Financial Advisor Jobs in Casselberry, FL (150)
Hospitalist Physician
CorroHealth
Orlando, FL
401(k)
Dental Insurance
Vision Insurance
Trial Attorney
State Farm Careers
Maitland, FL
New
Dental Insurance
Parental Leave
$104k - $160k / year
Bilingual Consumer Loan Sales Specialist
OneMain Financial
Casselberry, FL
New
Dental Insurance
Vision Insurance
Education
Director of Financial Planning The Motley Fool $200k - $265k/year â‹… Interested Not Interested
Savvy
Orlando, Florida
Dental Insurance
Vision Insurance
Parental Leave
$200k - $265k / year
Choreo Names Chief Investment Officer from BDO USA
Incline Wealth
Winter Garden, Florida
Chief Investment Officer Blog Post
Allocator Jobs
Orlando, Florida
$174 / day
‌
Trial Attorney
State Farm
altamonte springs, FL
New
Hybrid
Dental Insurance
Parental Leave
$104k - $160k / year
‌
Technology Advisory Board Member (Course Credit Eligible / Community ServiceCredit Eligible / T[...]
Childhood Cancer Society
Orlando, Florida
‌
Client Associate
UBS
Orlando, FL
New
Part-Time
‌
Brokerage Registered Client Service Associate
Truist
Orlando, FL
Part-Time
401(k)
Dental Insurance
Vision Insurance
‌
Client Service Associate - Orlando, FL
Raymond James
Orlando, FL
‌
Registered Client Service Associate
Stifel
Orlando, FL
New
401(k)
Dental Insurance
Vision Insurance
‌
Client Service Associate
Raymond James Financial Services
DeLand, FL
New
Hospitality
‌
REMOTE - Customer Service / Sales Support
Henrie Agency
🌎 Remote
Remote
Health Insurance
‌
Investment Client Care Brokerage Services Representative
Truist
Orlando, FL
Part-Time
401(k)
Dental Insurance
Vision Insurance
‌
Block Advisors Receptionist
H&R Block
Winter Park, FL
401(k)
‌
NQ Enrollment Specialist
Ascensus
Lake Mary, FL
‌
J.P. Morgan Wealth Management - Private Client Advisor - Windermere/ Orlando, FL
JPMorganChase
Windermere, FL
New
Health Insurance
Education
‌
Wealth Investment Associate
Seacoast Bank
Winter Park, FL
New
‌
Sr. Relationship Manager - Global Commercial Bank - Middle Market
Bank of America
Orlando, FL
New
Diversity Leader
Eco-Friendly
‌
Principal Consultant
Willdan Group
Orlando, FL
New
‌
FL-Altamonte Insurance Advisor
American Senior Benefits
Altamonte Springs, FL
New
Part-Time
Flexible Schedule
$61k / year
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
New
Remote
‌
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Lake Mary, FL
Diversity Leader
$69.6k - $105k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Orlando, FL
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Central Florida Market
Bank of America
Winter Park, FL
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Solutions Advisor - Consumer Investments - Orlando South Market
Bank of America
Orlando, FL
Diversity Leader
Eco-Friendly
‌
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Lake Mary, FL
Diversity Leader
‌
Charitable Estate Planning Advisor
American Heart Association
Orlando, FL
PTO
Dental Insurance
Vision Insurance
‌
Accountant
Ascensus
Lake Mary, FL
‌
Field Applications Engineer
Arrow Electronics
Lake Mary, FL
Hourly
401(k)
Dental Insurance
Vision Insurance
$89.3k - $141.9k / year
‌
Senior Forensic Accountant
Meaden & Moore
Orlando, FL
401(k)
PTO
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Bilingual Consumer Loan Sales Specialist
OneMain Financial
Casselberry, FL
New
Dental Insurance
Vision Insurance
Education
Job Description
Working as a Financial Advisor in Casselberry, FL
There are 150 Financial Advisor opportunities available in Casselberry, FL all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Casselberry, FL
Financial Advisors in Casselberry, FL Resume Data
Average Experience for Financial Advisors in Casselberry, FL
- More than 10 years: 62%
- 6-10 years: 25%
- 3-5 years: 10%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Casselberry, FL
- Bachelors: 45%
- Diploma: 22%
- Associates: 17%
- Masters: 15%
- Doctorate: 2%
Top Skill for Financial Advisors in Casselberry, FL
- Customer focus & orientation: 20%
- Attention to detail: 17%
- Sales skills: 15%
- Work style: Reliability: 10%
- Customer service: 9%
- Administrative assistant/receptionist: 7%
- Verbal communication: 6%
- Spreadsheets with Microsoft Excel: 6%
- Call center customer service: 5%
- Data entry: Accuracy: 5%
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