Financial Advisor Jobs in Miami, FL
SoFlo Division - USHA
$91598 - $142500
Sunrise, FL
Customer Service Sales Advisor - position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.
Amerant Bank
Coral Gables, FL
Seeks 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.
Brady Financial
Doral, FL
Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
First Command Financial Services, Inc.
Miami, FL
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions.
Northwestern Mutual
$61000 - $250000
Aventura, Florida
Northwestern 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.
Agius & Partners
$100000 - $450000
Miami, Florida
The role provides access to sophisticated investment platforms, global research capabilities, and the ability to build long-term advisory relationships with affluent clients. Agius & Partners LLC is partnering with top-tier banking institutions seeking experienced Financial Advisors / Wealth Advisors to join their Miami offices.
The Misch Group
$90000 - $500000
Miami, Florida
Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.
Universal Technical Institute
$22 - $25
Miramar, Florida
Whether you’re working with future students as they get ready to start school or supporting current students as they continue their journey, your mission is to provide friendly guidance, accurate info, and smart solutions every step of the way. Deliver Excellence: Provide exceptional service with compassion, clarity, and efficiency, helping students overcome any financial hurdles.
Concorde Career Colleges, Inc.
$23 - $24
Miramar, Florida
Deliver Excellence: Provide exceptional service with compassion, clarity, and efficiency, helping students overcome any financial hurdles. As a Financial Aid Advisor, you’ll be the friendly guide that students and their families rely on to make sense of financial aid, from securing resources to understanding the process.
Coastal Wealth
$75000 - $125000
Miami, FL
This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.
San Blas Securities
Greater Miami Area, FL
This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Coastal Wealth
Fort Lauderdale, FL
As a Financial Planning Data Analyst, you’ll play a critical role in supporting advisors and planners by ensuring accurate data input, analyzing scenarios, and driving compliance excellence. Coastal Wealth is a leading financial planning firm and an agency within MassMutual, a Fortune 500 company with a 170+ year history of helping people secure their financial future.
JPMorgan Chase
Oakland Park, FL
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Miami, FL
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase
Miami, FL
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Legacy Harbor Advisors
Ft. Lauderdale, FL
Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.
Coastal Wealth
$75000 - $125000
Fort Lauderdale, FL
This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.
Guerra Wealth Advisors
Miami, FL
If you thrive in a sales-driven, client-focused environment, want a clear path to grow into an advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. With warm leads provided, NO cold calling is required, allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.
Guerra Wealth Advisors
Miami, FL
With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch. With a robust team providing qualified leads and administrative support, your focus will be on building trust, delivering exceptional service, and growing client relationships.
JPMorgan Chase
Miami, FL
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase
Miami, FL
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase
Miami, FL
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase
Homestead, FL
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase
Miami, FL
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase
Plantation, FL
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Avison Young
Miami, FL
At Avison Young, we are committed to providing a comprehensive suite of commercial real estate services to our clients while fostering a supportive and inclusive workplace culture for our employees. Produce financial models (using Argus and Excel) of varying complexity, including but not limited to detailed cash-flow/pro-forma projections and development models.
BROPACK Bronner Packmittel GmbH
$180000
Miami, FL
Provide expertise in complex tax strategies such as QBI deduction, §179 deductions, home office deductions, and employing family members for tax advantages, tax loss harvesting, and 1031 exchanges. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.
City National Bank of Florida
Miami, Florida
The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning and trust services. Will also work with RMs to identify and solicit clients that would benefit from the bank’s investment, financial and Trust products and services and to introduce clients to RM’s for depository services.
ActionLink
$26 - $28
AVENTURA, FL
Live Demos:Wow customers with live demonstrations that highlight the transformative power of Dyson products.**. This role offers clear pathways for advancement into senior field leadership, client strategy, or corporate roles.
Farther
Miami, FL
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
How to Manage a Small Law Firm
$110000 - $182000
Miami, FL
Then fun begins when you meet with the client (via Zoom or telephone) to help them see what you can plainly see, help them face up to facts (instead of making decisions based on their feelings), and then help them implement systems, improve workflows, build accountability, align their team and execute on plans that move the business forward. You are a thoughtful, considerate and insightful human being who enjoys helping small business owners understand, interpret and make courageous decisions based on what their personal, professional and financial goals are—and then helping them turn those decisions into operational execution—instead of allowing their feelings to run the show.
FVI School of Nursing and Technology
$48000 - $58000
Miami, FL
Working closely with prospective students, families, and other stakeholders, the advisor will serve as an ambassador for the institution, helping to shape a positive and memorable experience for all applicants. · Admissions Counseling: Provide personalized guidance to prospective students regarding admissions requirements, academic programs, financial aid options, and campus life.
FVI School of Nursing and Technology
$48000 - $58000
Miramar, FL
Working closely with prospective students, families, and other stakeholders, the advisor will serve as an ambassador for the institution, helping to shape a positive and memorable experience for all applicants. · Admissions Counseling: Provide personalized guidance to prospective students regarding admissions requirements, academic programs, financial aid options, and campus life.
Lennar Corporation
Miami, FL
Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn
Guerra Wealth Advisors
Miami, FL
If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors’ most valued clients. The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships.
Jobot
$85000 - $120000
Doral, FL
Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Rivian
$34546 - $45677
Miami, Florida
Sands Investment Group
$100000 - $250000
Fort Lauderdale, FL
Whether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.
Sands Investment Group
$150000 - $300000
Fort Lauderdale, FL
Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.
Molson Coors Beverage Company
$6 - $8
Miami, FL
Teamed with Tax team and Tax advisors to complete monthly, quarterly, and annual direct and indirect tax returns; work with payroll team to ensure local payroll requirements are met; assist with the statutory audit process where required; work with Legal on intercompany agreements and/or other Legal requests with regards to the secretarial administrative aspect of these entities; work with Tax team on transfer pricing requests. Job Posting Total Rewards Offerings : $69,800.00-$91,600.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days).
H&R Block
HOLLYWOOD, Florida
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year.
H&R Block
North Miami, Florida
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. A Typical Day: Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful.
H&R Block
PLANTATION, Florida
At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. A Typical Day: Joining us as an Associate Team Leader, you’ll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office.
Northwestern Mutual
$500 - $1000
Ft Lauderdale, Florida
Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Santander US
Miami, FL
Capable of performing analysis of markets, interpreting data based in formal knowledge and experience and disseminating information appropriately to internal and external customers. As part of the Investments Team, contributes to IPB’s Investment Committees and increases the support to the sales force to ensure the maintenance of existing AIS accounts as well as the growth of new accounts.
AST SpaceMobile
Miami, FL
In this role, you will collaborate closely with the Director of External Reporting and Technical Accounting to prepare and review SEC filings, research and document complex accounting matters, and advise on the accounting implications of customer contracts and strategic initiatives. We are seeking a highly skilled Financial Reporting and Accounting Manager to lead financial reporting and technical accounting for a high‑growth public company operating in a dynamic and rapidly evolving industry.
Santander US
Miami, FL
Deliver comprehensive, goals-based wealth plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and closely held entities within the U.S., including clients with complex domestic and cross-border considerations. This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization.
Guerra Wealth Advisors
Miami, FL
This is perfect for professionals with 1–3 years of sales or client-facing experience who are ambitious, goal-oriented, and looking to advance into an advisory role. If you’re ready to leverage your sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity.
Guerra Wealth Advisors
Miami, FL
This role is ideal for candidates with 1–3 years of sales or business development experience, excellent communication skills, and a desire to transition into a financial advisor role. The Sales Growth Associate connects prospective clients with our advisory team, guiding families toward financial success.
Guerra Wealth Advisors
Miami, FL
You will act as the first live voice prospects hear from Guerra Wealth Advisors — building interest, establishing trust, overcoming objections, and securing scheduled meetings. If you are energized by high-volume calling, thrive in a performance-driven sales environment, and want a fast track toward growth in financial services, Guerra Wealth Advisors is the place to build your future.