22 client advisor jobs at 13 companies in Inglis, FL
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Client Advisor - Williston
Williston, Florida, United States
OnsiteFull Time
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
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.
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.
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.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client solutions.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
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.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, excellent communication and interpersonal skills, product knowledge, ability to lift up to 50 lbs, availability for nights, weekends, and holidays.
Saks Global: Operates luxury department stores and high-end fashion websites.
Proven sales track record, client development, product knowledge of fashion brands, strong communication and goal-driven sales skills, ability to collaborate with vendor partners.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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.
Financial Advisor - Newberry, FL - Market 18, Region 147
Newberry, Florida, United States
$45k-$100k/yrFieldFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Build and grow a client practice; obtain SIE, Series 7 and Series 66 and state insurance licenses; bachelor’s degree preferred or equivalent experience; sales/financial services experience and professional communication skills.
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.
LRA Insurance: Independent risk advisory and insurance consultancy
Experience in insurance sales and client development; leads management; licensing and continuing education; strong communication and relationship skills.