18 banking advisor jobs at 8 companies in Doral, FL
3mo
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Financial Advisor
Fort Lauderdale, Florida, United States
OnsiteFull Time
10+ YOEBachelor's degree in business/finance/accounting or related field; 10+ years commercial banking with middle market experience.
Microsoft Office
3mo
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Financial Advisor
Doral, Florida, United States
OnsiteFull Time
10+ YOEBachelor's degree in Business Administration, Finance, Accounting or related field; 10 years commercial banking experience including standard loan docs; 5+ years in middle market; knowledge of loan products, underwriting, covenants, and sales.
Microsoft Office
2mo
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Business Banking Treasury Management Advisor - Relationship Manager I
Plantation or Fort Lauderdale
OnsiteFull Time
3+ YOEBachelor's degree typical, 3+ years relevant industry experience, client relationship and sales skills, financial and credit analysis, risk management, and strong communication and decision-making abilities.
1d
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Global Client Advisor
Miami or Broward County or Fort Lauderdale
OnsiteFull Time
2+ YOERequires 2–5 years of banking experience, a college degree or 5+ years in retail sales or financial services, international-client expertise, 2+ years preparing KYC, and fluent English and Spanish.
Microsoft Office Suite
2w
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Financial Advisor Associate
Weston, Florida, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 10 years of financial services experience, Microsoft Office proficiency, banking and regulatory knowledge, analytical skills, and client service expertise.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1d
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Global Client Advisor
Miami or Broward County or Fort Lauderdale
OnsiteFull Time
2+ YOERequires bilingual English and Spanish proficiency, a college degree or 5+ years in retail sales or financial services, international banking experience, 2+ years preparing KYC documentation, and knowledge of BSA/AML requirements.
Microsoft Office Suite, NMLS
2mo
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Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
3d
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Private Client Advisor II
Fort Lauderdale, Florida, United States
OnsiteFull Time
12+ YOESeries 7, 63 and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, sales, negotiation, and relationship management skills.
2d
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Private Client Advisor II
Fort Lauderdale or Fort Lauderdale or Fort Lauderdale
OnsiteFull Time
12+ YOERequires 12+ years of private banking or complex financial services experience, Series 7 and 63/65 or Series 7 and 66, business development, wealth planning, sales, negotiation, and client relationship skills.
3mo
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Senior Home Lending Advisor, Hollywood, FL
Hollywood or Miramar
OnsiteFull Time
3+ YOEBachelor's or equivalent in sales/real estate; 3+ years mortgage lending and retail banking sales; knowledge of local real estate market; FHA, VA, FNMA, and FHLMC guidelines; excellent written and oral communication.
4w
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Call Center Advisor (Spanish Speaking Preferred)
Miramar, Florida, United States
OnsiteFull Time
1+ YOEHigh school or equivalent, 1+ year banking/financial or customer service experience, strong communication, MS Office proficiency, cash handling and compliance knowledge, ability to multi-task in high-volume call environment.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word
1w
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Business Solutions Advisor - Fort Lauderdale Market - Bilingual Spanish Required
Fort Lauderdale, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, bilingual Spanish proficiency, 1+ year of experience, business-to-business sales or small business banking success, strong communication, customer service, sales, and relationship-building skills.
1w
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Business Solutions Advisor - Fort Lauderdale Market - Bilingual Spanish Required
Fort Lauderdale, Florida, United States
OnsiteFull Time
Bilingual Spanish proficiency, high school diploma or equivalent, business-to-business sales or small business banking experience, strong communication and customer service skills, sales success, partnership skills, and outbound phone sales experience.
6d
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Business Solutions Advisor - Parkland Financial Center - Coconut Creek, FL - Bilingual Spanish Required
Coconut Creek, Florida, United States
OnsiteFull Time
Bilingual Spanish required; high school diploma/GED; business-to-business sales or small business banking experience; strong communication, customer service, sales, relationship-building, and risk management skills.
5d
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Business Solutions Advisor - Parkland Financial Center - Coconut Creek, FL - Bilingual Spanish Required
Coconut Creek, Florida, United States
OnsiteFull Time
1+ YOERequires bilingual Spanish proficiency, high school diploma/GED, 1 year of experience, business-to-business sales or small business banking success, strong communication, customer service, sales, and relationship-building skills.
1mo
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2027 Global Private Bank Advisor Program - LatAm Private Bank - Full-time Analyst
New York or Miami or Houston
$100k-$110k/yr OnsiteFull Time
Pursuing a Bachelor's or Master's degree with expected graduation Dec 2026–Jun 2027; cultural knowledge and fluency in Spanish and/or Portuguese; strong interpersonal, analytical, and communication skills; interest in financial markets and client-facing advisory work.
1mo
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
1d
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Sr. Director of Wealth Advisors
Miami, Florida, United States
$161k-$285k/yr OnsiteFull Time
15+ YOERequires 15+ years in wealth management, private banking, investment advisory, or investment leadership; advisor-team leadership; portfolio construction expertise; FINRA-regulated experience; and a bachelor's degree.
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