FULL_TIME

FEED

UNKNOWN

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.

YEAR

Brighton Jones

Advisor - Tampa

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Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

Suncoast Schools Federal Credit Union

Financial Advisor

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Suncoast Credit Union

[AW]-iCims

Skills Required: This position requires four (4) years of experience with the following skills: providing wealth management, private banking, or investment advisory services to Ultra High Net Worth (UHNW) clients whose liquid net worth exceeds $15 million USD; allocating financial assets and constructing portfolios across equities, fixed income, structured products, derivatives, hedge funds, private equity, real estate, venture capital, commodities, and liquid alternatives; analyzing Brazilian financial markets including Brazilian equities, fixed income, debentures, local hedge funds, and onshore investment vehicles; reviewing Brazilian financial regulations governing cross-border investments including Brazilian Law 4131, Brazilian tax regulations, fiduciary structures, succession planning for UHNW families, US Dodd-Frank Act, and Commodity Futures Trading Commission rules governing derivatives and swaps; structuring and executing derivative transactions using structured products; applying quantitative and statistical modeling methods for investment analysis and projections including Monte Carlo simulation, probabilistic modeling, probability distributions, correlation and covariance analysis, and multi-period projection techniques; conducting analysis using cross-currency instruments including foreign exchange forwards, cross- currency swaps in Brazilian Reals currency, currency-linked structured products, and total return swaps involving Brazilian equities; reviewing KYC and AML compliance in US and Brazilian frameworks; and conducting analysis in Microsoft Excel including VBA programming for financial modeling. Perform market analysis to tailor solutions that meet Brazilian clients'' evolving needs, and provide sophisticated advisory services to UHNW Brazilian clients on asset allocation strategies, portfolio construction, tactical trading shifts, rebalancing, and hedging to optimize returns while managing risk, communicating these strategies to clients in Portuguese.

JPMorgan Chase & Co

Investment Advisor [Multiple Positions Available]

Collaborate to deliver seamless client solutions - Work closely across teams to solve complex client needs and ensure a coordinated, high-quality client experience and contribute to both day-to-day delivery and the continued evolution of banking capabilities within the wealth platform. Advise clients on complex banking and credit needs - Serve as a trusted advisor, providing advice aligned to our goals-driven wealth management approach and helping clients navigate lending, liquidity, and treasury decisions with confidence.

Northern Trust Corp

Senior Banking Advisor

Through our partnership with Raymond James Financial Services, our Financial Advisors have access to a respected wealth management platform, sophisticated investment solutions, advanced technology, and the support of a community-focused bank. For nearly two decades, SmartBank has been helping clients achieve their financial goals across Tennessee, Alabama, and Florida by living our core values: Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability, and Embrace Change.

Smartfinancial Inc

As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs. Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws.

Senior Relationship / Trust Advisor

This role provides a career path for technically proficient professionals who possess strong planning and advisory skills and are passionate about serving clients, regardless of their sales experience. Job Summary: The Client Service Advisor (CSA) is responsible for delivering comprehensive financial planning, investment advice, and ongoing relationship management to an assigned book of clients.

Foundation Risk Partners Corp

Service Financial Advisor

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

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Desired Qualifications: Capable of effectively operating in a team oriented and highly collaborative environmentSuccessful experience and track record achieving sales goalsExtraordinary interpersonal skills, a strong team orientation and resiliencyAbility to effectively manage workloadSuperior client service proficiency including excellent verbal, written, and listening skillsFinancial services industry experienceStrong understanding and ability to communicate the suite of Merrill Lynch products and servicesBachelor's degree strongly preferredShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge Job Description:Position DescriptionFinancial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings and liability management solutions.

Bank of America Corp

Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)

The right individual will be entrepreneurial and have a strong understanding of financial markets with an established and portable portfolio of clients of a minimum of a T-12 of 300K. Avior Executive Search has been retained by a dynamic RIA based in the prestigious Carnegie Center of Princeton.

Avior Executive Search

Financial Advisor Remote Or Hybrid

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This role manages ongoing complex credit, deposit, and treasury management relationships for individuals, corporations, and partnerships; structures and negotiates financing solutions; and advises clients through a goals-driven wealth management approach. Manage ongoing complex wealth management banking, credit, deposit, and treasury management relationships for individuals, corporations, and partnerships; identify opportunities beyond banking, including investment and fiduciary solutions.

Banking Advisor

Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more. Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states.

Magnolia Wealth Strategies

Financial Advisor (Pensacola)

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Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending. 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.

International Private Bank- Lending Advisor- Managing Director

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America

Private Client Advisor II

Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.

Atlasfinancialsolutions Co

Financial Services Advisor

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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

The PNC Financial Services Group Inc

Closely Held Business Advisor III - PNC Private Bank

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Deloitte

Investment Management - Business Strategy Manager

Build and maintain strong relationships with key internal business partners, including Product, Internal Sales, Marketing, Research, Capital Markets, Events, and Business Intelligence to effectively deliver SSIM resources and capabilities to clients. Lead and coordinate regional travel with key sub‑advisory partners and index providers, including the World Gold Council, DoubleLine Capital, Blackstone Credit, Apollo, Bridgewater Associates, Galaxy Asset Management, Nuveen, MSCI, and S&P.

State Street Corporation

Broker Dealer Regional Consultant - South Florida, VP II - State Street Investment Management

This role will assist Wealth Advisors with trade support, client inquiries, relationship management, administrative operations, and day-to-day client service needs, while helping identify opportunities to enhance the client experience. This is an excellent opportunity for someone early in their career who is eager to learn the business, develop product knowledge, and grow within a client service and advisor support role.

Wealth Management Advisor Jobs in Florida

Advisor - Tampa Brighton Jones

Financial Advisor Suncoast Schools Federal Credit Union

Financial Advisor Suncoast Credit Union

Investment Advisor [Multiple Positions Available] JPMorgan Chase & Co

Senior Banking Advisor Northern Trust Corp

Financial Advisor Smartfinancial Inc

Senior Relationship / Trust Advisor Northern Trust Corp

Service Financial Advisor Foundation Risk Partners Corp

Financial Advisor Ascend Partner Firms

Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required) Bank of America Corp

Financial Advisor Remote Or Hybrid Avior Executive Search

Banking Advisor Northern Trust Corp

Financial Advisor (Pensacola) Magnolia Wealth Strategies

International Private Bank- Lending Advisor- Managing Director JPMorgan Chase & Co

Private Client Advisor II Bank of America

Financial Services Advisor Atlasfinancialsolutions Co

Closely Held Business Advisor III - PNC Private Bank The PNC Financial Services Group Inc

Investment Management - Business Strategy Manager Deloitte

Broker Dealer Regional Consultant - South Florida, VP II - State Street Investment Management State Street Corporation

Sales Associate Jefferies Financial Group Inc.

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