Top 468 Associate Advisor Jobs in Miami, FL

Financial Advisor
Brady Financial —Miami, FL
- From $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid training
- 401(k)
Quick Apply
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Beauty Advisor - Florida
Sukoshi Mart —Aventura, FL
- From $14 an hour
- Part-time
- In-person
- Entry level
- Employee discount
Quick Apply
Service Advisor at Volkswagen of South Miami
Morgan Auto Group —Miami, FL
- $60,000 - $100,000 a year
- Dealership
- Entry level
- Health savings account
- Disability insurance
Quick Apply
Enrollment Services Representative - Miami Campus
FVI School of Nursing and Technology —Miami, FL
- $48,000 - $53,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Luxury Automotive Service Consultant/Service Advisor
Vera Cadillac Buick GMC —Pembroke Pines, FL
- $50,000 - $150,000 a year
- Full-time
- Clean driving record
- High school diploma or GED
- Driver's License
- Paid training
- Paid holidays
Quick Apply
Admissions Advisor
West Coast University, Inc. —Doral, FL
- Full-time
- Mid-level
- Microsoft Office
- High school diploma or GED
9d
Talent Business Advisor Senior Associate
Crowe —Fort Lauderdale, FL
- $59,500 - $118,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
8d
Financial Aid Advisor
West Coast University, Inc. —Doral, FL
- Full-time
- University
- Bachelor's degree
- 1 year
- Flexible spending account
Cane Navigator (Academic Advisor) - Business
University of Miami —Coral Gables, FL
- $50,000 - $54,000 a year
- Full-time
- Customer service
- Mid-level
- Residential
Retail Associate - Brickell City Center
Aritzia —Miami, FL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Admissions Advisor
West Coast University —Doral, FL
- Mid-level
- Microsoft Office
- High school diploma or GED
9d
Service Advisor
Lexus of Kendall and West Kendall —Miami, FL
- Background check
- Sales
- Dealership
- Wellness program
- AD&D insurance
Retail Associate - Dadeland
Aritzia —Miami, FL
- $20 - $30 an hour
- Choose your own hours
- Merchandising
- Entry level
- Opportunities for advancement
Financial Aid Advisor
West Coast University —Doral, FL
- Mid-level
- University
- Bachelor's degree
- Flexible spending account
Associate Client Advisor
Bessemer Trust Company of FL —Miami, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
4d
Service Advisor
Bomnin Automotive Group —Miami, FL
- Full-time
- Dealership
- Entry level
2d
Retail Associate - Aventura Mall
Aritzia —Aventura, FL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Admissions Advisor
Herzing University —Miami, FL
- $19.33 - $32.02 an hour
- Weekends as needed
- Office
- University
- US work authorization
- Health insurance
- Paid time off
2d
Blackstone Private Wealth - Client Services, Analyst
Blackstone Group —Miami, FL
- $100,000 - $130,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance

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Associate Advisor jobs near Miami, FL

Financial Advisor

Brady Financial -
Miami, FL

Quick Apply

Job Details

Full-time
From $100,000 a year

Benefits

Paid training
401(k)
Pension plan

Qualifications

Customer communication
Regulatory compliance
Series 7
Bachelor's degree
Data interpretation
FINRA License
Financial regulatory compliance
Productivity software
Experience practicing in the securities industry

Full Job Description

Company Overview:

We are an established retirement and financial planning firm, working heavily with small businesses and retirees. We believe in a high degree of client service and will go out of our way every time to care for the people that trust and work with us. As we continue to grow, we are looking for an Associate Advisor to expand our team.

Financial Advisor Position Overview/Summary:

The Associate Advisor provides support to the Lead Advisor and works to provide excellent client service to existing and onboarding clients. The focus of the position is to work directly with clients, anticipating their needs, resolving problems, and following through on agreed upon financial plans. Qualified candidates will be detail oriented and have a high degree of follow through. Must be comfortable working within the framework of a private office/small team environment. You need to be able to work independently, with little direction and carry a task from beginning to end. Resourcefulness will be the key to success!

Financial Advisor Benefits:

Competitive Compensation starting at $100,000
Annual bonuses based on company growth & your performance
Pension Plan
401(k)
Paid continuing education training
Small team environment - collaborate & learn directly with business leadership
All holidays that close the stock market are paid vacation days

Financial Advisor Duties and Responsibilities:

Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
Work directly with client, taking the lead on items that need following up on, and keeping Lead Advisor apprised of status of projects and client communications.
Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience.
Manage client appointments from setting meeting and preparation of meeting agendas, to post meeting tasks - such as develop meeting notes, and follow through with implementation of determined objectives of the meeting.
Process client account paperwork and process internal and external asset movements.
Regularly prepare supporting materials and sample reports for clients, as well as developing IPS and Client Risk Tolerance Agreements.
Simulation modeling using Monte Carlo and other statistical techniques under direction of Senior Wealth Manager.
Effectively communicate with clients' other professional advisors in areas of tax, estate planning, insurance, and risk management.
Train to do trading and rebalancing of client investment accounts.
Participate in development and presentation of client/prospect educational events.
Participate in ongoing marketing strategies with goal of maintaining and gaining new client relationships.

Financial Advisor Requirements:

Bachelor's degree in Finance, Business, Accounting, Economics, or related field
FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses
2 - 5 years' relevant experience in financial or similar client service
People oriented, service minded
Strong written and verbal communication skills
Strong analytical skills and attention to detail
Proficient in Word, Excel, PowerPoint and electronic productivity software
Understanding of compliance and adherence to all regulations and policies

Preferred Qualifications:

Advanced degree or professional designation such as CFP or CFA, or work towards it is highly preferred
Marketing/branding skills are a plus
Familiarity with financial planning software and tools

Quick Apply

Refine Your Search

Associate Advisor jobs in Miami, FL

Financial Advisor

Wealth Management Client Associate

Beauty Advisor - Florida

Service Advisor at Volkswagen of South Miami

Enrollment Services Representative - Miami Campus

Luxury Automotive Service Consultant/Service Advisor

Admissions Advisor

Talent Business Advisor Senior Associate

Financial Aid Advisor

Cane Navigator (Academic Advisor) - Business

Retail Associate - Brickell City Center

Admissions Advisor

Service Advisor

Retail Associate - Dadeland

Financial Aid Advisor

Associate Client Advisor

Service Advisor

Retail Associate - Aventura Mall

Admissions Advisor

Blackstone Private Wealth - Client Services, Analyst

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