Top 265 Licensing associate Jobs in Oldsmar Fl

Senior Client Services Associate
Riverwalk Wealth Advisors —Tampa, FL
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid holidays
Quick Apply
Regulatory Affairs Associate, Licensing & Compliance
BPI labs (Belcher Pharmaceuticals LLC) —Largo, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Financial Representative - Associate
Mutual of Omaha Advisors —Tampa, FL
- Up to $98,000 a year
- Full-time
- Background check
- Classroom
- Research
- Paid holidays
- Health insurance
Quick Apply
1d
VIP Associate
Hard Rock Digital —Tampa, FL
- Weekends as needed
- Hybrid work
- Oracle
- Mid-level
- Driver's License
Quick Apply
11d
Contracting Specialist
Amerilife Group, LLC —Clearwater, FL
- Full-time
- Background check
- Microsoft Excel
- Salesforce
- Disability insurance
- Health insurance
Claims Adjuster Trainee
AssuranceAmerica —Tampa, FL
- Full-time
- Spanish
- Computer literacy
- Bachelor's degree
- On-the-job training
Purchasing Agent I
Pasco County, FL —New Port Richey, FL
- $60,478 - $84,669 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Tuition reimbursement
Underwriting Processing Associate
Safepoint MGA, LLC —Temple Terrace, FL
- Full-time
- Ability to walk for extended periods
- Research
- Office
- Health savings account
- AD&D insurance
Quick Apply
Customer Service Representative
GEICO —Tampa, FL
- $29.28 - $34.24 an hour
- Weekends as needed
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
ESIS Claims Associate
Chubb —Tampa, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Life Care Associate
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- 5 years
- Research
- Mid-level
- Paid holidays
- Health insurance
12d
Loan Officer Associate
Lennar —Tampa, FL
- Weekends as needed
- Construction site
- Bachelor of Science
- Office
- Paid parental leave
- Health insurance
Real Estate Licensing Associate
SRS Real Estate Partners —Tampa, FL
- Full-time
- 5 years
- Bachelor's degree
- Continuous improvement
Point of Care Coordinator
HCA Florida Trinity Hospital —Trinity, FL
- Full-time
- Mid-level
- 2 years
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate Director – Energy Infrastructure Development & Owner’s Integrator Services
Guidehouse —Tampa, FL
- $135,000 - $225,000 a year
- Full-time
- Office
- Master's degree
- Bachelor's degree
- Health savings account
- Paid holidays
10d
Associate General Counsel - Strategic Development
Ferguson Enterprises, LLC —Tampa, FL
- $12,300.30 - $20,075.00 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid parental leave
- Health insurance
2d
Hotel Real Estate Appraisal Associate - Consulting & Valuation
HVS —Saint Petersburg, FL
- $60,000 - $100,000 a year
- Microsoft Word
- Microsoft Outlook
- Writing skills
- Disability insurance
- Health insurance
Healthcare Recruiter (2026-3252)
Prolink Services, LLC —Tampa, FL
- Mid-level
- Office
- Experience equivalent to degree accepted
Optician Level - 3
Walmart —Clearwater, FL
- $33 - $41 an hour
- Part-time
- High school
- Mid-level
- Paid jury duty
- Disability insurance
Hotel Real Estate Appraiser Associate - Consulting & Valuation
HVS —Saint Petersburg, FL
- $60,000 a year
- Microsoft Outlook
- Writing skills
- English
- Disability insurance
- Relocation assistance
10d

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licensing associate jobs near oldsmar fl

Senior Client Services Associate

Riverwalk Wealth Advisors
Tampa, FL

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Paid holidays
Health insurance
On-site gym
Dental insurance
401(k)
Paid time off
Vision insurance
Flexible schedule

Qualifications

Bilingual
Investment
Customer communication
Microsoft Excel
Microsoft Outlook
Series 66
Series 7
Client services
Financial services
Life & Health Insurance License
Series 63

Full Job Description

COMPANY OVERVIEW

Riverwalk Wealth Advisors has been recognized as one of the Top Financial Advisors in the country two years running by The Financial Times.

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. This is an exciting time to be a part of our culture – we are strong, innovative and growing. And we want you to grow with us.

Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including:

▪ One of the Top 10 U.S. Independent Broker-Dealers (Financial Advisor Magazine, 2019)

▪ 111 on the FORTUNE® 500 list

POSITION OVERVIEW

This is a mid-level position within a team setting, with tremendous growth opportunity. You will be working in a fast-paced, high volume wealth management practice located in the Tampa Bay area, recognized by the Financial Times as one of the top 400 Wealth Management Advisors in the industry. This is fantastic career opportunity for someone looking to work with a group of a dynamic, driven, and successful associates.

We are seeking an initiative-driven, detail-oriented individual with a business-focused degree or relevant work experience to support the Principal Advisor and his team. This role is critical to the client experience and requires a high degree of follow-through, strong interpersonal skills, a strong sense of initiative and organizational capability.

JOB RESPONSIBILITIES

Handle case notes, process correspondence and maintain client case files.
File new statements, account forms and other insurance/investment-related materials
Input data, print proposals and prepare materials at direction of financial representative in preparation for client/prospect meeting
Client Relations – heavy interaction with clients, follow-ups, maintain client files (physical and electronic), client information, and client reports
Prepare all materials for annual and semi-annual client reviews. This may include illustrations, consolidated statements of assets, performance reports, etc.
Prepare/print letters of instruction for client signature
Prepare policies for delivery
Running reports in Envestnet, Morningstar and Albridge
Review insurance applications, conversions and policy changes for completeness and accuracy
Arrange medical, paramedical and any exams necessary for underwriting
Provide current status and account values for non-securities related accounts
Contact and advise clients regarding late payments and other non-securities sales and service-related issues including scheduling
Consult with clients on impact of changes to non-securities related products
Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

QUALIFICATIONS

2-5+ years of investment and / or insurance experience.
Florida Life and Health Insurance 2-15 license or ability to obtain within 6 months of hire.
Series 7 and 63 or 66 license or ability to obtain within 6 months.
College Degree preferred but not required
Strong computer proficiency with the ability to learn new software quickly (experience in MS Office Excel, Word, and Outlook required. NetX360 experience is a plus)
Ability to work with and prioritize multiple tasks daily to maximize productivity with a focus on efficiency and attention to detail
Ability to take independent action to make sound decisions
Outstanding communication skills, both written and verbal
Maturity combined with emotional intelligence
Trustworthiness and integrity

COMPENSATION & BENEFITS

Competitive salary and a full range of benefits including:

Health/Dental/Vision Insurance
Disability Income Insurance
401K / profit sharing
Generous PTO / Paid Holidays
On-site Fitness Center
Covered parking
Reimbursement for Continuing Education and relevant licensing/designations
Professional development opportunities
Flexible hybrid work-from-home option

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
On-site gym
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

licensing associate jobs in oldsmar fl

Senior Client Services Associate

Regulatory Affairs Associate, Licensing & Compliance

Financial Representative - Associate

VIP Associate

Contracting Specialist

Claims Adjuster Trainee

Purchasing Agent I

Underwriting Processing Associate

Customer Service Representative

ESIS Claims Associate

Life Care Associate

Loan Officer Associate

Real Estate Licensing Associate

Point of Care Coordinator

Associate Director – Energy Infrastructure Development & Owner’s Integrator Services

Associate General Counsel - Strategic Development

Hotel Real Estate Appraisal Associate - Consulting & Valuation

Healthcare Recruiter (2026-3252)

Optician Level - 3

Hotel Real Estate Appraiser Associate - Consulting & Valuation

I want to receive the latest job alert for licensing associate in oldsmar fl

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