Client Advisor Salaries in Ormond Beach, FL

Balance cash drawer daily and monitors own work for accuracy. Open and process accounts, perform account maintenance, process checks, cash and the sale of…

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses.

14 days ago

Conducting follow-up calls to ensure 100% satisfaction and generate a future referral base. Ability to stand, walk and sit; talk or hear, both in person and by…

From $100,000 a year

Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…

$50,000 - $80,000 a year

A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and…