10 client advisor jobs at 7 companies in Ormond Beach, FL
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Senior Client Advisor - Oviedo
Oviedo, Florida, United States
OnsiteFull Time
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
4+ YOE4+ years financial services experience, active NMLS registration, high school diploma required (college preferred), cash handling experience, proficiency with Microsoft Office and PCs, strong communication and relationship-building skills.
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
High school or equivalent; 6+ months cash handling; college degree or 1+ years retail/financial experience; flexible schedule incl. weekends; strong communication and initiative; proficient with devices and MS Office.
Microsoft Office, Desktop, Laptop, Tablet, Smartphone
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
2+ YOEHigh school diploma required, 2+ years financial services experience, cash handling experience preferred, NMLS registration ability, proficiency with Microsoft Office and customer-facing technology, strong communication and sales skills.
J.P. Morgan Wealth Management - Private Client Advisor - Volusia County and Port Orange, FL
Port Orange, Florida, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); active life/health/long-term care insurance license (or obtain within 60 days); CFP and bachelor’s degree preferred.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, obtain Life/Accident & Health, SIE, Series 6/7/63 licenses; entrepreneurial, client-facing experience, strong communication and time-management skills, US work authorization required.
Belk: Department store chain selling apparel, cosmetics, and home goods.
Drive sales in a commission environment, deliver personalized beauty consultations, build client relationships, maintain merchandising standards, be available nights/weekends/holidays, lift up to 40 lbs, and maintain any required state cosmetology/demonstrator licenses.
Ponte Vedra Beach or Jacksonville or Saint Augustine
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 & 66 licenses; 1+ year investments experience; 1+ year financial service or sales experience; ability to meet goals and build client relationships.
Part-Time Beauty Advisor - Small Format (Rehire/Referral)
Palm Coast, Florida, United States
$15/hrOnsitePart Time
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail or service experience, strong written and verbal communication, sales and merchandising skills, flexible availability including nights/weekends/holidays, ability to lift up to 50 lbs.
Financial Advisor - Port Orange, FL - Market 18, Region 145
Port Orange, Florida, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, obtain SIE/Series 7/Series 66 and state insurance registrations, complete FINRA registrations within three months; bachelor’s degree preferred or equivalent experience in financial services/sales.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client-focused administrative support to financial advisors including account processing, client communication, scheduling, and use of MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and analytical skills.