Top 189 Financial advisor Jobs in Bal Harbour, Fl

Senior Associate, Capital Markets - FL
Phoenix Energy One, LLC —Fort Lauderdale, FL
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor (Training, Licensing & Mentorship Provided) Career Changers Welcomef to Apply
Northwestern Mutual The South Florida Group —Miami Beach, FL
- $90,000 - $150,000 a year
- Full-time
- No experience needed
- Finance
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
7d
Financial Advisor (Paid Training Provided)
Northwestern Mutual - North Miami Beach —North Miami Beach, FL
- $95,000 - $250,000 a year
- Full-time
- Financial services
- In-person
- Entry level
- Paid training
- Health insurance
Quick Apply
10d
Financial Advisor
Regions —Fort Lauderdale, FL
- $43,888 - $150,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health savings account
- Health insurance
Remote Financial Services Opportunity | Training & Licensing Provided
Financial Opportunity Partners —Hallandale Beach, FL
- $500 - $2,500 a week
- Part-time
- Hybrid work
- No experience needed
- Business development
- US work authorization
- Paid training
- 401(k)
Quick Apply
Senior Wealth Advisor
Current —Aventura, FL
- $150,000 - $600,000 a year
- Full-time
- Remote
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Financial Advisor - Miami Beach, FL
TD Bank —Miami Beach, FL
- $72,280 - $108,160 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
PWM Private Wealth Advisor
U.S. Bank National Association —Fort Lauderdale, FL
- $143,905 - $200,000 a year
- Full-time
- Writing skills
- Office
- Business development
- Paid holidays
- Disability insurance
Financial Advisor - Miami, FL
Coastal Wealth —Miami, FL
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Finance
Quick Apply
Financial Advisor – Fort Lauderdale, FL
Coastal Wealth —Fort Lauderdale, FL
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Finance
Quick Apply
Sr Account Mgr, WM Advisory
Northern Trust Corp. —Fort Lauderdale, FL
- Full-time
- Business development
- Continuous improvement
- Team management
Investment Consultant - Ft. Lauderdale, FL
Fidelity Investments —Fort Lauderdale, FL
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
9d
Certified Public Accountant
Uplevel By Design —Miami, FL
- $80,000 - $95,000 a year
- Full-time
- CPA
- Mid-level
- Health savings account
- Health insurance
Quick Apply
10d
Tax Attorney
Uplevel By Design —Miami, FL
- $90,000 - $110,000 a year
- Full-time
- Remote
- CPA
- Mid-level
- Health savings account
- Health insurance
Quick Apply
10d
Internal Wholesaler
Counterpoint Funds —Fort Lauderdale, FL
- $60,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
SENIOR PRIVATE BANKER
International Company —Miami, FL
- Up to $180,000 a year
- Contract
- Spanish
- English
- Business development
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
Financial Advisor - Ft. Lauderdale/Miami/Boca Raton
Thrivent —Fort Lauderdale, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
SENIOR PRIVATE BANKER
International Company —Miami, FL
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Travel
- Experience equivalent to degree accepted
- Senior level
Quick Apply
Senior Client Relationship Manager
Neil Jesani Advisors, Inc. —Sunrise, FL
- $90,000 - $115,000 a year
- Full-time
- CPA
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply

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financial advisor jobs near bal harbour, fl

Senior Associate, Capital Markets - FL

Phoenix Energy One, LLC
Fort Lauderdale, FL

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Fort Lauderdale, FL 33394 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in bal harbour, fl

Senior Associate, Capital Markets - FL

Financial Advisor (Training, Licensing & Mentorship Provided) Career Changers Welcomef to Apply

Financial Advisor (Paid Training Provided)

Financial Advisor

Remote Financial Services Opportunity | Training & Licensing Provided

Senior Wealth Advisor

Financial Advisor - Miami Beach, FL

PWM Private Wealth Advisor

Financial Advisor - Miami, FL

Financial Advisor – Fort Lauderdale, FL

Sr Account Mgr, WM Advisory

Investment Consultant - Ft. Lauderdale, FL

Certified Public Accountant

Tax Attorney

Internal Wholesaler

SENIOR PRIVATE BANKER

Wealth Management Client Associate

Financial Advisor - Ft. Lauderdale/Miami/Boca Raton

SENIOR PRIVATE BANKER

Senior Client Relationship Manager

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