13 banking advisor jobs at 8 companies in Punta Gorda, FL
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.
3d
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Personal Banking Advisor - Cape Coral
Cape Coral, Florida, United States
OnsiteFull Time
3+ YOERequires 3–5 years of similar experience, high school diploma or equivalent, strong communication and consultative skills, banking product knowledge, sales ability, and problem-solving expertise. NMLS registration and county notary certification required.
1mo
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Branch Advisor
Estero, Florida, United States
OnsiteFull Time
High school diploma/GED, strong communication and multitasking, proficiency with banking software and Microsoft Office, ability to work evenings/weekends and represent the credit union.
Sugar, Coconut, Microsoft Office
1d
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Financial Advisor - Venice FL
Venice, Florida, United States
OnsiteFull Time
10+ YOECollege degree preferred in finance or business; 10+ years in banking or financial services; knowledge of loan documents, banking regulations, compliance, products, credit analysis, and client service. NMLS and FINRA credentials may be required.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Customer Care Advisor
Fort Myers or Edwardsville or Joliet or Champaign
$19-$21/hr OnsiteFull Time
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
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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Customer Care Advisor
Edwardsville or Champaign or Joliet or Fort Myers or Phoenix
$19-$21/hr OnsiteFull Time
High school diploma, Microsoft Office knowledge, strong communication and problem-solving skills, confidentiality, adaptability, time management, and customer service ability; banking experience preferred but not required.
Microsoft Office
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.
3w
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Financial Advisor Associate - Sarasota
Sarasota, Florida, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent and 10 years of financial services experience required. Requires Microsoft Office proficiency, banking products and regulations knowledge, communication, analytical skills, and client service expertise.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PFP, insite, Salesforce
5d
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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.
2mo
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Senior Home Lending Advisor, Naples, FL
Naples or Naples or Naples or Naples or Naples
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC guidelines, excellent communication, NMLS registration required.
National Mortgage Licensing System and Registry (NMLS), Windows, Chase.com
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
2mo
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Senior Home Lending Advisor, Fort Myers, FL
Cape Coral or Port Charlotte or Fort Myers
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years mortgage lending/sales experience in retail banking; knowledge of FHA/VA/FNMA/FHLMC guidelines; excellent communication; NMLS registration required upon hire; subject to background/credit checks.
National Mortgage Licensing System and Registry (NMLS), Windows, Chase.com