18 banking advisor jobs at 9 companies in Trinity, FL
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Personal Banking Advisor - Bradenton, FL
Bradenton, Florida, United States
OnsiteFull Time
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.
Lake Michigan Credit Union: Provides personal banking, mortgage, and investment services to members.
3+ YOERequires 3–5 years of related experience, high school diploma or equivalent, strong communication and consultative skills, banking product knowledge, sales ability, and problem-solving expertise.
Lake Michigan Credit Union: Provides personal banking, mortgage, and investment services to members.
3+ YOE3+ years banking experience preferred, high school diploma required, ability to process consumer and business accounts and loans, meet sales targets, strong communication and problem-solving, NMLS and notary registration required where applicable.
Achieva Credit Union: A member-owned financial institution providing banking and loan services.
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.
Achieva Credit Union: A member-owned financial institution providing banking and loan services.
High school diploma/GED; strong communication, multitasking, and sales skills; proficiency with Microsoft Office and banking software; available to work evenings and weekends; professional appearance.
Achieva’s RSS tools, Sugar, Coconut, Microsoft Office Suite
Achieva Credit Union: A member-owned financial institution providing banking and loan services.
High school diploma/GED; experience processing teller transactions, account maintenance, and basic account openings; strong communication, multitasking, sales skills; proficiency with banking software and Microsoft Office; available evenings and weekends.
Achieva’s RSS tools, Sugar, Coconut, Microsoft Office Suite
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
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
8+ YOEBachelor's degree in business/admin/finance; 8+ years of job-specific experience; licenses including Series 7, 66, 63/65, Variable Annuity, Life/Accident & Sickness; NMLS registration required.
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
12+ YOEBachelor degree in Finance, Economics, Business or related; MBA preferred. 12+ years of relevant experience in banking with leadership responsibility.
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.
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.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending and retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, excellent communication and Windows PC skills.
National Mortgage Licensing System and Registry (NMLS), Windows, Chase.com
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEProvide advisory and sales-aligned support for securities-based lending opportunities, structure loan solutions, resolve collateral and documentation issues, and collaborate with internal partners.
Business Solutions Advisor - Trinity at Mitchell Ranch Financial Center - Trinity, FL
Trinity, Florida, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOE1+ years experience in B2B or small business banking sales, high school diploma/GED, strong communication, customer service, sales track record, ability to analyze client financial needs.
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.