Last updated: 2025-05-22

18 Financial Services Sales And Management jobs in Tampa.

Hiring now: Branch Mgr @ First Amer, Relationship Management C @ Lincoln Fi, Commercial Lines Account @ Foundation, Dealership Account Mgr @ Lendbuzz, Merrill Team Financial Ad @ Bank Of Am, Associate Dir Etf Ops @ Clear Stre, Advisor Career Developmen @ Ameriprise, Sr Transaction Mgr @ Cushman Wa, Commercial Real Estate Ag @ Marcus Mil, Client Exp Associate @ Farther.Explore more at at kaamvaam.com

šŸ”„ Skills

relationship management (6) client relationships (5) team collaboration (4) communication (4) customer experience (4) training (4) wealth management (3) financial planning (3) communication skills (3) leadership (2)

šŸ“ Locations

Tampa (10) Clearwater (3) St. Petersburg (3) Lakeland (2)
šŸ” Go to full job search

First American Financial Corporation

Branch Manager Clearwater
Skills & Focus: branch operations, escrow team, customer service, revenue growth, leadership, mentorship, team collaboration, market share growth, real estate transactions, communication
About the Company: First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances aā€¦
Experience: 5+ years of directly related escrow officer experience; 3+ years demonstrated experience in a leadership or management role
Type: Full Time
Benefits: medical, dental, vision, 401k, PTO/paid sick leave, employee stock purchase plan

Lincoln Financial

Relationship Management Consultant Clearwater
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 ā€“ 5+ Years experience in relationship management
Type: Hybrid/Flexible
Relationship Management Specialist, Local Market Account Management Clearwater
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solutionā€¦
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, ā€¦

Foundation Risk Partners

Commercial Lines Account Coordinator Lakeland
Skills & Focus: insurance brokerage, customer relations, new business processing, policy review, certificates of insurance, project deadlines, client interviews, client information analysis, creative solutions, 4-40 insurance license
About the Company: One of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their Acentria team in Lakelā€¦
Experience: Willingness to attain state required 4-40 insurance license; College degree or equivalent work experience preferred but not required
Type: Full-time, in office position
Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 40ā€¦

Lendbuzz

Dealership Account Manager Lakeland
Skills & Focus: automotive industry, innovation, diversity, dynamic field sales, market share, dealership partners, account manager, sales team, relationships, auto finance
About the Company: Lendbuzz is focused on driving success in the automotive industry through innovation and diversity.
Experience: auto finance expert
Type: Full-time

Bank Of America

Merrill Team Financial Advisor St. Petersburg
Skills & Focus: wealth management, investment products, client relationship, prospecting, financial planning, regulatory compliance, performance hurdles, client needs assessment, financial advice, team collaboration
About the Company: Bank of America is a leading financial institution providing banking and investment services.
Experience: At least three years of full time sales experience in challenging environments
Type: Full-time

Lincoln Financial

Relationship Management Consultant St. Petersburg
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 ā€“ 5+ Years experience in relationship management
Type: Hybrid/Flexible
Relationship Management Specialist, Local Market Account Management St. Petersburg
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solutionā€¦
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, ā€¦

Clear Street

Associate Director, ETF Operations Tampa
Skills & Focus: ETF Operations, reconciliations, trade flows, process improvement, NSCC, DTCC, Series 7, communication skills, Excel, technology efficiency
About the Company: Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructureā€¦
Experience: At least three (7) years of professional experience in ETF Operations functions
Salary: $140,000-175,000
Type: Full-time
Benefits: competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dentā€¦

Ameriprise Financial

Advisor Career Development Associate Branch Manager Tampa
Skills & Focus: financial planning, client acquisition, coaching, training, manager, growth, accountability, performance, compliance, Securities
About the Company: Weā€™re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people inā€¦
Experience: 3 - 5 years relevant experience
Type: Full-time

Clear Street

Client Service Representative (CSR) Tampa
Skills & Focus: relationship management, client queries, technology reporting, margin reports, client onboarding, prime brokerage, financial instruments, equities, fixed income, Listed Options
About the Company: Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructureā€¦
Experience: 5-7 years in the Prime Broker space
Salary: $100,000-125,000
Type: Full-time
Benefits: Competitive compensation, benefits, and perks

Cushman & Wakefield

Senior Transaction Manager Tampa
Skills & Focus: real estate, transaction management, client relationships, financial analysis, negotiation, portfolio management, commercial real estate, process management, strategic planning, communication skills
Experience: 5+ years of real estate experience in transactions management or corporate real estate
Type: Full time

Marcus & Millichap

Commercial Real Estate Agent Tampa
Skills & Focus: real estate, investment sales, financing, research services, advisory services, sales, commercial real estate, team, mentoring, diversity
About the Company: The industryā€™s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advisory services.
Experience: Background in sales or commercial real estate with a track record of perseverance and accomplishment.
Type: Full-time
Benefits: Work Family environment that values loyalty, diversity, and professionalism with options for work life balance.

Clear Street

Senior Associate - ETF Operations Tampa
Skills & Focus: ETF Operations, reconciliations, trade flows, process improvement, communication, NSCC, DTCC, Excel, efficiency, collaboration
About the Company: Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructureā€¦
Experience: At least two (2) years of professional experience in ETF Operations functions
Salary: $100,000-135,000
Type: Full-time
Benefits: Competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dentā€¦

Farther

Client Experience Associate Tampa
Skills & Focus: client service, relationship management, operational support, financial operations, onboarding, account maintenance, positive relationships, client satisfaction, wealth management, communication skills
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Experience: 2+ years of previous work experience in a similar position

Ameriprise Financial

Financial Advisor Tampa
Skills & Focus: financial planning, client relationships, marketing plan, coaching, business ethics, networking, training, leadership, client service, entrepreneurial
About the Company: Ameriprise Financial is a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. The companā€¦
Experience: 3+ years of work experience
Type: Full-time
Benefits: Competitive base salary plus uncapped monthly bonus opportunities, comprehensive employee benefits package to support wā€¦

Farther

Financial Advisor - Darwin Team Tampa
Skills & Focus: wealth management, financial advisor, high-net-worth clients, investment strategies, portfolio construction, alternative investments, client relationships, wealth strategies, technology platform, investment vehicles
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Experience: Proven experience in wealth management or financial advisory roles

Bank Of America

Small Business Client Manager Tampa
Skills & Focus: Account Management, Business Development, Client Solutions, Advisory, Pipeline Management, Client Experience, Branding, Client Management, Prospecting, Relationship Building
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 3-5 years small Business Banking experience
Type: Full-time