1mo
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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
3w
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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
1d
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Client Advisor (Part-time), A|X Armani Exchange
Tampa, Florida, United States
$14/hr OnsitePart Time
Drive sales and build client relationships on the sales floor; retail experience preferred; high school/GED preferred; proficiency with CRM and client outreach tools; flexible schedule including nights, weekends, and holidays.
CRM, WeChat
3w
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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
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Palm Harbor, FL
Palm Harbor, Florida, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long term care insurance licenses (or obtain within 60 days); CFP and bachelor’s preferred; strong client acquisition and planning skills.
3w
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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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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
2mo
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Coast Mazda Service Advisor - Client Support Specialist
Port Richey, Florida, United States
OnsiteFull Time
2+ YOETwo years dealership experience; high school diploma; read/comprehend instructions; ASE certification preferred; sales experience preferred; valid US work authorization; pass pre-employment checks.
1mo
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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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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.
2w
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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.
1mo
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Financial Advisor – Capital City Bank
Spring Hill, Florida, United States
$50k-$80k/yr OnsiteFull Time
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.
2w
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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.
2w
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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.
2w
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Premier Advisor - North Pinellas
Palm Harbor, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years financial services (or 1 year client relationship manager), active FINRA and insurance licenses within specified timelines, SAFE/NMLS mortgage compliance, strong sales and communication skills.
Microsoft Office
3d
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Financial Advisor Associate
Palm Harbor, Florida, United States
OnsiteFull Time, Part Time
10+ YOEHigh school diploma or equivalent (college preferred), 10+ years financial services experience, proficiency with Microsoft Office, knowledge of bank products and regulations, strong client service and analytical skills, possible NMLS registration and fingerprinting.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Financial Advisor – Capital City Bank
Spring Hill, Florida, United States
$50k-$80k/yr OnsiteFull Time
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.
1mo
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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.
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