33 client advisor jobs at 21 companies in Venice, FL
1mo
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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
2mo
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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.
3d
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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
3d
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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.
2w
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Client Service Associate (Lakewood Ranch, FL)
Lakewood Ranch, Florida, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients across multiple channels, process transactions, open accounts, prepare reports, and use CRM and Excel; HS diploma required; securities experience preferred.
Client Relationship Management (CRM) software, Excel
3w
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Financial Advisor
Fort Myers, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health and securities licenses (SIE, Series 6,7,63), entrepreneurial drive, US work authorization required.
1mo
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Financial Advisor
Port Charlotte, Florida, United States
$44k-$150k/yr OnsiteFull Time
0.5+ YOEProvide investment and financial planning advice, prospect and build client relationships; requires Series 7, Series 63 and 65 or Series 66, life insurance license within 60 days, and six months related experience.
2mo
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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.
3mo
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Selling Advisor - Contemporary
Beverly Hills, Florida, United States
$17-$22/hr OnsiteFull Time
Customer service and sales experience, build client relationships, product knowledge, teamwork, and meeting sales goals.
9h
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Beauty Advisor - Part Time
Sarasota, Florida, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; excellent communication; beauty and product knowledge; teamwork; reliability; and ability to lift and carry up to 50 pounds.
1d
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Beauty Advisor - Part Time
Sarasota or Tampa
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; excellent communication; product knowledge; teamwork; reliable attendance; and ability to lift and carry up to 50 pounds.
Key Performance Indicators (KPI)
3w
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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.
1mo
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Sr Wealth Advisor-Team Leader
Sarasota, Florida, United States
$126k-$156k/yr OnsiteFull Time
Experience in wealth management, leadership and business development skills, bachelor's degree required (MBA preferred), CFP preferred, strong client relationship and communication skills, proven experience in similar roles.
1mo
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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.
1mo
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Part-Time Beauty Advisor - Sephora
Port Charlotte, Florida, United States
$15/hr OnsitePart Time
Client-facing retail/service experience, passion for beauty, strong communication skills, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and stand for full shifts.
handheld scanners, multiple frequency devices
1mo
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SmartCare Advisor – UKG Pro (WFM)
Saint Petersburg or United States or Canada or Philippines
RemoteFull Time
5+ YOE5+ years hands-on UKG WFM experience, UKG WFM certification required, experience across Time & Attendance, Scheduling, Accruals, Absence Management, integrations, reporting/analytics, and strong client-facing consultative skills.
UKG Workforce Management (WFM), Dayforce
1mo
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Senior Solution Advisor, Payment Integrity
St. Petersburg or Plano or Boston or St. Louis or Atlanta or Morristown
$127k-$161k/yr HybridFull Time
Experience in healthcare payment integrity/case management required; college degree and active LPN or RN required; coding experience or certification preferred; strong data analysis, client-facing, project management, and MS Office skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
3mo
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PWM Private Wealth Advisor
Sarasota, Florida, United States
$125k-$147k/yr HybridFull Time
8+ YOEBachelor's degree, 8+ years with UHNW clients, strong relationship management, networking, and ability to lead a team of specialists.
3w
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Cape Coral, Florida, United States
$15/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, ability to lift up to 50+ lbs, flexible availability including nights/weekends/holidays, basic math and computer skills.
handheld scanners, multiple frequency devices
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