Top 117 Client advisor Jobs in Marco, Fl

Wealth Management Client Service Associate
Ciccarelli Advisory Services Inc. —Naples, FL
- From $55,000 a year
- Full-time
- Mid-level
- Office
- Children
- Profit sharing
- Health insurance
Quick Apply
14d
Financial Advisor (Training, Licensing & Mentorship Provided) Career Changers Welcomef to Apply
Northwestern Mutual The South Florida Group —Naples, FL
- $90,000 - $150,000 a year
- Full-time
- No experience needed
- Finance
- Business development
- Paid training
- Health insurance
Quick Apply
6d
Client Advisor
Louis Vuitton —Naples, FL
- $20 - $28 an hour
- Part-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance
GUCCI Senior Client Advisor - Naples
Gucci —Naples, FL
- Weekends as needed
- POS
- Senior level
- Communication skills
Client Service Specialist
Connecticut Wealth Management (CTWM) —Marco Island, FL
- Email
- Hybrid work
- Research
- Mid-level
- Office
- Wellness program
- Disability insurance
Associate Client Advisor
Bessemer Trust Company of FL —Naples, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Client Advisor, Rolex - Naples
Bucherer USA —Naples, FL
- Inventory management
- Merchandising
- Mid-level
Quick Apply
Analyst
Connecticut Wealth Management (CTWM) —Marco Island, FL
- Email
- Office
- Bachelor's degree
- Financial services
- Wellness program
- Disability insurance
Luxury Menswear Sales & Client Advisor (Retail Experience Required)
Maus & Hoffman - Naples, FL —Naples, FL
- $50,000 - $100,000 a year
- Full-time
- Customer service
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Service Specialist
Moran Wealth Management —Naples, FL
- Research
- Mid-level
- Finance
- Paid parental leave
- Paid holidays
Financial Advisor
Connecticut Wealth Management (CTWM) —Marco Island, FL
- Email
- Writing skills
- Mid-level
- Office
- Wellness program
- Continuing education credits
Wealth Management Operations Associate
Ciccarelli Advisory Services Inc. —Naples, FL
- From $45,000 a year
- Full-time
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
14d
Beauty Advisor - Commission Based Role
Saks Fifth Avenue —Naples, FL
- $19.16 - $23.95 an hour
- Full-time
- Merchandising
- Entry level
- Disability insurance
- Health insurance
1d
Recruiter
AMN Healthcare, Inc —Florida
- $19.50 - $24.25 an hour
- Full-time
- Customer service
- Mid-level
- Office
Selling Advisor - Commission Based Role
Saks Fifth Avenue —Naples, FL
- $13 - $18 an hour
- Full-time
- Entry level
- Disability insurance
- Health insurance
1d
Senior/Chief Engineer
Metric Engineering —Florida
- $90 - $120 an hour
- Part-time
- Remote
- Quality control
- Mentoring
- Senior level
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
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
7d
Brain Health / Longevity Registered Dietitian
BetterBrain —Florida
- From $50 an hour
- Full-time
- Remote
- Clinic experience
- Mid-level
- Neurology
- Paid training
- Continuing education credits
Quick Apply
3d
Trust & Estates Associate
Leoforce —Naples, FL
- $150,000 - $200,000 a year
- Mid-level
- Business development
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
8d

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client advisor jobs near marco, fl

Wealth Management Client Service Associate

Ciccarelli Advisory Services Inc.
Naples, FL

Quick Apply

Job Details

Full-time
From $55,000 a year
14 days ago

Benefits

Profit sharing
Health insurance
Paid time off
401(k) 5% Match
401(k) matching
Opportunities for advancement

Qualifications

Customer communication
Financial services customer support
Customer relationship building
Employee relationship building
Managing clients in a customer support role
Financial services
Productivity software

Full Job Description

Build Relationships. Make a Difference. Grow Your Career.

Are you passionate about delivering exceptional service? Do you enjoy building meaningful relationships and helping clients achieve peace of mind? Are you looking for a professional environment where your contributions are valued and your career can grow?

If so, we would like to meet you.

We are a well-established financial planning and wealth management firm with more than 40 years of serving families in Naples and helping them achieve their financial goals. Our success has been built on trust, integrity, and an unwavering commitment to our clients. Many of the families we serve today include multiple generations—children, grandchildren, and even great-grandchildren of our original clients.

We believe our clients deserve an extraordinary experience, and we are looking for a Client Service Associate who shares that commitment.

What You'll Do

As a Client Service Associate, you will play a vital role in delivering an exceptional client experience while supporting our advisors and operations team.

Responsibilities include:

Providing outstanding service and support to clients, prospects, and team members
Assisting with client onboarding, account maintenance, and service requests
Coordinating and preparing for client meetings
Managing client communications and follow-up activities
Supporting advisors with administrative and operational tasks
Assisting with client events, seminars, and educational programs
Maintaining accurate client records and documentation
Identifying opportunities to improve processes and enhance efficiency
Helping to ensure a smooth and professional client experience at every interaction

What We're Looking For

The ideal candidate is professional, organized, detail-oriented, and genuinely enjoys helping others.

Qualifications:

Minimum of 2 years of client service experience within the financial services industry
Strong interpersonal and relationship-building skills
Excellent verbal and written communication abilities
High level of professionalism, discretion, and attention to detail
Strong organizational and time-management skills
Proficiency with Microsoft Office Suite
Ability to manage multiple priorities in a fast-paced environment
Positive attitude and team-oriented mindset

Preferred but Not Required:

Experience with CRM systems
Knowledge of account opening and maintenance processes

What We Offer

We are committed to helping our team members succeed both professionally and personally.

Competitive compensation
Health insurance options
401(k) with 5% company match
5 % Profit-sharing opportunities
Paid time off
Monday through Friday schedule
Ongoing training and professional development
Supportive team environment
Long-term career growth opportunities

Why Join Us?

At our firm, relationships matter. We treat our clients like family, and we believe in creating the same supportive environment for our team. You'll join a group of professionals who are committed to helping one another succeed while making a meaningful difference in the lives of the families we serve.

If you are looking for a career—not just a job—and want to be part of a firm that values service, teamwork, and integrity, we encourage you to apply.

Pay: From $55,000.00 per year

Benefits:

Health insurance
Paid time off

Application Question(s):

Have you had at least two years experience within the financial services industry?

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in marco, fl

Wealth Management Client Service Associate

Financial Advisor (Training, Licensing & Mentorship Provided) Career Changers Welcomef to Apply

Client Advisor

GUCCI Senior Client Advisor - Naples

Client Service Specialist

Associate Client Advisor

Client Advisor, Rolex - Naples

Analyst

Luxury Menswear Sales & Client Advisor (Retail Experience Required)

Client Service Specialist

Financial Advisor

Wealth Management Operations Associate

Beauty Advisor - Commission Based Role

Recruiter

Selling Advisor - Commission Based Role

Senior/Chief Engineer

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote

Brain Health / Longevity Registered Dietitian

Trust & Estates Associate

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

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