2w
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Client Advisor - Tampa
Tampa, Florida, United States
OnsiteFull Time
3+ YOERetail/luxury retail experience with proven sales results; flexible to work non-traditional hours; proficiency with POS, client tracking systems and Microsoft Outlook; authorization to work in the U.S.
Point of Sales (POS), Microsoft Outlook
2w
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Client Advisor - St. Petersburg/Koger
St Petersburg, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent, 6+ months cash handling (or 1+ year retail/financial services), strong communication, PC proficiency, ability to work flexible hours incl. weekends; pursue NMLS registration.
Microsoft Office
4w
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J.P.Morgan Wealth Management - Private Client Advisor - Zephyrhills, FL
Zephyrhills, Florida, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience; Series 7 and Series 66 (or 63/65) required or obtain within 60 days; life, health and long term care insurance license required or obtain within 60 days; CFP and bachelor’s degree preferred.
2mo
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Client Advisor (Full-time), A|X Armani Exchange
Tampa, Florida, United States
$17/hr OnsiteFull Time
Preferred retail experience, high school diploma/GED preferred, strong communication and teamwork, proficiency with CRM/WeChat preferred, flexible schedule including nights/weekends/holidays; multilingual skills are an asset.
CRM, WeChat
6d
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Client Service Coordinator
Tampa, Florida, United States
OnsiteFull Time
Coordinate house account management, advisor-client transitions, account openings and documentation; strong communication, CRM (HubSpot) experience, attention to detail, and ability to support compliance workflows.
HubSpot
1w
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Wealth Management Client Associate
Tampa, Florida, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, promote banking solutions; high school diploma/GED required; pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1d
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Client Service Associate (Lakewood Ranch, FL)
Lakewood Ranch, Florida, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients across multiple channels, process transactions, open accounts, prepare reports, and use CRM and Excel; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Excel
1w
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Financial Advisor
Tampa, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6/7/63), entrepreneurial drive, strong communication and critical thinking.
2w
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Financial Advisor
Tampa, Florida, United States
$44k-$150k/yr OnsiteFull Time
0.5+ YOEHigh school diploma/GED, 6 months related experience, Series 7 and Series 63 & 65 or Series 66, life insurance license within 60 days; strong client relationship and investment planning skills.
1mo
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
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.
1mo
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Beauty Advisor - Part Time
Lake Buena Vista, Florida, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to provide personalized consultations, physically able to lift up to 50 pounds, available nights/weekends/holidays, punctual and reliable.
5d
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Premier Advisor - North Tampa
Lutz, Florida, United States
OnsiteFull Time
5+ YOEBachelor's in business/finance or equivalent experience; active FINRA and insurance licenses or ability to obtain; SAFE/NMLS compliance; strong sales, relationship management, and Microsoft Office skills; 5+ years financial services experience (or 1+ year in client relationship manager role).
Microsoft Office
3w
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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.
3w
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Wealth Advisor, Schwab Wealth Advisory
Tampa, Florida, United States
$100k-$145k/yr OnsiteFull Time
Bachelor's degree; active FINRA Series 7 and Series 66 (may be obtained within 120 days); CFP or CFA preferred; strong client relationship, financial planning, time management, coachability, and communication skills.
3w
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SmartCare Advisor – UKG Pro (WFM)
Saint Petersburg or United States or Canada or Philippines
RemoteFull Time
5+ YOE5+ years hands-on UKG WFM experience, UKG WFM certification required, experience across Time & Attendance, Scheduling, Accruals, Absence Management, integrations, reporting/analytics, and strong client-facing consultative skills.
UKG Workforce Management (WFM), Dayforce
1w
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PWM Private Wealth Advisor
Tampa, Florida, United States
$134k-$164k/yr HybridFull Time
8+ YOEBachelor's degree or equivalent experience, NMLS registration required, 8+ years working with high/ultra-high net worth clients, strong relationship management, and communication skills.
1mo
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Senior Solution Advisor, Payment Integrity
St. Petersburg or Plano or Boston or St. Louis or Atlanta or Morristown
$127k-$161k/yr HybridFull Time
Experience in healthcare payment integrity/case management required; college degree and active LPN or RN required; coding experience or certification preferred; strong data analysis, client-facing, project management, and MS Office skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
2mo
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Part-Time Beauty Advisor - Sephora
St. Petersburg, Florida, United States
$15/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete training, basic math and computer skills.
handheld scanners, multiple frequency devices
2mo
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Regional Senior Individual Medicare Advisor - Employee Health & Benefits
Kissimmee or Tampa or Fort Lauderdale
$93k-$173k/yr HybridFull Time
10+ YOE10+ years Medicare experience; proven Medicare sales; ability to generate new business and manage client relationships.
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