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Financial Advisor in Miami
Citi Private Bank
Investment Counselor Sr. Lead
15+ years investment experienceFluent in spanish languageS7, s66, s3 securities licenses$200,000 - $300,000 py
The role involves establishing and managing investment relationships with ultra-high net worth clients while providing actionable market advice
Miami, Florida, USFull time+15y experienceJob Match ScoreCreate Profile
16 days agoCiti Private Bank
Investment Counselor Sr. Lead
15+ years investment experienceFluent in spanish languageS7 s66 or 63 & 65 securities licenses$200,000.00 - $300,000.00 py
The role focuses on building relationships with and servicing the investment needs of ultra-high net worth clients in the US
Miami, Florida, USFull time+15y experienceJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate- North Bay Market
Securities industry essentials licenseSeries 7 and series 66 licensesClient relationship cultivation$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs
North Bay, CA, USIn-office with a potential for flexibility based on role-specific considerations.Full timeJob Match ScoreCreate Profile16 days agoBank of America
Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market
Series 7 & 66 licenses requiredOne year financial services experienceProspecting and networking skillsCompensation tied to performance
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients
Miami, FL, USIn-officeFull timeExperience requiredJob Match ScoreCreate Profile16 days agoCiti
Investment Counselor Sr. Lead
15+ years investment experienceFluent in spanish languageS7 s66 s3 securities licenses$200,000.00 - $300,000.00 py
The role focuses on building and managing relationships with ultra-high net worth clients to optimize their investment needs
Miami, Florida, US+15y experienceJob Match ScoreCreate Profile16 days agoCitizens Financial Group
Wealth Advisor - Miami Beach / Brickell, Fl
Develop personalized wealth management strategiesProactive client and prospect outreachGrow relationships through partnership referralsCommission based
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals
Miami, FL, USFull time (in-branch)+2y experienceJob Match ScoreCreate Profile18 days agoWells Fargo
Associate Private Client Financial Advisor
Customer service experienceRelationship building skillsClient needs assessment~$72,280 – $173,160 py
WORKOPIA ESTIMATEThis role involves participating in a training program to meet personal and organizational client service goals within the Private Client function
Fort Lauderdale, FL, USFull timeExperience requiredJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management - Private Client Investment Associate - Miami, Fl
Series 7 license required or obtained within 60 daysSecurities industry essential (sie) exam if registered after oct 2018Series 66 or 65 license required within 60 daysThis role involves providing comprehensive client service, operational marketing, and administrative support to Private Client Advisors within J.P. Morgan Wealth Management
Miami, FL, USOn-siteExperience requiredJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management – Select Growth Advisor - Boca Raton Or Miami, Fl
Strong analytical skills for financial marketsDeep understanding of wealth management productsAbility to collaborate with senior advisorsThe role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
Boca Raton, FL, US+4y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management - Private Client Advisor - Surfside, Fl
Client acquisition and relationship cultivationGoals-based financial planning and adviceDeep understanding of financial marketsThe role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
Surfside, FL, US+2y experienceJob Match ScoreCreate Profile19 days agoJ.P. Morgan Chase
J.p. Morgan Wealth Management - Private Client Investment Associate - Miami, Fl
Series 7 license requiredSecurities industry essential examSeries 66 or 65 licenseThe role involves providing client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management
Miami, FL, USJob Match ScoreCreate Profile19 days agoJPMorgan Chase
J.p. Morgan Wealth Management - Private Client Advisor - Surfside, Fl
Client acquisition and relationship cultivationGoals-based financial planning and adviceDeep understanding of financial marketsThe role involves building a book of business and delivering personalized investment solutions with a focus on relationship management rather than portfolio management
Surfside, FL, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoThrivent Financial for Lutherans
Financial Advisor - Ft. Lauderdale/miami/boca Raton
Self-disciplined and independent mindsetStrong interpersonal coaching skillsPassion for serving others through generosityUnlimited earning potential via biweekly base comm...
The role involves providing expert financial advice with heart to help clients build, grow, and protect their financial well-being
Ft. Lauderdale, Florida, USNot specified (assumed flexible schedule)Full timeExperience requiredJob Match ScoreCreate Profile21 days agoFifth Third Bancorp
Investment Executive (financial Advisor) Ft. Lauderdale, Fl
Prior brokerage industry experienceAbility to motivate others in team environmentHighly developed sales and presentation skillsBase salary or draw
The role is accountable for the overall production, coaching, training, and development of a team of licensed retail bankers
Fort Lauderdale, FL, USFull timeExperience requiredJob Match ScoreCreate Profile21 days agoBank of America
Business Solutions Advisor - Mcnab And University Financial Center - Tamarac, Fl
Proven business-to-business sales experienceStrong communication and influence skillsEffective customer service and problem resolutionCompetitive + flexible benefits provided
The role involves providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings
Tamarac, FL, USOnsiteFull timeExperience requiredJob Match ScoreCreate Profile24 days agoBank of America Merrill Lynch
Business Solutions Advisor - Mcnab And University Financial Center - Tamarac, Fl
Proven business-to-business sales experienceStrong communication and influence skillsEffective customer service and problem resolutionCompetitive + flexible benefits including physical...
The role is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings
Tamarac, FL, USOnsiteFull timeExperience requiredJob Match ScoreCreate Profile25 days agoBank of America (GHR)
Business Solutions Advisor - Mcnab And University Financial Center - Tamarac, Fl
Proven success in business-to-business salesExperience with small business bankingStrong communication and influence skillsCompetitive + flexible benefits provided
The role focuses on providing specialized and personalized financial advice to help clients achieve their life plan goals through the full spectrum of banking offerings
Tamarac, FL, USOnsiteFull timeExperience requiredJob Match ScoreCreate Profile25 days agoTD Bank Group
Financial Advisor - Miami Beach, Fl
Investment sales experienceClient financial needs analysisAnnual client review execution$72,280 - $108,160 usd py
The role involves a three-year program with a forgivable draw designed to develop financial advisors in providing comprehensive planning guidance
Miami Beach, Florida, USNot specifiedFull time+2y experienceJob Match ScoreCreate Profile25 days agoTD
Financial Advisor - Miami Beach, Fl
Client discovery and financial needs analysisInvestment management solution sellingAnnual client review execution$72,280 - $108,160 usd py
The role serves as the central point of contact for TD Wealth clients, responsible for developing relationships to achieve greater share of wallet
Miami Beach, Florida, USFull time+2y experienceJob Match ScoreCreate Profile25 days agoPublix Serving (Civica)
Investment Counselor Sr. Lead
15+ years of investment experienceFluent in spanish languageDeep knowledge of alternative investments$200,000.00 - $300,000.00 py
The role focuses on building and managing a successful practice centered on deepening relationships with ultra-high net worth clients
Miami, Florida, USFull time+15y experienceJob Match ScoreCreate Profile26 days agoCitizens Financial Group
Wealth Advisor - Miami Beach / Brickell, Fl
Develop personalized wealth management strategiesProactive client and prospect outreachGrow relationships through partnership referralsCommissioned based
Citizens Wealth Advisors conduct thorough discoveries to understand client goals and construct tailored financial plans
Miami Beach, FL, USOn-site+2y experienceJob Match ScoreCreate Profile26 days agoTD Bank
Financial Advisor - Miami Beach, Fl
Consultative sales experience requiredClient relationship management skillsInvestment sales and planning expertise$72,280 - $108,160 usd py
The role is a three-year program with a forgivable draw designed for financial advisors providing guidance on complex client needs
Miami Beach, Florida, USFull time+2y experienceJob Match ScoreCreate Profile26 days agoCiti Handlowy
Wealth Relationship Manager, Safe Act
5-8 years of professional experienceStrong analytical and financial skillsExcellent verbal and written communication$83,920.00 - $125,880.00 py
The role involves identifying and deepening relationships to gain wallet share from the affluent and High Net Worth segments through holistic financial solutions
West Hollywood, CA, USFull time+8y experienceJob Match ScoreCreate Profile26 days agoBank of America
Financial Solution Advisor - South Miami
Series 7 license requiredSeries 66 or 63/65 licenseInvestment industry experienceCompetitive benefits included
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
South Miami, FL, USFull timeExperience requiredJob Match ScoreCreate Profile28 days agoBank of America
Financial Solution Advisor - South Miami
Series 7 license requiredSeries 66 or 63/65 license requiredOne year investments experienceCompetitive benefits offered
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
South Miami, USFull timeExperience requiredJob Match ScoreCreate Profile28 days ago
WORKOPIA ESTIMATE is shown when an employer doesn't disclose pay. It's the typical range (25th–75th percentile) of disclosed salaries for the same role in the same city, adjusted for seniority and refreshed daily — an estimate, not the employer's figure.
