Top 1584 Senior client advisor Jobs in Florida

Senior Transition Concierge
Concorde Investment Services —Boca Raton, FL
- $60,000 - $70,000 a year
- Full-time
- Office
- Microsoft Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Foguth Financial Group —Naples, FL
- $100,000 - $500,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Professional development assistance
Quick Apply
Controller
DiMercurio Advisors LLC —Orlando, FL
- $82,500 - $97,500 a year
- Full-time
- Office
- Finance
- Supervising experience
- Paid jury duty
- Paid holidays
Quick Apply
Tax Manager (open to Senior Manager level) - CPA Firm
Miller CPA PA —Pensacola, FL
- From $105,000 a year
- Extended hours
- 6 years
- CPA
- Office
- Paid holidays
- Health insurance
Quick Apply
Corporate Controller
International Payout Systems Inc. —Fort Lauderdale, FL
- From $150,000 a year
- Full-time
- CPA
- ERP systems
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Forensic Mechanical Engineer
J.S. Held LLC —Jacksonville, FL
- $130,000 - $170,000 a year
- Full-time
- Up to 50% travel
- Word processing
- Mid-level
- Commuter assistance
- Health insurance
Quick Apply
Senior/Chief Engineer
Metric Engineering —Florida
- $90 - $120 an hour
- Part-time
- Remote
- Quality control
- Mentoring
- Senior level
Senior Litigation Attorney
Aero Law Center —Florida
- $180,000 - $200,000 a year
- Full-time
- Remote
- Writing skills
- Quality control
- Mentoring
- 401(k)
- Paid time off
Quick Apply
13d
Sr. Technical Manager/Sr. Engineer - Land Development
Larson Design Group —Orlando, FL
- $150,000 - $200,000 a year
- Full-time
- Engineering
- Continuous improvement
- Quality control
- Paid training
- Employee stock ownership plan
Quick Apply
Financial Planning Associate (CFP Required)
Menke Financial —Saint Petersburg, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
8d
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Outside Sales Representative – AI Startup
SWIPEBY —Tampa, FL
- $50,000 - $120,000 a year
- Full-time
- Heavy lifting
- Mid-level
- Reliable transportation
- Flexible schedule
Quick Apply
Gen AI Engineering Analyst - Vice President
Citi —Jacksonville, FL
- $113,840 - $170,760 a year
- Full-time
- 6 years
- System design
- Office
- Paid holidays
- Disability insurance
7d
Senior Wealth Advisor — $200,000–$400,000+
Guerra Wealth Advisors —Miami, FL
- $200,000 - $700,000 a year
- Weekends as needed
- Spanish
- 5 years
- Office
- Paid training
- Relocation assistance
Quick Apply
1d
Health Insurance Agents wanted for IMMEDIATE OPPORTUNITY
Advocate Health LLC —Fort Lauderdale, FL
- $50,000 - $150,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Flexible schedule
Quick Apply
Sr Director of Client Services
Lyra Technology Group —Daytona Beach, FL
- $110,000 - $125,000 a year
- Azure
- 5 years
- HIPAA
Quick Apply
Director of Customer Experience
Confidential —Fort Lauderdale, FL
- Full-time
- Background check
- Google Workspace
- Marketing
- Health savings account
- Health insurance
Quick Apply
20h
Preneed Insurance Agent (1099)
Integrity —Florida
- Call employer
- No experience needed
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
Fiduciary Risk Officer
MJ Boyd Consulting —Miami, FL
- Microsoft Excel
- 5 years
- Office
Quick Apply
Senior Client Services Associate
Riverwalk Wealth Advisors —Tampa, FL
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid holidays
Quick Apply

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Senior Transition Concierge

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

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

Qualifications

Customer communication
Teamwork
Collaboration
Employee relationship building
Microsoft Office
Bachelor's degree
Organizational skills

Full Job Description

Position Summary

The Senior Transition Concierge serves as the face of Concorde during one of the most important moments in an advisor's relationship with the firm: their transition to a new business home. This role creates each advisor's first impression of Concorde and is responsible for delivering an exceptional, concierge-level onboarding experience that inspires confidence, builds trust, and establishes long-term relationships from day one.

This is one of the firm's most visible and strategically important positions. Every advisor transition directly influences advisor productivity, long-term satisfaction, and Concorde's reputation in the marketplace. Advisors who experience an exceptional onboarding process become productive more quickly, build confidence in the organization, and are significantly more likely to refer other advisors to the firm.

The ideal candidate is a positive, energetic, emotionally intelligent professional who thrives on building relationships, solving complex problems, leading through influence, and continuously improving the advisor experience.

Why Join Concorde?

Play a pivotal role in shaping every advisor's first impression of the firm.
Join a collaborative culture where ideas are encouraged and continuous improvement is expected.
Partner directly with executive leadership and every major business unit.
Help build a best-in-class advisor onboarding experience that differentiates Concorde in the marketplace.
Have the opportunity to influence processes that directly impact advisor satisfaction, recruiting success, and firm growth.

Key Responsibilities

Serve as the trusted advisor, primary relationship manager, and single point of contact throughout each advisor transition.
Represent Concorde with professionalism, executive presence, exceptional communication skills, and the ability to quickly build trust and confidence with advisors and internal business partners.
Develop and manage customized transition project plans, timelines, milestones, and onboarding checklists.
Serve as the central point of coordination between advisors and Compliance, Operations, Technology, Licensing, Finance, Recruiting, Marketing, and Executive Leadership.
Provide day-to-day leadership and coordination for the Transition team by fostering accountability, collaboration, consistency, and service excellence.
Anticipate challenges, remove obstacles, and creatively solve issues before they impact the onboarding experience.
Demonstrate the ability to calmly resolve conflict, de-escalate difficult situations, navigate competing priorities, and build consensus among advisors, internal departments, and external business partners.
Continuously evaluate onboarding processes and recommend and implement improvements that increase efficiency, reduce risk, and elevate the advisor experience.
Quickly learn new technologies and business applications while leveraging technology to improve communication, organization, workflow efficiency, and advisor satisfaction.
Coordinate technology onboarding, licensing, registrations, account transfers, system access, vendor engagement, and onboarding milestones.
Provide proactive communication, establish clear expectations, and ensure advisors always understand status, timelines, and next steps.
Track key performance metrics and use data to improve transition quality and consistency.
Develop lasting advisor relationships that extend beyond onboarding through exceptional follow-up and concierge-level service.

Preferred Qualifications

Bachelor's degree preferred.
3+ years of experience in financial services, advisor onboarding, client experience, operations, project coordination, or wealth management.
Experience within a FINRA registered broker-dealer, RIA, or wealth management firm strongly preferred.
Working knowledge of licensing, registration, and onboarding processes (including Forms U4/U5) preferred.
Experience coordinating complex projects across multiple departments.

Skills & Competencies

Exceptional organization, prioritization, and project management skills.
Outstanding written, verbal, and interpersonal communication.
Executive presence, emotional intelligence, and relationship-building ability.
Highly positive, optimistic, adaptable, and solutions-oriented mindset.
Creative problem solver with exceptional follow-through.
Ability to lead through influence while motivating teammates toward shared goals.
Strong conflict resolution and customer service skills.
Advanced Microsoft 365 proficiency and aptitude for learning new technologies quickly.
Commitment to continuous improvement and delivering a world-class advisor experience.

What Success Looks Like

Advisors consistently describe their onboarding as seamless, organized, and exceptional.
Transitions are completed accurately, on schedule, and with minimal disruption.
Internal departments operate with accountability, collaboration, and transparency.
Advisor confidence results in stronger retention, faster productivity, and increased referral opportunities.
The onboarding program continually evolves through innovation and measurable process improvements.

What You'll Love About Concorde

At Concorde, you'll have the opportunity to make a meaningful impact every day. You'll work with talented professionals who genuinely care about advisors, value new ideas, and encourage innovation. If you're energized by building relationships, improving processes, solving meaningful business challenges, and creating exceptional customer experiences, you'll find a career—not just a job—at Concorde.

Work Location & Travel

This position is based in Boca Raton, Florida and is expected to work from Concorde's corporate headquarters. Occasional travel may be required to support advisor transitions, office openings, onboarding events, and other business initiatives.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

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

Work Location: In person

Quick Apply

Refine Your Search

senior client advisor jobs in florida

Senior Transition Concierge

Financial Advisor

Controller

Tax Manager (open to Senior Manager level) - CPA Firm

Corporate Controller

Forensic Mechanical Engineer

Senior/Chief Engineer

Senior Litigation Attorney

Sr. Technical Manager/Sr. Engineer - Land Development

Financial Planning Associate (CFP Required)

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Outside Sales Representative – AI Startup

Gen AI Engineering Analyst - Vice President

Senior Wealth Advisor — $200,000–$400,000+

Health Insurance Agents wanted for IMMEDIATE OPPORTUNITY

Sr Director of Client Services

Director of Customer Experience

Preneed Insurance Agent (1099)

Fiduciary Risk Officer

Senior Client Services Associate

I want to receive the latest job alert for senior client advisor in florida

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