Top 29 Personal Financial Advisors Jobs in Sebastian, FL

Community Association Manager / Licensed (VBFL81226)
RealManage —Vero Beach, FL
- $70,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
11d
Community Association Manager / Licensed Portfolio (VBFL82026)
RealManage —Vero Beach, FL
- $70,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
4d
Client Service Specialist
Vero Beach Global Advisors —Vero Beach, FL
- $50,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Director of Finance
City of Melbourne, FL —Melbourne, FL
- $111,200.62 - $184,715.85 a year
- Full-time
- CPA
- 5 years
- Writing skills
- Wellness program
- Paid holidays
Premier Banker- Malabar
TD Bank —Palm Bay, FL
- $25.75 - $38.50 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
Staff Solution Consultant
GE Vernova —Melbourne, FL
- $122,400 - $183,600 a year
- Full-time
- Remote
- 7 years
- Pass drug screening
- Bachelor's degree
- Paid parental leave
- Paid holidays
Sales Executive, Southeast Territory
Altruist —South Beach, FL
- $265,000 - $280,000 a year
- Remote
- Marketing
- 5 years
- Bachelor of Science
- Paid parental leave
- Health insurance
Quick Apply
Senior Home Lending Advisor, Vero Beach, FL
JPMorganChase —Vero Beach, FL
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Specialist, Material Management
L3Harris Technologies —Melbourne, FL
- $60,000 - $112,000 a year
- Bachelor's degree
- Senior level
- Leadership
- Paid holidays
- Disability insurance
12d
Director of Principal Giving
Indian River County Habitat For Humanity —Vero Beach, FL
- $80,000 - $90,000 a year
- Full-time
- Sales
- Public speaking
- Driver's License
Quick Apply
12d
Commercial Lines Account Manager - Transportation
Acrisure South Insurance Services, LLC —Melbourne, FL
- Full-time
- 5 years
- Mid-level
- Microsoft Office
- Commuter assistance
- Paid parental leave
Client Service Associate
Edelman Financial Engines, LLC —Melbourne, FL
- $50,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Senior Home Lending Advisor, West Melbourne, FL
JPMorganChase —West Melbourne, FL
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Grant, FL
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
14d
Retail Cosmetics Sales Associate, Melbourne - Flex
Macy’s —Melbourne, FL
- $15.00 - $22.08 an hour
- Part-time
- Merchandising
- English
- Cleaning
- Store discount
- Paid holidays
12d
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Melbourne, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply

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Community Association Manager / Licensed Portfolio (VBFL82026)
RealManage —Vero Beach, FL
Must have a Florida Community Association Manager license - state required. Position requires driving - a valid DL and reliable transportation is needed.
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Community Association Manager / Licensed (VBFL81226)

RealManage -
Vero Beach, FL

Quick Apply

Job Details

Full-time
$70,000 - $75,000 a year
11 days ago

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Computer operation
Customer communication
Microsoft Outlook
Team leadership
Property supervision
Professional ethics
In-person customer service
Driver's License
Property management company experience
Leading team collaboration initiatives
Portfolio management
Community relationship building

Full Job Description

Imagine being part of a fast-growing, tech-forward HOA management company where your career can truly take off—and where your success is celebrated every step of the way. Welcome to RealManage!

We’re not just expanding—we’re thriving. And as we grow, so do the opportunities for our team members. At RealManage, you'll find a supportive, energetic culture that values your hard work, respects your time, and encourages you to reach your full potential.

RealManage is proud to be Certified™ by Great Place to Work®, a globally recognized authority on workplace culture and employee satisfaction. This honor is based entirely on feedback from our own team—proof that our people love where they work.

When you join RealManage, you’re more than just an employee. You are part of a close-knit, nationwide team that invests in your long-term success.

Who We Are

RealManage is one of the top community management firms in the U.S., ranked #3 out of 5,000+ companies nationwide. We operate in 16 states and Washington, D.C., serving a wide range of communities—from HOAs and condos to luxury high-rises and master-planned developments. Our client list includes some of the country’s most respected developers and builders.

We stand out for our innovative, tech-driven approach, combining cloud-based tools, mobile apps, and industry-leading expertise to deliver exceptional service at competitive prices.

Why Join Us

At RealManage, we don’t just manage communities—we build them. Our mission is to deliver smart, transparent, and personalized solutions that exceed expectations. We constantly measure our performance, embrace innovation, and never stop improving.

We’re more than a workplace—we’re a team that values growth, integrity, and genuine connection. Whether you’re launching your career or looking for your next big move, you’ll find opportunity, support, and a place to thrive here.

Our Core Values

Integrity – Always do the right thing
Respect – Treat everyone with dignity
Selflessness – Work for something bigger than yourself
Personal Relationships – People do business with people they like
Always Improving – Never stop growing

Join RealManage and be part of a company that’s leading the way in community management—with heart, innovation, and a clear vision for the future.

The Community Association Manager (CAM) is the key ambassador and face of RealManage, responsible for leading the day-to-day operations of a portfolio of community associations. In this vital role, the CAM ensures professional, timely, and top-tier service that aligns with RealManage ‘s core values, service level agreements, and guiding principles.

You’ll work closely with the Director of Community Association Management (DCAM) and Boards of Directors to support smooth community operations, resolve issues efficiently, promote community harmony, and enhance the overall value and experience of each community.

By building strong, positive relationships with homeowners, board members, and vendors, you will play a critical role in delivering exceptional customer satisfaction and fostering vibrant, well-managed communities.

Essential Duties and Responsibilities

Respond promptly to all emails and calls—within 24 hours—while upholding RealManage ‘s guiding principles.
Oversee the daily operations of a portfolio of community associations, providing strategic and operational guidance to Boards of Directors.
Serve as a trusted advisor to Boards, assisting with contractor selection, insurance coordination, and long-term planning.
Lead, mentor, and support staff to foster professional growth and high performance.
Build strong relationships with residents, promote clear communication and a collaborative community culture.
Develop and execute strategic plans to enhance services, amenities, and operational efficiency.
Ensure full compliance with governing documents, legal regulations, and industry standards.
Manage vendor relationships, including bidding, contract negotiation, oversight, and issue resolution.
Review, approve, and oversee vendor payments in coordination with community budgets.
Prepare and manage annual budgets for multiple communities, ensuring accuracy and alignment with Board objectives.
Collaborate with accounting on financial performance, including invoice processing, cash flow management, and variance analysis.
Monitor collections and accounts receivable, initiating legal actions when necessary to protect association interests.
Present clear, timely financial and operational reports to Boards and stakeholders.
Provide consistent updates on community matters—such as collections, compliance, service requests, and work orders.
Oversee community projects (repairs, maintenance, improvements), ensuring quality, timeliness, and budget adherence.
Implement risk management strategies and maintain proper insurance coverage; manage claims to resolution.
Prepare for and conduct Board and Annual Meetings, including producing monthly management reports with actionable insights.
Address escalated homeowner concerns professionally and effectively.
Proactively identify opportunities for service and operational improvement.
Participate in required team and training meetings to stay informed and up to date.
Conduct all duties with the highest level of personal, professional, and ethical integrity.
Analyze and navigate complex issues with sound judgment and problem-solving skills.
Complete special projects and additional responsibilities as assigned by supervisor.

This description is not intended to be an exhaustive list of duties. Responsibilities may evolve based on community needs. Reasonable accommodation may be made to enable qualified individuals to perform the essential functions of this position

Education/Work Experience Requirements:

Must have a valid Florida CAM License
Position requires driving - a valid DL and reliable transportation is needed
Minimum 2-3 years in property management /community management experience in addition to other professional work experiences that demonstrate leadership capabilities.
Proven ability to effectively manage and lead a team.
Experienced in managing complex developer portfolios and relationships.
Strong understanding of community association business and financial statements.
Excellent organizational, time management, and communication skills.
High integrity, honesty, professionalism, and customer service orientation
Excellent verbal and written communication skills, with the ability to effectively engage with both internal and external customers.
Proficiency in MS Office applications (Word, Excel, and Outlook).

Physical Requirements:

Must be able to remain in stationary position 50% of the time.
The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, computer and printer.
Constantly positions self to maintain files in file cabinets
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
The ability to observe details at close range (within a few feet of the observer).
Frequently move boxes weighing up to 20lbs across office for various needs
Works in outdoor weather conditions while onsite at various communities.
Occasionally ascends/descends a ladder or stairs.

RealManage is a values based, equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay and Benefits:

$70,000 to $75,000, depending on education and experience.

Benefits include:

Medical Insurance
Dental Insurance
Vision Insurance
Life and Disability Insurance
HSA (Required High-Deductible Medical Plan to be eligible)
FSA
Education Reimbursement
401K matching
Employee Assistance Program (EAP)
11 paid Holidays

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Sebastian, FL

Community Association Manager / Licensed (VBFL81226)

Community Association Manager / Licensed Portfolio (VBFL82026)

Client Service Specialist

Director of Finance

Premier Banker- Malabar

Staff Solution Consultant

Sales Executive, Southeast Territory

Senior Home Lending Advisor, Vero Beach, FL

Specialist, Material Management

Director of Principal Giving

Commercial Lines Account Manager - Transportation

Client Service Associate

Senior Home Lending Advisor, West Melbourne, FL

Account Manager - Commercial Insurance (Construction/Contractors)

Retail Cosmetics Sales Associate, Melbourne - Flex

Financial Services Professional - Hybrid Remote (FL)

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