Crystal River • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Crystal River • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Crystal River • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Crystal River • 50 milesRemote · Hybrid · Onsite · Field · All Environments
18 client advisor jobs at 12 companies in Crystal River, FL
1mo
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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
3w
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Client Advisor - Ocala
Ocala, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent, 1+ year retail sales or financial services experience, 6+ months cash handling, strong communication, PC and Microsoft Office proficiency, flexible schedule including weekends.
Microsoft Office
1d
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Client Advisor - Colony Plaza
The Villages, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent, 6+ months cash-handling, college degree or 1+ year retail sales/financial services, PC and Microsoft Office proficiency, flexible schedule including weekends.
Microsoft Office
2mo
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Client Advisor Travel - Middleton Branch (The Villages)
Sumterville or The Villages
OnsiteFull Time
1+ YOEHigh school diploma, 6+ months cash handling, college degree or 1+ years retail sales/financial services, PC and Microsoft Office proficiency, strong communication, ability to work flexible hours including weekends, and pursuing NMLS registration.
Microsoft Office
2mo
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Client Advisor Travel - Middleton Branch (The Villages)
Sumterville or The Villages
OnsiteFull Time
0.5+ YOEHigh school diploma or equivalent; 6 months cash handling and/or 1+ years retail sales or financial services experience; PC and Microsoft Office proficiency; flexible schedule including weekends; knowledge of AML/BSA and customer service skills.
Microsoft Office Suite
2mo
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Wealth Management Client Associate
The Villages, Florida, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely and accurate client materials, promote banking products, and use Microsoft and Salesforce platforms. High school diploma and ~1 year experience required; securities licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft 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
Beverly Hills, Florida, United States
$44k-$150k/yr OnsiteFull Time
0.5+ YOEHigh school diploma/GED, 6 months related experience, Series 7, Series 63 & 65 or Series 66, life insurance license within 60 days, strong client relationship and investment planning skills.
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.
1w
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Beauty Advisor - Part Time
Wesley Chapel, Florida, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations, drive sales, maintain store presentation; prior retail or client-facing experience and ability to lift up to 50 lbs preferred.
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.
2mo
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Part-Time Beauty Advisor - Sephora
Ocala, Florida, United States
$15/hr OnsitePart Time
Client-facing retail experience, authentic passion for beauty, excellent communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, complete company training.
multiple frequency devices, handheld scanners
1mo
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Saks Fifth Avenue Selling Advisor - Commission Based Role $19.61-$24
Beverly Hills, Florida, United States
$17-$24/hr OnsiteFull Time
Proven sales experience and client-focused approach, strong product knowledge, ability to build client relationships and meet/exceed sales goals; passion for fashion and excellent communication skills.
1mo
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Financial Advisor - Land O'Lakes, FL - Market 18, Region 318
Land O'Lakes, Florida, United States
$45k-$100k/yr OnsiteFull Time
Develop a client-focused practice; obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance); bachelor's degree preferred or equivalent experience; demonstrated sales/financial services aptitude and relationship-building skills.
5d
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Business Solutions Advisor - Trinity at Mitchell Ranch Financial Center - Trinity, FL
Trinity, Florida, United States
OnsiteFull Time
1+ YOE1+ years experience in B2B or small business banking sales, high school diploma/GED, strong communication, customer service, sales track record, ability to analyze client financial needs.
5d
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Business Solutions Advisor - Trinity at Mitchell Ranch Financial Center - Trinity, FL
Trinity, Florida, United States
OnsiteFull Time
Proven B2B or small business sales success, strong communication and customer service skills, high school diploma/GED required, ability to manage client relationships and meet sales goals; spreadsheet/financial familiarity preferred.
2mo
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CFP - Certified Financial Planner
Spring Hill, Florida, United States
OnsiteFull Time
FINRA Series 65 required; CFP designation required; Series 65 or equivalent; Life License; strong client service and CRM skills.
2mo
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Estate and Document Attorney
Ocala, Florida, United States
$250-$350/hr HybridContract
0+ YOELicensed in the posted state; entry-level attorneys considered; ability to meet clients in person or virtually; strong communication; collaborative with tax and financial advisors.
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