Top 95 Wealth manager Jobs in Aventura Fl

Private Wealth Advisor - Miami/Orlando Florida
Empower —Miami, FL
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d
Financial Representative Career Changer Opportunity
Northwestern Mutual - Lawhon Network —Fort Lauderdale, FL
- $80,000 - $95,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
3d
Senior Wealth Advisor
Current —Aventura, FL
- $150,000 - $600,000 a year
- Full-time
- Remote
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Entry Level Wealth Management
Watermark Capital Management —Fort Lauderdale, FL
- $49,082.14 - $120,000.00 a year
- Full-time
- Analysis skills
- Math
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
14d
Registered Wealth Management Client Associate
Bank of America —Fort Lauderdale, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
4d
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Plantation, FL
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Wealth Management Associate
Equitable Advisors —Fort Lauderdale, FL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Miami, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
8d
Financial Planning Associate / Paraplanner
Tobias Financial Advisors —Plantation, FL
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
12d
Wealth Planner (Associate Advisor)
Tobias Financial Advisors —Plantation, FL
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Entry Level - Wealth Manager
Equitable Advisors —Miami, FL
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Financial Representative Entry Level
Northwestern Mutual - Lawhon Network —Aventura, FL
- $67,000 - $89,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
7d
Private Wealth Management Wealth Advisor
Regions —Coral Gables, FL
- $135,147.71 - $192,370.50 a year
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Entry Level – Financial Advisor
Equitable Advisors —Fort Lauderdale, FL
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth - Full Time Analyst, Miami - USA, 2027
Citi —Miami, FL
- $100,000 - $150,640 a year
- Full-time
- Hybrid work
- Office
- US work authorization
- Banking
- Paid holidays
- Disability insurance
23h
Wealth Management Trainee (FL)
Bankers Life —Fort Lauderdale, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Sales Representative Entry Level
Northwestern Mutual - Lawhon Network —Coral Gables, FL
- $67,000 - $89,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
3d
Sales Representative Career Changer Opportunity
Northwestern Mutual - Lawhon Network —Miami, FL
- $80,000 - $95,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
3d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Fort Lauderdale, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Associate, Client Service
NewEdge Capital Group LLC —Miami, FL
- Full-time
- Mid-level
- Office
- Business development
Quick Apply

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Private Wealth Advisor - Miami/Orlando Florida

Empower -
Miami, FL

Apply Now

Job Details

$87,400 - $123,400 a year
5 days ago

Benefits

Paid parental leave
Internal mobility program
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer relationship building
Income tax planning
Series 65
Experience practicing in the securities industry
Estate planning

Full Job Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The ideal candidate must be based in Miami or Orlando Florida, and is willing to work remotely but meet with clients in person, when needed.

The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients.

In partnership with the Practice Lead and the Client Experience Specialist, the Wealth Advisor delivers high-touch, highly personalized support to our clients. Focus is on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base.

This role is ideal for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology.

What you will do

Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education
Lead clients through an optimal experience by effective management of outreach campaigns and Financial Planning milestones
Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients
Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals
Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives
Track market trends, economic conditions, and regulatory changes impacting investments
Assist with monthly audit reviews in collaboration with various internal stakeholders
Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests

What you will bring

Bachelor degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills, including presentation skills
Detail oriented while managing multiple time-sensitive tasks simultaneously
Proactive self-starter, strong situational awareness and strong organizational skills
Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
FINRA Series 65 required
FINRA fingerprinting required upon hire

What will set you apart

CFP preferred
Proficient in or able to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

#pjhtf

#pjpw

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$87,400.00 - $123,400.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

08-29-2026

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Workplace Flexibility: Remote - Must reside within territory

Apply Now

Refine Your Search

wealth manager jobs in aventura fl

Private Wealth Advisor - Miami/Orlando Florida

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