Wealth Advisor Jobs in Miami, FL
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.
Amerant Bank
Coral Gables, FL
This rotational internship is full of opportunities to participate collaboratively in various projects and additional assignments that directly contribute to the success of the unit you assist. As we continually evolve and move forward to keep pace with the needs of our customers within each market, we draw upon the talent of our team members to identify new solutions and innovative ideas.
First Horizon Bank
Coral Gables, FL
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Amerant Bank
Coral Gables, FL
For those RMIIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s. RMIIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings.
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.
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.
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.
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.
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.
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.
City National Bank of Florida
Miami, Florida
The role will be integral in the onboarding of new clients, coordination of cash /non-cash movements, ongoing maintenance of client accounts and providing support to Wealth Advisors and Trust Officers. Overview: The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department.
JPMorgan Chase
Miami, FL
With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes, it is the Estate Officer's role to oversee the administration of the estate or terminating includable trust.
Jobot
$90000 - $115000
Miami, FL
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. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.
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.
StoneX Group
Miami, Florida
Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Santander US
Miami, FL
This leader is responsible for driving new client acquisition, deepening existing relationships, and optimizing product penetration across advisory, brokerage, alternatives, lending, and cross-border wealth solutions. + Collaborate with Product & Investment teams to expand offerings in wealth advisory, alternatives, international fixed income, structured notes, and cash management.
JPMorgan Chase
Pembroke Pines, 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.
Citigroup
$72880 - $109320
Miami, FL
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
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.
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.
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.
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.
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.
Northwestern Mutual
$61000 - $250000
Miami, 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.
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.
Guerra Wealth Advisors
Miami, FL
Serve as the face of Guerra Wealth Advisors during events — delivering engaging openings and closings that reflect our mission and professionalism all while the Advisory team delivers the main presentation. Responsibilities: Plan, coordinate, and execute all prospect and client-facing dinner seminars (weekdays, evenings), ensuring seamless operations and an exceptional guest experience.
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.
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
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
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.
Codelitt
Miami, FL
We're looking for a Senior Frontend Engineer to join our team on a high-impact engagement with one of our long-standing partners, a global wealth-tech and data platform used by more than 1,400 investment firms across 60+ markets. The Workflow Platform is a customer-facing product that automates complex, multi-step business processes like report reviews, billing cycles, and compliance checks directly within the platform.
Pacifica Continental
Miami, FL
The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions.
First Citizens Bank
Ft Lauderdale, Florida
Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management. Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities.
Jobot
$200000 - $250000
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.
HireHawk
$4000 - $5000
Miami, FL
The ideal candidate demonstrates strong problem-solving abilities and can independently resolve client and operational issues while effectively communicating with advisors, custodians, and internal stakeholders. A boutique, high-touch wealth management firm delivering personalized financial advisory services with a focus on exceptional client experience.
citi private bank
Miami, FL
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
iCapital
$150000 - $175000
Miami, FL
The ideal candidate will execute processes related to entering new markets, add new funds and structures to the platform, and build processes related to these funds within the iCapital ecosystem. iCapital is looking for a seasoned private markets product leader to join the International Product Development and Structuring team as rapid growth continues across Latin American marketplaces.
Keller Executive Search
$200000 - $300000
Aventura, FL
The successful candidate will step into a dynamic environment with several technology projects already underway — among them AI-driven client portals and internal process automation tools — and will be charged with steering these to successful delivery while simultaneously charting the firm's broader technology vision. This represents an exceptional opportunity to assume a C-suite leadership position within a high-caliber, niche firm that serves an elite clientele of ultra-high-net-worth individuals and institutional partners worldwide.
Agius & Partners
$150000 - $225000
Coral Gables, Florida
We are seeking high-performing commercial bankers currently operating within major financial institutions or established regional banks who are looking to leverage the scale, balance sheet strength, and product breadth of a globally significant banking platform in the South Florida market. Our client operates one of the largest commercial banking platforms in the industry, serving middle-market and corporate clients with integrated lending, treasury, and advisory solutions.
JPMorgan Chase
$104500 - $145000
Miami, FL
You will be responsible for identifying, escalating, and mitigating business risks, providing high-level responsiveness to executive ad-hoc requests, organizing complex information strategically, and communicating effectively with key business partners. 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.
Floowi
Weston, Florida
They provide a platform that helps advisors streamline their daily workflows, optimize financial strategies, and ensure compliance, with a focus on delivering actionable data and seamless integrations. Responsibilities: Lead and deliver structured onboarding training for new clients, ensuring they understand the platform setup, core workflows, and role-specific features.
Colony Capital
Miami, FL
The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
FinTrust Connect
Miami, Florida
FinTrust Connect has partnered with a boutique, Family Office in Brickell that supports high net worth (HNW) and ultra-high net worth (UHNW) families and family-office style relationships across the U.S., and LATAM, and Europe. Culture: Relationship-driven, integrity-first environment with a long-term partnership mindset, personalized service, high accountability, long term growth, and performance with purpose for multi-generational client outcomes.