Top 154 Security advisor Jobs in Orlando Fl

Client Service Associate
Rea Financial —Orlando, FL
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
1d
Financial Advisor
Edward Jones —Mount Dora, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Program Manager
Agile Defense —Orlando, FL
- Contract
- Hybrid work
- Bachelor of Science
- Office
- Supervising experience
- Work from home
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Orlando, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Full-Time Security Guard 2026-2027
Trinity Preparatory School —Winter Park, FL
- Weekends as needed
- Background check
- Word processing
- Computer literacy
- Health insurance
- Dental insurance
On Call Benefits Advisor
Orange County Government —Orlando, FL
- $41.54 an hour
- Temporary
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
Advisor - Endzone and Loyalty (Front End)
DICK'S Sporting Goods —Orlando, FL
- Part-time
- Background check
- High school diploma or GED
- Entry level
Senior Inside Sales Advisor (Remote/Eastern Time)
A Place for Mom —Orlando, FL
- $24.76 an hour
- Weekends as needed
- Remote
- Bachelor's degree
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Quick Apply
PRADA Client Advisor Orlando Millenia
Prada —Orlando, FL
- Communication skills
- Entry level
13d
People & Culture Advisor / Talent Acquisition
Electrosonic —Orlando, FL
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Computer literacy
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
2d
Strategic/Enterprise Customer Success Manager
Shopmonkey —Orlando, FL
- Full-time
- Mid-level
- 4 years
- Commercial
- Paid holidays
- Disability insurance
Quick Apply
Tire and Battery Service Advisor
Sam's Club —Sanford, FL
- $19 - $27 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
Strategic Consultant - Integrated Communications
Engage fi —Orlando, FL
- $107,000 - $145,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Marketing
- Customer service
- Health savings account
- Paid holidays
Service Advisor
Mullinax Ford Apopka —Apopka, FL
- $45,000 - $80,000 a year
- Full-time
- Dealership
- Computer literacy
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
General Clerk III
Bowhead —Orlando, FL
- $19.89 an hour
- Full-time
- Ability to walk for extended periods
- Word processing
- Computer literacy
Senior People Partner (HR Business Partner)
Bezos Academy —Orlando, FL
- $98,000 - $161,000 a year
- Email
- 8 years
- Preschool
- Bachelor's degree
- Paid parental leave
- Paid holidays
Program Planner, Senior - FL [SECRET]
Lockheed Martin Corporation —Orlando, FL
- Full-time
- Data analysis skills
- Senior level
- Negotiation
- Paid jury duty
- Paid holidays
Regional Director of CMD Operations
VESTA PROPERTY SERVICES INC —Orlando, FL
- Full-time
- Office
- Travel
- Senior level
- Health savings account
- Health insurance
Quick Apply
2d
Facilities Supervisor- Distribution- Mid Shift
McKesson —Orlando, FL
- $63,500 - $105,800 a year
- Mid-level
- 3 years
- Analysis skills
10d
GIS (Spatial Technology) Technician II
Baxter and Woodman Inc —Orlando, FL
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Ability to lift 50 pounds
- Paid holidays
- Disability insurance
Quick Apply
22h

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security advisor jobs near orlando fl

Client Service Associate

Rea Financial
Orlando, FL

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year
1 day ago

Benefits

401(k)
Paid time off
401(k) matching
Professional development assistance

Qualifications

Investment advisory support
Account maintenance
Spreadsheets
Investment account customer support
Productivity software

Full Job Description

Position Summary

Rea Financial is seeking a Client Service Associate who brings financial services experience, a high level of initiative, and is passionate about delivering exceptional service and creating meaningful client experiences. This individual will handle new client account setup, assist advisors with client service and operational responsibilities, and help ensure every client interaction reflects our commitment to helping clients Live Long and Finish Strong.

This is a seat for someone who is organized, detail-oriented, proactive, and eager to contribute. A team member who brings their experience to a growing team while continuing to develop their knowledge and expertise within the financial services industry.

Key Responsibilities

Client Service & Relationship Management

Serve as a key point of contact for client service requests, ensuring every interaction reflects Rea Financials’ commitment to helping clients live long and finish strong.
Respond to client inquiries with professionalism and urgency, maintaining consistent follow-up and proactive communication throughout every stage of the client relationship.
Monitor the status of pending business and client service requests, proactively following up with custodians, carriers, advisors, and clients to ensure timely completion.
Assist with resolving client service concerns and resolving issues promptly while keeping advisors informed.
Support account maintenance requests including beneficiary updates, distribution requests, and policy amendments with precision and follow-through.
Identify and escalate issues that could delay processing or impact the client experience.

Client Meeting Preparation & Follow-Up

Prepare all pre-meeting materials — reports, agendas, client summaries, and supporting documentation — so advisors walk into every meeting fully ready.
Attend client meetings as needed, capturing detailed notes and action items and ensuring every commitment is tracked and acted on.
Draft and send follow-up communications that summarize key decisions, next steps, and timelines — strengthening client confidence and reinforcing accountability.
Maintain an organized, proactive system for managing meeting prep and follow-up workflows across a growing book of relationships.

CRM & Documentation Management

Maintain accurate and complete client records in the firm's CRM, ensuring all interactions, transactions, and documents are stored correctly, consistently and securely.
Organize and maintain both electronic and physical client files in line with firm and compliance standards.
Produce and distribute weekly and monthly reports, including pending business summaries and production updates, to support team visibility and advisor planning.
Identify opportunities to improve efficiency and share recommendations with leadership.

Team Support & Process Development

Collaborate with advisors and team members to ensure client requests are completed accurately and on time.
Participate in team meetings and contribute ideas that enhance the client experience.
Follow established workflows and procedures while supporting continuous improvement efforts.
Assist with special projects and operational initiatives as assigned
Demonstrate professionalism, accountability, and a willingness to learn and grow within the organization.

Required Qualifications

Bachelor's degree in a related field or equivalent work history
Minimum 3-5 years of Experience processing new accounts, transfers, beneficiary changes, distributions, and other client service transactions preferred.
Proficiency with Schwab Advisor Platform
Ability to prioritize multiple responsibilities while maintaining accuracy, organization and follow through.
Working knowledge of new account processing, asset transfers, and custodial operations
Proficiency in Excel & Microsoft Office Suite
Experience supporting advisor teams and client service operations within a financial services environment.
Strong written and verbal communication skills — with the ability to communicate clearly and confidently with clients and team members alike.
A cover letter including why you believe you are the best fit for this role.
Familiarity with retirement planning concepts, annuities, and managed accounts.

Preferred Qualifications

Prior experience at a custodian, broker-dealer, or RIA in a client-facing or back-office operations role
Active securities and/or insurance licensing, or willingness to obtain

About Rea Financial

At Rea Financial, we're known for helping our clients realize their capacity to do great things — because we believe you can do more than you think, be more than you think, and that retirement is only the beginning. Built on a foundation of purpose, kindness, and follow-through, we serve kind-hearted, down-to-earth people in the Orlando market who want more than a portfolio — they want a plan that reflects what matters to them. Through The Purpose-Driven Retirement Plan™, we help clients live a full life with meaning, create a multigenerational impact greater than money, and finish strong in every sense of the word. If you’re someone who genuinely enjoys serving others, values attention to detail, embraces accountability, and wants to be a part of a team committed to helping clients live meaningful lives, you’ll feel right at home here.

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the role.

Job Type: Full-time

Work Location: In person

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance

Application Question(s):

Do you have experience working with Schwab Advisor Services?
Do you have at least one year of experience as a Client Service Associate (CSA) at a Registered Investment Advisor (RIA), rather than solely at a broker-dealer, bank, or insurance agency?

Work Location: In person

Quick Apply

Refine Your Search

security advisor jobs in orlando fl

Client Service Associate

Financial Advisor

Program Manager

Wealth Management Trainee (FL)

Full-Time Security Guard 2026-2027

On Call Benefits Advisor

Advisor - Endzone and Loyalty (Front End)

Senior Inside Sales Advisor (Remote/Eastern Time)

PRADA Client Advisor Orlando Millenia

People & Culture Advisor / Talent Acquisition

Strategic/Enterprise Customer Success Manager

Tire and Battery Service Advisor

Strategic Consultant - Integrated Communications

Service Advisor

General Clerk III

Senior People Partner (HR Business Partner)

Program Planner, Senior - FL [SECRET]

Regional Director of CMD Operations

Facilities Supervisor- Distribution- Mid Shift

GIS (Spatial Technology) Technician II

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