, basic digital/product knowledge, ability to obtain online/mobile banking access; previous banking experience preferred.
Microsoft Office
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Financial Advisor, SVP
Bradenton, Florida, United States
FieldFull Time
Synovus
SynovusNYSE: SNV: Regional financial services providing commercial and retail banking.
6+ YOEBachelor's in finance/business or equivalent, 6+ years sales experience as a business/commercial banker, knowledge of retail banking products, credit structuring, consultative sales skills, strong analytical ability.
CRM
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Treasury Management Advisor
Tampa, Florida, United States
FieldFull Time
The Bank of Tampa
The Bank of Tampa: Provides commercial and personal banking and wealth management services.
2+ YOE2+ years in Treasury/Cash Management or Commercial Banking; proven business development and pipeline management; proficient with Microsoft Office and CRM; valid driver\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000's license; completes required training and follows bank policies and regulations.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
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4w
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Back Office Advisor
Fort Walton Beach, Florida, United States
HybridFull Time
Nuvei
Nuvei: Provides global payment processing technology and merchant financial services.
1+ YOEHigh school diploma, 1-2 years finance or banking experience, proficiency with Microsoft Word and Excel, strong communication, attention to detail, ability to work extra hours/holidays/weekends.
Microsoft Word, Microsoft Excel
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Private Client Advisor
West Palm Beach, Florida, United States
$90k-$100k/yr HybridFull Time
Henley & Partners
Henley & Partners: Advising on global residency and citizenship by investment programs.
3+ YOEUndergraduate degree required; 3+ years customer-facing sales experience in investment/insurance/real estate/private banking/wealth management; HNWI experience and international networks preferred; strong communication, negotiation, research skills; Microsoft Office and CRM proficiency.
Microsoft Office
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2mo
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Relationship Advisor I (Floater)
Lake Mary, Florida, United States
OnsiteFull Time
Addition Financial
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOEHigh School Diploma or GED; 1 year customer service experience; proficient with Windows, Microsoft Office; experience with core banking apps preferred.
Windows, Microsoft Office, Symitar/Episys, Synapsys, MeridianLink, MortgageBot, OpenClose
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2mo
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Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
FTI Consulting
FTI ConsultingNYSE: FCN: Global business advisory firm helping organizations manage change and risk.
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
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2w
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Senior Home Lending Advisor, Wellington, Florida
Wellington or Royal Palm Beach or West Palm Beach
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years mortgage lending/retail banking experience, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, bachelor's or equivalent experience, strong communication and sales skills.
NMLS, Windows
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2mo
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Financial Advisor, Truist Investment Services, Panama City, FL
Panama City, Florida, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's in Business/Finance/Banking or related; FINRA Series 7, 66 (63/65 in lieu); state life and health licenses; securities sales and client relationship experience; proficient in Microsoft Office.
Microsoft Office
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4d
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Call Center Advisor (Spanish Speaking Preferred)
Miramar, Florida, United States
OnsiteFull Time
Tropical Financial Credit Union
Tropical Financial Credit Union: Provides personal and commercial banking and financial services.
1+ YOEHigh school or equivalent, 1+ year banking/financial or customer service experience, strong communication, MS Office proficiency, cash handling and compliance knowledge, ability to multi-task in high-volume call environment.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word
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Financial Advisor – Capital City Bank
Spring Hill, Florida, United States
$50k-$80k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOEMust hold Series 7 and 66 (or 63/65), an insurance license, and three or more years of investment sales experience; ability to develop client relationships and deliver investment solutions.
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Financial Advisor – Capital City Bank
Spring Hill, Florida, United States
$50k-$80k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to build client relationships and create tailored client solutions.
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3w
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Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL
Jacksonville, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 and 66 (or obtain within 90 days), SAFE Act registration, 1+ years financial advisory or sales experience, consultative communication, ability to recommend brokerage and banking solutions.
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1mo
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AWM, Private Bank, Regional Lending Advisor, Vice President - Miami
Miami, Florida, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
8+ YOE8+ years UHNW lending origination and credit analysis experience; deep expertise in lending against real estate, securities, and alternative assets; strong analytical and communication skills; Series 7, 63, and SEI required or to be obtained within 4 months.
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1mo
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Trust Administration - Trust Officer Senior
West Palm Beach, Florida, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Wealth management platform for independent financial professionals and advisors.
Experience supervising or mentoring trust staff; background in private banking, wealth management, or estate settlement; deep knowledge of trust account administration, specialized assets, policy development, budgeting, and client/advisor relations.
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