Wealth Management Advisor Amerant BankWealth Management AdvisorCoral Gables, FLSeeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.
NewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedHollywood, FLThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
NewSenior Manager, Business Tax Services - Private Clients KPMGSenior Manager, Business Tax Services - Private ClientsMiami, FLLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients.
NewManager, Business Tax Services - Private Clients KPMGManager, Business Tax Services - Private ClientsMiami, FLLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients.
Business Advisor, 10K Small Businesses Program Miami Dade CollegeBusiness Advisor, 10K Small Businesses ProgramMiami, FLBachelor's degree from a regionally accredited institution in business, entrepreneurship, sales or related field with seven (7) years of successful experience in business advising for a small business clientele; or Master's degree in business, entrepreneurship, sales or related field with three (3) years of successful experience in business advising for a small business clientele. Job FamilyADMIN - Professional Exempt Contractual (PEC)Grade16Salary$71,171 - $88,963Department10K Small Businesses ProgramReports ToExecutive ManagerClosing DateSeptember 22, 2026 FLSA StatusExempt - Not Eligible for Overtime CompensationFirst Review DateJuly 8, 2026.
Business Advisor Miami Dade CollegeBusiness AdvisorMiami, Florida$71,171–$88,963Minimum Qualifications: Applicants must possess one of the following: Bachelor's degree from a regionally accredited institution in Business, Entrepreneurship, Sales, or a closely related field and seven (7) years of successful experience providing business advising to small business clients; OR Master's degree in Business, Entrepreneurship, Sales, or a closely related field and three (3) years of successful experience providing business advising to small business clients. In this dynamic role, you will serve as a trusted advisor to small business owners, guiding participants through the development of actionable growth strategies while connecting them with valuable business resources, industry experts, and capital opportunities.
Wealth Business Advisor II Truist Financial CorpWealth Business Advisor IIMiami, FLUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Business Performance Advisor Suncap Technology, Inc.Business Performance AdvisorMiami, FLOur client is a leading national PEO that provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology is looking to hire their next Business Advisor in the Miami market. " Identify small and midsized businesses to offer our client's human resource services and technology.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorFort Lauderdale, FL$95,000–$110,000 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
J.P. Morgan Advisors - Business Specialist - Vice President JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Business Specialist - Vice PresidentBoca Raton, FLFull timeWork with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base. A Business Specialist oversees the ongoing operations of the Advisor's book of business, partners with leadership and effectively manages the workflow across team members in order to streamline day-to-day operations.
Business Aviation Advisor Avia Solutions Group ASG PLCBusiness Aviation AdvisorFort Lauderdale, FLWe are looking for a Business Aviation Advisor to join our Americas team who has a passion for the air charter, aviation, or travel industry, thrives in a fast-paced environment, and wants to learn and grow with the global Chapman Freeborn Airchartering team. Our expertise in all areas of the air charter industry makes us the number one choice for many of the world's leading logistics providers, multinational corporations, travel partners, and well-known names from the entertainment business.
Market Solutions Advisor - Business Banking - Miami, FL Bank of AmericaMarket Solutions Advisor - Business Banking - Miami, FLMiami, FloridaKey responsibilities include identifying and analyzing market opportunities to offer/deepen credit with clients and prospects, and advising RMs on credit solutions by providing extensive general industry knowledge, credit expertise, product and process management, sales, and client experience support. The Market Solutions Advisor will join client meetings with the market RMs and MEs, participate in client management process routines focused on driving responsible loan growth and partner with the RM and the credit team closing the deal with the regional and centralized credit partners.
Outside Sales Consultant / Business Performance Advisor Insperity (internal)Outside Sales Consultant / Business Performance AdvisorFort Lauderdale, FL$95,000–$110,000 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorFt. Lauderdale, FloridaCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
Business Banking Treasury Management Advisor - Relationship Manager I The PNC Financial Services Group IncBusiness Banking Treasury Management Advisor - Relationship Manager IFort Lauderdale, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Solutions Advisor - Lauderdale Lakes Financial Center - Lauderdale Lakes, FL - Bilingual Haitian Creole Required Bank of America CorpBusiness Solutions Advisor - Lauderdale Lakes Financial Center - Lauderdale Lakes, FL - Bilingual Haitian Creole RequiredLauderdale Lakes, FLOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Cane Navigator (Academic Advisor) - Business University of MiamiCane Navigator (Academic Advisor) - BusinessCoral Gables, FL$50,000–$54,000 / yearEstablish and maintain sustained advising relationships beginning prior to a students first term, serving as the primary academic advisor for assigned students throughout their undergraduate experience and supporting informed academic decision‑making. • Partner collaboratively with academic and non‑academic units (e.g., Counseling Center, Housing and Residential Life, International Student and Scholar Services, Veteran Resource Center) to support holistic student success.
MidMarket HCM, Sales Consultant / Business Solutions Advisor Insperity IncMidMarket HCM, Sales Consultant / Business Solutions AdvisorFort Lauderdale, FLWorks closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Continues to develop and enhance business cases for prospective customers that reinforce the market leadership position of Insperity in the marketplace.
Midmarket Hcm, Sales Consultant / Business Solutions Advisor Insperity (internal)Midmarket Hcm, Sales Consultant / Business Solutions AdvisorFort Lauderdale, FLWorks closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Continues to develop and enhance business cases for prospective customers that reinforce the market leadership position of Insperity in the marketplace.
J.P. Morgan Advisors - Business Specialist - Vice President JPMorgan Chase & CoJ.P. Morgan Advisors - Business Specialist - Vice PresidentBoca Raton, FLWork with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients'' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base. A Business Specialist oversees the ongoing operations of the Advisor''s book of business, partners with leadership and effectively manages the workflow across team members in order to streamline day-to-day operations.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IPlantation, FloridaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Fractional CFO Advisor (Full-Time W-2 | Remote) How to Manage a Small Law FirmFractional CFO Advisor (Full-Time W-2 | Remote)Miami, FLRemote$110,000–$182,000If you've built (or thought about building) an independent fractional or outsourced CFO practice, you know the tradeoffs: the strategic work is rewarding, but finding clients, managing your own sales pipeline, and handling the business side of the business eats into the work you actually want to do. 5000 Fastest-Growing Company every year since 2013, HTM partners with entrepreneurial law firm owners who have built successful practices but need experienced financial and operational leadership to scale their businesses.
Financial Solutions Advisor - E. Palmetto Area Bank of America CorpFinancial Solutions Advisor - E. Palmetto AreaBoca Raton, FLAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage 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.
Financial Solutions Advisor - North Ft Lauderdale Bank of America CorpFinancial Solutions Advisor - North Ft LauderdaleCoral Springs, FLMerrill 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. 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.
Financial Solutions Advisor - Central Broward Market Bank of America CorpFinancial Solutions Advisor - Central Broward MarketFort Lauderdale, FLWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Financial Solution Advisor - South Miami Bank of America CorpFinancial Solution Advisor - South MiamiCoral Gables, FLWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Wealth Advisor Associate Truist Financial CorporationWealth Advisor AssociateBoca Raton, FLWorks with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
Financial Solutions Advisor Registration Candidate - Bay Point Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Bay Point Financial CenterMiami, FloridaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- Central LA Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Central LA MarketHollywood, FloridaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Membership Sales Advisors, Miami EquinoxMembership Sales Advisors, MiamiMiami, FLFull timeMembership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club's services, programs, and products.
Financial Advisor Northwestern MutualFinancial AdvisorFt Lauderdale, Florida$61,000–$250,000 / yearFull timeNorthwestern 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.
Style Advisors, Aventura EquinoxStyle Advisors, AventuraAventura, FLPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in Aventura! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Style Advisors, South Beach EquinoxStyle Advisors, South BeachMiami Beach, FLPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in South Beach! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Style Advisor, Brickell EquinoxStyle Advisor, BrickellMiami, FLPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in Brickell! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Style Advisor, Coral Gables EquinoxStyle Advisor, Coral GablesCoral Gables, FLPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).
Style Advisor, Brickell Heights EquinoxStyle Advisor, Brickell HeightsMiami, FLPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. RESPONSIBILITIES: Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).
NewCustomer Service Sales Advisor Fort Lauderdale Advisors - USHACustomer Service Sales AdvisorPlantation, FL$65,000–$95,000 / yearYou'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health coverage plans. Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater!
Wealth Advisor Associate Truist BankWealth Advisor AssociateBoca Raton, FloridaWorks with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 2. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
Wealth Advisor ($120,000 - $250,000+) Guerra Wealth AdvisorsWealth Advisor ($120,000 - $250,000+)Miami, FL$120,000–$250,000 / yearWhether your background is in outside sales, mortgage lending, insurance, luxury sales, real estate, or financial services — if you know how to build trust, close business, and create long-term client relationships, we want to meet you. $120,000–$250,000 Annually (Uncapped Commissions + Performance Bonuses) High earning potential supported by a lead generation team providing qualified client opportunities.
Talent Advisor AutoNation IncTalent AdvisorFort Lauderdale, FLFacilitate targeted in-store modules when market data or performance trends indicate a specific need-covering topics such as delivering feedback, performance conversations, coaching skills, or DRIVE behaviors-bringing development directly to where leaders work. AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs.
Systems Analyst Advisor Elevance Health IncSystems Analyst AdvisorMiami, FL$101,120–$151,680 / yearMinimum Requirements: Requires an BA/BS degree in Information Technology, Computer Science or related field of study and a minimum of 6 years' experience in a variety of technologies, documenting requirements and/or building test cases; or any combination of education and experience, which would provide an equivalent background. If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions.
Wealth Management Advisor Amerant Bancorp IncWealth Management AdvisorCoral Gables, FLSeeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.
International Platform Strategy Advisor TransUnionInternational Platform Strategy AdvisorBoca Raton, FL$100,100–$150,000 / yearFor You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. Partner with cross-functional stakeholders across International Operations, Sales/Sales Support, Finance, Billing, Technology, and other business teams to build alignment around scalable, globally consistent ways of working.
Commercial Insurance Advisor Ansay & Associates LLCCommercial Insurance AdvisorFLAs we continue to grow, we're seeking a dynamic Commercial Lines Insurance Advisor to join our team and help businesses navigate risk, protect their assets, and achieve long-term success. What We Offer: Unlimited Growth Potential - We offer a stable and transparent compensation structure that includes commission incentives for both new and renewal revenue, ensuring long-term secure income growth.
Financial Advisor - Miami Beach, FL The Toronto-Dominion BankFinancial Advisor - Miami Beach, FLMiami Beach, FL$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIMiami, FloridaKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewSenior Wealth Advisor Beacon PointeSenior Wealth AdvisorBoca Raton, FLResponsibilitiesBuild and manage a book of business by developing strong client relationships and providing best-in-class client experienceDeliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolveCollaborate with internal specialists to deliver integrated solutionsIdentify and pursue new business opportunities through referrals, networking, and strategic outreachQualifications5+ years of experience as a Financial Advisor or Wealth AdvisorProven track record of client acquisition and asset growthBackground in a wirehouse, independent broker-dealer, bank, or RIA environmentFinancial planning experience preferredCFP, CFA, or other professional designations preferredBachelor's degree in Finance, Business, Economics or related field preferredKey attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Financial Advisor - Vedra Beach/St. Augustine Thrivent Financial for LutheransFinancial Advisor - Vedra Beach/St. AugustineVedra Beach, FLThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Ft. Lauderdale/Miami/Boca Raton Thrivent Financial for LutheransFinancial Advisor - Ft. Lauderdale/Miami/Boca RatonMiami, FLThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Membership Sales Advisor, Aventura EquinoxMembership Sales Advisor, AventuraAventura, FLFull timeMembership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club's services, programs, and products .