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20 banking advisor jobs at 7 companies in Wellington, FL

3mo
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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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2mo
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Business Banking Treasury Management Advisor - Relationship Manager I
Plantation or Fort Lauderdale
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree typical, 3+ years relevant industry experience, client relationship and sales skills, financial and credit analysis, risk management, and strong communication and decision-making abilities.
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2d
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Global Client Advisor
Miami or Broward County or Fort Lauderdale
OnsiteFull Time
Seacoast Bank
Seacoast BankNASDAQ: SBCF: Regional community bank offering commercial and consumer financial services.
2+ YOERequires 2–5 years of banking experience, a college degree or 5+ years in retail sales or financial services, international-client expertise, 2+ years preparing KYC, and fluent English and Spanish.
Microsoft Office Suite
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2d
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Global Client Advisor
Miami or Broward County or Fort Lauderdale
OnsiteFull Time
Seacoast Bank
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
2+ YOERequires bilingual English and Spanish proficiency, a college degree or 5+ years in retail sales or financial services, international banking experience, 2+ years preparing KYC documentation, and knowledge of BSA/AML requirements.
Microsoft Office Suite, NMLS
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1d
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Private Client Advisor II
Palm Beach, Florida, United States
OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOERequires Series 7, 63, and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience and proven business development skills.
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3d
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Private Client Advisor II
Fort Lauderdale or Fort Lauderdale or Fort Lauderdale
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
12+ YOERequires 12+ years of private banking or complex financial services experience, Series 7 and 63/65 or Series 7 and 66, business development, wealth planning, sales, negotiation, and client relationship skills.
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1mo
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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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4w
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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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2mo
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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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