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The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

HOUR

LPL Financial Holdings Inc

Registered Client Service Associate

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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

Relationship Manager

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Department Overview: The E TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

YEAR

Morgan Stanley

Executive Relationship Manager

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The Family Office Legal Assistant will play a key role in supporting attorneys and senior executives with estate planning and trust-related legal operations. This is a unique opportunity to work in a private, in-house setting, assisting with highly sophisticated legal matters that directly impact long-term family wealth preservation.

Morgan Stephens

Family Office Legal Assistant

The second, and larger, are firms that already have an established base of end users or assets and want to give those users access to digital assets: investment platforms and online brokers, asset managers and trading firms, private wealth and RIA platforms, fintechs adding crypto to an existing product, and the retirement channel, where brokers and IRA providers are bringing bitcoin ETFs and spot crypto to retirement accounts. AlphaPoint is a single platform with many capabilities: one integration that lets a client offer trading, brokerage, treasury, and stablecoin workflows to their end users, connect to the liquidity venues, custodians, and banking partners of their choice, and expand into new use cases without re-platforming.

AlphaPoint

Enterprise Sales Executive

SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Consultant to join our industry-leading Black Diamond Service Team. SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.

SS&C

Client Consultant

To learn more about a career at Marsh Agency, check us out on our website at http://marshmma.com/careers or flip through our recruiting brochure at https://www.flipsnack.com/BB9CD8DD75E/your-future-is-limitless. We are looking for a Business Insurance Client Service Associate provides technical and service support to Client Advisors for new clients, during the renewal process and for daily client service functions.

Marsh McLennan

Client Service Associate

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To view more details of what you can look forward to, visit our careers page: Summary : The Transition Processing Specialist will be part of a team responsible for the accurate, timely and efficient processing of incoming and outgoing paperwork pertaining to client account opening, account maintenance, rep changes, sponsor company changes and supporting the day-to-day activities associated within Brokerage Operations. 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.

Osaic

Transitions Processing Specialist

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Proven track record of success, and strong working knowledge of asset management distribution, capital markets, and the equity investment landscape. Partnering with our Head of Distribution, the appropriate candidate will be responsible for supporting current distribution efforts, and proactively identifying new business opportunities.

MayTech Global Investments

Business Development Associate

While performing the functions of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to stand, walk, stoop, kneel, crouch, or crawl. This position supports advisors by completing tasks, managing inquiries, maintaining client accounts, coordinating business operations, and supporting client relationship activities while operating within Ameriprise Financial and company guidelines.

Home Bancshares, Inc.

Administrative Assistant II - Investments

Write, edit, and manage a range of content, including client communications, release notes, user guides, procedural documentation, video scripts, executive communications, and other client enablement materials. In this role, you'll make an impact in the following ways: Develop and deliver client-facing communications related to operational, regulatory, and technology updates affecting financial advisors and clients.

The Bank of New York Mellon Corp

Vice President, Client Success

The Director will partner with Wealth leadership to align technology investments with business priorities, drive innovation, strengthen stakeholder engagement, and ensure that technology-enabled solutions deliver measurable business outcomes. Knowledge of wealth management and insurance distribution models, including affiliated agencies, financial advisors, broker-dealers, registered investment advisors, institutional partners, and independent distribution channels.

<p>For more than four decades, AmeriLife has been dedicated to senior Americans and the challenges of helping seniors meet important health and life insurance needs.
AmeriLife is one of the nation's largest privately-held senior life and health insurance marketing organizations. And we're expanding rapidly in order to meet the growing needs of seniors. This means that when you join the AmeriLife team, you're working with an industry leader, and that adds up to greater success and career satisfaction for you. </p>

AmeriLife

Director, IT - Business Solutions Partner

This opportunity is intended for an accomplished attorney whose practice includes sophisticated estate planning, wealth transfer planning, taxable estates, transfer tax matters, and trust administration for high-net-worth individuals, multi-generational families, business owners, and fiduciaries. Significant experience serving as the primary drafting or handling attorney on complex taxable estate matters, including Forms 706 and 709, related audits, and estate, gift, generation-skipping transfer tax, and fiduciary income tax issues.

Williams Parker

Trusts & Estates Attorney | Private Client Services

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Join Hinshaw & Culbertson's nationally recognized Financial Services powerhouse, ranked Tier 1 nationally for Banking and Finance Law and Financial Services Regulation Law, and work alongside sophisticated attorneys advising leading banks, financial institutions, investors, servicers, and lenders on complex distressed-credit, restructuring, workout, recovery, and enforcement matters nationwide. Additional benefits include generous PTO and holidays, retirement savings and wealth management resources, a student loan repayment program, backup care, parental and personal leave with reintegration support, wellness and mental health resources, EAP, commuter benefits, and flexible spending and health savings accounts.

Hinshaw & Culbertson LLP

Financial Services Attorney (Loan Workouts, Restructuring & Recovery)

Represent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets. Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.

Truist Financial Corporation

Private Equity & Alternative Investments Senior Analyst

Success in this role requires strategic relationship management, a deep understanding of institutional investing, and the ability to collaborate closely with the Content Director, commercial team, and event leadership to deliver best-in-class investor experiences. The Deputy Director of Investor Relations supports the Global Head of Investor Relations in developing and strengthening relationships with RIAs (registered investment advisors) across the global alternatives market.

S&P Global Inc

Deputy Director of Investor Relations

JOB FUNCTION / SUMMARY: Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Hancock Whitney Corp

Private Banker 4

While this role will collaborate closely with cross functional departments and teams, it will remain distinct by focusing on informal learning opportunities, implementation support, self-service resources, and ownership of selected rollout activities that help advisors put fee-based planning into practice. Contribute subject matter expertise and field insight to formal learning programs where appropriate, while maintaining distinct ownership for deep fee-for-advice implementation guidance, informal learning opportunities, adoption initiatives, and practical business support.

Sr. Consultant, Fee Based Planning Implementation

The Compliance Associate is a member of the Compliance and Supervision Team supporting our affiliated firms: Florida Financial Advisors, LLC (SEC-registered investment adviser), Trinity Wealth Securities, LLC (FINRA member broker-dealer), and Florida Financial Insurance, LLC (licensed insurance agency). As a registered Series 26 principal, the Compliance Associate reviews new business, supports our branch inspection program, manages registration and disclosure workflows, and serves as a day-to-day compliance resource for our advisors.

Wealth Advisor Jobs in Florida

Registered Client Service Associate LPL Financial Holdings Inc

Relationship Manager Manning & Napier

Executive Relationship Manager Morgan Stanley

Family Office Legal Assistant Morgan Stephens

Enterprise Sales Executive AlphaPoint

Client Consultant SS&C

Client Service Associate Marsh McLennan

Transitions Processing Specialist Osaic

Business Development Associate MayTech Global Investments

Administrative Assistant II - Investments Home Bancshares, Inc.

Vice President, Client Success The Bank of New York Mellon Corp

Director, IT - Business Solutions Partner AmeriLife

Trusts & Estates Attorney | Private Client Services Williams Parker

Financial Services Attorney (Loan Workouts, Restructuring & Recovery) Hinshaw & Culbertson LLP

Private Equity & Alternative Investments Senior Analyst Truist Financial Corporation

Deputy Director of Investor Relations S&P Global Inc

Private Banker 4 Hancock Whitney Corp

Sr. Consultant, Fee Based Planning Implementation Osaic

Compliance Associate AmeriLife

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