Top 62 Client advisor Jobs in Daytona Beach Fl

Client Advisor - Daytona Beach
Seacoast Bank —Daytona Beach, FL
- Weekends as needed
- Office
- High school diploma or GED
- Experience equivalent to degree accepted
Quick Apply
Sr Director of Client Services
Lyra Technology Group —Daytona Beach, FL
- $110,000 - $125,000 a year
- Azure
- 5 years
- HIPAA
Quick Apply
Preneed Insurance Agent (1099)
Integrity —Florida
- Call employer
- No experience needed
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Financial Advisor
Edward Jones —Port Orange, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —New Smyrna Beach, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Health insurance
- Work from home
10d
Financial Advisor
Edward Jones —Daytona Beach, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
J.P. Morgan Wealth Management - Private Client Advisor - Daytona Beach, FL
JPMorganChase —Daytona Beach, FL
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Pet Insurance Sales Associate Daytona Beach, FL
Fetch —Daytona Beach, FL
- $50,000 - $90,000 a year
- Full-time
- 3 years
- Administrative experience
- Travel
- Commuter assistance
- Health savings account
Quick Apply
Premier Advisor - Ormond Beach, New Smyrna Beach, Palm Coast, Daytona Beach, FL
Truist Bank —Ormond Beach, FL
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
1d
Financial Advisor | Business Owners, Sales Leaders & Career Changers Welcome
Northwestern Mutual —Ormond Beach, FL
- $65,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- 3 years
- Criminal background check
- Health savings account
- Health insurance
Quick Apply
14d
Senior Home Lending Advisor, Port Orange, FL
JPMorganChase —Port Orange, FL
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Wealth Management Trainee (FL)
Bankers Life —Daytona Beach, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Daytona Beach, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Daytona Beach, FL
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
7d
Survey Instrument Operator
ETM Surveying & Mapping Inc. —DeLand, FL
- Full-time
- High school diploma or GED
- Driver's License
- Organizational skills
6d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Senior Sales Executive (Commission Only | 2+ years of MCA experience required)
MCA Remedium —United States
- $76,172.40 - $150,734.50 a year
- Full-time
- Remote
- Mid-level
- Analysis skills
- Bachelor's degree
- Referral program
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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client advisor jobs near daytona beach fl

Client Advisor - Daytona Beach

Seacoast Bank -
Daytona Beach, FL

Quick Apply

Job Details

Qualifications

Customer communication
Cash amount verification
High school diploma or GED
Desktop applications
Productivity software
Mobile devices

Full Job Description

Location: Daytona Beach

ESSENTIAL JOB FUNCTIONS:

Relationship Building

Exhibit consistent relationship building including, but not limited to:

- Prepare for various customer interactions
- Build rapport

Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
Match customer needs to Seacoast Bank products and services

- Confidently and proficiently explain Seacoast Bank products and services to customers
- Proven ability to close sales based on customer needs
- Ask for referrals from new and existing customers
- Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
- Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
Respond promptly to customer needs and requests for service.
Quickly seek out appropriate people in more complex financial matters.
Able to balance business needs with customer requests while managing potential risk to bank.
Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
Participate in community, charitable or civic events.

Deliver presentations regarding banking products/services through networking events.

Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
Actively pursue NMLS registration status.
Build proficiencies in all consumer deposit and lending products and processes.
Develop on an introductory understanding of small business deposit and lending products and processes.
Demonstrate proficiency in outbound calling process.
Develop skills to identify referral opportunities with internal business partners.
Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Operations

Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.
Balance cash drawer daily and monitors own work for accuracy.
Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.

Qualifications

High School Diploma or equivalent required.
Minimum of 6 months cash handling experience required.
College degree or 1+ years in retail sales and/or financial services experience required.
Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
Able to work independently and exercise a high degree of initiative.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

#LI-PF1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

client advisor jobs in daytona beach fl

Client Advisor - Daytona Beach

Sr Director of Client Services

Preneed Insurance Agent (1099)

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Financial Advisor

Financial Advisor

RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote

Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Daytona Beach, FL

Pet Insurance Sales Associate Daytona Beach, FL

Premier Advisor - Ormond Beach, New Smyrna Beach, Palm Coast, Daytona Beach, FL

Financial Advisor | Business Owners, Sales Leaders & Career Changers Welcome

Senior Home Lending Advisor, Port Orange, FL

Wealth Management Trainee (FL)

Financial Services Professional - Hybrid Remote (FL)

Account Manager - Commercial Insurance (Construction/Contractors)

Survey Instrument Operator

Relationship Manager – Private Wealth & Tax Solutions

Senior Sales Executive (Commission Only | 2+ years of MCA experience required)

Wealth Solutions Advisor

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