Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Lead Personal Wealth Advisor (CFP/ChFC) - Profit Sharing

6AM City

6AM City, LLC in Fleming Island, FL is seeking a Personal Wealth Advisor (CFP/ChFC Lead Advisor) for a full-time on-site position. The role includes providing exceptional service to clients, financial planning, and leading a team focused on wealth management. Applicants should have a minimum of 3 years’ experience in financial services, a Bachelor's degree, and CFP or ChFC certification. The position offers a strong compensation package including profit sharing and career bonuses. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Lead Personal Wealth Advisor (CFP/ChFC) - Profit Sharing in Florida, NY vacancy
  • $60k - $85k

    Job Description Personal Wealth Advisor (CFP/ChFC- Lead Advisor) - $60,000-$85,000 + Profit Sharing/ Career Bonus & Benefits - Fleming Island, FL Role Description - CFP®/ChFC® - Lead Advisor Overview Camarda Wealth Advisory Group is seeking a Personal Wealth Advisor with... 
    Personal
    Full time
    Work at office
    Immediate start

    6AM City, LLC

    Florida, NY
    5 days ago
  • $150k - $350k

     ...Brighton Jones is seeking a Lead Advisor in New York to join their growing...  ...involves acting as a Personal CFO for clients, delivering exceptional...  ..., and managing comprehensive wealth management plans. The ideal...  ...-year degree and hold the CFP® designation. Competitive compensation... 
    Personal
    Full time
    Work at office
    Remote work

    Brighton Jones LLC

    Florida, NY
    4 days ago
  • A leading restaurant franchise group is seeking an experienced Restaurant General Manager to drive profitability and customer satisfaction. You'll manage a team, oversee cash control, and...  ...providing numerous opportunities for personal and professional development. #J-1880... 
    Personal
    Flexible hours

    KBP Inspired

    Florida, NY
    5 days ago
  •  ...HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in...  ...professional designations such as CFP preferred The ideal candidate...  ...1(k) plan with company match and profit sharing Medical, dental, and vision insurance... 
    Personal
    Temporary work
    Local area
    Flexible hours
    Night shift

    HBKS Wealth Advisors

    Florida, NY
    4 days ago
  •  ...Financial specialists can share space with an Allstate...  ...owner and obtain leads from them. Your Rewards...  ...Experience as a Financial Advisor, Financial Planner, Registered...  ...as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred...  ...outlined in the Allstate Personal Financial... 
    Personal
    For contractors
    Work at office

    Allstate

    Florida, NY
    4 days ago
  • $58.44k - $93.5k

    Personal Financial Counselor position to provide personal financial services...  ...participates in regular supervision, sharing information regarding trends and...  ...AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Salary and Benefits Salary... 
    Personal
    Contract work
    Temporary work

    Magellan Health

    Florida, NY
    5 days ago
  • $58.44k

    This position will provide personal financial services at assigned military installations...  ...individual and group supervision, sharing information regarding trends and...  ...), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title:... 
    Personal
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Federal

    Florida, NY
    5 days ago
  •  ...Branch Manager role leads one or more...  ...growth the branch profitably. Key responsibilities...  ...growth of existing advisor practices through...  ...Maintain or build personal wealth management practice...  ...designations preferred (e.g. CFP)Visa...  ...collaboration, idea sharing, productivity and... 
    Personal
    Full time
    Work experience placement
    H1b
    Work at office
    Local area
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Florida, NY
    4 days ago
  • $128.64k - $185.81k

     ...the Area Chief of Staff is to lead, develop and manage associate...  ...Mutuality A mutual benefit is a shared benefit; a shared benefit will...  ...to shape our future; we need profit to remain free. HIRING QUALIFICATIONS...  ..., and celebrate days of personal significance with paid time... 
    Personal
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours
    Shift work

    Stryker

    Florida, NY
    4 days ago
  • $500 per month

     ...experience through exceptional, personal service. We’re looking for a...  ...teamwork, celebrate our shared success, and look forward to...  ...As a Center Store Department Lead , you’ll help bring our mission...  ...plans to maximize sales and profitability. Assist in analyzing department... 
    Personal
    Work at office
    Flexible hours
    Afternoon shift

    The Fresh Market

    Florida, NY
    3 days ago
  • $17.57 - $22.45 per hour

     ...purpose and function of the Shift Lead is to perform the duties of a...  ...the productivity and profitability of the hospital. This position...  ...Mutuality – A mutual benefit is a shared benefit; a shared benefit...  ...wellbeing, and celebrate days of personal significance with paid time... 
    Personal
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Local area
    All shifts
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Marsveterinary

    Florida, NY
    4 days ago
  •  ...interview process. Role: Language Lead Lead language services for...  ...while maintaining profitability. Delegate effectively and empower...  ...the global Language SME and share best practices across WPP Production...  ...a legal basis for processing personal information under the GDPR... 
    Personal
    Freelance
    Work at office
    3 days per week

    SupportFinity™

    Florida, NY
    5 days ago
  • $73k - $100k

     ...Hunter in Town of Florida is looking for a Senior Manufacturing Supervisor to lead a dynamic team and ensure process implementation for quality and performance. This role requires excellent interpersonal skills, operational leadership, and experience in a manufacturing... 

    Hunter Industries

    Florida, NY
    1 day ago
  • $55k - $150k

     ...advancement Paid time off Profit sharing Training &...  ...Responsibilities Develop leads, schedule appointments...  ...time off (vacation and personal/sick days) Growth Potential...  ...63, Series 65 and/or ChFC Licenses preferred....  ...and top-tier Wealth Academy training with... 
    Personal
    Work at office
    Local area

    Heatherthies

    Florida, NY
    3 days ago
  • $100k - $120k

     ...Service Advisor Location: Jupiter, Florida Are you passionate...  ...innovative and rapidly growing wealth management firm is seeking...  ...client data to craft personalized strategies Create financial...  ...and one of the following: CFP® , CFA® , ChFC® , CIC Life and Health Insurance... 
    Personal
    Full time
    Work at office
    Flexible hours

    Radium Search

    Florida, NY
    4 days ago
  •  ...Associate Financial Advisor If you’re looking for a challenging and rewarding career,...  ...sound judgment to provide solutions to personalized investment issues, involving the FA when...  ...volunteerism Eligibility for bonuses and profit sharing Employee Assistance Program... 
    Personal
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    Florida, NY
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions...  .... Preferred qualifications include a Bachelor’s degree and CFP certification. This position is crucial for deepening client relationships... 
    Personal

    JPMorgan Chase & Co.

    Florida, NY
    6 days ago
  • $58.44k - $93.5k

    Magellan Federal is seeking a Personal Financial Counselor (PFC) based in Florida to provide financial counseling services to service...  ...degree, and must be a U.S. citizen. Certifications such as AFC, CFP, or ChFC are required. The salary range for this position is between $5... 
    Personal

    Magellan Federal

    Florida, NY
    6 days ago
  • $19.5 - $20.6 per hour

     ...A mentality to care for your customers, profit and product, as well as your teams and customer...  ...We are joined up and encourage others to share their ideas We Do What We Say We Will We...  ...Disability Employee Assistance Programs Personal Clothing Discount Note: Availability of... 
    Personal
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    Rotating shift

    All Saints

    Florida, NY
    4 days ago
  • $45k - $100k

     ...career as a financial advisor may be the right change...  ...retirement, building wealth, estate strategies, funding...  .... Financial advisors lead the branch team to...  ...opportunities for commissions, profit sharing and incentive travel...  ...need to balance your personal and professional lives... 
    Personal
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Warwick, NY
    4 days ago
  • ## Regional Wealth Advisor, Family Office SolutionsApplylocations: Ft. Lauderdale...  ...sophisticated clients using leading technology and exceptional...  ...of a comprehensive personal and financial wealth profile,...  ...professional designations including JD, CFP, MBA or similar evidence of... 
    Personal
    Work at office
    Local area
    Flexible hours

    Northern Trust Corp

    Florida, NY
    5 days ago
  • $58.44k - $93.5k

    Personal Financial Counselor (PFC) provides personal financial services at assigned military installations. The role...  ...Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Salary & Benefits Salary range: $58,440 - $93,500 (... 
    Personal
    Contract work
    Temporary work

    Magellan Health

    Florida, NY
    4 days ago
  •  ...clients to develop comprehensive wealth management strategies...  ...opportunities to maximize relationships Lead, mentor and motivate team...  ...Chartered Financial Analyst) or CFP (Certified Financial Planner)...  ..., paid vacation, and paid personal time. In addition, we offer career... 
    Personal
    Full time

    Commerce Bank

    Florida, NY
    6 days ago
  •  ...Magellan Health is seeking a Personal Financial Counselor to provide financial services at military installations in the Town of Florida...  ...degree, 3+ years of experience, and certifications like AFC, CFP, or ChFC. The position offers a salary between $58,440 and $93,500 with... 
    Personal

    Magellan Health

    Florida, NY
    5 days ago
  •  ...Description: At Regions, the Private Wealth Management Advisor develops and maintains a portfolio...  ...consultative advisory approaches and sound personal financial planning and financial...  ...clients to meet revenue growth, profitability and retention goals consistently Provides... 
    Personal
    Full time
    Flexible hours

    Regions Bank

    Florida, NY
    3 days ago
  •  ...Florida, NY, is searching for a passionate General Manager to lead store operations. This role requires someone with proven experience...  ...leadership skills and a deep understanding of sales and profitability. Join our team and help maintain our commitment to quality and... 

    HONEY BAKED HAM CO

    Florida, NY
    7 hours ago
  •  ...ethical manner to serve customers and increase the goodwill and profit of the company. Supervisory Responsibilities Directly manages...  ...Spending Accounts. Life & Disability Insurance. Vacation, Sick, Personal Time and Company Holidays. Multiple Voluntary and Company provided... 
    Personal
    Contract work

    D.R. Horton

    Florida, NY
    7 hours ago
  •  ...in Town of Florida, New York, seeks candidates for a business development role. We value strong relationships and a commitment to personal excellence. The ideal candidate will have a Bachelor's Degree, at least 3 years of business development or B2B selling experience,... 
    Personal

    R&D Construction and Roofing

    Florida, NY
    7 hours ago
  •  ...Todayjob requisition id: JR103302As a Shift Lead, you’ll help ensure that every shift runs...  ...! Just a heads-up: if we ever need your personal details for a real job offer, we’ll only...  ...part of our team!### WHISTLE'S VALUESWe share the responsibility for creating the best... 
    Personal
    Shift work

    Whistle Express Car Wash

    Florida, NY
    4 days ago
  •  ...innovation drives opportunity and collaboration leads to success. Our dynamic community of...  ...find that Kentro is dedicated to your personal and professional development. Together, we...  ...geographically dispersed teams to promote information sharing, organizational collaboration, governance... 
    Personal
    Civilian Contractor
    Contract work
    Local area
    Immediate start

    Kentro Estelle iLab

    Florida, NY
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Lead Personal Wealth Advisor (CFP/ChFC) - Profit Sharing. Be the first to apply!