85 client advisor jobs at 39 companies in Cortez, FL
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
1mo
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Client Advisor - Tampa
Tampa, Florida, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven sales results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization; flexible availability.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
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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
2d
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Client Advisor
Tampa, Florida, United States
OnsiteFull Time
Proven sales record, clientelling experience, fashion and product knowledge, retail operations understanding, teamwork, strong communication, presentation, and commercial mindset.
2d
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Client Advisor
Tampa, Florida, United States
$22-$30/hr OnsiteMultiple Commitments Available
Retail or customer-centric experience preferred, with a strategic sales mindset, relationship-building ability, strong communication skills, product-learning aptitude, and willingness to develop in luxury retail.
2d
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Client Advisor
Tampa or Tampa or United States
$22-$30/hr OnsiteMultiple Commitments Available
Previous retail or customer-centric experience preferred; requires a strategic sales mindset, relationship-building ability, strong communication skills, product learning, and achievement of sales goals.
clienteling tools, clienteling tools and systems
1w
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Commercial Client Advisor
Tampa or Tampa
OnsiteFull Time
3+ YOEHigh school diploma or GED and 3 years of banking experience in customer service or treasury management; commercial banking servicing experience and strong communication, analytical, and organizational skills required.
Treasury
3w
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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
1mo
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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.
1mo
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Ascent Managing Director Client Advisor
Sarasota, Florida, United States
$197k-$241k/yr OnsiteFull Time
15+ YOEBachelor's in finance/accounting or related, 15+ years financial services experience, 10+ years with ultra high net worth clients, MBA/JD/CFP/CFA/CPA noted; strong leadership, communication, analytical skills.
1w
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Personal Insurance Client Advisor (Bilingual)
Labelle or Tampa or Naples or Melbourne or Syracuse
$23-$34/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, Florida 4-40 license, customer service experience, insurance experience preferred, policy coverage knowledge, software proficiency, and strong organization and teamwork skills.
Microsoft Word, Microsoft Excel, DMV, EFT
1w
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Financial Advisor
St. Petersburg, Florida, United States
$70k-$80k/yr OnsiteFull Time
2+ YOESeries 65 or equivalent licenses and 2+ years as a client-facing financial advisor. Requires excellent communication, Excel skills, relationship management, documentation, risk assessment, confidentiality, and ethical standards.
Microsoft Excel, CRM, Charles Schwab, Schwab Advisor Services
2w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; Series 7 and securities licenses preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3mo
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Senior Wealth Advisor
Sarasota, Florida, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; financial planning experience preferred; CFP®/CFA preferred; bachelor’s degree preferred; strong communication and sales skills.
2w
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Financial Advisor
St. Petersburg, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
1mo
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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.
2mo
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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.
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