Top 121 Home solutions advisor Jobs in Highland Beach Fl

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
Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Continuous improvement
- Health savings account
- Health insurance
Quick Apply
SENIOR BUSINESS DEVELOPMENT MANAGER
Tech Advisors Inc —West Palm Beach, FL
- $65,000 - $70,000 a year
- Online Application
- Hybrid work
- Business development
- Senior level
- Paid training
- Mileage reimbursement
Quick Apply
Care Team Advisor - Entry Sales
Senior Proof Inc. —Fort Lauderdale, FL
- From $45,000 a year
- Full-time
- Organizational skills
- Communication skills
- Entry level
- Paid holidays
- Paid time off
Quick Apply
People Business Partner
AIR Communities —Boynton Beach, FL
- $95,000 - $125,000 a year
- Full-time
- Spanish
- 5 years
- Pass drug screening
- Commuter assistance
- Paid parental leave
1d
Comfort Advisor
Hopkins Air Holdings LLC —West Palm Beach, FL
- $150,000 - $250,000 a year
- Weekends as needed
- Clean driving record
- Mid-level
- Driver's License
Quick Apply
11d
Sales Advisor | No Cold Calling | Start ASAP
Coastal Water and Air —Boca Raton, FL
- $125,000 - $250,000 a year
- Full-time
- Reliable transportation
- Communication skills
- Entry level
Quick Apply
5d
Sales Advisor | No Cold Calling | HIRING NOW!
Coastal Water and Air —Fort Lauderdale, FL
- $125,000 - $250,000 a year
- Full-time
- Reliable transportation
- Communication skills
- Entry level
Quick Apply
Patient Specialist - West Palm Beach, FL (1099 Contractor, Per Diem/On Call)
Kestra Medical Technologies Inc. —West Palm Beach, FL
- Extended hours
- Background check
- Clean driving record
- Hospital
Quick Apply
Senior Home Lending Advisor, West Palm Beach, FL
JPMorganChase —Palm Beach, FL
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Patient Specialist - Fort Lauderdale, Florida (1099 Contractor, Per Diem/On Call)
Kestra Medical Technologies Inc. —Fort Lauderdale, FL
- Extended hours
- Background check
- Clean driving record
- Hospital
Quick Apply
President and CEO (Visit Lauderdale)
Broward County Board of County Commissioners —Fort Lauderdale, FL
- $155,771.77 - $248,612.45 a year
- Full-time
- Marketing
- Bachelor's degree
- Senior level
- Paid training
- Health savings account
Key Account Manager
Site Impact —Coral Springs, FL
- Full-time
- Marketing
- Bachelor's degree
- Business Administration
- Dental insurance
- Vision insurance
Quick Apply
Science & Medicine Advisor
American Heart Association —Palm Beach, FL
- $110,000 - $120,000 a year
- Full-time
- Medicine
- Office
- Doctor of Philosophy
- Wellness program
- Paid holidays
Luxury Sales Consultant
Aroma360 —Boca Raton, FL
- $50,000 a year
- Weekends as needed
- 2 years
- Communication skills
- Entry level
- Paid training
- Health insurance
Quick Apply
5d
Field Sales Advisor | No Cold Calling | HIRING NOW!
Coastal Water and Air —Pompano Beach, FL
- $125,000 - $250,000 a year
- Full-time
- Reliable transportation
- Communication skills
- Entry level
Quick Apply
Wellness Advisor
IV Concierge —Delray Beach, FL
- From $25 an hour
- Weekends as needed
- Medical office experience
- BLS Certification
- Mid-level
- Health insurance
- Paid time off
Quick Apply
4d
Principal Anaplan Solutions Architect
Humana —Fort Lauderdale, FL
- $172,200 - $236,900 a year
- Full-time
- Remote
- Oracle
- System design
- HIPAA
- Paid parental leave
- Paid holidays
Senior Account Executive – South Florida – SEI Wireless Solutions
SEI Wireless Solutions —Plantation, FL
- Email
- Background check
- Spanish
- Pass drug screening
- Health insurance
- 401(k) matching
Associate Director Treasury
Chewy —Plantation, FL
- Full-time
- Oracle
- Office
- Finance

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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

home solutions advisor jobs in highland beach fl

Senior Transition Concierge

Associate, Concorde Virtual Assistant (CVA) Program

SENIOR BUSINESS DEVELOPMENT MANAGER

Care Team Advisor - Entry Sales

People Business Partner

Comfort Advisor

Sales Advisor | No Cold Calling | Start ASAP

Sales Advisor | No Cold Calling | HIRING NOW!

Patient Specialist - West Palm Beach, FL (1099 Contractor, Per Diem/On Call)

Senior Home Lending Advisor, West Palm Beach, FL

Patient Specialist - Fort Lauderdale, Florida (1099 Contractor, Per Diem/On Call)

President and CEO (Visit Lauderdale)

Key Account Manager

Science & Medicine Advisor

Luxury Sales Consultant

Field Sales Advisor | No Cold Calling | HIRING NOW!

Wellness Advisor

Principal Anaplan Solutions Architect

Senior Account Executive – South Florida – SEI Wireless Solutions

Associate Director Treasury

I want to receive the latest job alert for home solutions advisor in highland beach fl

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