17 client advisor jobs at 8 companies in Bunnell, FL
2w
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Service to Sales Client Advisor
Sanford, Florida, United States
$60k-$100k/yr OnsiteFull Time
2+ YOERequires 2+ years of automotive sales experience, excellent communication, technology proficiency, and willingness to complete a background check.
2w
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Service to Sales Client Advisor
Sanford, Florida, United States
$60k-$100k/yr OnsiteFull Time
2+ YOERequires 2+ years of automotive sales experience, excellent communication, technology skills, background check, and age 18 or older under the company driving policy.
technology
4w
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J.P. Morgan Wealth Management - Private Client Advisor - St Augustine, FL
Saint Augustine, Florida, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; goals-based planning; active Series 7, Series 66 (or obtain within 60 days), and Life/Health/Long Term Care insurance license; CFP preferred; bachelor’s preferred.
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Volusia County and Port Orange, FL
Port Orange, Florida, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); active life/health/long-term care insurance license (or obtain within 60 days); CFP and bachelor’s degree preferred.
2w
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Service to Sales Client Advisor
Sanford, Florida, United States
$60k-$100k/yr OnsiteFull Time
2+ YOERequires 2+ years of automotive sales experience, excellent communication, technology proficiency, background-check eligibility, and age 18 or older.
1mo
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Wealth Management Client Associate
Ponte Vedra Beach or Jacksonville
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely accurate client materials, learn platform technology, and demonstrate client-centric mindset and strong communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Financial Advisor
Lake Mary, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
2w
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Financial Advisor
Ormond Beach, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Northwestern Mutual planning software
2w
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Financial Advisor
Ormond Beach, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial ambition, and legal US work authorization without sponsorship.
proprietary planning software
3w
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Associate Financial Advisor
St. Augustine, Florida, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
1mo
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Part-Time Beauty Advisor - Sephora
Fleming Island, Florida, United States
$15/hr OnsitePart Time
Client-facing retail experience, passion for beauty, excellent communication, flexible availability, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
2d
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Part-Time Beauty Advisor - Sephora
Port Orange, Florida, United States
$15/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and technology operation skills, and ability to lift up to 50 lbs.
handheld scanners
2mo
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Financial Solutions Advisor - PNC Wealth Management
Jacksonville or San Pablo
OnsiteFull Time
Consult on investment and insurance strategies, grow and manage client relationships, and develop financial plans; coach branch staff and drive referrals.
2mo
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Part-Time Beauty Advisor - Small Format (Rehire/Referral)
Palm Coast, Florida, United States
$15/hr OnsitePart Time
Passion for beauty, client-facing retail or service experience, strong written and verbal communication, sales and merchandising skills, flexible availability including nights/weekends/holidays, ability to lift up to 50 lbs.
handheld scanners, multiple frequency devices
2mo
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Financial Advisor - Port Orange, FL - Market 18, Region 145
Port Orange, Florida, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain SIE/Series 7/Series 66 and state insurance registrations, complete FINRA registrations within three months; bachelor’s degree preferred or equivalent experience in financial services/sales.
1w
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Premier Advisor - Ormond Beach, New Smyrna Beach, Palm Coast, Daytona Beach, FL
Ormond Beach or New Smyrna Beach or Palm Coast or Daytona Beach
OnsiteFull Time
5+ YOEBachelor's degree or equivalent financial services experience; 5 years of financial services experience or 1 year as a financial client relationship manager; active or obtainable securities and insurance licenses; strong sales and relationship skills.
Microsoft Office
1w
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Non-Reg On-Caller
New Smyrna Beach, Florida, United States
$20/hr OnsitePart Time
Provide client service, account management, administrative support, marketing coordination, and technology assistance while working independently with financial advisors and learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
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