Advisor

• Provide a best-in-class client experience through proactive and reactive client engagements related to client onboarding, financial planning, and investor education
• Lead clients through outreach campaigns and Financial Planning milestones
• Collaborate with the advisory team to grow and maintain long-term relationships with highly valued clients
• Provide comprehensive financial planning services tailored to clients’ individual needs and goals
• Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives
• Track market trends, economic conditions, and regulatory changes impacting investments
• Assist with monthly audit reviews with internal stakeholders
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests
• Meet with clients in person when needed

Private Wealth Advisor helping Empower clients achieve financial freedom through personalized planning

Private Wealth Advisor

Private Wealth Advisor helping Empower clients achieve financial freedom through personalized financial planning and investment management. Serving high-value clients remotely within Florida territory.

• Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist
• Build lasting relationships with a dedicated book of high net worth Empower clients
• Provide a first-in-class client experience covering client onboarding, financial planning, and investor education
• Manage client relationships through phone, email, and virtual meetings, both proactively and reactively
• Retain assets under management and garner additional assets through communication, education, and responsiveness
• Act as liaison between clients and internal Empower Personal Wealth groups and departments
• Explain the Personal Strategy investment strategy and recommend, implement, and review strategies aligned with clients’ risk tolerance and financial objectives
• Engage clients in portfolio, market, and economic discussions
• Provide holistic financial planning covering retirement planning, income optimization, tax-advantaged savings strategies, and education planning
• Collaborate with Financial Planning Specialists on complex issues and comprehensive financial plans
• Coordinate with advisory team members and EPW stakeholders on client-related requests
• Delegate, coach, train, and develop colleagues and resources
• Travel to meet clients face-to-face and build strong relationships

Senior private wealth advisor leading Miami client practices for Empower’s financial services business

Senior Private Wealth Advisor, Practice Lead

Senior private wealth advisor leading high-net-worth client practices for Empower, a financial services company. Delivering holistic planning, investment guidance, and relationship growth across Miami-area clients.

• Achieve annual sales objectives by building a qualified pipeline, converting leads, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver proposals and tailored solutions across multiple lines of business
• Develop deep client relationships through a consultative sales approach
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences across the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Research industry and market trends, track competitor activity, and refine positioning
• Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies

Client Advisor driving insurance sales, client growth, and revenue for global fintech Acrisure

Personal Lines Client Advisor

Client Advisor driving new business and client relationships for Acrisure, a global fintech and insurance solutions provider.
Using CRM, AI, analytics, and consultative selling to grow revenue and expand markets.

• Achieve annual sales objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business
• Develop deep client relationships and provide consultative sales advice
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences through the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Research industry and market trends, track competitor activity, and refine positioning
• Share market insights with leadership and cross-functional teams to optimize offerings, client experience, and revenue strategies

Client Advisor driving insurance sales and client growth for global fintech Acrisure

Client Advisor driving new business and client relationships for Acrisure, a global fintech and insurance solutions provider. Using CRM, analytics, and AI to grow revenue and exceed sales objectives.

• Review Jerry’s property tax appeal product and pressure-test its workflows
• Flag processes or designs that will not survive contact with Florida’s Value Adjustment Board system
• Clarify how Chapter 194, F.S. and DOR uniform rules 12D-9 and 12D-10 operate in practice
• Explain county-level differences among Florida Property Appraiser offices and VABs
• Guide TRIM notice timing, the 25-day filing window, DR-486 and variants, e-filing versus paper, and the §194.014 partial-payment requirement
• Help build hearing and evidence workflows involving comparable selection, evidence exchange windows, and condition-based arguments
• Correct product decisions before production and before they affect customers
• Advise the early-stage product team for approximately 5–10 hours per week by phone or video

Florida property tax appeals advisor guiding Jerry’s homeownership app product

Ad Valorem Assessment Advisor

Florida property tax appeals advisor guiding Jerry’s homeownership app product. Reviewing VAB workflows, county procedures, filing mechanics, and hearing evidence.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Compile, process, and maintain commission transactions, including coding, adjustments, and reconciliations
• Prepare, input, and track commission batches received from sponsors and representatives
• Perform quality control on transactions and data to ensure accuracy and compliance with company standards
• Research and resolve discrepancies related to commission statements, payments, and account activity
• Support weekly compensation and payroll processing activities
• Maintain accurate records and documentation to support audit and compliance requirements
• Collaborate with internal teams and external partners to resolve issues and support operational workflows
• Assist with escalations, priority requests, and time-sensitive processing tasks
• Contribute to process improvement initiatives and support system enhancements as needed
• All other duties as assigned

Senior Compensation Advisor

• Manage a portfolio of Business Purpose Loans by providing consistent, high-quality servicing and support to internal and external stakeholders.
• Serve in an advisory capacity to customers, providing guidance tailored to their unique business needs.
• Handle inbound and outbound calls, as well as email and text communications, to support clients, attorneys, and authorized third parties.
• Perform moderately complex administrative, transactional, and operational tasks including research, analysis, and documentation.
• Generate reports and analyze data to support strategic initiatives and improve customer outcomes.
• Ensure compliance with company policies, procedures, and investor requirements.
• Leverage systems and tools to ensure accuracy, efficiency, and strong customer experience.
• Meet and exceed production goals (KPIs), with high performers recognized through increased autonomy and flexibility.
• Collaborate cross-functionally to resolve escalations and improve servicing effectiveness.

Specialty Loan Advisor managing Business Purpose Loans for Selene Holdings

Specialty Loan Advisor – High-Performance Servicing Role

Specialty Loan Advisor managing a portfolio of Business Purpose Loans for Selene Holdings. High-performance role offering hybrid or remote work flexibility based on productivity.

• Assist clients with researching cruise itineraries, destinations, and cabin options
• Coordinate and confirm cruise reservations, including travel dates and guest details
• Respond to client inquiries regarding cruise lines, onboard experiences, and requirements
• Review booking details for accuracy and completeness
• Maintain organized records of client reservations and communications
• Provide support before and after travel to ensure a positive experience

Online Cruise Booking Agent assisting customers with cruise reservations

Online Cruise Booking Advisor

Online Cruise Booking Agent assisting clients with cruise options and coordinating reservations. This entry-level role requires no prior cruise experience and offers structured training.

• Applies expert knowledge of line of business products, services, and processes to serve as a subject matter resource in the assessment of complaint program risks and opportunities across multiple technologies and business goals
• Leads activities in support of servicing of complaints/inquiries through monitored channels within the organization, providing recommendations to the strategy, performance management, and consistent handling
• Distributes workload, oversees controls oversight, monitors telephone adherence, coaches, and motivates the team to adhere to their responsibilities to achieve organizational metrics
• Leads team projects, initiatives, presentations, and/or events and action plans; reviews, prepares, and approves written responses, member profiles, and executive summaries that meet established standards of appearance and content to represent USAA's executive management group
• Manages and resolves complex complaints and inquiries to assist the team in resolution activities
• Identifies opportunities to mitigate risks including process and procedure gaps and ensures timely changes are made; makes recommendations related to tactical strategies, performance, workload, technology, and operational effectiveness of complaint handling
• Applies expert knowledge for strategic and operational planning and process implementation to ensure that CEO Member Relations advisors are adequately trained, knowledgeable of process, goals, objectives, and strategies to successfully achieve metrics and action plan results
• Assists the team by assuming responsibility for complex complaints/inquiries through various processes and channels to ensure the needs of complainants are met and is a proxy for management including taking over escalated calls from advisors
• Demonstrates advanced knowledge of current policies, procedures, regulatory guidelines and enterprise complaint standards
• Facilitates communications with leadership and provides summaries of findings
• Leads activities to support the Annual Members' Meeting
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

MR Lead Advisor serving as subject matter resource in complaint handling

Member Relations Lead

MR Lead Advisor at USAA handling and resolving complex regulatory complaints. Leading team projects while ensuring compliance with laws and regulations.

• Utilize trade applications and software to analyze import/export data
• Perform HS and ECCN classification, ensuring compliance with US Customs and regulatory requirements
• Act as the client‑facing contact, providing guidance, answering inquiries
• Analyze and interpret data, documentation, and regulatory information
• Develop, track, and present metrics and performance insights
• Identify compliance risks, recommend corrective actions
• Collaborate cross‑functionally with operations, compliance, and regulatory teams
• Stay current on regulatory changes, and industry best practices

Advisor supporting US ECCN and HS classification at Livingston

Advisor in Global Trade Management at Livingston handling HS and ECCN classification for US and international clients. Collaborating with global teams and ensuring compliance in trade practices.

• Responsible for client retention and service by providing professional insurance advice and consultation services
• Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration
• Accountable for managing a book of business with clients that average up to $15,000 in revenue
• Perform various service functions on assigned accounts including preparing new & renewal policies, applications & submissions, and loss run reports
• Responsible for managing client renewal process within defined guidelines
• Ensure certificate templates are accurate & up to date
• Issue binders, endorsements, auto ID cards & schedules of insurance
• Maintain client records in Sagitta & ImageRight systems
• Develop a comprehensive network within & outside of the company to assist with decision making
• Be available to mentor less experienced agency employees

Client Advisor providing insurance advice and consultation services

Business Unit Client Advisor

Client Advisor responsible for client retention and insurance consultation at MMA, managing a client book averaging $15,000 in revenue. Proposing additional coverages while mentoring less experienced agency employees.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth
• Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business
• Develops best in practice solutions to the most complex business challenges
• Identifies opportunities to change, enhance, or streamline existing business projects and initiatives
• Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm
• Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization
• Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity
• Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace
• Identifies strategic partners and stakeholders to successfully communicate programs strategic impact
• Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners
• May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues
• Monitors, develops and communicates audit testing, control testing and examination requests
• Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions
• Serves as a coach and mentor and on-the-job trainer for other team members
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Business Advisor Lead providing planning and implementation guidance for financial services.

Business Advisor, Lead

Business Advisor Lead providing business planning guidance and solutions for financial services industry. Identifying opportunities for compliance, process improvement, and stakeholder communication in a hybrid work environment.

• Serve as the primary resource and subject matter expert for senior leadership for the immediate resolution of the highest level of escalated or sensitive member/provider complaints and issues.
• Research and analyze issues, past operational actions and decisions and operational policies and procedures to determine problems, causes and appropriate solutions.
• Assist supervisor with the management of the routine, daily activities of the assigned department.
• Includes providing guidance and expertise to less experienced Service Advocates, identifying need for formal training opportunities.
• Support continuous improvement efforts through the early identification, investigation and resolution of problems by communicating and coordinating with the appropriate contacts for completion.
• May provide feedback and expertise to other areas of the division and/or Company.

Senior Advisor assisting service advocates in healthcare operations for Florida Blue

Senior Advisor, Contact

Senior Advisor assisting service advocates in resolving healthcare inquiries at Florida Blue. Supporting continuous improvement and guiding less experienced team members in a healthcare operations role.

• The Technical Field Advisor II, Generator Commissioning is responsible for supporting commissioning of Mitsubishi gas and steam turbine generators while under the direction of the site Commissioning lead.
• Typical activities include mechanical commissioning of pump and fan driven subsystems, testing, pipe flushing, inspection, recommendation of setting/design changes, and initial plant startup and testing.
• Follow Mitsubishi Power and site safety requirements while executing daily commissioning tasks for generators and auxiliary systems under the direction of the commissioning lead or senior engineer.
• Support startup, operation, troubleshooting, inspection, installation, testing, and commissioning of large-frame gas and steam turbine generators and related auxiliary plant equipment.
• Read and interpret machine process diagrams, function diagrams, electrical schematics, control logic, generator protection systems, and related documentation.
• Perform or support standard electrical testing, including Hipot, Megger, DLRO, VLF, and power factor testing, and support commissioning of excitation, SFC, generator protection relays, and related systems.
• Support mechanical flushing and commissioning of critical lube oil, seal oil, and hydrogen systems related to the generator.
• Complete documentation, test certificates, drawings, reports, findings, non-conformance updates, and skills training logs for site turnover and commissioning leadership review.
• Provide operator training before commercial operation; communicate effectively with staff and management while protecting confidential information and maintaining integrity.

Technical Field Advisor II commissioning gas and steam turbine generators.

Technical Field Advisor II, Generator Commissioning

Technical Field Advisor II supporting commissioning of Mitsubishi gas and steam turbine generators. Involves operation, troubleshooting, installation, and testing in the field and collaboration with the commissioning lead.

• Provide timely, accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies
• Examine the work performed by stakeholders and vendor partners for any process or service failures identified within moderately complex complaints
• Execute the end-to-end lifecycle to resolve logged consumer complaints and deliver outcomes verbally or written to complainants, leadership, and, on occasion, to regulators
• Collaborate with stakeholders to apply knowledge of Function or Line of Business products, services, and processes to serve as a resource and advocate in the resolution of complaints
• Identify business process opportunities and develop summaries to mitigate risks and escalate process gaps
• Communicate effectively in multiple platforms with complainants, executives, legal, other internal and external stakeholders

Advocacy Advisor II providing compliant responses to complaints for USAA.

Advocacy Advisor II

Advocacy Advisor II providing compliant responses to complaints for USAA. Collaborating with stakeholders to address member issues while maintaining documentation and process improvements.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies safeguarding clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies accordingly
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Client Advisor aiding clients in financial protection and planning strategies

Client Advisor

Client Advisor crafting financial strategies for clients' needs at The McKernan Group, a Northwestern Mutual office in West Palm Beach, FL. Engage clients and facilitate their financial planning and protection goals.

• Partner with Talent Business Leaders and Advisors to support the execution of core talent processes across the employee lifecycle
• Serve as the point of coordination for operational tasks such as Leaves of Absence (LOA), Flexible Work Arrangements (FWA), and relocations
• Act as a resource to employees and leaders by addressing routine talent-related inquiries and escalating complex matters as appropriate
• Collect, maintain, and prepare data and reports for review by the Talent Business Advisory and BU Operations teams
• Assist in identifying data trends or inconsistencies that may inform talent decisions or process improvements
• Ensure compliance with HR policies and procedures in all actions and communications
• Help drive awareness and understanding of talent programs through employee education and communication support
• Contribute to the implementation of firmwide and business-unit-specific talent programs

Talent Business Advisor Senior Associate facilitating core HR functions at Crowe.

Senior Talent Business Advisor

Talent Business Advisor Senior Associate at Crowe supporting HR operational and logistical needs. Collaborating with stakeholders for onboarding, performance management, and employee engagement efforts.

• Operate with a high degree of organization and accountability to meet deadlines, complete projects, and implement solutions with limited supervision
• Work cross-functionally to manage complex scenarios and drive alignment across pharmacy sites, partners, and stakeholders
• Identify and implement solutions that reduce returns, damages, and cost pressures while improving the member experience
• Design and execute pilots for alternative delivery methods to mitigate carrier-driven cost increases and improve service levels
• Own and continuously improve the end-to-end member experience related to medication delivery, including communication and issue resolution
• Serve as a trusted partner to leadership—demonstrating reliability, sound judgment, and the ability to navigate escalations and make high-impact decisions
• Build and maintain strong relationships with pharmacy leadership, carriers, and vendor partners to drive performance and influence outcomes
• Proactively educate carriers and partners on business objectives, operating models, and expectations to drive alignment and improve execution
• Lead and contribute to presentations for leadership, partners, and external stakeholders, clearly communicating strategies, insights, and outcomes
• Leverage data and analytical tools (e.g., Tableau, SQL, Teradata, Excel) to develop insights, reporting, and solutions that drive action
• Anticipate business needs by identifying gaps, trends, and opportunities, and translating them into actionable recommendations and business cases
• Retrieve, analyze, and synthesize data from multiple sources to support decision-making and communicate insights to leadership

Senior Advisor responsible for logistics strategy and optimization at Evernorth

Senior Advisor, Logistics Strategy – Optimization

Senior Advisor driving logistics strategy and optimization at Evernorth. Managing improvement initiatives and enhancing overall cost and performance in fulfillment and postage network.

Advisor jobs in Florida

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Private Wealth Advisor

Senior Private Wealth Advisor, Practice Lead

Personal Lines Client Advisor

Personal Lines Client Advisor

Ad Valorem Assessment Advisor

Client Advisor – Athletic Background

Senior Compensation Advisor

Specialty Loan Advisor – High-Performance Servicing Role

Online Cruise Booking Advisor

Member Relations Lead

Advisor

Business Unit Client Advisor

Policy Advisor

Business Advisor, Lead

Senior Advisor, Contact

Technical Field Advisor II, Generator Commissioning

Advocacy Advisor II

Client Advisor

Senior Talent Business Advisor

Senior Advisor, Logistics Strategy – Optimization