Top 423 client advisor Jobs in jacksonville, fl

Estate Planning Legal Assistant
Fisher Tousey Leas & Ball —Ponte Vedra Beach, FL
- From $60,000 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Jacksonville, FL
Thrivent —Jacksonville, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Thrivent —Jacksonville, FL
- $64,837 - $75,150 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Jacksonville, FL
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Help Desk / Tier 2 Support Technician (MSP Environment)
Advanced IT Support —Jacksonville, FL
- $50,000 - $60,000 a year
- Full-time
- Google Workspace
- Office
- Windows
- Health insurance
- 401(k)
Quick Apply
Hybrid Board Certified Behavior Analyst/ BCBA
BlueSprig —Yulee, FL
- Up to $98,000 a year
- Full-time
- Mid-level
- US work authorization
- Pediatrics
- Continuing education credits
- Health savings account
Quick Apply
Mercedes, BMW, Audi Master Technician (Min. 10 Years Exp)
Bavarian Rennsport —Atlantic Beach, FL
- $100,000 - $200,000 a year
- Full-time
- ASE Certification
- Driver's License
- Driving
- Relocation assistance
- Health insurance
Quick Apply
CPA (Certified Public Accountant)
Wealthy Group of Companies LLC —Jacksonville, FL
- $110,000 - $130,000 a year
- Full-time
- Management
- CPA
- Office
Quick Apply
8d
Outside Sales Representative – Precast Concrete
AA Precast Products Inc. —Jacksonville, FL
- $60,000 - $120,000 a year
- Full-time
- Customer service
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Fleming Island, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Senior/Chief Engineer
Metric Engineering —Florida
- $90 - $120 an hour
- Part-time
- Remote
- Quality control
- Mentoring
- Senior level
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Jacksonville, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor - Coaches, Educators, and Career Changers Welcome!
Northwestern Mutual —Jacksonville, FL
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Gen AI Engineering Analyst - Vice President
Citi —Jacksonville, FL
- $113,840 - $170,760 a year
- Full-time
- 6 years
- System design
- Office
- Paid holidays
- Disability insurance
Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Florida
- $38,500 - $160,000 a year
- Full-time
- Computer literacy
- Mid-level
- Windows
- Health insurance
- Dental insurance
Wealth Management Trainee (FL)
Bankers Life —Fleming Island, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Vice President of Sales
Anthony & Sylvan Pools —Jacksonville, FL
- Full-time
- 11+ years
- Bachelor's degree
- Continuous improvement
Quick Apply
2h
Senior Mobile (Android) Developer
Citi —Jacksonville, FL
- $96,960 - $145,440 a year
- Full-time
- 5 years
- System design
- Office
- Paid holidays
- Disability insurance
1d
Senior Outside B2B Sales Executive
Wholesale Payments —Florida
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
1d
W2 Spanish Bilingual Licensed Life Insurance Advisor US
Insurance Supermarket Inc. —Florida
- $38,500 - $1,800,000 a year
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Work from home
- Life insurance

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client advisor jobs near jacksonville, fl

Estate Planning Legal Assistant

Fisher Tousey Leas & Ball
Ponte Vedra Beach, FL

Quick Apply

Job Details

Full-time
From $60,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Customer communication
Teamwork
Administrative experience
Legal administrative experience
Clerical experience
Time management

Full Job Description

Estate Planning Legal Assistant– Full-Time | In-Office (Ponte Vedra Beach)

Compensation: Starting at $55,000 (increases with experience)
Location: Ponte Vedra Beach, FL (Fully In-Office – No Remote Option)
Job Type: Full-Time | Full Benefits Included

Fisher Tousey is seeking a professional, dependable, and detail-oriented Estate Planning Legal Assistant to provide administrative support to a high-volume shareholder in our Ponte Vedra Beach office. This role is ideal for someone who thrives in a fast-paced, client-focused environment and is comfortable working with sensitive financial and personal matters, including high-net-worth individuals and families.

The ideal candidate is highly organized, proactive, and adaptable, with the ability to multitask, take initiative, and work both independently and collaboratively. A professional demeanor, pleasant personality, and strong client service skills are essential.

Our firm’s supportive culture is distinctive among full-service law firms. We have consistently been recognized as one of the “Best Places to Work” by the Jacksonville Business Journal. We practice sophisticated law in an energetic, team-oriented environment that values camaraderie, professional growth, and excellence.

Key Responsibilities:

Manage complex and frequently changing calendars, including scheduling client meetings, signings, and deadlines through Outlook.
Serve as a primary point of contact for estate planning clients, ensuring a high level of professionalism, responsiveness, and discretion.
Prepare, proofread, and organize estate planning documents, including wills, trusts, powers of attorney, and related correspondence.
Coordinate document execution, including notarization and witnessing, and assist with post-signing processes.
Maintain and organize client files (electronic and physical) with a high degree of accuracy and confidentiality.
Communicate effectively with clients, attorneys, financial advisors, and other professionals.
Support the attorney and paralegals with administrative and operational tasks.
Manage multiple priorities in a deadline-driven environment while maintaining attention to detail.

Qualifications:

Minimum of 3 years of administrative assistant experience required; legal assistant experience preferred.
Strong written and verbal communication skills with the ability to interact clearly and professionally.
Proven ability to manage executive-level calendars and shifting priorities.
Highly organized with excellent multitasking and time-management skills.
Ability to adapt quickly to changing demands and timelines.
High level of integrity and discretion in handling confidential and sensitive information.
Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Adobe.
College degree preferred, but not required.
Ability to work in-office from 8:30 AM – 5:00 PM, with overtime as needed.

What We Offer:

Competitive salary starting at $55,000, commensurate with experience.
Comprehensive benefits package.
Generous paid time off.
A collaborative, professional environment with opportunities for growth and development.
The opportunity to work closely with an experienced estate planning team in a highly respected firm.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Schedule:

Monday to Friday

Application Questions:

Can you work Monday–Friday, 8:30 AM – 5:00 PM?
Can you confirm that you understand this position is fully in-office, with no hybrid or remote work options?

Ability to Commute/Relocate:

Ponte Vedra Beach, FL 32082: Reliably commute or planning to relocate before starting work (Required)

Experience:

Administrative Assistant: 2 years (Required)
Legal Assistant: 2 years (Preferred)

Work Location: In person

To Apply: Please submit your resume and cover letter.

Pay: From $60,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in jacksonville, fl

Estate Planning Legal Assistant

Financial Advisor - Jacksonville, FL

Financial Advisor

Wealth Management Trainee (FL)

Help Desk / Tier 2 Support Technician (MSP Environment)

Hybrid Board Certified Behavior Analyst/ BCBA

Mercedes, BMW, Audi Master Technician (Min. 10 Years Exp)

CPA (Certified Public Accountant)

Outside Sales Representative – Precast Concrete

Financial Services Professional - Hybrid Remote (FL)

Senior/Chief Engineer

Financial Services Professional - Hybrid Remote (FL)

Financial Advisor - Coaches, Educators, and Career Changers Welcome!

Gen AI Engineering Analyst - Vice President

Life Insurance Advisor (W2) Remote

Wealth Management Trainee (FL)

Vice President of Sales

Senior Mobile (Android) Developer

Senior Outside B2B Sales Executive

W2 Spanish Bilingual Licensed Life Insurance Advisor US

I want to receive the latest job alert for client advisor in jacksonville, fl

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