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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; client‑centric, self‑starter with strong communication, attention to detail, and ability to learn new technology platforms. Minimum HS diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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+ 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-specific investment 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.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, excellent communication, flexible availability, ability to lift up to 50 lbs and perform physical tasks.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs and stand up to 8 hrs, basic math/computer skills.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Consult on investment and insurance strategies, grow and manage client relationships, and develop financial plans; coach branch staff and drive referrals.
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.