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Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance.

Ascend Partner Firms

Financial Advisor

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Other credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.

BakerAvenue

Wealth Advisor, Managing Director

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The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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US Bank

PWM Private Wealth Advisor

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15+ Years of fiduciary experience with a focus on business development and relationship management General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.3.

Truist Bank

Senior Trust Advisor

U.S. Bank

Private Wealth Management Private Wealth Advisor

FULL_TIME

OTHER

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

JPMorgan Chase Bank, N.A.

Servicing Travel Advisor IV - Chase Travel (Remote)

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In 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.

The PNC Financial Services Group Inc

Banking Advisor Senior

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. In 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.

Banking Advisor Sr (MLO)

As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Edward D Jones & Co LP

Associate Financial Advisor

Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.

Synovus Bank

Financial Advisor Associate

This is a proactive, relationship-driven sales role focused on acquiring high-net-worth clients through direct business development, networking, and strategic referral partnerships. You will build and manage your own pipeline by developing relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centres of influence, while also identifying direct client opportunities.

Henley & Partners - The Firm of Global Citizens®

Private Client Advisor

partner JazzHR

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We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The primary objective of the Advisor Support team is to deliver a high degree of personalized service through comprehensive home office support and product education, acting as the primary point of contact between financial professionals and home office functions.

Osaic

Manager, Advisor Support

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Our thriving office is located at: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

The McKernan Group

Financial Advisor - Career Changer Opportunity

Whether 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.

Guerra Wealth Advisors

Wealth Advisor ($120,000 - $250,000+)

This employment opportunity at First Horizon Bank in Naples, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.

LPL Financial Services

Financial Advisor - First Horizon Bank

This employment opportunity at SouthState Bank in Ocala, FL would allow you to join the Investment Program at SouthState Bank as an Associate Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to SouthState Bank for financial solutions.

Associate Financial Advisor - Southstate Bank

This employment opportunity at BMO Bank in Sarasota, FL would allow you to join the Investment Program at BMO Bank as an Associate Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.

Associate Advisor - BMO Bank

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients.

Busey Bank

Fiduciary Advisor II

Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Investment Advisor Jobs in Florida

Financial Advisor Ascend Partner Firms

Wealth Advisor, Managing Director BakerAvenue

PWM Private Wealth Advisor US Bank

Senior Trust Advisor Truist Bank

Private Wealth Management Private Wealth Advisor U.S. Bank

Servicing Travel Advisor IV - Chase Travel (Remote) JPMorgan Chase Bank, N.A.

Banking Advisor Senior The PNC Financial Services Group Inc

Banking Advisor Sr (MLO) The PNC Financial Services Group Inc

Associate Financial Advisor Edward D Jones & Co LP

Financial Advisor Associate Synovus Bank

Private Client Advisor Henley & Partners - The Firm of Global Citizens®

Manager, Advisor Support Osaic

Financial Advisor - Career Changer Opportunity The McKernan Group

Wealth Advisor ($120,000 - $250,000+) Guerra Wealth Advisors

Financial Advisor - First Horizon Bank LPL Financial Services

Associate Financial Advisor - Southstate Bank LPL Financial Services

Associate Advisor - BMO Bank LPL Financial Services

Fiduciary Advisor II Busey Bank

Private Client Banker - Spring Hill Lakewood (New Build) - Spring Hill, FL JPMorgan Chase & Co

Private Client Banker - Lake Worth Lake Ave - Lake Worth, FL JPMorgan Chase & Co

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