Academic Advisor jobs in Fort Myers, FL

Academic Advisor advises university/college students in course and major selection, requirements for selected area of concentration, and post-college plans. Assists students in setting academic goals, course planning and career development. Being an Academic Advisor may work with individual students or groups. Requires a bachelor's degree in counseling or related field or its equivalent. Additionally, Academic Advisor typically reports to a supervisor or manager. The Academic Advisor gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Academic Advisor typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Securities Licensed Servicing Advisor - Financial Firm - Fort Myers, FL
  • Advisor Employee Services
  • Fort Myers, FL FULL_TIME
  • Securities Licensed Servicing Advisor
    Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm dedicated to delivering comprehensive wealth management solutions to our valued clients. With a steadfast dedication to integrity, professionalism, and personalized service, we empower individuals to achieve their financial aspirations and secure their future. As we continue to grow, we are seeking an experienced Securities Licensed Servicing Advisor to join our team.
    We are seeking a motivated and experienced Securities Licensed Servicing Advisor to join our team. The ideal candidate will be responsible for providing exceptional service to our clients, handling inbound inquiry calls, making outbound calls to clients, onboarding new clients, and assisting with various administrative tasks related to client servicing.
     
    Responsibilities:
    • Serve as a primary point of contact for client inquiries and requests, ensuring timely and accurate assistance.
    • Conduct outbound calls to clients to provide updates, gather necessary information, and address questions or concerns.
    • Assist clients with account inquiries, transactions, and maintenance tasks.
    • Proactively identify opportunities to deepen client relationships and offer additional products or services.
    • Collaborate with internal teams to ensure effective and efficient client service delivery.
    • Maintain accurate and up-to-date client records and documentation in compliance with regulatory requirements.
    • Stay informed about industry trends, regulatory changes, and product updates to provide clients with relevant guidance.
    • Participate in training and professional development opportunities to enhance knowledge and skills.
    Requirements:
    • Minimum of 2-5 years of experience in a similar role within the financial services industry.
    • Securities Licenses required: Series 7 or 65 or CFP®
    • Life Health Insurance License or ability to obtain.
    • Strong understanding of securities regulations and compliance requirements.
    • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
    • Proficiency in MS Office suite and CRM software (Preferably Salesforce).
    • Advanced Excel skills.
    • Proven customer service experience within the financial services industry.
    • Detail-oriented with a high level of accuracy in work.
    • Preferred bachelor's degree in finance, business, or a related field.
    • Strong knowledge of financial planning concepts, investment products, and regulatory compliance.
    • Exceptional problem-solving skills and ability to think critically in fast-paced environments.
    • Proactive and self-motivated mindset, committed to delivering exceptional service.
    • Exceptional phone skills, including proactive outbound calls and effective handling of incoming client inquiries.
    • Willingness to grow within the company, with opportunities for career development and advancement.
    Salary:
    • $90K - $95K
    Benefits:
    • 401(k) – first 3% matched at 100% and next 2% matched at 50%
    • Lunch provided daily at the office
    • PTO
    Hours:
    • M-F 8:30am-4:30pm
    • 2 evenings per month for client events
     
    Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 26 Days Ago

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Director of Operations - Financial Firm - Fort Myers, FL
  • Advisor Employee Services
  • Fort Myers, FL FULL_TIME
  • Director of Operations Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm dedicated to delivering comprehensive wealth management solutions to our valued clien...
  • 26 Days Ago

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Service Advisor
  • Naples Mazda
  • Naples, FL FULL_TIME
  • Naples Mazda is a part of the fast-growing Morgan Auto Group, a Florida leader in automotive retail. We are looking to add a qualified Service Advisor to our team. We offer our associates a team envir...
  • 18 Days Ago

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Service advisor
  • Hendrick Automotive Group
  • Naples, FL FULL_TIME
  • Rick Hendrick Chevrolet NaplesLocation : 5665 North Airport Pulling Road, PO Box 110627, Naples, Florida 34109 Summary : Responsible for selling, identifying and documenting service, maintenance, and ...
  • 18 Days Ago

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Comfort Advisor
  • Authority Brands
  • Naples, FL FULL_TIME
  • We are looking for an Comfort Advisor to conduct in-home sales consultations focused on HVAC, comfort, and efficiency. The Comfort Advisor assesses homeowner needs, develops and presents HVAC replacem...
  • 20 Days Ago

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Comfort Advisor
  • authority
  • Naples, FL FULL_TIME
  • We are looking for an Comfort Advisor to conduct in-home sales consultations focused on HVAC, comfort, and efficiency. The Comfort Advisor assesses homeowner needs, develops and presents HVAC replacem...
  • 21 Days Ago

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0 Academic Advisor jobs found in Fort Myers, FL area

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Civil Engineer
  • Atwell, LLC
  • Fort Myers, FL
  • Overview Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a b...
  • 4/25/2024 12:00:00 AM

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Financial Advisor
  • Cetera Investment Services Llc
  • Fort Myers, FL
  • The Financial Advisor is responsible for providing financial planning, financial advice and investment management to ser...
  • 4/25/2024 12:00:00 AM

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Clinical Nursing Instructor
  • Premiere International College
  • Fort Myers, FL
  • Job Description Job Description The Premier International College invites applications for full-time and part-time, twel...
  • 4/24/2024 12:00:00 AM

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IT Systems Administrator
  • Coastal IT Consulting, LLC
  • Fort Myers, FL
  • Job Description Job Description Company Condition of Employment - We are an equal opportunity employer. Accommodations w...
  • 4/24/2024 12:00:00 AM

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Volunteer Law Student Fall 2024
  • Executive Office for U.S. Attorneys and the Office of the U.S. Attorneys
  • Fort Myers, FL
  • Summary For more information on the Department of Justice and the United States Attorneys' Offices, visit www.justice.go...
  • 4/24/2024 12:00:00 AM

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Financial Advisor
  • Cetera Investment Services LLC
  • Fort Myers, FL
  • The Financial Advisor is responsible for providing financial planning, financial advice and investment management to ser...
  • 4/23/2024 12:00:00 AM

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NOCTURNIST Physician Hospitalist -Cape Coral/Gulf Coast
  • Central Florida Inpatient Medicine
  • Fort Myers, FL
  • Job Description Job Description Job Summary: The NOCTURNIST Hospitalist is expected to provide clinical care for patient...
  • 4/23/2024 12:00:00 AM

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Civil Engineer - EIT (Land Development)
  • Atwell, LLC
  • Fort Myers, FL
  • Overview Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a b...
  • 4/22/2024 12:00:00 AM

Fort Myers or Ft. Myers, is the county seat and commercial center of Lee County, Florida, United States. It has grown rapidly in recent years. As of the 2010 census, the city population was 62,298 and in 2017 was estimated at 79,943. Fort Myers is a gateway to the Southwest Florida region and a major tourist destination within Florida. The winter estates of Thomas Edison ("Seminole Lodge") and Henry Ford ("The Mangoes") are major attractions. The city is named after Colonel Abraham Myers....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Academic Advisor jobs
$44,803 to $56,988
Fort Myers, Florida area prices
were up 1.5% from a year ago

Academic Advisor in Bremerton, WA
To achieve perfect academic advising, you need to work on yourself.
December 24, 2019
Academic Advisor in Danbury, CT
It's true that academic advisors can help you pick out your classes for next semester, but their job goes beyond that.
December 11, 2019
Academic Advisor in Kingsport, TN
For example, a professor who teaches in the School of Nursing will also act as an advisor for nursing students.
December 06, 2019