73 client advisor jobs at 33 companies in Dover, 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
14h
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Senior Client Advisor - Clermont
Clermont, Florida, United States
OnsiteFull Time
4+ YOERequires a high school diploma, 4+ years of financial services experience, active NMLS registration or 2+ years of lending experience, communication skills, and Microsoft Office proficiency.
Microsoft Office Suite
14h
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Senior Client Advisor - Clermont
Clermont, Florida, United States
OnsiteFull Time
4+ YOERequires a high school diploma or equivalent, 4+ years of financial services experience, active NMLS registration or 2+ years of lending experience, Microsoft Office proficiency, and flexible weekend availability.
Microsoft Office Suite
1w
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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.
1w
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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
1w
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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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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.
4d
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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
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.
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.
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.
4d
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Beauty Advisor - Flex
Sarasota, Florida, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, teamwork, product-learning ability, beauty interest, and ability to lift and carry up to 50 pounds.
5d
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Beauty Advisor - Flex
Sarasota or Tampa
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires beauty passion, communication skills, product knowledge, teamwork, reliability, and ability to lift up to 50 pounds.
6h
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Financial Advisor - Bradenton
Bradenton, Florida, United States
OnsiteFull Time
10+ YOERequires 10+ years in banking or financial services, strong loan and regulatory knowledge, analytical and client service skills, and Microsoft Office proficiency. Finance or business degree preferred; NMLS and FINRA credentials may be required.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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.
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