Top 549 Client advisor Jobs in Winter Garden Fl

Client Operations Specialist - Wealth Management
The LifeWealth Group —Winter Garden, FL
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
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
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Financial Advisor - Orlando, FL
Thrivent —Orlando, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Maitland, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Veterinary Medical Director
Atlas Consultancy Group Ltd —Longwood, FL
- $130,000 - $160,000 a year
- Call employer
- Senior level
- 4 years
- Leadership
- Continuing education credits
- Health insurance
Quick Apply
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
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
Licensed Insurance Agent - Personal Lines
The Baldwin Group —Orlando, FL
- Full-time
- Mid-level
- Communication skills
- Paid holidays
- Health insurance
Entry Level-Insurance Risk Management Consultant
Foundation Risk Partners —Clermont, FL
- Research
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Preneed Insurance Agent (1099)
Integrity —Florida
- Call employer
- No experience needed
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
Financial Advisor / Business Development - Lake Mary, FL
Northwestern Mutual —Lake Mary, FL
- $50,000 - $100,000 a year
- Full-time
- Military
- Mid-level
- Business development
- Health savings account
- Health insurance
Quick Apply
Registered Representative - State Farm Agent Team Member
Jose Rosario - State Farm Agent —Orlando, FL
- $45,000 - $100,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Tuition reimbursement
Quick Apply
Remote ACA & Ancillaries Opportunity – Leads & Training Provided!
Ideal Concepts —Florida
- $60,000 - $90,000 a year
- Contract
- Remote
- Entry level
- Work from home
Quick Apply
13d
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
Internal Sales Consultant
Newport —Lake Mary, FL
- Online Application
- Mid-level
- Finance
- Bachelor's degree
- Retirement plan
Financial Advisor
Ataraxis Wealth Management - Northwestern Mutual —Orlando, FL
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
Lead Wealth Advisor
Boutique Recruiting —Altamonte Springs, FL
- $120,000 - $185,000 a year
- Bachelor's degree
- Financial services
- Senior level
- Health savings account
- Health insurance
Quick Apply
2d
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
MidMarket HCM, Sales Consultant / Business Solutions Advisor
Insperity —Orlando, FL
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Dental insurance
Financial Advisor
Edward Jones —Orlando, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training

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client advisor jobs near winter garden fl

Client Operations Specialist - Wealth Management

The LifeWealth Group
Winter Garden, FL

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
Life insurance
Referral program
Retirement plan

Qualifications

Trading
Bank transfers
Money transfers
Bachelor's degree
Client services
Organizational skills
Financial services
CRM system proficiency
Productivity software
Associate's degree
Technical Proficiency
Account opening
Time management

Full Job Description

I. MISSION

The Client Operations Specialist at The Lifewealth Group is a key part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person supports the vision, positive culture and team spirit.

The role of this position is to engage and support the success of the Operations team by supporting this department in all aspects, including account opening /funding, client service and portfolio administration.

The Client Operations Specialist requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

II. ESSENTIAL RESPONSIBILITIES

Client Engagement

· Provides administrative support to the Operations Department with new business applications (incl. but not limited to investment applications, brokerage applications, annuity /insurance applications) and transfer of assets for account funding/policy issue.

· Responds to Client Service Requests (Incl. Address changes, beneficiary changes, account access, death claims, account information requests, tax document requests)

· Assist Operations department with RMD’s

· Supports Operations department with implementation of investment allocations, money movement,

· Send paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures.

· Quality Check and submit signed paperwork to Custodian for processing.

III. POSITION SPECIFICATIONS

The Client Operations Specialist serves as a key liaison between clients, advisors, and the Operations team, ensuring smooth day-to-day client and account support. This role is responsible for assisting with account openings and funding, processing investment and insurance applications, handling client service requests, and supporting money movement functions and required distributions. The specialist also manages client paperwork, ensures accuracy and compliance with custodian requirements, and supports money movement and investment implementation. Success in this role requires strong organization, attention to detail, and the ability to thrive in a fast‑paced, technology-driven environment.

Must Haves

Associate's degree in relevant field of study

2+ years of experience in an Investment Operations role

Experience in Account Openings, Money Movement, Transfers, Placing Trades

Detail oriented + High sense of urgency

Microsoft Office Suite

Ability to work in a fast-paced work environment

Ability to multitask and strong organizational skills

Experience in CRM related to finance industry

Nice to Haves

Bachelors Degree

Series 65 license

FL215 license

Experience with investments and financial planning

Knowledge of Broker Dealer + investment advisory regulations

Proficiency in Redtail

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Retirement plan
Vision insurance

Application Question(s):

On a scale of 1-10, how confident do you feel with Insurance annuities, opening new accounts, and brokerage applications/investment applications?

Experience:

Financial services: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in winter garden fl

Client Operations Specialist - Wealth Management

Controller

Financial Advisor - Orlando, FL

Financial Professional

Veterinary Medical Director

Sr. Technical Manager/Sr. Engineer - Land Development

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Licensed Insurance Agent - Personal Lines

Entry Level-Insurance Risk Management Consultant

Preneed Insurance Agent (1099)

Financial Advisor / Business Development - Lake Mary, FL

Registered Representative - State Farm Agent Team Member

Remote ACA & Ancillaries Opportunity – Leads & Training Provided!

Forensic Mechanical Engineer

Internal Sales Consultant

Financial Advisor

Lead Wealth Advisor

Senior Outside B2B Sales Executive

MidMarket HCM, Sales Consultant / Business Solutions Advisor

Financial Advisor

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

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