29 banking advisor jobs at 14 companies in Holmes Beach, FL
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Senior Banking Advisor
Tampa, Florida, United States
OnsiteFull Time
5+ YOERequires 5+ years in financial analysis, client servicing, commercial lending, or leasing; advanced banking knowledge, investment and trust knowledge, negotiation, leadership, sales, and communication skills.
1mo
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Banking Advisor I (MLO)
Sarasota, Florida, United States
OnsiteFull Time
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.
1mo
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Personal Banking Advisor - Bradenton, FL
Bradenton, Florida, United States
OnsiteFull Time
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.
2mo
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Branch Advisor
St. Petersburg, Florida, United States
OnsiteFull Time
High school diploma/GED, strong communication and customer-service skills, proficiency with banking software and Microsoft Office, ability to process teller transactions, open accounts, cross-sell products, and work evenings/weekends.
RSS, Sugar, Coconut, Microsoft Office
2d
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Financial Advisor - Bradenton FL
Bradenton, Florida, United States
OnsiteFull Time
10+ YOECollege degree preferred in finance or business; 10+ years in banking or financial services; loan, banking regulation, credit analysis, leadership, communication, analytical, and client service expertise required.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Commercial Client Advisor
Tampa or Tampa
OnsiteFull Time
3+ YOEHigh school diploma or GED and 3 years of banking experience in customer service or treasury management; commercial banking servicing experience and strong communication, analytical, and organizational skills required.
Treasury
1w
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Wealth Advisor, Director
Sarasota or Tampa or Naples
$92k-$171k/yr OnsiteFull Time
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent. HNW client experience, broad wealth management knowledge, expert banking product knowledge, and advanced relationship, networking, business development, and financial planning skills required.
2w
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Treasury Management Advisor
Tampa, Florida, United States
FieldFull Time
2+ YOERequires 2+ years in treasury management, cash management, or commercial banking, proven business development success, Microsoft Office proficiency, a driver's license, and regular Tampa Bay market calling.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
1w
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Treasury Management Advisor II
Tampa, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5 years of related banking experience required. Requires communication, financial analysis, cyber security, risk assessment, Microsoft Office, Excel, and Adobe DC proficiency.
10-Key, Microsoft PowerPoint, Spreadsheet, Word Processing, Accounting, Alphanumeric Data Entry, Contact Management, Database, Human Resources Systems, Payroll Systems, Microsoft Office, Microsoft Excel, Adobe DC
5d
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Private Client Advisor II
Sarasota, Florida, United States
OnsiteFull Time
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, negotiation, sales, and client relationship skills.
4d
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Private Client Advisor II
Sarasota, Florida, United States
OnsiteFull Time
12+ YOERequires Series 7 and 63/65 or Series 7/66 licenses, 12+ years of private banking or complex financial services experience, business development ability, wealth planning expertise, and strong client, sales, negotiation, and collaboration skills.
3w
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Senior Advisor, SBL Solutions - RJ Bank
Saint Petersburg, Florida, United States
HybridFull Time
1+ YOEAdvanced knowledge of securities-based lending, loan structure, collateral and documentation; strong communication, escalation management, and coaching experience.
5d
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Financial Advisor, Truist Investment Services, Palm Harbor, FL
Palm Harbor, Florida, United States
OnsiteFull Time
Bachelor's degree in business, accounting, finance, or banking; FINRA Series 7 and 66 licenses; state health and life insurance licenses; securities sales and client relationship experience; Microsoft Office skills.
Microsoft Office
4d
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Senior Home Lending Advisor, Venice, FL
Venice or Venice
OnsiteFull Time
3+ YOEBachelor's degree or equivalent sales/real estate experience, 3+ years of mortgage lending and retail banking sales experience, local real estate market knowledge, communication skills, and FHA, VA, FNMA, and FHLMC guideline knowledge.
Microsoft Windows, National Mortgage Licensing System and Registry (NMLS), Chase.com
1w
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Private Bank Wealth Advisor II
Tampa, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree, state life and health licenses within 90 days, and 3+ years of wealth management, financial advisory, sales, or relationship management experience serving high-net-worth clients.
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