Financial Advisor
Leeds Professional Resources
We are seeking a motivated, client-focused Junior Financial Advisor to join our growing team. This is an excellent opportunity for an advisor looking to build a successful career without the pressure of generating all of their own leads. This role offers a base plus bonus and commission. This role requires fluency in English and Spanish and a Series 7. Unlike many advisor positions, this role receives qualified inbound business through our broker-dealer platform, allowing you to focus on what you do best—building relationships, providing financial guidance, and delivering exceptional client service. Key Responsibilities Meet with prospective and existing clients provided through inbound referrals and company-generated opportunities. Conduct comprehensive financial reviews and identify clients' financial goals. Develop personalized financial strategies and investment recommendations. Educate clients on retirement planning, wealth management, insurance, and investment solutions. Build long-term relationships through exceptional service and regular follow-up. Maintain accurate client records and ensure compliance with all regulatory and firm requirements. Collaborate with senior advisors and support staff to deliver a seamless client experience. Stay current on market trends, financial products, and industry regulations. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field preferred. FINRA Series 7 and Series 66 (or 63/65) licenses preferred or willingness to obtain within a specified timeframe. Excellent interpersonal and communication skills. Strong analytical and problem-solving abilities. Self-motivated with a genuine passion for helping clients achieve financial success. High ethical standards and commitment to acting in clients' best interests. Previous experience in financial services, banking, insurance, or sales is a plus but not required. What We Offer Qualified inbound client opportunities through our broker-dealer. Competitive base compensation plus performance-based incentives. Comprehensive training, mentorship, and ongoing professional development. #J-18808-Ljbffr
$100k
...Company Overview We are an established retirement and financial planning firm, working heavily with small businesses and retirees. We believe... ...us. As we continue to grow, we are looking for an Associate Advisor to expand our team. Financial Advisor Position Overview/Summary...SuggestedWork at officeBrady Financial
Doral, FL5 days ago- ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified...SuggestedWork at office
Synovus
Doral, FL4 days ago - ...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
Coastal Wealth
Doral, FL3 days ago - ...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. As a Financial...SuggestedWork at officeFlexible hours
Bankers Life
Doral, FL3 days ago $20.54 - $27.78 per hour
...am and 5:00pm with one later shift, scheduled scheduled until 6pm. There will be the occasional need for weekend hours. The Financial Aid Advisor supports Herzing University’s mission through administration of financial aid funding for the University’s students. This role...SuggestedHourly payWork at officeMonday to FridayAfternoon shiftHerzing University
Doral, FL2 days ago- ...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
EA Financial
Doral, FL9 hours ago - 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...Full timeTemporary workDay shift
- ...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
Ocean Bank
Doral, FL3 days ago $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 officeNorthwestern Mutual
Doral, FL1 day ago- ...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
Florida National University
Hialeah, FL4 days ago $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...TraineeshipLocal areaHome officeMutual of Omaha
Doral, FL3 days ago- Organization : Name CINCINNATI NORTH OH, WEST CHESTER Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and...Work at officeLocal area
- ...Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Lawhon Network! Why Current and Former Athletes Could Thrive Here: We recognize the unique...InternshipWork at officeHome officeFlexible hours
- ...A wealth management firm in Florida is seeking an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth management, focusing on complex strategies related to estate planning...
Farther LLC
Doral, FL2 days ago - ...Sun Sentinel, is committed to developing the next generation of financial professionals who are driven by purpose and impact. Our... ...one life at a time. Guided by a vision to cultivate leaders and advisors dedicated to excellence, we are passionate about the growth of...InternshipWork at officeWork from homeHome officeVisa sponsorshipFlexible hours
Northwestern Mutual
Doral, FL1 day ago - ...A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate...Remote work
Analog Capital Partners
Doral, FL4 days ago - ...LLC is a comprehensive destination for institutional traders and trading teams aiming to optimize their performance in the current financial markets. Our dedication lies in offering professional traders a top-tier infrastructure within a professional setting. Designed...Full timeRemote workFlexible hours
T3 Global
Doral, FL4 days ago $150k - $200k
AGA-2607-251 SENIOR PRIVATE BANKER MIAMI The bank is looking for a top-performing Private Banker with a strong track record in offshore Latin American Private Banking , capable of attracting new assets and developing long-term relationships with high-net-worth and ultra...RelocationMCR International
Doral, FL2 days ago- A leading ETFs and cryptocurrency trading firm is seeking an accomplished quantitative trader to play a pivotal role in building a complete trading desk from the ground up. This position offers the flexibility to be based in the Miami office or work fully remotely, with...Full timeWork at officeRemote work
Radley James
Doral, FL1 day ago - ...portfolio of high-net-worth clients by offering personalized financial solutions aligned with their goals and risk profiles. Design and... ...and external specialists (investment managers, tax and legal advisors, etc.) to deliver holistic solutions. Identify business development...
ReKruiting Advisors
Doral, FL3 days ago $112.5k - $190k
...Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into... ...partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact...Hourly payFull timeContract workLocal areaShift workBanco Santander SA
Doral, FL2 days ago- ...Market Manager in delivering exceptional service. You will focus on growing existing relationships, cross-selling bank products, and maintaining compliance with procedures while providing accurate financial guidance and a positive customer experience. #J-18808-Ljbffr...Work at office
RadNet
Doral, FL2 days ago - ...efficiently processing cash transactions for clients as needed having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions that meet their financial goals executing the bank's risk culture and...Weekend work
Jobtailor
Doral, FL4 days ago - MCR International seeks a Senior Private Banker in Miami with a strong track record in offshore Latin American private banking, capable of attracting new assets and developing long-term relationships with high-net-worth and ultra-high-net-worth clients. The role covers...
MCR International
Doral, FL2 days ago - ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Doral, FL2 days ago - ...Private Banker Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami.... ...clients in the Latin American market. Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management....
Pacifica Continental
Doral, FL2 days ago - ...Florida, United States Responsibilities Develop and maintain relationships with existing and prospective clients. Provide comprehensive financial planning and investment advice. Manage client portfolios. Execute transactions on behalf of clients. Qualifications 5+ years of...
Pacificacontinental
Doral, FL2 days ago - ...Latin American high-net-worth individuals seeking personalized financial guidance. Our business model is based on the adaptation to market... ...the banking business market. Our mission is to be Your Trusted Advisor for your personal investments and banking needs, as well as...Permanent employmentWork at office
Banco sabadell
Doral, FL4 days ago $77k - $214k
...A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity... ...you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and...H1bLocal areaPwC
Doral, FL2 days ago- Job TitleSecurity & Compliance AnalystLocationDoral, FL 33122 US (Primary)CategoryIntelligenceJob TypeFull-TimeCareer LevelStaffEducationBachelor's DegreeTravel-Security Clearance RequiredTS/SCIJob DescriptionPrescient Edge is seeking a Security & Compliance Analyst to ...Contract work
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