Top 265 Senior advisor Jobs in Orlando, Fl

Team Lead, Advisor Services Operations
Charles Schwab —Orlando, FL
- $75,800 - $139,500 a year
- Hybrid work
- Mid-level
- Office
- Supervising experience
- Paid parental leave
- Employee stock purchase plan
1d
Senior Tax Associate
Moisand Fitzgerald Tamayo, LLC —Orlando, FL
- $95,000 - $110,000 a year
- Full-time
- CPA
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Controller
DiMercurio Advisors LLC —Orlando, FL
- $82,500 - $97,500 a year
- Full-time
- Office
- Finance
- Supervising experience
- Paid jury duty
- Paid holidays
Quick Apply
Tax Manager
Demetree Global —Winter Park, FL
- Full-time
- Background check
- 7 years
- CPA
- Health savings account
- Health insurance
Quick Apply
Manager, Benefits and Wellness
Orlando Utilities Commission —Orlando, FL
- $128,340 - $160,425 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- 5 years
- Paid training
- Wellness program
Senior/Chief Engineer
Metric Engineering —Florida
- $90 - $120 an hour
- Part-time
- Remote
- Quality control
- Mentoring
- Senior level
Sr. Business Development Manager - PEO
Key HR —Orlando, FL
- From $70,000 a year
- Full-time
- Hybrid work
- Background check
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Entry Level-Insurance Risk Management Consultant
Foundation Risk Partners —Clermont, FL
- Research
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
B2B Sales, Business Broker for Orlando/Central Florida region With 10+ Years B2B Sales Experience
A Neumann & Associates, LLC —Orlando, FL
- $100,000 - $750,000 a year
- Contract
- 11+ years
- Business development
- Travel
Quick Apply
5d
Sr. Technical Manager/Sr. Engineer - Land Development
Larson Design Group —Orlando, FL
- $150,000 - $200,000 a year
- Full-time
- Engineering
- Continuous improvement
- Quality control
- Paid training
- Employee stock ownership plan
Quick Apply
Accounting Manager
Real Capital —Winter Garden, FL
- $125,000 a year
- Microsoft Excel
- 6 years
- CPA
- Paid holidays
- Health insurance
Quick Apply
Licensed Medicare agents wanted for IMMEDIATE OPPORTUNITY
Advocate Health LLC —Orlando, FL
- $1,000 - $100,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
Commercial Real Estate Appraiser
Edge Realty Advisors —Orlando, FL
- From $75,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- 5 years
- Health savings account
- 401(k) matching
Quick Apply
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
4d
Sales Development Representative (SDR) – AI Startup
SWIPEBY —Orlando, FL
- $50,000 - $120,000 a year
- Full-time
- Hospitality
- Business development
- Reliable transportation
- Flexible schedule
Quick Apply
1d
Forensic Mechanical Engineer
J.S. Held LLC —Orlando, FL
- $130,000 - $170,000 a year
- Full-time
- Up to 50% travel
- Word processing
- Mid-level
- Commuter assistance
- Health insurance
Quick Apply
3d
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
Vice President, CuraScript Specialty Distribution (CSD), Business Operations
The Cigna Group —Lake Mary, FL
- $203,600 - $339,300 a year
- Online Application
- Master's degree
- Analysis skills
- Bachelor's degree
- Paid holidays
- Health insurance
4d
On Call Benefits Advisor
Orange County Government —Orlando, FL
- $41.54 an hour
- Part-time
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
Senior Advisor (5684)
Three Saints Bay, LLC —Orlando, FL
- Online Application
- Background check
- Office
- Bachelor's degree
Quick Apply

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senior advisor jobs near orlando, fl

Team Lead, Advisor Services Operations

Charles Schwab -
Orlando, FL

Apply Now

Job Details

$75,800 - $139,500 a year
1 day ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Workflow management (operations management method)
Operations coordination
Coaching
Operations transformation
Performance feedback (performance evaluation method)
Series 7
Team development
Professional development support
Financial workflow efficiency improvements
Team training
Mentoring
FINRA License
Operational excellence initiatives
Process improvement planning
Technical Proficiency
Series 63
Cross-functional communication

Full Job Description

Orlando, FL

Requisition ID 2026-124712 Category Operations Position type Regular Pay range USD $75,800.00 - $139,500.00 / Year Application deadline 2026-08-07

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Workflow Solutions Team Lead, you will support the operational effectiveness of a centralized service team that delivers timely, accurate workflow support to client-facing teams and financial professionals. This role offers a unique opportunity to blend operational expertise with leadership development, serving as a trusted resource for team members while maintaining hands-on involvement in daily workflow execution. You will partner closely with leaders and business partners to ensure work is completed with a high degree of quality, accuracy, and efficiency while helping the team navigate changing priorities and service demands.

In this role, you will monitor workflow activity, support achievement of service commitments, resolve complex operational issues, and help identify opportunities to improve processes and increase efficiency. You will leverage strong problem-solving, coaching, and communication skills to support team performance, provide guidance on challenging situations, and reinforce quality standards across the organization. Success in this position requires balancing day-to-day operational responsibilities with a commitment to developing others, improving client and employee experiences, and driving continuous improvement.

This role is ideal for a collaborative professional who thrives in a fast-paced environment, supports teams through change, and influences outcomes through strong operational leadership. You'll have the opportunity to deepen your expertise, strengthen your leadership capabilities, and make a meaningful impact while receiving the coaching, mentorship, and support needed to continue growing your skills.

What you have

Required Qualifications

FINRA Series 7 and 63 required
2+ years of experience supporting operational workflows, service operations, financial services, brokerage operations, or a related business environment
Demonstrated ability to manage multiple priorities, navigate competing demands, and maintain a high level of accuracy in a high-volume environment
Strong organizational, problem-solving, and decision-making skills with the ability to effectively communicate across various levels of an organization
Experience providing coaching, feedback, training, or guidance to support individual and team performance
Ability to analyze workflow trends, identify opportunities for improvement, and implement solutions that enhance quality and efficiency
Strong technical aptitude with the ability to quickly learn systems, processes, and workflow tools while serving as a resource to others
Proven ability to build partnerships and collaborate effectively with cross-functional stakeholders to achieve business objectives
Interest in people leadership and a passion for developing and supporting others

Preferred Qualifications

FINRA Series 9/10 preferred, or the ability to obtain as a condition of employment
3+ years of experience in financial services, wealth management, brokerage operations, advisor support, or a related industry
Experience in a team lead, senior specialist, supervisory, quality assurance, or operational support capacity
Knowledge of brokerage products, service operations, regulatory requirements, and operational risk considerations
Experience leading process improvement initiatives that enhance client service, operational excellence, quality, or workforce effectiveness
Demonstrated ability to manage escalated issues, influence outcomes, and drive resolution across multiple stakeholder groups
Experience supporting change initiatives, workflow optimization efforts, or business transformation activities

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

senior advisor jobs in orlando, fl

Team Lead, Advisor Services Operations

Senior Tax Associate

Controller

Tax Manager

Manager, Benefits and Wellness

Senior/Chief Engineer

Sr. Business Development Manager - PEO

Entry Level-Insurance Risk Management Consultant

B2B Sales, Business Broker for Orlando/Central Florida region With 10+ Years B2B Sales Experience

Sr. Technical Manager/Sr. Engineer - Land Development

Accounting Manager

Licensed Medicare agents wanted for IMMEDIATE OPPORTUNITY

Commercial Real Estate Appraiser

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Sales Development Representative (SDR) – AI Startup

Forensic Mechanical Engineer

Senior People Partner (HR Business Partner)

Vice President, CuraScript Specialty Distribution (CSD), Business Operations

On Call Benefits Advisor

Senior Advisor (5684)

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What you have

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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