64 client advisor jobs at 26 companies in Dade City, FL
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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 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
19h
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Global Client Advisor
Miami or Broward County or Fort Lauderdale
OnsiteFull Time
2+ YOERequires 2+ years of banking or KYC experience, international client expertise, English and Spanish fluency, international documentation knowledge, strong communication skills, and a college degree or 5+ years in retail sales or financial services.
Microsoft Office Suite
2d
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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
5d
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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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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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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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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
1w
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Client Service Associate (Largo, FL)
Largo, Florida, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service client inquiries, process transactions, open accounts, and maintain CRM; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
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.
4w
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Financial Advisor
Tampa, Florida, United States
$61k-$250k/yr OnsiteFull Time
Build client base and deliver holistic financial plans; obtain life/accident & health, SIE, Series 6/7/63 licenses; bachelor’s degree preferred; entrepreneurial, client-facing skills; legal US work authorization required.
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
3mo
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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.
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.
18h
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Beauty Advisor - Part Time
Lake Buena Vista, Florida, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused experience; excellent communication; product knowledge; teamwork; reliability; and ability to lift and carry up to 50 pounds.
1d
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Beauty Advisor - Part Time
Sarasota or Tampa
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; excellent communication; product knowledge; teamwork; reliable attendance; and ability to lift and carry up to 50 pounds.
Key Performance Indicators (KPI)
3w
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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
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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Wealth Advisor Tampa or Sarasota
Tampa or Sarasota
HybridFull Time
5+ YOE5+ years advising high-net-worth clients; bachelor’s degree in economics/finance or related; CFP, CFA, or CPA required; clean Form U4; strong knowledge of investments, tax, estate, and retirement planning.
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