20 client advisor jobs at 13 companies in Indialantic, FL
2mo
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Commercial Lines Client Advisor
Melbourne, Florida, United States
OnsiteFull Time
3+ YOE3+ years client-facing sales or business development; insurance industry experience preferred; Property and Casualty license preferred or obtain upon hire.
CRM, AI applications
2w
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Select Business Unit Client Advisor
Clearwater or Vero Beach
HybridFull Time
2+ YOEFlorida 2-20 license, 2+ years commercial insurance experience, proficiency with Microsoft Outlook/Excel/Word, familiarity with Sagitta and ImageRight, strong communication and analytical skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Sagitta, ImageRight
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Brevard County/Melbourne, FL
Melbourne, Florida, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent; active Series 7 and Series 66/63/65 and life/health/long-term care insurance licenses (or obtained within 60 days); CFP and Bachelor's degree preferred; proven client acquisition and goals-based planning skills.
1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
1+ YOEProvide client service and operational support to Financial Advisors; client-centric, detail-oriented, able to learn technology platforms; high school diploma/GED; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Rockledge, Florida, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong client focus and adaptability to technology required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Tax Strategy Advisor
Rockford or Chicago or Lincolnshire or Middleton or Satellite Beach or Westwood
$100k-$135k/yr HybridFull Time
6+ YOEProvide advanced tax planning and advisory services for high-net-worth clients; prepare complex returns; research tax issues; client-facing experience and strong communication required.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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Lead Advisor (Lake Nona & Viera, Florida)
Orlando or Viera
$90k-$150k/yr HybridFull Time
5+ YOEActive Series 65/66 or CFP plus Life & Health Insurance, bachelor\u0002s degree, 5+ years advisory/sales experience, strong presentation and client-facing skills.
HubSpot, RightCapital, Charles Schwab, Fidelity
1mo
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Financial Advisor in Training
Merritt Island, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree, minimum 3 years professional experience, ability to obtain SIE/Series 7/Series 66 (or 63 & 65) and Life & Health insurance; strong communication, interpersonal, and client acquisition skills; coachable and collaborative.
1d
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Flight Training Advisor
Melbourne, Florida, United States
$100k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2+ years in client-facing admissions or sales, prior aviation knowledge or experience, Microsoft Office Suite and CRM proficiency, and strong interpersonal skills.
Microsoft Office Suite, CRM
2mo
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Beauty Advisor - Part Time
Melbourne, Florida, United States
$18-$21/hr OnsitePart Time
Previous retail, hospitality, or client-focused experience; strong communication and interpersonal skills; ability to lift up to 50 pounds; availability for nights, weekends, and holidays; ability to meet minimum weekly shifts/hours.
3mo
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Financial Advisor - PNC Wealth Management
Merritt Island or Cocoa Beach or Sebastian or West Melbourne or Rockledge
OnsiteFull Time
2+ YOERequires FINRA Series 7 and 66 (or 63/65), life and health insurance, bachelor's degree preferred, 2+ years relevant experience, strong client development and financial planning skills.
3mo
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Full-Time Beauty Lead Advisor - Sephora
Narcoossee, Florida, United States
$18/hr OnsiteFull Time
Client-facing retail/service experience, passion for beauty, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math/reading/computer skills, and ability to operate handheld scanners.
3d
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Part-Time Beauty Advisor - Sephora (Rehire/referral)
Viera, Florida, United States
$15/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds and stand for a full shift.
handheld scanners
1mo
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Associate Financial Advisor - Viera, FL
Viera, Florida, United States
OnsiteFull Time
High school diploma required (Bachelor's preferred). Series 7 and Series 66 (or obtain during training), FINRA registration and state insurance licenses required within months; 3–5 years securities experience preferred. Strong client relationship, critical thinking, and organizational skills.
1w
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Block Advisors CSP
Melbourne, Florida, United States
OnsiteFull Time
Customer-service experience in a fast-paced environment, multitasking, strong organization, Microsoft Office proficiency; high school diploma preferred.
Microsoft Office
1w
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Block Advisors CSP
Melbourne, Florida, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent; customer-service or sales experience; ability to work flexible schedule and/or multiple locations; computer proficiency with Microsoft Office; strong multitasking and organizational skills.
Microsoft Office
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