5 client advisor jobs at 4 companies in Wright, FL
1d
Save
Mark Applied
Hide
Wealth Advisor
Pensacola, Florida, United States
OnsiteFull Time
5+ YOERequires 5–8 years in financial services, client relationship and business development experience, a bachelor's degree, and Series 65, CFP, or CFA. Strong communication, networking, critical thinking, and leadership skills required.
CRM
1mo
Save
Mark Applied
Hide
Wealth Advisor III
Pensacola, Florida, United States
OnsiteFull Time
8+ YOEBachelor's degree; FINRA Series 7, Series 66, SIE and insurance licenses; 8+ years wealth management sales/client management experience; advanced credit and product knowledge; NMLS/SAFE compliance; Microsoft Office proficiency.
Microsoft Office
1mo
Save
Mark Applied
Hide
Skillbrige Career Advisor Training
Pensacola or Metairie or Shreveport or Baton Rouge
$30k/yr OnsiteContract
SkillBridge opportunity for active service members; sponsor training and licensing (Life & Health, SIE, Series 7, Series 66). Bachelor's in finance/economics preferred, client-facing experience, MS Office proficiency, strong communication, coachable mindset.
Microsoft Office, Kaplan Live Training
6d
Save
Mark Applied
Hide
Financial Advisor - PNC Wealth Management
Pensacola, Florida, United States
OnsiteFull Time
2+ YOEFINRA Series 7 and 66 (or 63/65) and life & health insurance required; bachelor\u0002s degree typical; 2+ years relevant experience; client prospecting, financial analysis, and relationship management skills.
2mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Pensacola, Florida, United States
$15/hr OnsitePart Time
Drive sales through consultative client engagement; retail/beauty experience; excellent written and verbal communication; flexible availability including nights, weekends and holidays; ability to lift up to 50 lbs and stand up to 8 hours; basic computer and handheld scanner use.
handheld scanners, multiple frequency devices