Financial Advisor Jobs in Oldsmar, FL (290)
Estate Financial Advisor
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Private Wealth Advisor - Financial Advisor Training Program
Northwestern Mutual
Tampa, FL
Hospitality
Dental Insurance
Vision Insurance
$67.6k - $119k / year
Financial Advisor
Cetera Investment Services
Tampa, FL
Health Insurance
Financial Advisor
Suncoast Wealth Solutions
St. Petersburg, FL
Financial Advisor (No Prospecting + Training Involved!)
Magellan Financial & Insurance Services
Tampa, FL
Health Insurance
Education
Investment Advisor
Craft Wealth Services
Tampa, FL
Wealth Management Advisor
Equitable Advisors
Tampa, FL
Certified Financial Planner (CFP®)
Independent Financial Partners (IFP)
Tampa, FL
Dental Insurance
Financial Professional – Retirement Benefits Group
Equitable Advisors
Tampa, FL
Private Equity VP- Technology & Services
Confidential
Tampa, FL
Financial Operations Senior Associate/VP
Star Mountain Capital
Tampa, FL
Dental Insurance
Vision Insurance
Financial Operations Analyst/Associate
Star Mountain Capital
Tampa, FL
Dental Insurance
Vision Insurance
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
Financial Representative
Northwestern Mutual
Tampa, FL
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Investor Relations Analyst/Associate
Star Mountain Capital
Tampa, FL
Dental Insurance
Vision Insurance
Relationship Director
TrustBridge Global Foundation
Tampa, FL
New
Health Insurance
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
Tampa, FL
PTO
Dental Insurance
Vision Insurance
$10k / month
Portfolio Counselor
Fisher Investments
Tampa, FL
PTO
Dental Insurance
Vision Insurance
$10k / month
Merrill Experienced Financial Advisor
Bank of America
Tampa, FL
Diversity Leader
Eco-Friendly
$48k - $100k / year
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Tampa, FL
Diversity Leader
$69.6k - $105k / year
Merrill Financial Solutions Advisor - Tampa Market
Bank of America
Clearwater, FL
Diversity Leader
Eco-Friendly
$100k / year
Financial Solutions Advisor - Consumer Investments - Tampa Market
Bank of America
Tampa, FL
Diversity Leader
Eco-Friendly
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Tampa, FL
Diversity Leader
$63.4k - $144.3k / year
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Tampa, FL
Diversity Leader
$85k - $193.4k / year
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Tampa, FL
Diversity Leader
$119.5k - $272.1k / year
Oracle Cloud Financial Consultant
Accenture
Saint Petersburg, FL
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
VP, Financial Consultant - Clearwater, FL
Charles Schwab
Clearwater, FL
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Tampa, FL
Diversity Leader
$85k - $193.4k / year
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Tampa, FL
Diversity Leader
$85k - $193.4k / year
Financial Advisor – Estate Planning
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Director, Retirement Income – Life Company
USAA
Tampa, FL
Diversity Leader
Health Insurance
Dental Insurance
Vision Insurance
$114.1k - $218k / year
Patient Financial Rep II (Remote)
BayCare Health System
🌎 Remote
Remote
Diversity Leader
Job Description
Working as a Financial Advisor in Oldsmar, FL
There are 290 Financial Advisor opportunities available in Oldsmar, 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 Oldsmar, FL
Financial Advisors in Oldsmar, FL Resume Data
Average Experience for Financial Advisors in Oldsmar, FL
- More than 10 years: 61%
- 6-10 years: 24%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Oldsmar, FL
- Bachelors: 52%
- Masters: 18%
- Diploma: 15%
- Associates: 12%
- Doctorate: 2%
Top Skill for Financial Advisors in Oldsmar, FL
- Attention to detail: 19%
- Sales skills: 17%
- Customer focus & orientation: 15%
- Management & leadership skills: Planning & execution: 11%
- Analyzing data: 7%
- Work style: Reliability: 7%
- Spreadsheets with Microsoft Excel: 7%
- Administrative assistant/receptionist: 6%
- Verbal communication: 6%
- Management & leadership skills: Impact & influence: 5%
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