Top 1017 Client advisor Jobs in Tampa Fl

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Fisher Investments —Tampa, FL
- Full-time
- Hybrid work
- Office
- Administrative experience
- Bachelor's degree
- Paid holidays
- Health insurance
Client Advisor - Tampa
Tiffany & Co. —Tampa, FL
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
Student Affairs and Career Services Specialist (Tampa Campus)
National Louis University —Tampa, FL
- $47,365.13 - $66,311.19 a year
- Overtime
- Bilingual
- Computer literacy
- Mid-level
- Health insurance
- Paid time off
Financial Advisor - Saint Petersburg, FL
Florida Financial Advisors —Saint Petersburg, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Commercial Lines Insurance Account Manager (Experienced) | 2-20
Fearnow Insurance, Inc. —Seffner, FL
- $50,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Licensed Insurance Agent
JFS Risk Advisors —Tampa, FL
- $50,000 - $55,000 a year
- Mid-level
- Organizational skills
- In-person
- Health insurance
- Paid time off
Quick Apply
Powersports Service Advisor
Ducati Tampa Bay —Tampa, FL
- $40,000 - $60,000 a year
- Full-time
- Mechanic experience
- Dealership
- Writing skills
- Paid time off
- Employee discount
Quick Apply
7h
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Senior HR Business Partner - (Tallahassee, Tampa, Orlando OR Jacksonville, Florida) OR (Duluth, GA)
Halff —Tampa, FL
- Hybrid work
- Background check
- 5 years
- Pass drug screening
- Health savings account
- Paid holidays
10d
Health Insurance Agent
All Options Health LLC —Tampa, FL
- $75,000 - $100,000 a year
- Full-time
- Serving
- Hospitality
- Customer service
- On-the-job training
- Professional development assistance
Quick Apply
Entry Level Sales Advisor
Freitag Health Insurance —Tampa, FL
- $80,000 - $120,000 a year
- Full-time
- Sales
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Commercial Lines Insurance Account Manager (minimal experience) | 2-20 or 4-40 licensed
Fearnow Insurance, Inc. —Seffner, FL
- $19 - $23 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Organizational skills
Financial Planning Associate (CFP Required)
Menke Financial —Saint Petersburg, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Tax Expert - Expert Center (Southeast)
Intuit —Tampa, FL
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Operations & Client Service Associate
Grand Central Investment Group —Tampa, FL
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
Experienced Caregiver Looking for a Strong Client Match
Home Care Assistance —Pinellas Park, FL
- $16 - $18 an hour
- Part-time
- Background check
- Caregiving
- Mid-level
- Paid training
- Mileage reimbursement
Quick Apply
Private Risk Advisor (Producer) - Insurance Advisory Solutions
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Travel
Client Executive, Commercial Risk- Middle Market
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Word
- 7 years
- Microsoft Excel

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near tampa fl

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments -
Tampa, FL

Apply Now

Job Details

Full-time

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Work from home
Vision insurance
401(k) matching

Qualifications

Customer communication
Experience practicing in the securities industry

Full Job Description

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.

The Day-to-Day:

Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor’s degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Refine Your Search

client advisor jobs in tampa fl

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Client Advisor - Tampa

Student Affairs and Career Services Specialist (Tampa Campus)

Financial Advisor - Saint Petersburg, FL

Commercial Lines Insurance Account Manager (Experienced) | 2-20

Client Administrative Manager

Licensed Insurance Agent

Powersports Service Advisor

Licensed Financial Representative

Senior HR Business Partner - (Tallahassee, Tampa, Orlando OR Jacksonville, Florida) OR (Duluth, GA)

Health Insurance Agent

Entry Level Sales Advisor

Commercial Lines Insurance Account Manager (minimal experience) | 2-20 or 4-40 licensed

Employee Benefits Advisor (Producer) - Insurance Advisory Solutions

Financial Planning Associate (CFP Required)

Tax Expert - Expert Center (Southeast)

Operations & Client Service Associate

Experienced Caregiver Looking for a Strong Client Match

Private Risk Advisor (Producer) - Insurance Advisory Solutions

Client Executive, Commercial Risk- Middle Market

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected