4w
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Sagitta Agency Management System
3mo
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J.P.Morgan Wealth Management - Private Client Advisor - Greater Sarasota
Sarasota or Sarasota
OnsiteFull Time
2+ YOEMinimum 2 years in financial advisor role; active Series 7 and Series 66 licenses; Life, Health, and Long-Term Care licenses; CFP preferred; Bachelor's degree preferred.
2w
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Client Service Associate (Sarasota, FL)
Sarasota, Florida, United States
OnsiteFull Time
0+ YOEProvide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities.
Client Relationship Management (CRM) software, Microsoft Excel
2w
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Financial Advisor
Sarasota, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain life/health and securities licenses (SIE, Series 6/7/63), client-building and relationship skills, entrepreneurial drive, strong communication and critical thinking.
3w
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Financial Advisor
Port Charlotte, Florida, United States
$44k-$150k/yr OnsiteFull Time
0.5+ YOEProvide investment and financial planning advice, prospect and build client relationships; requires Series 7, Series 63 and 65 or Series 66, life insurance license within 60 days, and six months related experience.
1mo
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Financial Advisor
Bradenton or West Bradenton
$60k-$300k/yr HybridFull Time
5+ YOEBachelor’s degree in business, finance, economics, or related field; 5+ years in financial planning or wealth management; FINRA Series 7 and 66 (or 63 and 65) and Florida Life/Health with Variable Annuity; U4 clean; strong planning and communication skills; ability to grow and manage client relationships.
2mo
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Selling Advisor - Contemporary
Beverly Hills, Florida, United States
$17-$22/hr OnsiteFull Time
Customer service and sales experience, build client relationships, product knowledge, teamwork, and meeting sales goals.
1w
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Beauty Advisor - Part Time
Sarasota, Florida, United States
$18-$21/hr OnsiteMultiple Commitments Available
Retail or client-facing experience, strong communication, ability to lift up to 50 pounds, punctuality and reliable attendance.
1w
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Beauty Advisor - Part Time
Sarasota, Florida, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-focused experience, strong communication, ability to lift 50 lbs, reliable attendance and availability for nights, weekends, and holidays, passion for beauty and trends.
1w
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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.
3w
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Sr Wealth Advisor-Team Leader
Sarasota, Florida, United States
$126k-$156k/yr OnsiteFull Time
Experience in wealth management, leadership and business development skills, bachelor's degree required (MBA preferred), CFP preferred, strong client relationship and communication skills, proven experience in similar roles.
4w
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Wealth Advisor Tampa or Sarasota
Tampa or Sarasota
HybridFull Time
5+ YOE5+ years advising high-net-worth clients; bachelor’s degree in economics/finance or related; CFP, CFA, or CPA required; clean Form U4; strong knowledge of investments, tax, estate, and retirement planning.
1mo
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Part-Time Beauty Advisor - Sephora
Port Charlotte, Florida, United States
$15/hr OnsitePart Time
Client-facing retail/service experience, passion for beauty, strong communication skills, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and stand for full shifts.
handheld scanners, multiple frequency devices
2mo
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PWM Private Wealth Advisor
Sarasota, Florida, United States
$125k-$147k/yr HybridFull Time
8+ YOEBachelor's degree, 8+ years with UHNW clients, strong relationship management, networking, and ability to lead a team of specialists.
1w
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Cape Coral, Florida, United States
$15/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, ability to lift up to 50+ lbs, flexible availability including nights/weekends/holidays, basic math and computer skills.
handheld scanners, multiple frequency devices
1w
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Outside Sales Advisor, No Cold-Calling
Fort Myers, Florida, United States
$1k-$125k/yr FieldFull Time
Commission sales role meeting clients in person; must be self-motivated, have reliable transportation, and have or be willing to obtain a life insurance license.
2w
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Financial Advisor - North Port, FL - Market 18, Region 146
North Port, Florida, United States
$45k-$100k/yr OnsiteFull Time
Build a client practice, obtain required securities registrations (SIE, Series 7, Series 66) and state insurance license, strong relationship-building and sales orientation; bachelor’s degree preferred or relevant experience.
4d
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Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center
Fort Myers, Florida, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 (63/65 accepted) within required timelines, register under SAFE Act if originating mortgages; aptitude for licensing, client relationship building, time management, and technology adaptation.
3w
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Investment Executive (Financial Advisor) Sarasota, FL
Sarasota or Stickney Point
OnsiteFull Time
Prior brokerage experience and required securities licenses (Series 7 and 66 or 63/65), state insurance and variable annuity license; strong sales, coaching, presentation, and client relationship skills; travel within assigned territory.
2w
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Branch Office Administrator - Bradenton, FL
Bradenton, Florida, United States
OnsiteFull Time
Provide exceptional client service, account administration, scheduling, documentation, and support financial advisors; strong attention to detail, analytical thinking, and digital tool literacy.
MoneyGuide, Salesforce, Microsoft Office
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