Bilingual Inbound Financial Advisor (Series 7)
Leeds Professional Resources
Leeds Professional Resources seeks a motivated Junior Financial Advisor to join our growing team in the United States. This role offers base pay plus bonuses/commission and inbound client opportunities through our broker-dealer platform, enabling you to focus on client relationships and financial guidance. You will educate clients on retirement planning, wealth management, and insurance while building lasting relationships and maintaining compliant client records. #J-18808-Ljbffr Leeds Professional Resources
Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Bilingual Inbound Financial Advisor (Series 7) in Miami, FL vacancy
$75k - $80k
...for its thoughtful approach to financial planning and deep, long-term... ...a Paraplanner / Associate Advisor to join their growing team.... ...MoneyGuidePro, or similar Series 7 & 63 licenses CFP® designation... ...-facing responsibility Bilingual in English and Spanish preferred...BilingualClaire Myers Consulting
Coral Gables, FL3 days ago- ...Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market Miami, Florida;Miami, Florida... .... Responsibilities: Handles inbound inquiries from leads regarding... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Miami, FL4 days ago - ...seeking a motivated, client-focused Junior Financial Advisor to join our growing team. This is an excellent... ...fluency in English and Spanish and a Series 7. Unlike many advisor positions, this role receives qualified inbound business through our broker-dealer platform...SuggestedBase plus commission
- About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an... ...to providing exceptional financial advice and investment management... ...Licenses & Certifications Series 65 or its equivalent ie: CFA... ...in a fast-paced environment. Bilingual abilities in Spanish (given the...BilingualWork at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently...SuggestedFull timeTemporary workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Miami, FL4 days ago- ...Financial Solution Advisor - South Miami Coral Gables, Florida;Miami, Florida; Miami, Florida; Perrine, Florida; Doral, Florida To proceed... ...Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently...Temporary workWork at officeShift workDay shift
Bank of America
Miami, FL3 days ago - Guerra Wealth Advisors in Miami seeks a Financial Specialist to bridge prospects to future financial freedom. This Inside Sales role focuses on warm leads, relationship-building, and scheduling high-quality meetings for our advisors. Ideal for someone with 1-3 years in...Bilingual
- ...Certified Financial Advisor Apply ( locations Miami, FL time type Full time posted on Posted 20 Days Ago job requisition... ...: Certified Financial Planner® designation required. Series 7, 63, or 66 (or the ability to acquire within 3 months of...Full timeRemote work
Vanguard
Miami, FL1 day ago - Guerra Wealth Advisors in Miami seeks a Financial Specialist to bridge prospects and their financial futures. This Inside Sales role offers warm leads, no cold calling, and a clear path to growth into an Advisor position. You will qualify prospects, schedule appointments...BilingualBase plus commission
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...Candidate qualifications: Series 7 and Series 66 required Experience in...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Miami, FL21 hours ago$79k - $127k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable... ...in Florida is looking for a Financial Advisor working as part of an advisory team to... ...designation required (CFP, CPA, MBA, etc.) ~ Series 7, 66 (BD/RIA) ~ Series 65 (RIA Only)...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Miami, FL4 days ago- ...in the Intl and domestic market for investment services. The Financial Advisors (FA-IC I) maintains a highly dedicated professional... ...economics or related field. Other degrees may be acceptable. SIE, Series 7 and 66. Series 4 preferred. A masters' degree or other well...Full timeWork experience placement
Amerantbank
Coral Gables, FL9 days ago $100k
...Overview We are an established retirement and financial planning firm, working heavily with... ...grow, we are looking for an Associate Advisor to expand our team. Financial Advisor Position... ..., Economics, or related field FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses...Work at office- Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values...Work experience placementWork at officeLocal areaFlexible hours
- ...objectives and risk tolerance to determine which financial strategies and solutions best meet the... ...strategic direction of the Financial Advisor team to increase assets under management... ...and related experience. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses....Full timePart timeWork at officeShift workDay shift
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of...Work at officeFlexible hours
- ...Financial Advisor Job Category: Wealth Management Location: On site at 2109 Ponce de Leon Blvd, Coral Gables, FL 33134, USA Summary... ...Degree from an accredited college or university. Licensing: Series 7 and either Series 66 or 63/65. Life & Health Insurance...Work at officeLocal area
$250k
...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen... ..., and present product offers/financial solutions Understand and comply with Citibank... ...written and verbal communication skills Bilingual English/Spanish Speaking Preferred Education...Bilingual$250k
...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen... ..., and present product offers/financial solutions Understand and comply with Citibank... ...written and verbal communication skills Bilingual English/Spanish Speaking Preferred Education...BilingualFull time$250k
...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen... ..., and present product offers/financial solutions Understand and comply with Citibank... ...written and verbal communication skills Bilingual English/Spanish Speaking Preferred Education...BilingualFull time$100k - $250k
...Description Job Description LionRock Financial Services | Hallandale Beach, FL | On-... ...LionRock provides our agents with 12–17 inbound life insurance opportunities per day —so... ...process before joining our sales team. Bilingual English/Spanish or English/Portuguese is...BilingualFor contractorsWork at officeWeekend workLionRock Financial Services
Miami, FL7 days ago- ...exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a... ...Administrative Support: Answering inbound phone calls or making outbound calls... ...College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series...BilingualWork at officeLocal area
- ..., to provide client service support for multiple Financial Advisors. The role requires a strong client-centric approach... .... The ideal candidate will possess FINRA SIE, Series 7, and 66 licenses, preferably being bilingual in Spanish. The opportunity invites 37.5 hours per...Bilingual
$250k
...WealthCompany: CitiThe Head of Wealth at Work Advisors, a senior leadership role, is... ...QualificationsExperience: 15+ years in wealth management/financial advisory, 5+ in leadership/supervisory... ...segmented client base.Licenses: FINRA Series 7, 66 (or 63/65), and 24 (or 9/10)...Full time$60k - $90k
...Wealth AdvisorsAt Guerra Wealth Advisors, we're on a mission to... ...firm that blends world-class financial expertise with a deeply personal... ...and/or phone sales preferred).Bilingual in English and Spanish required... ...and support to obtain your Series 65 license (required within the...BilingualBase plus commissionFull timeWork at officeVisa sponsorshipWeekday workGuerra Wealth Advisors
Miami, FL3 days ago- ...Senior Wealth Advisor Apply ( locations Miami, FL time type Full time... ...a Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming... ...CPA preferred. ~ This job requires a Series 7, 63 or 66 regulatory license and/or registration...Full timeLocal areaRemote work
Vanguard
Miami, FL1 day ago - ...investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client... ...Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in... ...technology platformsDesired Qualifications:Bilingual English and PortugueseBilingual English...BilingualFull timeSeasonal workWork at officeWork from homeShift workDay shift
- ...Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...college degree or professional certification preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65...BilingualWork experience placement
$75k - $80k
...schedule, and develop a team of approximately 6–7 employees. Coordinate production,... ...transaction processing. Ensure inbound and outbound orders are processed accurately... ...production or final assembly operations. Bilingual English and Spanish skills. Location...BilingualManufacturing Company
Miami, FL10 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bilingual Inbound Financial Advisor (Series 7). 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