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Senior Client Advisor Jobs in Florida (NOW HIRING)

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Senior Client Advisor information

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How much do senior client advisor jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for senior client advisor in Florida is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $16.30 and $29.33 per hour, depending on experience, location, and employer.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are popular job titles related to Senior Client Advisor jobs in Florida?

For Senior Client Advisor jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Florida look for?

The top searched job categories for Senior Client Advisor jobs in Florida are:

What cities in Florida are hiring for Senior Client Advisor jobs?

Cities in Florida with the most Senior Client Advisor job openings:

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For Senior Client Advisor jobs in FL, the most frequently searched job titles are:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $48,575 per year, or $23.4 per hour.

Senior Client Advisor - Oviedo

Seacoast Bank

Oviedo, FL • On-site

Other

Re-posted 13 days ago

Seacoast Bank rating

8.6

Company rating: 8.6 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

31st of 171 rated banks

Job description

LOCATION: Oviedo, FL
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Relationship Building
  • Exhibit consistent relationship building including, but not limited to:
    • Prepare for various customer interactions
    • Build rapport
  • Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
  • Match customer needs to Seacoast Bank products and services
    • Confidently and proficiently explain Seacoast Bank products and services to customers
    • Proven ability to create and enhance relationships based on customer needs
    • Ask for referrals from new and existing customers
    • Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.

  • Respond promptly to customer needs and requests for service.
  • Quickly seek out appropriate people in more complex financial matters.
  • Able to balance business needs with customer requests while managing potential risk to bank.
  • Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
  • Participate in community, charitable or civic events.
  • Deliver presentations regarding banking products/services through networking events.
  • Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
  • Maintain an active NMLS registration status.
  • Exhibit high proficiencies in all consumer deposit and lending products and processes. Has the ability to mentor other associates.
  • Exhibit expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes.
  • Exhibit high proficiency in outbound calling process. Has the ability to mentor other associates.
  • Highly effective with proven track record in identifying referral opportunities with internal business partners.
  • Ability to source Treasury Management solutions and services and small business lending needs.
  • Be highly proficient and leads Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
  • Assist leadership team by processing applications to meet the needs of small business customers.
Operations
  • Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed.
  • Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.
  • Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
  • Balance cash drawer daily and monitors own work for accuracy.
  • Follow instructions and responds to management direction to help resolve more difficult customer objections, and solves problems in a timely and positive manner to retain the customer relationship.
  • Adhere to Seacoast Bank’s Code of Conduct.
  • Follow all safety and security procedures.
  • May support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence.
EDUCATION and/or EXPERIENCE:
  • High School Diploma or equivalent required.
  • Minimum of 6 months cash handling experience preferred.
  • College degree preferred.
  • 4+ years in financial services experience required.
  • Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
  • Demonstrate excellent communication (written and verbal) and interpersonal skills.
  • Able to work independently and exercise a high degree of initiative.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
  • Active NMLS or 2+ years lending experience required.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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