48 senior advisor jobs at 31 companies in Umatilla, FL
3mo
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Senior Wealth Advisor
Winter Park, Florida, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; background in wirehouse/BD/bank/RIA; CFP or CFA preferred; bachelor’s degree preferred; strong communication and sales orientation.
2w
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Wealth Financial Advisor - Orlando, FL
Orlando, Florida, United States
OnsiteFull Time
7+ YOE7+ years financial advisor experience preferred; proven sales track record; active FINRA Series 6 or 7 and Series 63 and 65 or 66; active state variable life and health license; bachelor\u0002s degree preferred.
1mo
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Senior Client Advisor - Oviedo
Oviedo, Florida, United States
OnsiteFull Time
4+ YOE4+ years financial services experience, active NMLS registration, high school diploma required (college preferred), cash handling experience, proficiency with Microsoft Office and PCs, strong communication and relationship-building skills.
Microsoft Office
5d
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Senior Client Advisor - Clermont
Clermont, Florida, United States
OnsiteFull Time
4+ YOERequires a high school diploma, 4+ years of financial services experience, active NMLS registration or 2+ years of lending experience, communication skills, and Microsoft Office proficiency.
Microsoft Office Suite
2w
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Wealth Financial Advisor - Orlando, FL
Orlando, Florida, United States
OnsiteFull Time
7+ YOE7+ years financial advisor experience preferred, proven sales track record, active FINRA Series 6 or 7 and Series 63 plus 65 or 66, active state variable life and health license; bachelor’s degree preferred.
4w
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Financial Advisor
Winter Park, Florida, United States
OnsiteFull Time
5+ YOEBachelor's in finance/economics/accounting, 5+ years in financial services (wealth management/RIA preferred), strong investment knowledge, Excel proficiency, CFP preferred, excellent analytical and communication skills.
Microsoft Excel, MoneyGuidePro, Black Diamond, Morningstar, Bloomberg
1w
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Financial Advisor
Orlando, Florida, United States
OnsiteFull Time
10+ YOERequires 10+ years in banking or financial services, strong loan and banking product knowledge, regulatory compliance expertise, Microsoft Office proficiency, analytical skills, communication, leadership, and client service.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Financial Advisor
Inverness, Florida, United States
$49k-$78k/yr FieldFull Time
5+ YOEBachelor's in business/finance/economics, 5+ years advisory/wealth management experience, Series 7 and Series 66 (or 63/65), Florida Health and Life 2-15, clean FINRA U4, demonstrated production and advisory revenue targets.
1mo
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Academic Advisor
Sanford, Florida, United States
OnsiteFull Time
6+ YOEHigh school diploma or equivalent and minimum 6 years relevant experience (or associate + 2 years); experience in structured training or aviation, strong communication, organizational skills, discretion, and Flight Schedule Pro/office software proficiency.
Microsoft Office, Microsoft Teams, Flight Schedule Pro, Flight Scheduling Platform (FSP)
1mo
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Strategic Advisor
Orlando, Florida, United States
$120k-$130k/yr RemoteFull Time
10+ YOEBachelor's degree,10+ years banking experience (sales preferred),proven sales record,strong communication,presentation and negotiation skills,self-managed,proficient with Microsoft Office.
Microsoft Office
2d
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Physician Advisor
Apopka, Florida, United States
$207k-$413k/yr OnsiteFull Time
5+ YOEPracticing physician with MD or DO, doctorate required, 5+ years recent clinical practice, and strong analytical, communication, organizational, relationship-building, and utilization-management skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2d
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Physician Advisor
Apopka, Florida, United States
$207k-$413k/yr OnsiteFull Time
5+ YOEMedical doctor with 5+ years of recent clinical practice. Requires MD or DO credential, strong analytical and communication skills, and physician-level utilization management expertise; BLS preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Financial Advisor, SVP
Orlando, Florida, United States
OnsiteFull Time
10+ YOEBachelor's degree or equivalent, 10 years job-specific experience, strong sales/advisory and credit skills, knowledge of lending guidelines, portfolio management, business development, and negotiation ability.
3w
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Lead Advisor (Lake Nona & Viera, Florida)
Orlando or Viera
$90k-$150k/yr HybridFull Time
5+ YOEActive Series 65/66 or CFP plus Life & Health Insurance, bachelor\u0002s degree, 5+ years advisory/sales experience, strong presentation and client-facing skills.
HubSpot, RightCapital, Charles Schwab, Fidelity
1mo
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Wealth Advisor Orlando, FL
Orlando, Florida, United States
HybridFull Time
5+ YOE5+ years managing high-net-worth client relationships, advanced designation required (CFP/CFA/CPA), Bachelor’s degree in Economics/Finance, clean Form U4, strong investment, planning, and communication skills.
1mo
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Director - Industry Advisor (FINS)
Palm Coast or Atlanta or Tysons or Lexington or United States
RemoteFull Time
8+ YOE8+ years consulting experience in delivery leadership (FINS), 5+ years sales, Salesforce/MuleSoft/Tableau/Slack/Snowflake familiarity, proven portfolio growth, travel as needed, US work authorization.
Salesforce, MuleSoft, Tableau, Slack, Snowflake
1w
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Plumbing Technical Advisor
Orlando, Florida, United States
$25-$30/hr OnsiteFull Time
8+ YOERequires 8+ years of residential plumbing experience, advanced troubleshooting expertise, strong communication, coaching ability, and proficiency with video calls, internal systems, and documentation tools.
video calls
5d
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Wealth Strategies Advisor
Orlando or Tampa
OnsiteFull Time
7+ YOESeven years of planning-related experience desired; advanced wealth planning, tax, estate, investment, and financial analysis knowledge; high school diploma/GED required. JD, CPA, or CFP desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
1w
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Plumbing Technical Advisor
Orlando, Florida, United States
$25-$30/hr OnsiteFull Time
8+ YOERequires 8+ years of residential plumbing experience, advanced troubleshooting expertise, strong communication, coaching ability, and proficiency with video calls, internal systems, and documentation tools.
video calls
6d
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Wealth Strategies Advisor
Tampa or Orlando
OnsiteFull Time
7+ YOEAdvanced wealth planning, taxation, trusts, investments, retirement, cash flow modeling, business transitions, and philanthropic planning expertise; strong communication, presentation, networking, and business development skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
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