56 client advisor jobs at 26 companies in Eustis, FL
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Client Advisor - Ocala
Ocala, Florida, United States
OnsiteFull Time
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
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.
Ed Napleton Automotive Group: Operates a network of new and used car dealerships
2+ YOE2+ years automotive sales experience, excellent communication, tech-savvy, able to follow up with prospects, schedule appointments, and pass a background check; must be 18+.
Ed Napleton Automotive Group: Family-owned group operating automotive dealerships and service centers.
2+ YOE2+ years automotive sales experience, excellent communication skills, tech-savvy, willing to undergo background check, and 18+ to comply with driving policy.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, proven sales track record, strong communication and commercial awareness, flexibility to work evenings/weekends/holidays, product and styling knowledge, client relationship building.
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail experience preferred; strong communication and team skills; ability to drive sales, build client relationships, execute merchandising, and work flexible schedules including nights, weekends and holidays.
LVMHEuronext Paris: MC: Manufacturer and retailer of luxury consumer goods.
2+ YOE2+ years luxury retail experience, fluent English and Spanish, selling and clienteling skills, knowledge of digital retail tools, strong interpersonal skills and brand/product passion.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
2+ YOE2+ years luxury retail experience, sales and clienteling skills, knowledge of watches and retail KPIs, fluent English and Spanish, digital tool proficiency, strong communication and interpersonal skills.
Client Advisor Travel - Middleton Branch (The Villages)
Sumterville or The Villages
OnsiteFull Time
Seacoast BankNASDAQ: SBCF: Regional community bank offering commercial and consumer financial services.
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.
J.P. Morgan Wealth Management – Private Client Advisor - Moline, IL (Quad Cities area)
Moline or Davenport or Papillion or Davenport
$48k-$48k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required, life/health/long-term care insurance license required (or to be obtained within 60 days); CFP and bachelor’s preferred.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOE1+ year customer service or relationship-building experience, bachelor’s degree or equivalent skills, strong communication, follow-through, and ability to use technology.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-building and relationship skills, licensing for life/accident & health and securities (SIE, Series 6,7,63), legal US work authorization, background check; entrepreneurial mindset and sales aptitude.
Anderson Business Advisors: Provides asset protection and tax planning for business owners.
2+ YOEBachelor's in Accounting, EA/CPA/attorney credential, 2+ years tax preparation/advisory experience at a CPA firm, strong Excel (pivot tables) and tax software experience, client communication and project management skills.
Microsoft Excel, BNA Tax Planner, Corvee, CCH Axcess, CCH ProSystem fx
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
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.
Saks Global: Operates luxury department stores and high-end fashion websites.
Retail selling experience, styling and brand knowledge, commission sales experience, technology and digital tools proficiency, high school diploma or equivalent, ability to meet sales goals and maintain client relationships.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication and interpersonal skills, ability to provide personalized consultations, physically able to lift up to 50 pounds, available nights/weekends/holidays, punctual and reliable.
Sequoia Financial Group: Provides wealth management and financial planning services.
5+ YOE5+ years managing high-net-worth client relationships, advanced designation required (CFP/CFA/CPA), Bachelor’s degree in Economics/Finance, clean Form U4, strong investment, planning, and communication skills.