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
- ...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...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Doral, FL1 day ago $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, FL3 days ago- ...clients with tailored plans for retirement, investing, insurance, and cash flow; monitor portfolios and stay compliant. This Financial Advisor position represents an exceptional opportunity to advance your career in financewhile making a meaningful impact at New York Life...SuggestedBase plus commissionFull timeRemote work
Recruvio
Doral, FL4 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, FL1 day 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, FL1 day ago $117.36k
...has the following traits? Self‑disciplined What we’re looking for We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. You will provide peace of mind to your clients while helping them...Full timeContract workNew York Life
Doral, FL3 days ago- ...Financial Aid Advisor Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business...Work at officeMonday to FridayAfternoon shift
Herzing Brand
Hialeah Gardens, FL3 hours ago $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 officeUnavailable
Doral, FL1 day ago- ...State of Florida. With a mission to empower clients to achieve financial well-being, the organization offers personalized, strategic financial... ...is a full-time, remote or in person position, for a Financial Advisor. The Financial Advisor will provide clients with expert...Full timeRemote work
My Investment Path
Coral Gables, FL3 days ago $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...Full timeContract workFor contractorsWork at officeUnavailable
Coral Gables, 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, FL2 days ago - ...Job Description Job Description Major Responsibilities: The Financial Aid Advisor provides guidance to financial aid applicants and their families throughout the application process. Determines eligibility within the parameters of institutional, state and federal...Full timeLocal areaMonday to Friday
Florida National University
Hialeah, FL28 days ago - About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed...Extra incomePart timeRemote workWork from homeFlexible hours
Melius Consulting
Doral, FL4 days ago - ...Build Your Dream Advisory Practice — Powered by Savvy At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate...Work at officeRemote work
Savvy Wealth
Doral, FL3 days ago - ...Regions is seeking a Private Wealth Management Advisor to develop and maintain a portfolio of client relationships within affluent and high net worth segments using advisory approaches and financial planning concepts. The role collaborates with partners to deliver a broad...
Regions Bank
Doral, FL2 days ago - Job Overview A law firm seeks a finance associate with a focus on fund finance and private credit transactions to join its leveraged finance subgroup in Miami, FL. The ideal candidate will have a minimum of four years of relevant experience in fund finance, private credit...
BCG Attorney Search
Doral, FL2 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Doral, FL4 days ago- ...JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank’s Financial Planning & Analysis team, contributing to a wide range of corporate and departmental initiatives. This position is responsible for driving budget development, line of business...
Seacoast Bank
Doral, FL16 hours ago - ...telehealth support. Position Summary The FP&A Analyst will work with eMed's Senior M&A Analyst / VP Finance , Finance in conducting financial planning, budgeting, forecasting, and business analysis in support of executive decision-making across the organization....Full timeTemporary workWork experience placement
e-Med.us
Doral, FL4 days ago - ...is looking for a Senior FP&A Analyst to strengthen a fast-moving Finance function. This is a hands-on role for someone who builds financial models well, understands SaaS economics, and uses AI and automation to make Finance faster and more accurate. Reporting to the Manager...Flexible hours
U.P. Shop
Doral, FL23 hours ago - ...comprehensive wealth management solutions and exceptional service. You will act as a trusted advisor, collaborating with a team of specialists to develop customized financial plans that meet their unique needs and objectives. Responsibilities Identify and cultivate relationships...
Pacifica Continental
Doral, FL16 hours 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, FL16 hours ago- ...Northwestern Mutual in Florida is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, develop plans including...Flexible hours
Northwestern Mutual
Coral Gables, FL1 day ago - ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...
Valley National Bancorp
Doral, FL16 hours 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, FL16 hours ago - Citi is hiring an entry-level Personal Banker in Miami, Florida. This role involves assisting clients and fostering relationships to promote loyalty and sales growth, focusing on individual consumer clients. You will work with business credit requests, develop referral...
Citi
Doral, FL16 hours ago - ...responsible for advising families on building, preserving, and managing their wealth. You will use your knowledge of investments, financial planning, credit, and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Aumni
Doral, FL2 days ago - ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Hialeah Gardens, FL4 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 support...Contract workFor contractors
- 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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