Financial Advisor
$100k - $120kRadium Search
Service Advisor Location: Jupiter, Florida Are you passionate about building long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management firm is seeking a Service Advisor to join their team and play a vital role in delivering comprehensive financial planning services. What You’ll Do As a Service Advisor, you’ll manage and grow assigned client relationships—providing strategic financial advice and holistic planning services. You will collaborate with senior advisors to transition client communications and become the primary advisor over time. Key Responsibilities Build lasting relationships with clients and their families Provide advice on investment strategies, estate and legacy planning, insurance, tax, and cash flow Conduct regular reviews of client accounts and financial plans Analyze client data to craft personalized strategies Create financial summaries, income projections, and performance reports Adjust portfolio strategies as clients’ needs evolve Proactively engage with clients and generate referrals What You Bring Bachelor’s Degree in Finance, Financial Planning, or a related field Active Series 65 or 66 , and one of the following: CFP® , CFA® , ChFC® , CIC Life and Health Insurance License (or willingness to obtain within 90 days) Proficiency in Microsoft Office and CRM tools (Salesforce preferred) Strong working knowledge of financial products and planning Excellent communication and relationship-building skills Growth mindset and a desire to help expand the client base What's in It for You Base Salary of $100,000 to $120,000 Life, Personal Accident, and Disability Insurance Flexible Spending & Health Savings Accounts 401(k) Plan with Company Match Generous PTO and Paid Holidays Opportunities for career development and long-term growth Base Pay $100,000.00/yr - $120,000.00/yr Seniority level Mid-Senior level Employment type Full-time Job function Customer Service #J-18808-Ljbffr
- ...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...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined...SuggestedLocal area
- ...Empower Retirement, LLC is seeking a Retirement Plan Advisor to guide participants in retirement planning through group and individual... ...within the assigned territory. The role requires 3–5 years of financial services experience, FINRA registrations, and strong presentation...Suggested
- ...A fraternal financial services organization is seeking a Financial Representative to help individuals achieve their financial goals through tailored plans and dedicated support. The role requires passion, integrity, and the ability to build long-term relationships. Successful...Suggested
- ...districts to educate employees on retirement planning and basic financial literacy. The organization’s team of educators and retired... ...financial decisions for their future. Role Description The Financial Advisor role is a full-time, remote position focused on providing...SuggestedFull timeRemote work
$120k - $200k
...Company Overview Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step... ...informed decisions with confidence and clarity, guided by a trusted advisor. Our firm fosters a collaborative, high-performance culture...Work at office- ...We are recruiting for top tier Financial Advisors/Teams in the Florida market. Miami Boca Tampa Marathon/Keys Orlando Naples Sarasota/Fort Myers Melbourne Domestic or International Excellent opportunity to move to one of the nation's top firms and be a leader in the market...
- ...HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family...Temporary workLocal areaFlexible hoursNight shift
- ...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...
- ...The JOY FM is seeking a Remote Independent Financial Services Professional with a faith-aligned and business-focused approach. This role offers PT/FT options, remote work, and mentorship within a supportive team culture. You will educate clients on financial solutions...Remote work
$113.5k
...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...- ...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
...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$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- ...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
- ...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
- ...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
$72.28k - $108.16k
...selected candidate’s qualifications, experience, and demonstrated capabilities. Candidates may be considered for any role in the Financial Advisor Job Family. The specific position and corresponding title/level will be communicated to the selected candidate at the time of...Local areaWork from homeFlexible hours- ...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... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
$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 contractors- ...contact this employer to ask for an accommodation or an alternative application process. Full Time Adm Reg Cutler Bay, FL, US Financial Aid Advisor I provide students with the maximum amount of financial assistance to which they are eligible, in accordance with applicable...Full timeTemporary workLocal areaAfternoon shift
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$42k - $45k
GENERAL PURPOSE AND SCOPE OF THE POSITION: Under the direction of the Director of Financial Aid for the Ivy Tech South Bend/Elkhart service area, the Financial Aid Advisor will instruct students and staff on financial aid policies and procedures to ensure the best financial...Full timeTemporary workWork at officeFlexible hoursNight shift- A leading financial services firm is seeking financial advisors to help clients achieve their financial goals through personalized planning. Candidates will manage client relationships, create tailored financial plans, and grow their business based on performance. This...
- A financial services company is looking for individuals to become financial professionals in the Town of Florida, NY. This role offers the chance to help families achieve financial security while allowing you to build a personal practice with a commission-based income....Flexible hours
- ...50 Position Type: Full Time Jacksonville - In office About 49 Financial At 49 Financial, we’re passionate about developing the next generation... ...a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...The Sales Advisor serves as a vital link between clients and the advisory team, focusing on managing high-impact relationships and driving... ...conducting comprehensive review meetings, implementing complex financial planning strategies, and overseeing client retention for the...
- 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 work
- ...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
- Norman Alex is recruiting for top tier Financial Advisors/Teams in the Florida market, covering Miami, Boca, Tampa, Marathon/Keys, Orlando, Naples, Sarasota/Fort Myers, Melbourne. Domestic or International opportunities available, and you could join one of the nation’s...
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