2mo
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Commercial Lines Client Advisor
Melbourne, Florida, United States
HybridFull Time
3+ YOE3+ years client-facing or business development in insurance; property & casualty license preferred or can obtain.
CRM, AI, Analytics platforms
1mo
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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
3d
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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
3w
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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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Select Business Unit Client Advisor
Clearwater or Vero Beach
HybridFull Time
2+ YOEFlorida 2-20 license, 2+ years commercial insurance experience, strong client service, MS Outlook/Excel/Word, organize electronic files, manage book up to $15k revenue.
Microsoft Outlook, Microsoft Excel, Microsoft Word
2w
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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
1d
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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
2d
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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.
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.
2mo
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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.
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.
1mo
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Branch Office Administrator - Rockledge, FL
Rockledge, Florida, United States
OnsiteFull Time
Provide client service and account support for financial advisors; perform administrative and operational tasks; strong computer literacy and attention to detail; willingness to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office