Top 390 Service advisor salary Jobs in Weston, Fl

Trading & Operations Specialist
Neil Jesani Wealth —Sunrise, FL
- $100,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
Quick Apply
2d
Service Advisor
Tesla —Fort Lauderdale, FL
- Full-time
- Microsoft Outlook
- Mid-level
- Driver's License
- Commuter assistance
- Health savings account
Service Advisor-Salary
The Pete Store LLC —Medley, FL
- Dealership
- Basic math
- 1 year
- Paid training
- Paid holidays
Retail Associate - Sawgrass Mills
Aritzia —Sunrise, FL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Tesla Advisor, Delivery
Tesla —Miami Gardens, FL
- Weekends as needed
- Mid-level
- Driver's License
- 1 year
- Commuter assistance
- Health savings account
Automotive - SERVICE ADVISOR
Hollywood CJ —Hollywood, FL
- Full-time
- Clean driving record
- Mid-level
- Driver's License
- Paid holidays
- Health insurance
Brokerage & Advisory Manager
Concorde Investment Services —Boca Raton, FL
- $100,000 - $130,000 a year
- Full-time
- Office
- Team management
- Recruiting
- Health savings account
- Health insurance
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Director of Fleet Development & Aircraft Owner Account Manager
TLC Aviation —Fort Lauderdale, FL
- $60,000 - $75,000 a year
- Full-time
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
9d
Automotive Service Advisor
Pompano Honda —Pompano Beach, FL
- Up to $120,000 a year
- Full-time
- Dealership
- Mid-level
- Driver's License
- Health insurance
- Dental insurance
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
Technical Advisor - Maritime Cranes
Liebherr USA Co. —Hialeah Gardens, FL
- $120,000 - $150,000 a year
- Overtime
- Word processing
- English
- Mid-level
- Health insurance
- Dental insurance
Wood Coatings- Outside Sales Representative
Richelieu Hardware —Pompano Beach, FL
- Microsoft Outlook
- Mid-level
- Ability to lift 50 pounds
- Employee stock purchase plan
- Paid holidays
Quick Apply
Bentley Service Technician
Braman Miami —Miami, FL
- Up to $75 an hour
- Weekends as needed
- ASE Certification
- Background check
- Dealership
- Paid training
- Health insurance
Quick Apply
Care Team Advisor - Entry Sales
Senior Proof Inc. —Broward County, FL
- From $45,000 a year
- Full-time
- Background check
- Organizational skills
- Communication skills
- Paid holidays
- Paid time off
Quick Apply
1d
Traffic Engineer (PE License)
J.S. Held LLC —Fort Lauderdale, FL
- $100,000 - $150,000 a year
- Full-time
- Remote
- Public speaking
- Mid-level
- Analysis skills
- Commuter assistance
- Health insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (FL)
CNO Financial Group, Inc. —Boca Raton, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
CNO Financial Advisor – Hybrid Remote (FL)
CNO Financial Group, Inc. —Fort Lauderdale, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Sales & Account Executive – Miami, FL
Key Transportation Services —Hialeah Gardens, FL
- Full-time
- Mid-level
- Business development
- Driver's License
- Dental insurance
- 401(k)
Quick Apply
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
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

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service advisor salary jobs near weston, fl

Trading & Operations Specialist

Neil Jesani Wealth
Sunrise, FL

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Job Details

Full-time
$100,000 - $150,000 a year
2 days ago

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Teamwork
Interpersonal skills
Spreadsheets
Attention to detail
Problem-solving
Organizational skills
Productivity software

Full Job Description

Neil Jesani Wealth is a growing, client-focused Registered Investment Advisor (RIA) committed to delivering exceptional wealth management and personalized financial planning. As a fiduciary, we prioritize accuracy, efficiency, and outstanding client service while leveraging industry-leading technology and investment solutions.

We are seeking an experienced Trading & Operations Specialist to oversee the firm's daily trading activities, investment operations, and custodial workflows. This role is ideal for a detail-oriented professional who thrives in a fast-paced advisory environment and enjoys collaborating with advisors, clients, and custodial partners.

Position Summary

The Trading & Operations Specialist will be responsible for executing trades, managing operational workflows, maintaining data integrity, and supporting advisors with investment implementation. This individual will work closely with our custodian, Charles Schwab, to ensure efficient account administration, trading, cash management, and client service.

The ideal candidate has experience working in an independent RIA environment, possesses a strong understanding of investment operations, and is knowledgeable about structured notes and alternative investments.

Key ResponsibilitiesTrading & Portfolio Management

Execute equity, ETF, mutual fund, fixed income, structured note, and alternative investment transactions accurately and efficiently.
Process portfolio rebalancing and model implementation.
Monitor trade execution, allocations, settlement, and exception reporting.
Coordinate corporate actions and ensure timely processing.
Manage cash balances and liquidity needs across client portfolios.
Assist advisors with investment implementation and portfolio maintenance.

Operations & Custodial Support

Serve as the primary operational liaison with Charles Schwab.
Process new account openings, transfers (ACATs), account maintenance, beneficiary updates, and money movement requests.
Resolve custodial issues promptly and professionally.
Maintain accurate client account records and operational documentation.
Assist with client onboarding and account funding.

Alternative Investments & Structured Notes

Coordinate subscriptions, documentation, funding, and ongoing servicing for alternative investments.
Monitor structured note lifecycle events, maturities, coupons, and reporting.
Work with sponsors, custodians, and advisors to ensure timely execution and compliance.
Maintain accurate records and reporting for all alternative investments and structured products.

Technology & Reporting

Maintain client and portfolio data within the firm's technology platforms.
Generate investment, performance, and operational reports.
Support system integrations and workflow improvements.
Utilize CRM and portfolio management software to improve operational efficiency.

Compliance & Risk Management

Ensure all trading and operational activities comply with SEC regulations and firm policies.
Maintain complete and accurate records.
Support regulatory audits and compliance reviews.
Identify operational risks and recommend process improvements.

Qualifications Required

Active Series 65 or Series 66 license (preferred).
Minimum of 3 years of experience in an RIA, broker-dealer, or wealth management operations role.
Experience working with Charles Schwab Advisor Services.
Experience working with Advyzon reporting is a big plus.
Strong knowledge of investment operations and securities processing.
Demonstrated experience with structured notes and alternative investments.
Strong understanding of portfolio management and trading best practices.
Excellent organizational skills and attention to detail.
Ability to prioritize multiple tasks while maintaining a high level of accuracy.
Strong written and verbal communication skills.
Proficiency with Microsoft Office, especially Excel.

Preferred

Experience using Advyzon portfolio management and CRM software.
Knowledge of model portfolio management and rebalancing tools.
Experience supporting financial advisors in a wealth management environment.
Familiarity with SEC compliance requirements for Registered Investment Advisors.

Desired Characteristics

Highly organized and process-oriented.
Self-motivated with the ability to work independently.
Strong analytical and problem-solving skills.
Collaborative team player with a client-first mindset.
Professional, dependable, and committed to operational excellence.
Comfortable working in a technology-driven environment.

What We Offer

Competitive salary based on experience.
Performance-based bonus opportunity.
Health and retirement benefits.
Paid time off and holidays.
Professional development and continuing education support.
Opportunity to grow with a rapidly expanding independent RIA.
Collaborative and client-focused culture committed to excellence.

Pay: $100,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

service advisor salary jobs in weston, fl

Trading & Operations Specialist

Service Advisor

Service Advisor-Salary

Retail Associate - Sawgrass Mills

Tesla Advisor, Delivery

Automotive - SERVICE ADVISOR

Brokerage & Advisory Manager

Director of Fleet Development & Aircraft Owner Account Manager

Automotive Service Advisor

Wealth Management Client Associate

Technical Advisor - Maritime Cranes

Wood Coatings- Outside Sales Representative

Bentley Service Technician

Care Team Advisor - Entry Sales

Traffic Engineer (PE License)

CNO Financial Advisor - Hybrid Remote (FL)

CNO Financial Advisor – Hybrid Remote (FL)

Sales & Account Executive – Miami, FL

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Enrollment Services Representative - Miami Campus

I want to receive the latest job alert for service advisor salary in weston, fl

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