Current jobs related to Client Advisor - Clearwater - Bronson Kinkade Consulting


  • Clearwater, United States TradePMR Full time

    TradePMR (Member FINRA/SIPC)Advisor Services Manager (RIA Client Services)The Advisor Services Manager is responsible for overseeing a team that maintains business relationships with Registered Investment Advisors (RIAs) that provide white-glove service to ensure all advisors are treated like VIPs. This role requires exceptional relationship management...


  • Clearwater, United States TradePMR Full time

    Advisor Services ManagerTradePMR, a leading provider of financial services, is seeking an experienced Advisor Services Manager to oversee a team responsible for maintaining business relationships with Registered Investment Advisors (RIAs). This role requires exceptional relationship management skills, leadership abilities, and a deep understanding of the...

  • Financial Advisor

    5 months ago


    Clearwater, United States Bankers Life Full time

    Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.As a Financial Advisor, you will:Build a client base and develop knowledge of Bankers Life financial...

  • Benefits Consultant

    2 weeks ago


    Clearwater, Florida, United States Globe Life AIL - Bobbi Woods Full time

    Job OpportunityGlobe Life AIL - Bobbi Woods is seeking a skilled Benefits Advisor to join our team. As a Benefits Advisor, you will play a crucial role in helping clients navigate insurance policies and develop personalized plans to meet their needs.Key Responsibilities:Explain insurance policies to clients via video conferencing, providing clear and concise...


  • Clearwater, United States Securities Transfer Corporation Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented individual to join our team as an Issuer Services and Fund Administration Associate. In this role, you will be responsible for analyzing and processing subscription agreements for various securities, working closely with clients' senior management and outside advisors on corporate actions...


  • Clearwater, United States Securities Transfer Corporation Full time

    Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our team as an Issuer Services and Fund Administration Associate. As a key member of our customer service team, you will be responsible for analyzing and processing subscription agreements for various securities, liaising with clients' senior management and outside...


  • Clearwater, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...


  • Clearwater, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...


  • Clearwater, United States Bank OZK Full time

    Job SummaryBank OZK is seeking a highly skilled and experienced Trust Investment Officer to join our team. As a key member of our wealth management group, you will be responsible for managing client portfolios, conducting research and analysis, and communicating with clients and internal partners.Key ResponsibilitiesManage client portfolios, including asset...


  • Clearwater, United States Bank OZK Full time

    Job SummaryBank OZK is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our wealth management group, you will be responsible for managing client portfolios, including asset management, research, and analysis for various investment products.Key ResponsibilitiesManage client portfolios, including asset allocation,...


  • Clearwater, Florida, United States SBF Advisors Full time

    Job OverviewWe are seeking a seasoned expert to lead our litigation support efforts at SBF Advisors. The ideal candidate will possess a strong background in family law, extensive testimony experience, and a deep understanding of business valuation.Key Responsibilities:Provide expert testimony in legal proceedings, leveraging a track record of over 20...


  • Clearwater, United States Bank OZK Full time

    Job Title: SVP Trust Investment OfficerJob Summary:The Senior Vice President, Trust Investment Officer will be responsible for managing client portfolios, including asset management, research, and analysis for various investment products. This role requires a strong understanding of investment strategies, effective communication skills, and the ability to...


  • Clearwater, United States PODS Full time

    Job SummaryWe are seeking an experienced Salesforce Solution Architect to own the integrity and strength of our Salesforce Sales, Service, and Marketing solutions. As a trusted advisor to our team and clients, you will act as a mentor for other Salesforce professionals working alongside you. You will need a deep understanding of the Salesforce platform, as...

  • Portfolio Counselor

    2 months ago


    Clearwater, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...


  • Clearwater, United States Bank OZK Full time

    Job Purpose & Scope Manages client portfolios including asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds, ETF’s, REITS, Alternative Investments, UITs, and Variable annuities. Essential Job Functions Responsible for the daily management and administration of client...

  • Portfolio Counselor

    2 months ago


    Clearwater, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...


  • Clearwater, United States Soft Computer Consultants Full time

    Job Title: Regional Sales ManagerWe are seeking a highly motivated and results-driven Senior Sales Executive to join our team at Soft Computer Consultants. As a Regional Sales Manager, you will play a pivotal role in expanding our market share by targeting new prospects and converting them into satisfied clients.Key Responsibilities:Strategically identify...


  • Clearwater, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you a driven and self-motivated individual looking to launch your career in the financial services industry? We're seeking passionate and ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to...


  • Clearwater, United States hellocare.ai Full time

    About hellocarehellocare is at the forefront of revolutionizing healthcare. As a hyper-growth leader in AI-Assisted Virtual Care Delivery, we provide an all-in-one platform that seamlessly integrates advanced software, cutting-edge hardware, and AI-driven solutions. Our services—ranging from AI-Assisted Virtual Nursing and Virtual Patient Observation,...


  • Clearwater, United States hellocare.ai Full time

    About hellocarehellocare is at the forefront of revolutionizing healthcare. As a hyper-growth leader in AI-Assisted Virtual Care Delivery, we provide an all-in-one platform that seamlessly integrates advanced software, cutting-edge hardware, and AI-driven solutions. Our services—ranging from AI-Assisted Virtual Nursing and Virtual Patient Observation,...

Client Advisor

2 months ago


Clearwater, United States Bronson Kinkade Consulting Full time
Job DescriptionJob DescriptionJoin Our Expanding Agency: Exceptional Opportunities Await

Our agency is expanding quickly, and we’re looking for a few experienced agents to join our team. Here’s why our opportunity stands out:
  1. In-Bound Leads Only: Say goodbye to cold ca
  2. Fully Remote: Conduct sales 100% remotely.
  3. Superior Products: Multiple exclusive products at unbeatable prices.
  4. Automated Scheduling: Clients booked on your calendar via SMS.
  5. Comprehensive Health Coverage: Medical, dental, and vision insurance.
  6. Generous Bonuses: Up to 18% uncapped bonuses (1099, commission-only).
  7. Exclusive Incentive Trips: Enjoy multiple all-expense-paid trips each year.
  8. Effective Training: Automated system to scale your team.

Our agents, following our process and utilizing our technology, have achieved incomes exceeding $150,000 in their first year

You'll be introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals seeking more information.

We’re looking for agents who:
  • Have Strong Motivation: Committed to success.
  • Work Well with Others: Excellent team players.
  • Aim to Help: Dedicated to assisting people.

Think you’re a match? Send us your reasons, and we’ll respond ASAP

This position is a 1099 independent contractor commission-based sales role. We believe in limitless earning potential and do not impose any caps on your income.

Powered by JazzHR

VcywVsNonD