Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Advisor - Financial Services (Series 7/66)

Morgan-Stanley

Morgan Stanley in Tampa seeks a Registered Client Service Associate to elevate client service, process requests, onboard accounts and assist Financial Advisors with planning and client events. You will handle inquiries, guide clients on banking products and digital offerings, and ensure documentation is complete while maintaining strong compliance with firm policies. A fast-paced environment rewards precision and collaboration. #J-18808-Ljbffr Morgan-Stanley

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Advisor - Financial Services (Series 7/66) in Tampa, FL vacancy
  • A leading financial institution in Tampa seeks a Financial Services Representative. The role involves engaging with customers to assist with their stock portfolios and requires strong customer service and problem-solving skills. Applicants should have a bachelor's degree... 
    Suggested

    Morgan Stanley

    Tampa, FL
    2 days ago
  •  ...Associate Financial AdvisorThis job posting is anticipated...  ...-2026. Join a financial services firm where your contributions...  .... With over 9 million clients and 20,000 financial advisors across the U.S. and...  ...conversationsWillingness to obtain Series 7, Series 66, and state insurance... 
    Suggested
    Temporary work
    Flexible hours

    Edward Jones

    Valrico, FL
    1 day ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Tampa Market Tampa, Florida;Lakeland...  ...investment products and services for individuals,...  ...Advisors and Wealth Management Client Associates help clients...  ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66)... 
    Suggested
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Tampa, FL
    3 days ago
  •  ...Are At Corebridge Financial, we believe...  ...the solutions and services we provide. We do...  ...future through our client centered service...  ...do as Financial Advisor:* You will meet...  ..., you have 7+ years of experience...  ...an active FINRA Series 6 or 7 licenses...  ...63 and 65 or 66.* You also have... 
    Suggested
    Local area
    Immediate start
    Relocation

    Corebridge Financial, Inc.

    Tampa, FL
    4 days ago
  • Are you interested in financial services? Have you always wanted to learn the inner workings of the...  ...for problem-solving to engage our clients via incoming calls and answer various questions...  ...pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will:... 
    Suggested
    Full time
    Work experience placement
    Internship
    Work at office
    Flexible hours
    3 days per week

    Morgan Stanley

    Tampa, FL
    2 days ago
  • Fisher Investments in Tampa is seeking a New Client Counselor to serve as the primary contact for high-net-worth clients....  ...ideal candidate will have over 3 years of experience in financial services and the Series 65 license. Attractive benefits include 100% paid medical... 

    Fisher Investments

    Tampa, FL
    1 day ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...customer service while maintaining a strong...  ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management...  ...A valid and active Series 7 A valid and active Series 66 (63/65) license is... 

    JPMorgan Chase & Co.

    Tampa, FL
    1 day ago
  •  ...maintain a portfolio of financially complex and important revenue generating client relationships within...  ...of wealth products and services including financial...  ...partner with the Wealth Advisors to develop business owner...  ...skills NASD Series 7,66 or equivalent licenses... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Night shift
    Day shift

    Truist Financial

    Tampa, FL
    3 days ago
  • $60k - $120k

    Role Description As a Financial Services Representative - State Farm Agent Team Member with Jamie Pelzer - State Farm Agent, you will successfully...  ...services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Compensation $60,000.00 - $120,0... 

    Jamie Pelzer - State Farm Insurance Agent

    Tampa, FL
    1 day ago
  • $60k - $120k

    Financial Services Representative - State Farm Agent Team Member Full Time in Tampa, FL 33609 Benefits 401(k) Bonus based on performance...  ...license (required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in financial... 
    Full time
    For contractors

    Joseph Ledo

    Tampa, FL
    5 days ago
  • $60k - $120k

     ...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member...  ...license (required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in financial services... 
    For contractors
    Work at office

    Joseph Ledo - State Farm Agent

    Tampa, FL
    1 day ago
  •  ...common purpose to help make financial lives better through the power...  ...and how we deliver for our clients, teammates, communities and...  ...referrals to appropriate internal service providers based on client...  ...:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses... 
    Full time
    Temporary work
    Day shift

    Bank of America

    Tampa, FL
    3 days ago
  •  ...support to one or more Financial Advisors, working closely with...  ...the needs of current clients and actively sourcing...  ...products and services best meet the client'...  ...and internal referrals.7. Adhere to professional...  ...securities industry. 3. FINRA Series 7 and 66.4. Applicable state... 
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Tampa, FL
    2 days ago
  •  ...company’s success. As a Wealth Advisor in PNC Wealth Management,...  ...as the development of financial plans for clients. Grows and retains an investment...  ...handling sales and service, identifying sales and/or...  ...Certification(s)LicensesFINRA Series 7 and 66 (or 63,65) required. Life... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Tampa, FL
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’...  ...Candidate qualifications: Series 7 and Series 66 required Experience in financial... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Tampa, FL
    2 days ago
  •  ...Financial Advisor Come join our GTE Financial team! At GTE Financial...  ...track record in financial services, we want you on our team....  ..., and transparency in all client interactions. Foster long...  ...experience. FINRA Series 7 and Series 65/66 licenses are required or... 
    Contract work
    Work at office
    Remote work
    Monday to Friday

    GTE Financial

    Tampa, FL
    2 days ago
  •  ...Westshore Financial Group Inc., a boutique financial...  ...comprehensive financial services including insurance,...  .... Experienced advisors, college graduates, and...  ...vital role in helping clients achieve their financial...  ...obtain. Ability to obtain Series 7 and Series 66 licenses (preferred... 
    Full time
    Local area

    Westshore Financial Group

    Tampa, FL
    4 days ago
  •  ...firm's commitment to client-centric approach....  ...relationship, specialized service and ongoing advice...  ...Associate Wealth Advisor, you will be...  ...providing customized financial planning, foundational...  ...and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with... 
    Work at office

    Charles Schwab

    Tampa, FL
    5 days ago
  •  ...Associate Wealth Advisor Sequoia Financial Group is a growing Registered...  ...and wealth management services. At Sequoia, we exist with...  ...experience for our clients and team. Passion ....  ...consecutive years as IAR with a Series 65 or a Series 7 and Series 66 combination OR if... 
    Work at office
    Immediate start

    Sequoia Financial Group

    Tampa, FL
    2 days ago
  • Overview Sequoia Financial Group is a growing Registered...  ...Investment Advisor (RIA), headquartered...  ...wealth management services. We exist with a singular...  ...services to our clients. This client-facing...  ...) as IAR with Series 65 or a Series 7 and Series 66 combination OR Registered... 
    Work at office
    Immediate start

    Sequoia Financial Group

    Tampa, FL
    2 days ago
  •  ...retirement readiness, Voya Financial is committed to delivering...  ...available. Voya Financial Advisors ® , Inc. A leading independent...  ...strategies, and research client service issues and investment questions...  ...Securities registrations - Series 7, 65 & 66 preferred Life & Health... 
    Local area

    Voya Financial Advisors

    Tampa, FL
    2 days ago
  • JPMorganChase is seeking a Private Client Advisor in Tampa, Florida. In this...  ...provide comprehensive financial planning and advice to...  ...licenses, including Series 7 and Series 66. You will contribute to a...  ...delivering exceptional client service. A bachelor’s degree and CFP... 

    JPMorganChase

    Tampa, FL
    4 days ago
  •  ...impact providing expert financial advice with heart....  ...different kind of financial services firm, one that puts...  ...variable contracts), Series 7 and 66 registrations, and complete...  ...’s comprehensive advisor onboarding program....  ...achievable advice and connect clients to Thrivent products... 
    Local area

    Thrivent

    Tampa, FL
    1 day ago
  •  ...applicants Please Note: OMNI Financial Services is a FLORIDA based company...  .... We were founded to help clients get the most from their...  ...in the work we do with our advisors. We are pro‑active in our partnership...  ...(SIE) FINRA exam FINRA Series 7 & 66 registration Or some... 
    Full time
    Work experience placement

    OMNI Financial Services

    Tampa, FL
    1 day ago
  •  ...firm’s commitment to client-centric approach....  ...relationship, specialized service and ongoing advice...  ...Associate Wealth Advisor, you will be...  ...providing customized financial planning, foundational...  ...and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with... 
    Work at office

    Charles Schwab

    Tampa, FL
    4 days ago
  •  ...industry together. As a Financial Consultant Partner...  ...their practice clients. Through your...  ...providing exceptional service, advice, and...  ...mentorship of a seasoned advisor, this could be the...  ...valid and active Series 7 license is...  ...and active Series 66 (63/65) license required... 
    Local area

    Charles Schwab

    Tampa, FL
    4 days ago
  •  ...Relationship Manager to serve as a trusted advisor to high-net-worth clients. You will work with Wealth Managers to...  ...The role requires a Bachelor’s degree, 5-7 years in financial services, and active Series 7 and Series 63/65/66 licenses. #J-18808-Ljbffr Citizens Bank

    Citizens Bank

    Tampa, FL
    5 days ago
  •  ...first-class experience to clients within J.P. Morgan's U....  ...of investments, financial planning, credit and banking...  ...Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses...  ...provides individuals, advisors and institutions with strategies... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Tampa, FL
    3 days ago
  •  ...~ Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joseph...  ...Health license (required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in financial... 
    Flexible hours

    Joseph Ledo - State Farm Agent

    Tampa, FL
    4 days ago
  •  ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private...  ...your knowledge of investments, financial planning, credit and banking to...  ...in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses required... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Tampa, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Advisor - Financial Services (Series 7/66). Be the first to apply!