Senior Financial Advisor
The LifeWealth Group
The Sales Advisor serves as a vital link between clients and the advisory team, focusing on managing high-impact relationships and driving firm growth through proactive business development. Responsibilities include conducting comprehensive review meetings, implementing complex financial planning strategies, and overseeing client retention for the firm’s core accounts. This role requires a high level of technical expertise to provide expert guidance on investments, taxes, and estate planning while maintaining strict compliance with industry regulations. Additionally, the Advisor is expected to champion the firm’s culture by mentoring staff and expanding the client base through referral-based marketing and professional networking. Must Haves CFP Designation - Can be in progress Series 7, 63, 65/66 - Active or in progress 5+ years experience in direct advisory services in Wealth Management/Banking Experience with Securities, Financial Planning, Investments, and Insurance required Experience working with various Custodian Platforms (Fidelity, Schwab, TD, etc.) Strong communication and sales motivated Microsoft Suite and CRM experience Familiarity with Financial Planning software (eMoney, Moneyguide Pro, Retirement Analyzer) High volume work environment and growth minded #J-18808-Ljbffr The LifeWealth Group
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor in Florida, NY vacancy
- JPMorgan Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth. You’ll use investments, planning, credit, and banking know-how to support current clients and attract new...SeniorLocal area
Next Frontier Capital
Florida, NY5 days ago $90k - $110k
...Accountants on management fee and incentive forecasts Review audited financials and fund tax preparation (K‑1, Federal + State filings) Other... ...of fund accounting experience Excellent attention to detail Seniority Level Associate Employment Type Full-time Job Function...SeniorFull timeRelocationLeeds Professional Resources
Florida, NY1 day ago- ...Company Description Grove Bank & Trust is a Miami-based financial services firm and one of the longest continuously operating banks in... ...environment for both clients and team members. Role Description The Senior Teller is a full-time, on-site role located in South Miami, FL....SeniorFull timeWork at office
Grove Bank & Trust
Florida, NY2 days ago - This role is responsible for ensuring loan documentation is accurate, complete, and compliant with bank policies and regulatory requirements while working closely with lenders, credit, and loan administration teams. The ideal candidate has strong loan operations experience...SeniorWork at office
New Edge Associates a Talent Acquisition Firm
Florida, NY14 hours ago - ...lean, high-visibility FP&A team! What You'll Do: Own full-cycle financial modeling: budgeting, forecasting, and board-level reporting... ...exposure to M&A and acquisition integration work Partner closely with senior leadership on strategic, forward-looking analysis Requirements:...Senior
- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Temporary workShift workDay shift
$43.89k - $150k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...and career goals. Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the...Full timeTemporary workLocal areaFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$120k - $200k
COMPANY OVERVIEW Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process... ...decisions with confidence and clarity, guided by a trusted advisor. Our firm high-performance culture built on integrity,...Work at office- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- Company Description NPC Financial, the South Florida agency of Guardian Life, is a comprehensive financial services firm with offices... ...family legacies, and financial plans designed for the future. Advisors at NPC Financial benefit from robust resources, compliance support...Full timeWork at officeWork from home
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$130k - $140k
...procurement processes and experience supporting complex acquisition efforts in a mission-focused environment. Key Responsibilities The Senior Acquisition Specialist will: Support complex Department of Defense (DoD), U.S. Air Force, and U.S. Space Force acquisition...SeniorContract workFlexible hoursNa Oiwi Kane
Florida, NY2 days ago- Join our team as a Senior Operations Finance Analyst supporting our East Region program managers! In this role, you will serve as a trusted... ...finance partner to Operations, delivering Client and Program Financial Analysis — covering revenue, labor, and expenses — Program...Senior
$85k
Position Summary We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our Finance team. The Senior Financial Analyst is responsible for supporting strategic decision-making through financial planning, forecasting, budgeting, reporting...SeniorFull timeWork at office- ...your career by joining us on our mission to transform tomorrows, today. Role Overview: We’re looking for a Senior Analyst, Corporate FP&A to help scale our financial planning and decision-making as we enter our next phase of growth. This is a highly visible role...SeniorFlexible hoursShift work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Stuart, FL. Financial Advisors are based within a bank branch and work...Work at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Okeechobee, FL. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office
$101k - $154k
Worker Type Regular Job Description The Senior Financial Analyst is responsible for the development and maintenance of program financial plans in support of multiple products and business areas. This position will work within a team environment comprised of Program Management...SeniorPermanent employmentContract work- ...standard of luxury and service. Key Responsibilities Support the financial planning and analysis process through budgeting, forecasting,... ...analyses, reports, and executive presentations for Finance and senior leadership. Support strategic initiatives, business cases, and...SeniorWork at officeLocal area
- Davidson Hospitality Group is seeking an Event Planning Manager for Margaritaville Hollywood Beach Resort in Florida. You will coordinate all aspects of events, from initial planning to execution, ensuring unforgettable guest experiences. As a primary liaison between clients...Senior
Davidson Hospitality Group
Florida, NY4 days ago - ...A prominent fraternal benefit society in New York is seeking entry-level Financial Representatives to assist members in achieving financial goals through tailored plans. Ideal candidates show integrity, leadership, and a passion for helping others. Comprehensive training...
Modern Woodmen
Florida, NY3 days ago - ...that reflects a wide range of industry experience in home care, senior care, and healthcare, along with deep expertise in technology,... ...need to age well, where and how they want. The Role The Senior Financial Analyst functions as a strategic partner within the...SeniorFull timeWork at officeLocal areaFlexible hours
$95k - $115k
Senior FP&A Analyst Base pay range: $95,000.00 / yr - $115,000.00 / yr. We’re partnering with a growing, asset-intensive company seeking a Senior FP&A Analyst to drive financial planning, reporting, and strategic analysis. This role will collaborate across departments...SeniorFull timeLive inRemote work- Our law firm client in Palm Beach, FL is seeking an experienced Real Estate Transactional Paralegal to support attorneys in a sophisticated real estate practice focused on commercial transactions. You will manage all phases of real estate deals, including acquisitions,...Senior
Law.com
Florida, NY1 day ago - A financial services firm is seeking a Financial Professional to assist clients with financial education and support. This role offers remote and hybrid work options and requires ambition and a drive to impact the community positively. No prior experience is necessary as...Remote job
- Sharon King - State Farm Agent is seeking an Insurance and Financial Services position to grow the agency through strong customer relations and effective liaison between customer needs and agency departments. You will market relevant products and services, contributing...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
Related searches
- associate corporate finance Florida, NY
- financial advisor development program Florida, NY
- associate leveraged finance Florida, NY
- financial planning assistant Florida, NY
- jde finance consultant Florida, NY
- financial counselor Florida, NY
- financial planning administrator Florida, NY
- financial planner Florida, NY
- financial advisor associate Florida, NY
- finance associate Florida, NY