26 associate financial advisor jobs at 11 companies in Miami, FL
2mo
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Financial Advisor Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
1+ YOEBachelor's degree in Finance, Economics, Marketing, Communications or related field; or equivalent experience. 1 year as WRA I or 3 years customer service in financial services.
CRM, Microsoft Office Suite
2d
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Financial Advisor Associate
Miami, Florida, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, listening, and problem-solving skills; U.S. work authorization required.
Financial Planning Specialist (FPS)
6d
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Financial Aid Advisor (South Campus)
Fort Lauderdale, Florida, United States
$37k-$43k/yr OnsiteFull Time
3+ YOEAssociate degree and three years of relevant experience required; knowledge of financial aid processes, complex data reconciliation, computer systems, Microsoft Office, communication, and collaboration.
Microsoft Office, National Student Loan Data System, Federal Common Origination and Disbursement System, Federal Central Processing System
2mo
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Associate Wealth Advisor
Boca Raton, Florida, United States
OnsiteFull Time
3+ YOE3-5 years in financial wealth planning; strong knowledge of wealth planning, financial markets, and client service.
3mo
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Student Employment Advisor - 996493
Fort Lauderdale, Florida, United States
$24/hr OnsiteFull Time
2+ YOEAssociate's degree with 2 years postsecondary experience (or Bachelor's with up to 2 years); knowledge of federal/state financial aid, MS Office proficiency, customer service, critical thinking, ability to work evenings/weekends and travel, and maintain student confidentiality (FERPA).
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, JobX, Handshake
2d
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Asset & Wealth Management, Private Wealth Advisor, Associate, Miami
Miami, Florida, United States
OnsiteFull Time
4+ YOERequires 4+ years of private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, business development, analytical, and relationship management skills.
5d
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Asset & Wealth Management, Private Wealth Advisor, Associate, Miami
Miami, Florida, United States
OnsiteFull Time
4+ YOERequires four-plus years of private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, sales, analytical, interpersonal, and relationship management skills.
1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
1w
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Associate, Investment Solutions
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years in wealth management/financial services or client-facing business development; strong communication, CRM and analytical experience; ability to travel for advisor meetings and conferences.
CRM, Microsoft Teams, Microsoft Office Suite
3w
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Blackstone Private Wealth - Investor Services, Associate
Miami, Florida, United States
$130k-$175k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years financial industry experience, strong Excel and analytical skills, attention to detail, and experience with high-net-worth or financial advisor operating models preferred.
Microsoft Excel
1mo
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Investor Relations, LATAM- Associate
Miami, Florida, United States
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years in financial services (client service/investor relations preferred). Fluent Spanish required; experience with HNW clients/advisors, Microsoft Office proficiency, strong communication, organization, and multitasking skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1mo
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Registered Wealth Management Client Associate - Bilingual Spanish Preferred
Coral Gables, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (Series 63 or 65 accepted), advanced investment product knowledge, strong client-service, communication, and technology skills, and ability to support multiple Financial Advisors.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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