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59 client advisor jobs at 31 companies in Pinellas Park, FL

1mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Sagitta Agency Management System
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4w
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Client Advisor - Tampa
Tampa, Florida, United States
OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail/luxury retail experience with proven sales results; flexible to work non-traditional hours; proficiency with POS, client tracking systems and Microsoft Outlook; authorization to work in the U.S.
Point of Sales (POS), Microsoft Outlook
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5d
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Client Advisor (Part-time), A|X Armani Exchange
Tampa, Florida, United States
$14/hr OnsitePart Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Drive sales and build client relationships on the sales floor; retail experience preferred; high school/GED preferred; proficiency with CRM and client outreach tools; flexible schedule including nights, weekends, and holidays.
CRM, WeChat
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4w
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Client Advisor - St. Petersburg/Koger
St Petersburg, Florida, United States
OnsiteFull Time
Seacoast Bank
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
1+ YOEHigh school diploma or equivalent, 6+ months cash handling (or 1+ year retail/financial services), strong communication, PC proficiency, ability to work flexible hours incl. weekends; pursue NMLS registration.
Microsoft Office
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1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Palm Harbor, FL
Palm Harbor, Florida, United States
OnsiteFull Time
JPMorgan Chase
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 63/65) and life/health/long term care insurance licenses (or obtain within 60 days); CFP and bachelor’s preferred; strong client acquisition and planning skills.
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2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEProvide client service and administrative support to financial advisors, execute money movement transactions, onboard and maintain client accounts, and educate clients on digital tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2d
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; Series 7 and securities licenses preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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3w
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Wealth Management Client Associate
Tampa, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client materials, follow policies, promote banking solutions; high school diploma/GED required; pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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3mo
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Senior Wealth Advisor
Sarasota, Florida, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; financial planning experience preferred; CFP®/CFA preferred; bachelor’s degree preferred; strong communication and sales skills.
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1w
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Client Service Associate (Largo, FL)
Largo, Florida, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to Financial Advisors, service client inquiries, process transactions, open accounts, and maintain CRM; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
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2mo
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Coast Mazda Service Advisor - Client Support Specialist
Port Richey, Florida, United States
OnsiteFull Time
Coast Buick GMC Cadillac
Coast Buick GMC Cadillac: Automotive dealership providing new and used vehicle sales and service.
2+ YOETwo years dealership experience; high school diploma; read/comprehend instructions; ASE certification preferred; sales experience preferred; valid US work authorization; pass pre-employment checks.
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3w
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Financial Advisor
Tampa, Florida, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Build client base and deliver holistic financial plans; obtain life/accident & health, SIE, Series 6/7/63 licenses; bachelor’s degree preferred; entrepreneurial, client-facing skills; legal US work authorization required.
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1mo
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Financial Advisor
Tampa, Florida, United States
$44k-$150k/yr OnsiteFull Time
Regions Bank
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
0.5+ YOEHigh school diploma/GED, 6 months related experience, Series 7 and Series 63 & 65 or Series 66, life insurance license within 60 days; strong client relationship and investment planning skills.
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1mo
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth
HB Wealth: Fiduciary wealth management and family office services for private clients.
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
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2mo
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Financial Advisor
Bradenton or West Bradenton
$60k-$300k/yr HybridFull Time
Suncoast Credit Union
Suncoast Credit Union: Provides consumer banking and financial services to member owners.
5+ YOEBachelor’s degree in business, finance, economics, or related field; 5+ years in financial planning or wealth management; FINRA Series 7 and 66 (or 63 and 65) and Florida Life/Health with Variable Annuity; U4 clean; strong planning and communication skills; ability to grow and manage client relationships.
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3mo
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Selling Advisor - Contemporary
Beverly Hills, Florida, United States
$17-$22/hr OnsiteFull Time
Saks Global
Saks Global: Operates luxury department stores and high-end fashion websites.
Customer service and sales experience, build client relationships, product knowledge, teamwork, and meeting sales goals.
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1mo
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Financial Advisor – Capital City Bank
Spring Hill, Florida, United States
$50k-$80k/yr OnsiteFull Time
LPL Financial
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.
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1w
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Beauty Advisor - Part Time
Wesley Chapel, Florida, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations, drive sales, maintain store presentation; prior retail or client-facing experience and ability to lift up to 50 lbs preferred.
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3w
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Banking Advisor I (MLO)
Sarasota, Florida, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOECollege degree (preferred), ~2+ years relevant experience, client relationship and portfolio management skills, decision making, communication, and ability to follow banking compliance; subject to background checks.
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2w
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Premier Advisor - North Pinellas
Palm Harbor, Florida, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's degree or equivalent experience, 5+ years financial services (or 1 year client relationship manager), active FINRA and insurance licenses within specified timelines, SAFE/NMLS mortgage compliance, strong sales and communication skills.
Microsoft Office
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