Financial Advisor jobs in Clearwater, FL

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Executive Assistant - Financial Firm - Palm Harbor, FL
  • Advisor Employee Services
  • Palm Harbor, FL FULL_TIME
  • Executive Assistant
    Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Do you have excellent communication skills and the ability to plan, schedule, and organize a calendar? Our established financial services, SimplePath Wealth Management firm in Palm Harbor, FL is looking for an Executive Assistant to be the right-hand employee to the Chief Advisor. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!
     
    Minimum Requirements:
    • 3 years of administrative experience
    • Polished interpersonal skills with a strong business acumen
    • Excellent communication and organizational abilities
    • Intermediate to advanced skills with MS Office Suite and proficient with Apple computers
    • Experience with CRM systems, preferably Salesforce
    • Intermediate to advanced skills with office technology and troubleshooting
    • Professional attire and appearance required
    • Basic understanding of marketing principles preferred
    • Ability to type 45 WPM
    This position requires that you possess the following skills:
    • Interpersonal skills with a good-natured, sincere, positive, and caring attitude and along with impeccable integrity
    • Strong written and verbal communication
    • Strong organizational skills and administrative expertise
    • Tech-savviness with proficiency in office software
    • Detail oriented with a sharp eye for accuracy
    • Ability to prioritize projects and manage time
    • Self-directed initiative and quick on their feet
    • A desire for continuous learning and personal growth
    • Basic Social Media & Chat GPT skills required
    • Event planning, copywriting, or creative skills a plus
    Responsibilities:
     
    Administration & Office
    • Ensure our office reflects the high standards of The Ritz Carlton
    • Answer phones and greet clients in a warm, friendly manner to provide a superior experience and welcoming environment
    • Manage client scheduling & Advisor’s calendar continuously throughout the day
    • Book & manage all travel arrangements
    • Assist with managing vendors and third-party relations to support business operations
    • Establish and maintain efficient office & filing systems to optimize workflow
    • Provide basic setup and maintenance support for office technology, including email, printers, and the phone system
    • Collaborate with IT support for more complex technical issues
    • Maintain office supplies and outgoing correspondence
    • Prioritize and route calls, texts, and mail ensuring an exceptional client experience
    • Maintain confidential information in a highly regulated environment
    • Create a wow experience for clients including managing the Client Love program (i.e. birthday cards, gifts, special events and milestones)
    • Collaborate with the marketing team to create engaging content for client communications and contribute to overall marketing initiatives.
    • Execute communication strategies to keep clients well-informed about our services, as well as industry news & resources using emails, social media & print marketing
    • Assist with various marketing communications and events to enhance client experience
    • Prep advisor for speaking engagements & media appearances
    • Work closely with the Marketing Director and Executive Team to identify opportunities for enhancing client experience and office efficiency
    • Keep database up to date and accurate
     
    Salary:
    • $42,000 - $62,000/year BOE 
     
    Benefits:
    • 100% Paid Medical, Dental, Vision, Life & Disability
    • 401(k) 
    • Generous PTO
    • Allowance for professional attire
    • Paid training and awards
    • Staff incentive trips
    • Fun, team-building events
     
    Hours:
    • Monday – Friday: 8:30am – 5:00pm
    • Potentially 5-10 client events/year
    Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 26 Days Ago
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Client Service Administrator - Financial Firm - Clearwater, FL
  • Advisor Employee Services
  • Clearwater, FL FULL_TIME
  • Client Service Administrator Are you looking for an opportunity to utilize superior client service skills that you’ve acquired working in the financial services industry (or similar), and work one-on-...
  • 5 Days Ago
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Office Manager - Financial Firm - Palm Harbor, FL
  • Advisor Employee Services
  • Palm Harbor, FL FULL_TIME
  • Office Manager Are you passionate about delivering an amazing customer experience, while being a key player that is appreciated for your contributions to a successful team? This is your opportunity to...
  • 1 Month Ago
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Financial Advisor
  • Edward Jones
  • Clearwater, FL FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • 4 Days Ago
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Newcoast Insurance Advisor (Hybrid)
  • Newcoast Insurance Advisor (Hybrid)
  • Clearwater, FL FULL_TIME
  • OVERVIEW: The position of Insurance Advisor at Newcoast is responsible for the development of new business by working with potential customers who are in the process of completing a boat or RV transac...
  • 8 Days Ago
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Property & Casualty Insurance Commercial Account Manager
  • The Turner Insurance Advisor Group, Inc.
  • Dunedin, FL FULL_TIME
  • Do you love working with clients and helping them make good decisions? Do you enjoy using your knowledge to solve problems? If you are looking for a job where you can make a difference, we would like ...
  • 20 Days Ago
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0 Financial Advisor jobs found in Clearwater, FL area

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Supervision Principal
  • IFP Advisors, LLC
  • Tampa, FL
  • Job Description Job Description Supervision Principal Job Responsibilities We’re looking for a Sales and Transaction Sup...
  • 4/29/2024 12:00:00 AM
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Financial Advisor
  • Bankers Life
  • Clearwater, FL
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
  • 4/28/2024 12:00:00 AM
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Financial Advisor
  • Bankers Life
  • Spring Hill, FL
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
  • 4/28/2024 12:00:00 AM
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Experienced Financial Advisor
  • Prudential Financial
  • Tampa, FL
  • Prudential Advisors is looking for an experienced financial professional in the Tampa FL area that is interested in work...
  • 4/28/2024 12:00:00 AM
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Associate Advisor
  • Cetera Investment Services LLC
  • Tampa, FL
  • We are looking for a motivated individual to fill the role of an Associate Advisor for Achieva Wealth Management located...
  • 4/28/2024 12:00:00 AM
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Entry Level- Financial Advisor
  • Equitable Advisors
  • Tampa, FL
  • Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people buil...
  • 4/27/2024 12:00:00 AM
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Independent Financial Advisor - Flexible, 100% Remote
  • Portfolio Archer
  • Tampa, FL
  • **Exciting Remote Opportunity Awaits: Transform Your Career Path!** **Embark on a Revolutionary Career Journey - No Prio...
  • 4/27/2024 12:00:00 AM
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Salaried Financial Advisor / Retirement Plan Sales Consultant
  • Confidential
  • Tampa, FL
  • Job Description Job Description Salaried Financial Advisor / Retirement Plan Sales Consultant Are you tired of commissio...
  • 4/27/2024 12:00:00 AM
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About Clearwater, Florida

Clearwater is a city located in Pinellas County, Florida, United States, northwest of Tampa and St. Petersburg. To the west of Clearwater lies the Gulf of Mexico and to the southeast lies Tampa Bay. As of the 2010 census, the city had a population of 107,685. Clearwater is the county seat of Pinellas County and is the smallest of the three principal cities in the Tampa-St. Petersburg-Clearwater metropolitan area, most commonly referred to as the Tampa Bay Area. Cleveland Street is one of the city's historic avenues, and the city includes Spectrum Field and Coachman Park. The city is separated ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Advisor jobs
$46,408 to $71,421
Clearwater, Florida area prices
were up 1.1% from a year ago
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