5 client advisor jobs at 4 companies in Cross City, FL
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Client Advisor - Williston
Williston, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or college degree/1+ year retail or financial services experience; 6 months cash handling; PC and Microsoft Office proficiency; strong communication and relationship skills; flexible schedule including weekends.
Microsoft Office
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Financial Advisor – Capital City Bank
Gainesville, Florida, United States
$50k-$75k/yr OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client solutions.
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Financial Advisor – Capital City Bank
Gainesville, Florida, United States
$50k-$75k/yr OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client-specific investment solutions.
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Financial Advisor - Newberry, FL - Market 18, Region 147
Newberry, Florida, United States
$45k-$100k/yr FieldFull Time
Build and grow a client practice; obtain SIE, Series 7 and Series 66 and state insurance licenses; bachelor’s degree preferred or equivalent experience; sales/financial services experience and professional communication skills.
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Branch Office Administrator - Gainesville, FL
Gainesville, Florida, United States
OnsiteFull Time
Provide administrative support to financial advisors, strong client service, account management, attention to detail, computer literacy (MoneyGuide, Salesforce, Microsoft Office), analytical and communication skills.
MoneyGuide, Salesforce, Microsoft Office