Client Advisor Jobs in Florida
Client Advisor jobs in Florida are in strong demand, concentrated in wealth management, private banking, retail financial services, and luxury consumer goods, with openings at every level from entry-level associate to senior relationship manager. Miami, Tampa, and Orlando are the largest hiring centers, where firms like Wells Fargo, Bank of America, and Raymond James maintain major Florida presences and hire client advisors consistently. The most sought-after specialties right now are high-net-worth client management, insurance-linked advisory, and retail banking relationship roles. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 66+ Client Advisor jobs
*Up to $3,000 Sign-On Bonus*
The Ed Napleton Automotive Group is looking for our next Service to Sales Client Advisor. This is an exciting opportunity in a growing, fast-paced industry. Located at Volkswagen of Sanford, the Service to Sales Client Advisor will be responsible for assisting customers in the Service Department who are eligible for an upgrade.
Take advantage of this rare opportunity to join one of the country’s largest and most successful automotive dealership groups and Apply Today!
The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently one of the largest automotive groups in the country, providing incredible growth opportunity.
- Aggressive compensation plans (Potential to earn $60,000-$100,000+ per year)
- Family Owned and Operated – 90+ years in business!
- Up to $3,000 Sign-On Bonus*
- Medical, Dental, and Vision Insurance
- 401K and additional benefits
- Paid Vacation and Sick Time
- Paid Training
- Flexible Schedule (Monday-Friday 8:00am-5:00pm)
- Discounts on products, services, and vehicles
- Growth Opportunities
- Promote vehicle upgrade options in sales and service department of dealership
- Prospect follow-up calls, set appointments for service and sales, and gauge customer satisfaction
- Schedule sales appointments and reschedule no show customers
- Contact customers based on current marketing incentives
- Follow up with existing and potential customers to generate leads and close sales
- Explain product performance, application and benefits to prospects and describing all optional equipment available for customer purchase
- Follow up in a manner that results in the customer visiting the dealership
- Maintain a prospect and owner follow-up system that encourages repeat and referral business and contributes to customer satisfaction
- Excellent communication skills required.
- 2+ years Automotive Sales experience required.
- Tech Savvy – able to learn and utilize technology
- Willingness to undergo a background check in accordance with local law/regulations
- 18+ years of age or older to comply with the company driving policy
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws
- May be eligible for sign-on bonus. Based on experience.
See All 66 Client Advisor Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Client Advisor Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- JPMorganChase27
- Seacoast Bank11
- Marsh McLennan Agency3
- Gucci2
- TAG Heuer2
Top Industries Hiring
- Fintech15
- Banking & Financial Services15
- Investment & Asset Management15
- Staffing & Recruiting1
- Consulting & Professional Services1
What Florida Employers Look For
The qualifications that appear most often in client advisor jobs across Florida.
- Active Florida Series 6, 7, or 66 securities license or willingness to obtain one
- Bachelor's degree in finance, business, economics, or a closely related field
- Two or more years of client-facing experience in financial services or sales
- Demonstrated ability to build and manage a book of client relationships
- Proficiency with CRM platforms such as Salesforce or Salesforce Financial Services Cloud
- Strong written and verbal communication skills with bilingual Spanish preferred in South Florida markets
Client Advisor Jobs in Florida: Frequently Asked Questions
How do you become a client advisor in Florida?
Most client advisor roles in financial services in Florida require FINRA-administered securities licenses, particularly the Series 6 or Series 7 combined with the Series 66, which you register through your sponsoring employer. Insurance-focused advisory roles additionally require a Florida 2-15 or 2-40 license issued by the Florida Department of Financial Services. A bachelor's degree in finance or business is the standard educational baseline, though some employers will hire candidates who are actively pursuing licensure.
Which companies hire client advisors in Florida?
Florida client advisor roles are posted by JPMorganChase, Seacoast Bank, and Marsh McLennan Agency and others right now, based on current listings on Migrate Mate as of August 2026. Florida's concentration of retiree wealth, international private banking clients, and large regional headquarters means demand stays consistent across both big national institutions and boutique advisory firms.
Which Florida cities have the most client advisor jobs?
Miami, Orlando, and Boca Raton have the most client advisor openings in Florida. Miami leads because of its density of private banking, international wealth management, and luxury retail, while Tampa's financial district and insurance industry anchor strong demand there, and Orlando's growth in corporate headquarters and financial services adds a sizable share of openings.
Are there remote client advisor jobs in Florida?
Yes, but they're less common than in purely analytical roles because client advising is built around ongoing personal relationships. About 17% of client advisor openings tied to Florida are remote or hybrid as of August 2026, reflecting that most employers prefer at least some in-person client contact. Virtual advisory positions do exist most often in inside sales, telephone-based relationship management, and digital wealth platforms.
How can I get hired as a client advisor in Florida with little or no experience?
The most realistic entry path is through a bank or credit union's new-associate or financial consultant training program, which sponsors your FINRA licensing from day one. Large Florida employers like Bank of America, Wells Fargo, and Raymond James run structured associate advisor programs designed for recent graduates. Lateral moves from teller, customer service representative, or insurance sales roles are common first steps, and earning a Florida 2-15 insurance license before applying gives candidates a concrete edge even without prior advisory experience.
Where can I find and apply to client advisor jobs in Florida?
You can find and apply to client advisor jobs in Florida on Migrate Mate, which lists current Florida openings. Search the listings to find roles that match your experience level, preferred city, and specialty, then apply directly to the ones that fit.
See All 66 Client Advisor Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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