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At Zinnia Wealth Management, we believe that financial planning is about more than just numbers; it is about helping our neighbors here in Ocala reach the milestones that matter most to their families. You will spend your days diving into the details of financial roadmaps, helping turn raw data into clear, actionable advice for our clients.

YEAR

Zinnia Wealth Management

Paraplanner/Junior Planner

Located at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

The McKernan Group

Financial Representative - Training Provided

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The Client Portfolio Manager, High Net Worth is responsible for partnering with Financial Advisors and, in select cases, their high-net-worth and ultra-high-net-worth clients to develop and present tax-aware investment proposals and to support ongoing portfolio reviews. Approximately 2 or more years of relevant wealth management experience, with demonstrated experience serving high-net-worth or ultra-high-net-worth clients directly or supporting a team that serves them.

Concurrent Investment Advisors

Client Portfolio Manager, High Net Worth

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The primary focus of this role is to support advisors through detailed planning analysis and execution, including retirement planning, tax-aware planning strategies, estate and trust planning coordination, insurance analysis, education planning, cash flow analysis, and other advanced planning considerations. Advanced Financial Planning & Paraplanning Support Provide comprehensive financial planning and paraplanning support to Financial Advisors and planning teams across a broad range of client planning needs and complexities.

Director, Central Planning

Relationship Management Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Director, Advanced Planning

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Key measures of success include acquisition of new small business relationships, deposit and fee income growth from both new and existing relationships, new lending origination and loan retention that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as establishing strong relationships with internal partners to drive referrals and deepen relationships. This is a national role, requiring consistent virtual collaboration with RBC USWM Financial Advisors, educating them on our small business capabilities to establish the most qualified client introductions, providing financial advice to clients and prospects, and consistently connecting client needs with CNBs service and offerings.

City National Bank

Relationship Manager Sr I _RBC

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ADAPTED_NOW

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 Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Osaic

Senior Finance Manager, M&A

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Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria. Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement.

Manning & Napier, Inc.

Relationship Manager

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. 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.

Complex Product Manager

As an independent wealth management firm, we believe that great outcomes are achieved through teamwork, trust, and a deeply personalized approach to serving our clients. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Raymond James Financial Inc

Registered Client Associate

The ideal candidate has deep Salesforce administration and platform experience, strong financial services or wealth management context, and the ability to turn advisor and operations workflows into scalable CRM solutions. Dynasty Financial Partners is hiring a Lead Salesforce Engineer to lead the delivery and ongoing evolution of Dynasty's CRM Platform for RIAs across the Dynasty network.

Dynasty Financial Partners

Lead Salesforce Engineer

FULL_TIME

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” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by a vision to cultivate entrepreneurial leaders and advisors dedicated to excellence, we are passionate about the growth of our people and the meaningful impact we make in our communities, as we strive to become a top-performing network office by every measure.

Northwestern Mutual - Lawhon Network

Sales Representative - Career Changer Opportunity

The Operations Consultant leads mass account transfer conversions and department initiatives, serving as the primary project manager responsible for planning, execution, stakeholder coordination, and delivery of successful outcomes. The consultant applies operational expertise, critical thinking, and project management skills to identify risks, evaluate solutions, coordinate activities across multiple stakeholder groups, and deliver successful results.

Mass Account Transfers Operations Consultant

Conduct daily and monthly supervisory reviews of transactions in accordance with Canadian Investment Regulatory Organization (CIRO) requirements and RJL policies and procedures; Identify, resolve, and or escalate any areas of non-compliance; Review and approve client account applications and updates; review and approve advertisements, sales literature and correspondence; Maintain working knowledge of industry regulations and RJL policies and procedures; Fulfill CIRO continuing education requirements; Provide back-up coverage for other Branch Compliance Supervisors; and. Provide training for new supervisors; Respond to policy and regulatory changes with a view to the impact to supervision, and update firm-wide supervision documentation/manuals; Respond to queries and escalations around policy and procedure interpretation, client concerns, and complex or sensitive matters; Provide Supervisory coverage for other branches; Interview applicants for new supervisor positions; Assist senior Compliance and Supervision leaders with complex risk issues and team specific initiatives; and.

Senior Branch Compliance Supervisor

If you enjoy combining relationship management, project leadership, operational excellence, and client education, this role offers the opportunity to make a meaningful impact while working alongside leading investment managers and a growing wealth management technology platform. SMArtX Advisory Solutions is seeking a Relationship Manager, Emerging Growth Solutions to join our Manager Solutions team and serve as a trusted partner to emerging, boutique, and newly onboarded asset managers on the SMArtX platform.

SmartX Technology Solutions Inc

Relationship Manager, Emerging Growth Solutions

Leveraging the Bank's balance sheet, portfolio lending capabilities, specialized mortgage solutions and broader banking ecosystem, the Mortgage Banker serves a wide range of borrowers and financing needs, including conventional, jumbo, portfolio and specialized residential lending for affluent, high-net-worth and eligible international borrowers, consistent with approved product offerings and lending criteria. The role is primarily focused on new business acquisition and externally sourced production: the Mortgage Banker independently develops and manages a sustainable pipeline through business development, established professional networks and qualified referral relationships, while partnering with internal credit, fulfillment and compliance teams to deliver an exceptional borrower experience.

BTG Pactual

Mortgage Banker

HOUR

Build and execute proactive direct sourcing strategies across social media channels, professional networks, and referral pipelines to identify high-caliber candidates for front office and financial services roles. Lead full-cycle recruitment for the Wealth Management organization, managing sourcing, screening, interviewing, and offer negotiation to deliver a seamless hiring experience for candidates and hiring managers alike.

Axelon Services Corporation

Lead Talent Sourcer/Recruiter

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Administrative & Support Services'',''Administrative & Support Services'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''RJFP'',''RJFP'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''659783'',''659783'',''true'',''659783'',''false'',''Submission for the position: VP, Insurance Growth & Distribution - (Job Number: 2600567)'',''false'',''659783'',''false'',''true''. Proven ability to engage and influence others to drive success without direct reporting relationships; known for earning the confidence of investment advisors and demonstrating how insurance can address protection, estate, tax, retirement, and wealth-transfer needs within a client's broader financial plan.

VP, Insurance Growth & Distribution

A leading public accounting and advisory firm is seeking a Tax Manager to oversee complex tax engagements for high-net-worth individuals, professional services clients, trusts, partnerships, and related entities. This role is highly client-facing and offers the opportunity to lead sophisticated tax planning and compliance engagements while mentoring teams and contributing to long-term client growth.

Spartan Placements

Tax Manager

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners, developers, operators, family offices, and closely held real estate businesses.

Wealth Advisor Jobs in Florida

Paraplanner/Junior Planner Zinnia Wealth Management

Financial Representative - Training Provided The McKernan Group

Client Portfolio Manager, High Net Worth Concurrent Investment Advisors

Director, Central Planning Concurrent Investment Advisors

Director, Advanced Planning Fidelity

Relationship Manager Sr I _RBC City National Bank

Senior Finance Manager, M&A Osaic

Relationship Manager Manning & Napier, Inc.

Complex Product Manager Osaic

Registered Client Associate Raymond James Financial Inc

Lead Salesforce Engineer Dynasty Financial Partners

Sales Representative - Career Changer Opportunity Northwestern Mutual - Lawhon Network

Mass Account Transfers Operations Consultant Raymond James Financial Inc

Senior Branch Compliance Supervisor Raymond James Financial Inc

Relationship Manager, Emerging Growth Solutions SmartX Technology Solutions Inc

Mortgage Banker BTG Pactual

Lead Talent Sourcer/Recruiter Axelon Services Corporation

VP, Insurance Growth & Distribution Raymond James Financial Inc

Tax Manager Spartan Placements

Tax Director - Real Estate TAG EisnerAmper, LLC (Inactive)

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