Wealth Advisor
JCW Group
About the Role We’re seeking a Wealth Advisor to join a growing, independent wealth management practice in Nashville. You’ll build and deepen relationships with small business owners and professionals, delivering thoughtful, personalized advice backed by a full support infrastructure. What You’ll Do Serve as the primary relationship manager for a book of HNW clients Grow your business through business development and referrals Partner with in-house planning and operations teams so you can spend your time on clients Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards What We’re Looking For Series 65 (required) Portable book of business, or the capacity to grow into one Strong intellect, curiosity, and a relationship-first approach Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting Track record of retaining clients and cultivating new ones through trust-based relationships Experience with small business owners is a plus CFA designation is a plus Open to advisors at any career stage What We Offer Full back-office support, including client service, planning, and trading Competitive compensation structure, customized to your experience Flexible work setup, with remote work and office space available
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Palm Bay, FL vacancy
$85k - $100k
...The Search is partnering with an independent financial planning firm in Melbourne to hire a Senior Servicing Advisor. This is a client-focused advisor role serving an established book of existing clients. The firm is a collaborative team that trusts its people to own...SuggestedFull timeWork at officeThe Search, LLC
Melbourne, FL3 days ago$85k - $100k
...The Search is partnering with an independent financial planning firm in Melbourne to hire a Senior Servicing Advisor. This is a client-focused advisor role serving an established book of existing clients. The firm is a collaborative team that trusts its people to own...SuggestedWork at officeThe Search, LLC
Melbourne, FL59 minutes ago$90k
Senior FP&A Analyst Join the best in the industry at Nex tech and embark on a rewarding career journey! For over 30 years, we've built our success on a foundation of quality, value, and integrity, fostering enduring partnerships with thousands of satisfied customers...SuggestedWork experience placementWork at officeNex-Tech
Melbourne, FL2 days ago- ...Job Description Job Description Ready to launch a career with no income ceiling? Florida Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build trust...SuggestedPermanent employmentInternshipWork at office
Florida Financial Advisors
Melbourne, FL10 days ago $100k
...Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need... ...a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams....SuggestedPermanent employmentFull timeWork at officeLocal areaFlorida Financial Advisors
Melbourne, FL2 days ago- ...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 may be based in Merritt Island, FL. Financial Advisors are based within a bank branch and work within a...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Melbourne, FL5 days ago - ...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-owned,... ...of experience in financial services, investment advisory or wealth management ~ CFP® (Certified Financial Planner) designation...Full timeTemporary workFlexible hours
Edward Jones
Melbourne, FL1 day ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training And...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Indian Harbour Beach, FL3 days ago - JPMorgan Chase & Co. in Palm Bay, FL, seeks a Private Client Banker in Branch Banking to serve affluent clients with a proactive, advice-based approach and to grow their banking relationships. You will collaborate with Specialists to connect clients to experts, guide them...
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Melbourne, FL2 days ago- Credit AnalystA well-established community bank is seeking a Credit Analyst to support its commercial lending team. In this role, you will analyze financial statements, tax returns and cash flow for commercial and consumer borrowers, spread financials, and prepare clear...Permanent employmentFull time
gpac
Melbourne, FL4 days ago - Join to apply for the Financial Advisor role at First Command Financial Services, Inc. 3 days ago Be among the first 25 applicants Job... ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What We Offer We have a...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
$120k - $125k
Who we are: USSI Global provides field maintenance and system integration for multiple technology markets including commercial communication systems, government weather & consumer sites, digital media and broadcast host locations. With over 300 service locations throughout...USSI Global
Melbourne, FL2 days ago- About the Role One of my key clients this year is a growing pharmaceutical company with an exciting pipeline and ambitious plans for continued growth, currently looking to add a Financial Analyst to their team to support financial planning, budgeting, forecasting, and...Full time
Barrington James
Melbourne, FL3 days ago - BAYTREE HEADQUARTERS 8045 North Wickham Road Melbourne, FL 32940, USA Description At Space Coast Credit Union (SCCU) , our members are at the heart of everything we do. Since 1951, we've been committed to delivering financial services founded on integrity and a people-...Temporary workWork at officeLocal areaWork from homeMonday to FridayFlexible hours3 days per week
- The purpose of the Financial Aid Officer is to guide students through the financial aid process and ensure they are properly funded, packaged and prepared to start each semester. The Financial Aid Officer will: Assist the student with filling out the FAFSA Determine...Full timeFlexible hoursWeekend workAfternoon shift
Keiser University
Melbourne, FL2 days ago - Consulting Position Nationwide ClearPlan is hiring consulting positions nationwide! ClearPlan was founded in 2013 and we have grown to more than 200 employees operating in over 30 states. ClearPlan provides Project Management Service Professionals to industries focused...Immediate start
ClearPlan Consulting
Melbourne, FL3 days ago - Loan Operations Specialist A growing community bank is seeking a Loan Operations Specialist to keep its lending processes accurate and efficient. You will review, book and maintain commercial and consumer loans in the core system, prepare and check loan documentation...Permanent employmentFull time
gpac
Melbourne, FL2 days ago - Legal Billing Analyst GrayRobinson, a full-service law and government consulting firm with 16 offices in Florida and Washington, D.C., has an immediate opening for a Legal Billing Analyst based in one of our offices. This position provides full-service support for all...Immediate start
GrayRobinson, P.A.
Melbourne, FL5 days ago - ...transaction execution and business development Manage data rooms, diligence requests, and coordination with internal teams and external advisors Work closely with Associates and senior bankers in fast‑paced, lean deal teams Qualifications ~2–3 years of investment...Work at office
Confidential Jobs
Palm Bay, FL1 day ago - Financial Reporting Analyst Location: Melbourne, FL The Leonardo DRS Land Electronics business provides C4I Network computing and integrated situational awareness, as well as state-of-the-art embedded diagnostics, vehicle power management and combat vehicle integration...Full timeLocal areaRemote workFlexible hoursShift work2 days per week3 days per week
Leonardo DRS
Melbourne, FL2 days ago - Location: Melbourne, FL, US, 32935 Job ID:115525 Business Unit: Land Electronics Location: Melbourne, FL Career Functional Area: Program Management Telework Type: Hybrid Type: Full-time Employee Schedule: 9/80 Shift: 1st The Leonardo DRS Land Electronics business provides...Full timeContract workFor subcontractorLocal areaRemote workVisa sponsorshipFlexible hoursShift work
$132.23k - $176.31k
...development investments with corporate priorities and measurable business outcomes. The Lean Portfolio Manager acts as a trusted advisor to Product Infrastructure leadership, driving governance, prioritization, investment decisions, and coordinated delivery across...Full timeTemporary workRemote workLumen
Melbourne, FL1 day ago- ...Parts Advisor Join the team at Alfa Romeo and Fiat of Melbourne and Gator Isuzu Trucks as a Parts Advisor in Melbourne, FL. In this role, you will be the primary point of contact for customers seeking automotive parts and accessories, providing expert guidance and ensuring...Temporary work
- Overview Orion180 is redefining the insurance experience by integrating cutting-edge proprietary technology, innovative solutions, and compassion for serving customers. Our vision is to be the global premier provider of insurance solutions, and our mission is to deliver...Full timeWork experience placementWork at office
$84.63k - $112.84k
Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high‑performance connectivity across cloud, edge, and AI workloads for enterprises, governments...Full timeTemporary workRemote workLumen
Melbourne, FL2 days ago- ...sector service and a generous benefits package. We also offer a broad array of program activities to develop your career. As a Senior Advisor, you will: Serve as a senior advisor and supports the overall management, formulation, and execution of policies and programs,...Full timeTemporary workFor contractorsWork at officeShift work
U.S. Department of Housing and Urban Development
Melbourne, FL2 days ago - Job Description Job Description Schedule: 9/80 schedule - Off every other Friday Immediate hire for a trainer to deliver classroom and hands-on instruction for complex communications systems. Requirements: Active TS/SCI with polygraph, currently in use. ...Work at officeImmediate startRelocation
Devine Management Consulting
Melbourne, FL27 days ago - Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high‑performance connectivity across cloud, edge, and AI workloads for enterprises, governments...Rotational programFull timeWork experience placementInternship
Lumen
Melbourne, FL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
