18 banking advisor jobs at 10 companies in Webster, FL
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Float Personal Banking Advisor- New Tampa
Tampa or New Tampa or Grand Rapids
OnsiteFull Time
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.
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; background in wirehouse/BD/bank/RIA; CFP or CFA preferred; bachelor’s degree preferred; strong communication and sales orientation.
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
10+ YOERequires 10+ years in banking or financial services, strong loan and banking product knowledge, regulatory compliance expertise, Microsoft Office proficiency, analytical skills, communication, leadership, and client service.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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.
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
10+ YOEBachelor's degree in business, finance, or related field; 10+ years in treasury management, cash management, or corporate banking; client relationship, consultative sales, process improvement, and project management experience.
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
2+ YOERequires a college degree or 5+ years in retail sales or financial services, bilingual English and Spanish, international banking experience, 2+ years preparing KYC documentation, and Microsoft Office proficiency.
Seacoast BankNASDAQ: SBCF: Regional community bank offering commercial and consumer financial services.
2+ YOERequires 2+ years of banking or KYC experience, international client expertise, English and Spanish fluency, international documentation knowledge, strong communication skills, and a college degree or 5+ years in retail sales or financial services.
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
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOEHigh school diploma or equivalent, 1+ year sales or member-service experience with cash handling, strong communication, customer service and sales skills, proficiency with core banking systems and Microsoft Office.
Microsoft Office, Windows, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOE1+ year sales or member service experience, cash handling, high school diploma or equivalent, strong communication and customer-service skills, ability to learn core banking systems.
Microsoft Office, Windows, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOE1+ year sales or member service experience with cash handling; high school diploma; strong communication, sales, and transaction-processing skills; proficiency with core banking systems and Microsoft Office.
Microsoft Windows, Microsoft Office, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
3+ YOEBachelor's in business or equivalent,3+ years banking or project management experience,strong verbal/written communication,client management and negotiation skills,knowledge of wholesale payments,proficient in Microsoft Excel/Office/Outlook.
Microsoft Excel, Microsoft Office, Internet, Microsoft Outlook
Relationship Advisor I -Full Time (Seminole State)
Sanford, Florida, United States
OnsiteFull Time
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOEHigh school diploma, 1+ year sales/member-service and cash-handling experience, strong communication, customer service, and transaction accuracy; proficiency with core banking systems and Microsoft Office.
Windows, Microsoft Office, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
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
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.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
4+ YOEUndergraduate degree or 4+ years banking experience; strong organizational and communication skills; proficiency in Microsoft Office; ability to support multiple advisors, triage client requests, and travel occasionally overnight.