Financial Advisor
$225k - $310kPrimeline Solutions LLC
About The Opportunities We are speaking with attorneys and legal professionals for select opportunities involving financial services transactions, lending, commercial real estate finance, transportation finance, equipment finance, secured lending, and bank-side corporate finance matters. These roles are grouped because the same candidate audience could reasonably match more than one opening in this tile. Current Openings Associate - Global Transportation Finance Location: Los Angeles / Chicago, IL Compensation: $225K-$310K Experience: 2-6 Years Work Model: Hybrid Responsibilities: This role focuses on 2-5 years transactional experience; global transportation finance; aviation finance transactions; drafting, deal execution, client interaction, and substantive work alongside shareholders; graduated approximately 2019-2023; strong training and partnership-track benchmarks. Financial Services Associate - Charlotte Location: North Carolina / South Carolina Compensation: Charlotte: $190K-$340K; Charleston: $155K-$280K Experience: 1-7 Years Work Model: Hybrid Responsibilities: This role focuses on finance transactional law; syndicated credit facilities; leveraged finance transactions; borrower/lender-side finance work across firm groups including syndicated loans, securitization, renewable energy project finance, public bonds, and real estate finance. Commercial Real Estate Lending Attorney Location: New York, NY / Remote, USA Compensation: $140K-$500K + discretionary bonus + 25% origination credit Experience: 4-15 Years Work Model: Hybrid/Remote Responsibilities: This role focuses on 4+ years lender-side commercial real estate finance; independently running deals; complex commercial real estate lending from inception to closing; loan document drafting/negotiation; $100M+ construction and mezzanine loans; client-facing work for sophisticated private lenders; industrial complexes and data center deals. Commercial Real Estate Financing (Transactional) Attorney Location: New York, NY / Remote, USA Compensation: $140K-$500K Experience: 4-15 Years Work Model: Hybrid/Remote Responsibilities: This role focuses on 4+ years borrower-side commercial real estate transactional law; autonomous deal management from start to finish; acquisitions, dispositions, purchase and sale transactions, joint ventures, development deals, financing transactions; PSAs, JV agreements, loan documents, and related transactional documentation; private investors, developers, and REIT clients. Candidates Must Have transactional finance, lending, real estate finance, or transportation finance experience Be comfortable drafting and negotiating finance documents Have strong attention to detail and client-service ability Have relevant bar admission or eligibility Be interested in sophisticated institutional finance work These Roles Are Not Suitable For Litigation-only attorneys Real estate attorneys with no finance or lending exposure Candidates without deal documentation experience Attorneys not interested in finance-heavy transactions Bar Admission NC / SC; Active US Bar; NY or eligible to waive in Why These Roles Stand Out Major finance platforms and sophisticated clients Remote and major-market options Strong compensation ranges Good fit for attorneys with bank-side, transportation, or real estate lending experience #J-18808-Ljbffr
- ...About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a... ...professional growth and success. The Opportunity: As a Financial Advisor at Coastal Wealth, you will play a pivotal role in shaping clients...Suggested
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...SuggestedWork at officeFlexible hours
$79k - $127k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...visit Our Miami office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...SuggestedFull timeTemporary workWork at officeFlexible hours- ...Job Description AlTi is seeking an Associate Advisor to join our team. The Associate Advisor will work directly with senior team members... ...management and wealth planning to help them meet their financial goals. The Associate Advisor will be responsible for providing...Suggested
- ...Meaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...SuggestedLocal area
- ...on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. Responsibilities... ...financial goals. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service....Full timePart timeWork at officeShift workDay shift
- ...Thrivent Financial is seeking dedicated financial advisors in Miami, Florida, to provide expert financial advice while supporting clients in achieving their financial goals. The role offers flexibility, unlimited earning potential through commissions, and a collaborative...
- ...Coastal Wealth is seeking an entry-level Financial Advisor in Miami, Florida, to assist clients in achieving their financial goals. This opportunity allows for skill development in financial planning and investment strategies while being part of a passionate team. Responsibilities...
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- ...A leading international wealth management platform is seeking an experienced Financial Advisor/ Broker to cover their Brazilian Clients This opportunity is ideal for a relationship-driven professional with proven track record serving high-net-worth and ultra-high-net-worth...
- ...Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their...Interim role
- ...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
$100k
...Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial...Permanent employmentWork at officeLocal area$50k - $70k
...Florida Financial Advisors in Florida is seeking a self-motivated Financial Advisor to join our in-office team in Miami. You will build tailored financial plans, identify potential clients, and meet with individuals to understand their goals and risk tolerance. We provide...Work at office- ...Bankers Life in Miami, Florida, is seeking Financial Advisors who help clients achieve financial wellness through personalized planning. Responsibilities include building a client base, presenting financial solutions, and developing through award-winning training. Ideal...Flexible 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- ...Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...make an impact. Join us! Job Description As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
- ...retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals to identify needs, develop relationships, review financial...Interim roleImmediate startShift workDay shift
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...A financial services company located in Miami, Florida, is looking for PT/FT Financial Professionals to educate clients and provide financial support. Experience is not required, as full training will be provided. The role allows for remote and hybrid work arrangements...Remote work
$137k - $250k
3 days ago Be among the first 25 applicants Join us as a Financial Advisor at Northwestern Mutual! Embark on a rewarding career where you can help clients achieve their financial dreams through expert planning. As a Financial Advisor, you'll: Grow Your Network: Expand your...Full timeFor contractorsWork at office- #### Financial Representative at Mazzmar LLC# Financial RepresentativeMazzmar LLCWinter Garden, FLFull-timeFinancePosted on July 12, 2026Financial Representative - (Winter Garden). Provide financial planning & insurance advisory svcs for clients w/cross-border financial...
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor within 24 months or less. 401(k) plan with a 2% company contribution...TraineeshipHome office- ...Financial Consultant The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering personalized financial planning and investment strategies. Responsibilities...Work at office
- ...Northwestern Mutual's College Financial Representative internship in Miami helps students develop a financial planning practice from the ground up. You will gain guidance, access to exclusive products, and the support of a Fortune 500 company while building confidence...Internship
- A financial services agency in Miami is looking for a passionate individual to join their team. This role offers flexibility with the option to work from home while focusing on securing families' financial well-being. Your daily tasks will include virtual consultations,...Weekly payRemote workWork from home
- ...A dynamic company is seeking passionate individuals to secure families' financial well-being. The role offers virtual client consultations, flexible work from home, and incentives such as no cold calling and weekly pay. Candidates should be motivated and adaptable, ready...Weekly payRemote workWork from homeFlexible hours
$120k - $260k
...company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team. As a Financial Consultant,...Daily paidTemporary workFlexible hoursWeekend workAfternoon shift- ...Financial Aid Advisor The Financial Aid Advisor provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process and determines eligibility within the parameters of institutional, state...Full timeLocal area
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