Top 1103 Client advisor Jobs in Hialeah, Fl

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
Automotive BDC Agent / Telemarketing - Base + Commission - $48k-$84k
SuperAutos Miami —Doral, FL
- $48,000 - $84,000 a year
- Full-time
- Background check
- Spanish
- Dealership
- Paid training
- Employee discount
Quick Apply
9d
Licensed Sales Professional (LSP) - FL
Allstate —Miami, FL
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Client Service Specialist
Ameriprise Financial —Plantation, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
8d
Former Athletes Wanted: Become a Financial Advisor with training and mentorship
Northwestern Mutual The South Florida Group —Aventura, FL
- $85,000 - $150,000 a year
- Full-time
- Background check
- Customer service
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
12d
Private Jet Advisor - Indian Creek, Fisher Island & Coral Gables, FL
silver Air —Miami, FL
- $300,000 - $1,200,000 a year
- Full-time
- Remote
- Senior level
- Communication skills
- Health insurance
- Cell phone reimbursement
Client Success Representative (Remote)
Demand.com —Miami, FL
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
SAINT LAURENT Client Advisor Miami Design District
Saint Laurent —Miami, FL
- Full-time
- Mid-level
PT Client Advisor - Coral Gables
Tiffany & Co. —Coral Gables, FL
- Part-time
- Microsoft Outlook
- Mid-level
- US work authorization
Retail Associate - Brickell City Center
Aritzia —Miami, FL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Advisor, Part Time
FERRAGAMO USA INC —Bal Harbour, FL
- Part-time
- Merchandising
- Mid-level
- Computer skills
Quick Apply
Client Advisor - Miami Design District
Berluti —Miami, FL
- $27 - $29 an hour
- Full-time
- Merchandising
- Mid-level
- Organizational skills
- Disability insurance
- Health insurance
Client Advisor
Louis Vuitton —Aventura, FL
- $22 - $30 an hour
- Full-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance
2d
MCQUEEN Client Advisor, Miami Design District
Alexander McQueen —Miami, FL
- Full-time
- Merchandising
- Mid-level
- Communication skills
6d
Client Advisor, Full Time
FERRAGAMO USA INC —Aventura, FL
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
3d
Retail Associate - Dadeland
Aritzia —Miami, FL
- $20 - $30 an hour
- Choose your own hours
- Merchandising
- Entry level
- Opportunities for advancement
Retail Associate - Aventura Mall
Aritzia —Aventura, FL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Remote Contact Center Supervisor
Hotwire Communications, LTD —Fort Lauderdale, FL
- Weekends as needed
- Remote
- Mid-level
- Mentoring
- Leadership
Quick Apply
Client Experience Concierge
Strategic Benefit Advisors —Fort Lauderdale, FL
- $79,000 - $92,000 a year
- Full-time
- Background check
- No experience needed
- Office
- Paid training
- Health insurance
Quick Apply
8d
Style Advisor, Coral Gables
EQUINOX —Coral Gables, FL
- Inventory management
- Merchandising
- Mid-level

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client advisor jobs near hialeah, fl

Wealth Management Client Associate

Edwards Asset Management
Fort Lauderdale, FL

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer communication
Financial services customer support
CFP
Salesforce
Financial software
Microsoft Office
Managing clients in a customer support role
Series 7
Investment client management
Investment account customer support
Experience practicing in the securities industry

Full Job Description

Edwards Asset Management | edwardsasset.com

About Us: Edwards Asset Management is a rapidly growing wealth management firm located atop of the city of Fort Lauderdale, FL. Our team of dedicated professionals provides exceptional financial advisory services. Our offices, the highest in the city with stunning views creating a remarkable and beautiful daily work environment. We pride ourselves on having a fun, engaging, and growing team.

Position Overview: We are seeking a highly motivated and experienced Senior Wealth Management Client Associate. This role will support several of our senior financial advisors. The ideal candidate will possess a strong understanding of wealth management, exceptional client service skills, and the ability to thrive in a fast-paced, dynamic environment.

Why Join Us? If you are currently employed and working for a top financial advisor, you will find our opportunity exceptionally compelling. Here's why:

Competitive Compensation: Our salary range of $70,000 to $100,000+ is designed to improve your current compensation, reflecting your experience and credentials. We also offer performance bonuses for exceeding expectations.
Growth Opportunities: As a rapidly growing firm, we provide significant opportunities for professional development and career advancement.
Comprehensive Benefits: We provide a full benefits package including health, dental, and vision insurance, a 401(k) plan with company match, and we strive to match or exceed your current paid time off.
Exceptional Team Culture: Join a fun, engaging, and supportive team dedicated to excellence in client service and professional growth.

Responsibilities:

Provide high-level support to our senior financial advisors
Communicate and manage client relationships, providing an exceptional elite and professional client experience
Handle daily client requests, open new accounts, and process journals
Assist in the implementation of client investment strategies
Coordinate client meetings and follow up on action items
Handle client inquiries and resolve issues promptly
Maintain accurate and organized client records
Collaborate with other team members to ensure seamless client service

Qualifications:

Series 7 registration required
Minimum of 5 years of experience working with financial advisors and their clients
Bilingual in Spanish a plus
Excellent interpersonal and communication skills
Detail-oriented and self-starter
Proficient in Microsoft Office Suite and financial software applications. High-level Excel or Adobe skills will be rewarded

How to Apply:

If you are a dedicated and experienced support professional for one or more financial advisors looking to join a dynamic and growing team and improve your position and opportunities, please submit your resume and feel free to add a cover letter. We look forward to hearing from you!

Edwards Asset Management is an Equal Opportunity Employer. We celebrate a talented, productive, and inclusive team.

To learn more about our firm and team, please visit edwardsasset.com.

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Edwards Asset Management is separate entity from WFAFN. 02282025-5917854.1.2

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

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

Experience:

Brokerage and Client Servce: 5 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in hialeah, fl

Wealth Management Client Associate

Automotive BDC Agent / Telemarketing - Base + Commission - $48k-$84k

Licensed Sales Professional (LSP) - FL

Client Service Specialist

Former Athletes Wanted: Become a Financial Advisor with training and mentorship

Private Jet Advisor - Indian Creek, Fisher Island & Coral Gables, FL

Client Success Representative (Remote)

SAINT LAURENT Client Advisor Miami Design District

PT Client Advisor - Coral Gables

Retail Associate - Brickell City Center

Client Advisor, Part Time

Client Advisor - Miami Design District

Client Advisor

MCQUEEN Client Advisor, Miami Design District

Client Advisor, Full Time

Retail Associate - Dadeland

Retail Associate - Aventura Mall

Remote Contact Center Supervisor

Client Experience Concierge

Style Advisor, Coral Gables

I want to receive the latest job alert for client advisor in hialeah, fl

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