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26 cfp jobs at 13 companies in Miramar, FL

2mo
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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
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3mo
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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.
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1mo
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Vice President, Investment Strategist
Miami, Florida, United States
$69k-$155k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
2+ YOEBachelor's degree (or equivalent), 2+ years experience, CFP or CFA preferred, strong analytical and communication skills, proficiency with financial analysis tools and investment management software.
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1w
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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
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2mo
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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
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3mo
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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.
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4w
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Financial Advisor
Miami, Florida, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree; entrepreneurial, client-building experience; must obtain life/accident & health, SIE, Series 6,7,63 licenses; CFP support available; legal US work authorization required.
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1mo
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Risk Engineer (All Levels & Specialty Areas)
Alpharetta or Coral Gables or Franklin or Frisco or Hartford or New York or Philadelphia or California or Illinois or San Antonio or Scottsdale
$102k-$154k/yr FieldFull Time
The Hartford
The HartfordNYSE: HIG: Provides property and casualty insurance, group benefits, and wealth management.
Background in risk engineering or safety; consultative and technical writing skills; data analysis and digital tool proficiency; degree in engineering or equivalent experience; certifications such as CSP/CIH/CPCU/CFPS/ARM a plus.
AI-powered tools, data analytics, dashboards, mobile apps, client platforms
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2mo
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Retirement Plan Consultant - 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 required; bachelor's degree preferred; Series 7/66 preferred; state licenses required; CFP/ChFC desirable; strong presentation skills; bilingual Spanish/English a plus.
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1mo
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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
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1mo
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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
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1mo
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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.
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2mo
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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.
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1mo
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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.
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1w
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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.
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3w
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Senior Wealth Advisor ($200,000 - $400,000+)
Miami, Florida, United States
$200k-$400k/yr OnsiteFull Time
Guerra Wealth Advisors
Guerra Wealth Advisors: Provides wealth management and retirement planning services for families.
7+ YOE7+ years advising high-net-worth clients; CFP/CFA/ChFC preferred; RICP within 1 year; Series 65 and Life & Health license to be obtained within 90 days; experience administering $50M+ AUM; leadership and advanced planning skills.
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