Wealth Planning & Investments Consultant
Ocean Bank
Ocean Financial Services, a subsidiary of Ocean Bank, seeks a Financial Consultant to build long-term client relationships and deliver personalized financial planning and investment strategies. The role requires knowledge of markets, products, and regulatory standards, with bilingual English/Spanish communication. The position is hybrid from Miami, FL, and involves frequent client interaction, reporting, and collaboration with a sales team to grow AUM. FINRA licenses are mandatory. #J-18808-Ljbffr Ocean Bank
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Planning & Investments Consultant in Miami, FL vacancy
- ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...responsible for delivering sophisticated investment solutions to High Net Worth and Ultra... ...investment capabilities.Influence resource planning and business priorities while fostering...SuggestedFull timeWork experience placementWork at office
- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range...Suggested
- A wealth management firm in Miami is seeking a Junior Investment Advisor to support bankers and senior advisors. Responsibilities include executing client orders, managing portfolios, and generating investment ideas. The ideal candidate has a BA/MSc in Finance or Economics...Suggested
$100k - $130k
...strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in... ...Twitter), and Instagram. Blackstone Private Wealth was established to answer the growing... ...benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain...SuggestedFull timeLocal area- ...Chase & Co. in Miami seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to support current clients and attract new assets. You will collaborate with specialists...Suggested
- JPMorgan Chase & Co. in Miami seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use investments, financial planning, credit and banking knowledge to advise clients and grow assets, within a collaborative local team supported...Local area
$250k
...Executive, WealthCompany: CitiThe Head of Wealth at Work Advisors, a senior leadership... ...management oversight: staffing, strategic planning, budgeting, daily operations.Recruit,... ...regulations.Oversee client account review, investment recommendations, and advisory activity....Full time$161.25k - $285k
Sr. Director of Wealth AdvisorsCountry: United States of AmericaIt Starts Here:Santander... .... Director of Wealth Advisors leads the Investment Advisor organization within the Wealth... ...investment frameworks, advisory tools, and planning approaches used across the team.Partner...Hourly payFull timeContract workShift work$135.15k - $192.37k
...and reviewed by associates, consultants, and vendors of Regions in order... ...:At Regions, the Private Wealth Management Advisor develops... ...and sound personal financial planning and financial advisory... ...banking, consumer banking, trust investment, wealth management, or relatedSkills...Full timeFlexible hours- ...books of business. You will help with new client acquisition and retention through investments, banking, trust services and financial planning, enhancing client experience with wealth management solutions. Responsibilities include assisting with client priorities, sales...
- Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range...
- ...Senior Wealth Advisor Apply ( locations Miami, FL time type Full time... ...prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest... ...success by providing financial planning solutions using our time-tested research...Full timeLocal areaRemote work
Vanguard
Miami, FL2 days ago - Banco Santander SA is seeking a Sr. Director of Wealth Advisors to lead the Investment Advisor organization within the Wealth division, responsible for investment guidance, portfolio construction, and day-to-day advisor leadership. The role requires high-impact leadership...
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects. You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making with a consultative framework...Remote job
$90k - $100k
...financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual...Temporary workLocal areaFlexible hoursCAPTRUST
Miami, FL3 days ago$102k - $190k
.../13/2026Address:777 S Flagler DriveJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager... ...experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with...Full timeContract workPart timeLocal areaShift work$100k - $130k
...strengthening the companies in which the firm invests. Blackstone's over $1.3 trillion in... ...Twitter), and Instagram. Blackstone Private Wealth was established to answer the growing... ...benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain...Local area$200k - $400k
...Description Job Description Meet Guerra Wealth Advisors At Guerra Wealth Advisors,... ...'re on a mission to redefine retirement planning and elevate how families experience... ...Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns...Work at officeRelocation packageGuerra Wealth Advisors
Miami, FL9 days ago$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With... ...Design, implement, and manage diversified investment portfolios focused on risk-adjusted...Full timeWork at officeHome officeRelocation packageAfternoon shiftWeekday workGuerra Wealth Advisors
Miami, FLa month ago$120k - $250k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors ,... ...approach to retirement and wealth planning. But what truly separates... ...relationship builders, and consultative sales professionals who... ...personalized financial plans covering investment, retirement, tax, estate,...Full timeWork at officeAfternoon shiftWeekday workGuerra Wealth Advisors
Miami, FLa month ago- Empower based in Florida seeks a Private Wealth Advisor to deliver high-touch, personalized financial planning and relationship management for an elite client base... ...proactive, detail-oriented approach to client consultations, with FINRA Series 65 and #J-18808-Ljbffr...Remote job
- ...Florida. In this role, you will provide comprehensive financial planning and advice to clients of varying wealth. Responsibilities include building strong client relationships, delivering personalized investment solutions, and demonstrating financial expertise. The...
- Regions Bank in Coral Gables, Florida seeks a Private Wealth Management Advisor to develop and maintain a... ...relationships in the affluent market, using unbiased, consultative advice and solid financial planning. You will collaborate with internal partners to provide...
- A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate...Remote job
- Analog Capital Partners centralizes investments, planning, and professional services for individuals and their families. We provide diversified... ...Description Analog Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream of new wealth...Remote jobFull timeWork at office
- Central Business Solutions, Inc. in Miami, FL seeks a Senior Wealth Management Advisor with extensive sales experience to service affluent clients. The role focuses on selling wealth management services and building client relationships in a community-focused environment...Full time
- Savvy Wealth is seeking an experienced Financial Advisor to build your own client-first practice on the Savvy platform. Enjoy... ...transferrable book of clients, and design tailored financial plans across investment strategy, retirement, and estate planning while preserving...
$120k
Guerra Wealth Advisors in Miami, FL, is seeking a dedicated Wealth Advisor to help clients navigate their financial journeys. The role focuses on developing tailored financial plans, managing portfolios, and cultivating relationships. Ideal candidates will have a background...- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment guidance. As part of Vanguard's Personal Wealth division, you will onboard clients, manage a book of business, and collaborate across...Remote job
- ...Well in South Florida is seeking an experienced Private Wealth Advisor to expand its presence across Fort Lauderdale,... ...long-term upside, with strong support from specialists in investment management, financial planning, estate coordination, insurance, and wealth strategies....Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planning & Investments Consultant. Be the first to apply!
Related searches
- international financial advisor Miami, FL
- financial advisor Miami, FL
- financial associate Miami, FL
- estate planning consultant Miami, FL
- associate leveraged finance Miami, FL
- financial advisor associate Miami, FL
- financial planning associate Miami, FL
- financial planning assistant Miami, FL
- finance associate Miami, FL
- financial counselor Miami, FL