28 Results for

Financial Advisor Jobs in Fort Myers, FL

Jobs

New!

PORT CHARLOTTE, FL2 days ago

$18–$20

Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology. ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Port Charlotte, FL!

Fort Myers, Florida15 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Cape Coral, FL30+ days ago

Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" or Merrill" makes available certain investment products sponsored managed distributed or provided by companies that are affiliates of Bank of America Corporation BofA Corp.". In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills youve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.

Fort Myers, Florida30+ days ago

Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Bonita Springs, FL30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Labelle, FL25 days ago

$60,000–$90,000 Per Year

Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

Fort Myers, Florida7 days ago

$60,000–$90,000 Per Year

Fort Myers, Florida30+ days ago

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Cape Coral, FL30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. • At least 2 years in a Financial Advisor role or equivalent financial services experience • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners • Demonstrated ability and commitment to goals-based planning and advice • A valid and active Series 7 • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Fort Myers, Florida27 days ago

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

Coconut, FL30+ days ago

Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct reports individual needs. The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts.

Fort Myers, FL30+ days ago

Full-time

Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts .

Fort Myers, FL30+ days ago

License(s): Maintains a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. • Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.

Estero, FL30+ days ago

Personal Banking Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.

Naples, FL30+ days ago

Fort Myers, FL13 days ago

Port Charlotte, FL22 days ago

$18–$20 Per Hour

What you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony''''s innovative technology. ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Port Charlotte, FL!

Fort Myers, FL30+ days ago

System Physician Advisor Medical Director Responsibilities and Job Description Overview: The Lee Health System Physician Advisor Medical Director reports to the Chief Physician Executive for Hospital-Based Care and works closely with the Chief Medical Officer, Chief Nursing and Operational Executives of the Lee Health hospitals, Chief Financial Officer, Chief Technology ….

Fort Myers, FL11 days ago

Your role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.

New!

Fort Myers, Florida6 days ago

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place.

Immokalee, FL15 days ago

This role serves as the operational finance leader for the organization, partnering closely with the CFO and finance leadership team to deliver timely financial insights, maintain strong internal controls, and support business decision-making. The Controller will be responsible for ensuring the accuracy and integrity of financial reporting while overseeing the day-to-day accounting activities that support a growing, multi-entity business.

Bonita Springs, FL30+ days ago

Partner with hiring managers to conduct intake meetings, define role requirements, develop compelling job postings, and establish targeted sourcing strategiesSource, screen, and present qualified candidates through a variety of channels including LinkedIn Recruiter, job boards, employee referrals, and direct outreach. This role serves as a trusted advisor to hiring managers across Finance, Accounting, Human Resources, Legal, Information Technology, and other corporate disciplines - delivering top talent through proactive sourcing, consultative partnership, and an exceptional candidate experience.

Fort Myers, Florida15 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Fort Myers, FL30+ days ago

You will shape the next generation of wealth leaders by: • Coaching advisors to ensure that they are driving net new AUM in the markets, while also capturing the seamless opportunities within our CLA Tax, Audit and Outsourcing practices. Bachelor's degree in Accounting, Finance, or related field preferred • Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 65 licenses required (or equivalent registrations) - Certified Financial Planner (CFP®) designation preferred.

Fort Myers, FL30+ days ago

$95,000–$125,000 Per Year

They are multi-year winner of one of the Best Places to Work, by Accounting Today magazine, and Best Companies to Work for, by Florida Trend magazine, along with being recognized as one of the Top 500 CPA firms in the U.S. by Inside Public Accounting. Possess advanced oral, written & presentation skills to communicate effectively with leadership, partners and client managers along with the general public and business owners within the community.

Punta Gorda, FL19 days ago

This role ensures the integrity of financial reporting, maximizes profitability, maintains strong internal controls, oversees payroll and supports the resort's leaders with insightful financial analysis and guidance. Whether you are just starting out in the hospitality industry or are a seasoned professional, Pyramid Global Hospitality offers a supportive and collaborative work environment that encourages growth and fosters success, in over 230 properties worldwide.

Estero, FL30+ days ago

Full-time

This includes but not limited to, addressing any customer questions or concerns, setting expectations, and completing any follow up work from your client interactions. With high-end compensation, health and wellness benefits, and a corporate team that is passionate about giving the training and resources that you need.

Estero, FL30+ days ago

Full-time

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Financial Advisor Jobs in Fort Myers, FL

Sales Advisor - Sony ActionLink

Financial Advisor Northwestern Mutual

Advisor Development Program - SOUTHWEST FLORIDA COAST Financial Solutions Advisor Trainee: Financial Center - Fort Myers, FL Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST Market Bank of America

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Suncoast Schools Federal Credit Union

Financial Advisor Suncoast Credit Union

Financial Solutions Advisor - Ft Myers-Naples Market Bank of America

J.P. Morgan Wealth Management - Private Client Advisor - Cape Coral/ Venice, FL JPMorgan Chase & Co

Financial Consultant, Truist Investment Services, Fort Myers, FL Truist Bank

Private Wealth Advisor - FineMark Commerce Bancshares Inc

Senior Home Lending Advisor - Fort Myers, FL - Del Prado and Coral Point Branches JPMorgan Chase Bank, N.A.

Advisor, Commercial Risk - Insurance Advisory Solutions The Baldwin Group Insurance Holdings, LLC

Float Personal Banking Advisor - Estero, FL Lake Michigan Credit Union

Personal Banking Advisor - Naples, FL Lake Michigan Credit Union

Personal Banking Advisor - Ft Myers, FL Lake Michigan Credit Union

Sales Advisor - Sony ActionLink Services LLC

System Medical Director Physician Advisors Lee Health System Inc

Tesla Advisor, Sales Tesla Inc

Customer Care Advisor Busey Bank

Controller, Financial Reporting & Compliance The Fountain Group LLC

Senior Talent Advisor Herc Rentals Inc

College Financial Representative, Internship Program Northwestern Mutual

Regional Director Wealth Advisory - East CliftonLarsonAllen LLP

Construction Tax Manager CPA TALENT

Director of Finance Pyramid Hotel Group

Insurance Sales Agent Ted Todd Insurance

Customer Service Insurance Agent Ted Todd Insurance

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