HiringCafe
Join our community

41 cfp jobs at 18 companies in Miami Gardens, FL

1w
Save
Mark Applied
Hide
Wealth Advisor - CFP® Professional
Plantation, Florida, United States
OnsiteFull Time
Tobias Financial Advisors
Tobias Financial Advisors: Provides fee-only wealth management and financial planning services.
5+ YOEBachelor's degree and CFP certification required, with 5+ years of financial planning experience. Requires client relationship, investment, tax planning, analytical, communication, and financial software skills.
MoneyGuidePro, Salesforce
Job PostingView all
3mo
Save
Mark Applied
Hide
Chief Financial Officer
Nashville or Miami or West Hollywood
$71k-$150k/yr OnsiteFull Time
Tri Star Sports and Entertainment Group: Business and financial management for athletes and entertainers.
15+ YOE5+ MgmtLead finance, accounting, reporting; drive profitability; 15+ years in finance, entertainment/music preferred; CPA/CFP/CMA preferred.
ERP systems, Accounting software, Excel
Job PostingView all
1w
Save
Mark Applied
Hide
Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequired CFP designation and 7+ years of financial advice, planning, book management, and relationship management experience; Series 7, 63, or 66 and SIE required or obtainable.
Job PostingView all
1w
Save
Mark Applied
Hide
Senior Wealth Advisor
Miami or Florida
RemoteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
7+ YOECFP required; 7+ years in financial advice, planning, book management, and relationships. Requires regulatory licensing or registration and expertise in investment, financial, trust, and estate planning.
FINRA, SFC
Job PostingView all
3mo
Save
Mark Applied
Hide
Retirement Plan Consultant - Indian River County, FL
Boca Raton, Florida, United States
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides retirement solutions, life insurance, and investment management services.
High school diploma required; Series 7/66 and state licenses preferred; CFP/ChFC desirable; strong presentation skills; bilingual Spanish/English a plus.
Microsoft PowerPoint, Video Conferencing, CRM
Job PostingView all
3mo
Save
Mark Applied
Hide
PWM Private Wealth Advisor
Fort Lauderdale, Florida, United States
$144k-$169k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOEBachelor's degree or equivalent; 10+ years in high-net-worth wealth management; strong relationship, business development, analytical, and communication skills; CFA or CFP preferred.
Job PostingView all
3w
Save
Mark Applied
Hide
Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOEFINRA Series 7 & 66 (or ability to acquire), 2+ years financial services experience, CFP encouraged, client profiling, outbound calling, and use of planning tools.
Salesforce, Glance
Job PostingView all
1d
Save
Mark Applied
Hide
Financial Planning Associate (Hybrid)- NJ
Ridgewood or Boca Raton or Irvine or San Francisco or Hawaii or New York or New Jersey or Connecticut or Massachusetts or Delaware or Georgia or Florida
HybridFull Time
Perigon Wealth Management
Perigon Wealth Management: Independent registered investment advisor providing comprehensive wealth management services.
0+ YOEBachelor’s degree in finance, accounting, economics, or related field; 0–3 years of financial services experience; analytical, communication, organizational, and Microsoft Office skills. CFP progress is preferred.
eMoney, MoneyGuide, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Job PostingView all
3mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Miami-Fort Lauderdale Area, Florida, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; financial planning experience and bachelor's degree in finance/business/economics preferred.
Job PostingView all
5d
Save
Mark Applied
Hide
Wealth Strategist (FL, Miami)
Miami, Florida, United States
OnsiteFull Time
NewEdge Capital Group
NewEdge Capital Group: Provides wealth management, investment advisory, and institutional brokerage services.
Requires CFP designation, advanced estate and wealth transfer planning expertise, eMoney proficiency, client-facing communication, cash flow, tax, and business succession knowledge; UHNW experience preferred.
eMoney
Job PostingView all
1w
Save
Mark Applied
Hide
Retirement Plan Consultant - West Palm Beach, FL
West Palm Beach or Boca Raton
OnsiteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
High school diploma or GED required; bachelor's preferred. Requires excellent presentation skills and appropriate state insurance licenses; Series 7 and Series 66 preferred. CFP or ChFC desirable.
video technology, client management, financial planning tools
Job PostingView all
1w
Save
Mark Applied
Hide
Senior Private Wealth Advisor, Practice Lead - Miami
Miami or Tampa
$114k-$165k/yr RemoteFull Time
Empower
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOERequires 10+ years in financial services and client experience, a bachelor's degree or equivalent, Series 65, fingerprinting, wealth management expertise, and high-net-worth client experience. CFP preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce, NetX360
Job PostingView all
1mo
Save
Mark Applied
Hide
VP Wealth Consultant - Coral Gables, FL
Coral Gables or Chicago or Miami or Atlanta
$150k-$200k/yr FieldFull Time
Calamos Investments
Calamos Investments: Provides global asset management and wealth management investment strategies.
8+ YOEBachelor's degree, Series 65 and CFP required, 8+ years in financial services (4+ years intermediary sales preferred), CRM proficiency, strong sales/presentation/communication skills, regular regional travel.
CRM systems
Job PostingView all
1mo
Save
Mark Applied
Hide
Investment Consultant - Coral Gables, FL
Coral Gables, Florida, United States
$27-$44/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
2+ YOERequires Series 7 and Series 66 (or 63/65), life & health insurance license, bachelor's degree or equivalent, 2+ years financial services experience; CFP preferred; NMLS registration required for mortgage originations.
NMLS
Job PostingView all
1mo
Save
Mark Applied
Hide
Risk Engineer (All Levels & Specialty Areas)
Hartford or New York City or Franklin or Coral Gables or Alpharetta or San Antonio or Illinois or Scottsdale or Frisco or Philadelphia or California
$102k-$154k/yr FieldFull Time
The Hartford
The HartfordNYSE: HIG: Provides business and personal insurance, group benefits, and investments.
Background in risk engineering, safety, or related fields; degree in engineering or related discipline (or equivalent experience); consultative and technical writing skills; familiarity with digital tools; certifications such as CSP, CIH, CPCU, CFPS, or ARM are a plus.
Job PostingView all
2mo
Save
Mark Applied
Hide
Personal Financial Counselor, PFC-Miami
Hialeah, Florida, United States
$58k-$94k/yr OnsiteFull Time
Magellan Health
Magellan HealthNYSE: CNC: Provides managed healthcare, behavioral health, and pharmacy benefit services.
3+ YOEBachelor's degree required; 3+ years financial counseling; US citizen; fluent English; bilingual in English/Spanish preferred; must pass OCI and a Tier 2 investigation; AFC/CFP/ChFC certifications; driver license.
Job PostingView all
2mo
Save
Mark Applied
Hide
Regional Wealth Advisor, Family Office Solutions
Fort Lauderdale, Florida, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
10+ YOE10+ years wealth planning experience with ultra-high-net-worth clients, expert knowledge of wealth transfer, taxation and estate planning; advanced credentials (JD, CFP, MBA) preferred; strong analytical and interpersonal skills.
Job PostingView all
2w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Advisor - West Palm Beach and Lake Worth, FL
West Palm Beach or Lake Worth
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; client acquisition and relationship skills; Series 7 and Series 66 required (or obtain within 60 days); life, health & long-term care insurance license required; CFP preferred.
Job PostingView all
1w
Save
Mark Applied
Hide
College Financial Representative, Internship Program
Coral Gables, Florida, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student, preferably a junior or senior, with sales interest, entrepreneurial ambition, strong time management, campus involvement, and interest in financial literacy and planning tools.
Series 6, Series 63, CFP, SIE
Job PostingView all
5d
Save
Mark Applied
Hide
Asset & Wealth Management, Business Development Professional, Associate - Miami
Miami, Florida, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
3+ YOEBachelor's degree, 3+ years of related financial services experience, native Spanish fluency, strong financial markets interest, communication, relationship-building, organization, and problem-solving skills.
Salesforce, CFA, CFP
Job PostingView all

Explore Jobs

Expand Your Job Search