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82 client advisor jobs at 34 companies in St. Petersburg, FL

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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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1mo
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Client Advisor - Tampa
Tampa, Florida, United States
OnsiteFull Time
LVMH
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven sales results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization; flexible availability.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
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1mo
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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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1w
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Commercial Client Advisor
Tampa or Tampa
OnsiteFull Time
Valley National Bank
Valley National BankNASDAQ: VLY: Provides commercial and retail banking services to customers.
3+ YOEHigh school diploma or GED and 3 years of banking experience in customer service or treasury management; commercial banking servicing experience and strong communication, analytical, and organizational skills required.
Treasury
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2w
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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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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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5d
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Personal Insurance Client Advisor (Bilingual)
Labelle or Tampa or Naples or Melbourne or Syracuse
$23-$34/hr OnsiteFull Time
OneGroup
OneGroupNYSE: CBU: Provides commercial insurance, risk management, and employee benefit solutions.
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
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5d
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Financial Advisor
St. Petersburg, Florida, United States
$70k-$80k/yr OnsiteFull Time
One Day In July
One Day In July: Fiduciary investment firm providing low-fee, transparent portfolio management.
2+ YOESeries 65 or equivalent licenses and 2+ years as a client-facing financial advisor. Requires excellent communication, Excel skills, relationship management, documentation, risk assessment, confidentiality, and ethical standards.
Microsoft Excel, CRM, Charles Schwab, Schwab Advisor Services
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2w
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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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2w
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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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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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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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1w
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Financial Advisor
St. Petersburg, Florida, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
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2mo
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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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5d
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Premier Advisor - Tampa Palms
Tampa, Florida, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's degree or equivalent financial services training, five years of financial services experience or one year as a client relationship manager, active or obtainable securities and insurance licenses, and strong sales and relationship skills.
Microsoft Office
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3d
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Beauty Advisor - Flex
Tampa, Florida, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail, hospitality, or client-service experience preferred; requires communication skills, product knowledge, teamwork, reliability, and ability to lift up to 50 pounds.
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3d
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Beauty Advisor - Flex
Tampa, Florida, United States
$18-$21/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail, hospitality, or client-focused service experience; excellent communication, product-learning, teamwork, and relationship-building skills; ability to lift and carry up to 50 pounds.
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