40 client advisor jobs at 17 companies in Punta Gorda, FL
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Client Advisor
Clearwater or Sarasota
HybridFull Time
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
5d
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Private Client Advisor II
Sarasota, Florida, United States
OnsiteFull Time
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, negotiation, sales, and client relationship skills.
4d
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Private Client Advisor II
Sarasota, Florida, United States
OnsiteFull Time
12+ YOERequires Series 7 and 63/65 or Series 7/66 licenses, 12+ years of private banking or complex financial services experience, business development ability, wealth planning expertise, and strong client, sales, negotiation, and collaboration skills.
2mo
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Ascent Managing Director Client Advisor
Sarasota, Florida, United States
$197k-$241k/yr OnsiteFull Time
15+ YOEBachelor's in finance/accounting or related, 15+ years financial services experience, 10+ years with ultra high net worth clients, MBA/JD/CFP/CFA/CPA noted; strong leadership, communication, analytical skills.
2w
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Personal Insurance Client Advisor (Bilingual)
Labelle or Tampa or Naples or Melbourne or Syracuse
$23-$34/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, Florida 4-40 license, customer service experience, insurance experience preferred, policy coverage knowledge, software proficiency, and strong organization and teamwork skills.
Microsoft Word, Microsoft Excel, DMV, EFT
3mo
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J.P. Morgan Wealth Management - Private Client Advisor - Central Sarasota
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEAt least 2 years in a financial advisory role; Series 7 and Series 66; Life/Health/LTC licenses or willingness to obtain within 60 days; strong client relations and planning skills.
3w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
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
3w
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Registered Client Service Associate
Sarasota, Florida, United States
OnsiteFull Time
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
3mo
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Senior Wealth Advisor
Sarasota, Florida, United States
$125k-$175k/yr OnsiteFull Time
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.
3w
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Financial Advisor
Fort Myers, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
planning software
3mo
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Financial Advisor
Bradenton or West Bradenton
$60k-$300k/yr HybridFull Time
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.
3w
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Selling Advisor - Jewelry
Sarasota, Florida, United States
$13-$18/hr OnsiteFull Time
Proven sales ability, client relationship development, strong product knowledge, consultative selling to meet and exceed sales plans.
2w
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Beauty Advisor - Part Time
Fort Myers or Cape Coral
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience; strong communication, product-learning, teamwork, and client relationship skills; availability for nights, weekends, and holidays; ability to lift 50 pounds.
2w
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Beauty Advisor - Flex
Fort Myers, Florida, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product learning ability; reliability; and ability to lift and carry up to 50 pounds.
2w
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Beauty Advisor - Flex
Fort Myers, Florida, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires beauty passion, strong communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
1w
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Wealth Advisor, Director
Sarasota or Tampa or Naples
$92k-$171k/yr OnsiteFull Time
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent. HNW client experience, broad wealth management knowledge, expert banking product knowledge, and advanced relationship, networking, business development, and financial planning skills required.
1mo
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Banking Advisor I (MLO)
Sarasota, Florida, United States
OnsiteFull Time
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.
1d
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Financial Advisor - Venice FL
Venice, Florida, United States
OnsiteFull Time
10+ YOECollege degree preferred in finance or business; 10+ years in banking or financial services; knowledge of loan documents, banking regulations, compliance, products, credit analysis, and client service. NMLS and FINRA credentials may be required.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Wealth Advisor Tampa or Sarasota
Tampa or Sarasota
HybridFull Time
5+ YOE5+ years advising high-net-worth clients; bachelor’s degree in economics/finance or related; CFP, CFA, or CPA required; clean Form U4; strong knowledge of investments, tax, estate, and retirement planning.
2w
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Outside Sales Advisor, No Cold-Calling
Fort Myers, Florida, United States
$1k-$125k/yr FieldFull Time
No experience required; must be self-motivated, personable, able to meet clients in person, have reliable transportation, and hold or obtain a life insurance license.
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