Top 409 Senior client advisor Jobs in Miami, 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
Senior Tax Associate
Haller Robbins Epelbaum Misiunas, LLC —Miami, FL
- $80,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
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CCO RIA
MJ Boyd Consulting —Miami, FL
- $200,000 - $250,000 a year
- Spanish
- Office
- Senior level
Quick Apply
Project Manager
MJ Boyd Consulting —Miami, FL
- 5 years
- Writing skills
- Office
Quick Apply
Environmental Principal (Assessment & Remediation)
ECS Ltd —Miami, FL
- 11+ years
- Master's degree
- Bachelor's degree
Billing Analyst
UHY LLP —Fort Lauderdale, FL
- $65,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Aventura, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
12d
Forensic Accountant, Family Law
J.S. Held LLC —Miami, FL
- $85,000 - $105,000 a year
- Full-time
- Remote
- 5 years
- Finance
- Analysis skills
- Commuter assistance
- Health insurance
Quick Apply
Sr. Loan Officer
Newrez —Florida
- $15,080 - $60,000 a year
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
6d
Intercompany Accounting Coordinator
UHY LLP —Fort Lauderdale, FL
- $65,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Financial Management Assistant Director
Crowe —Fort Lauderdale, FL
- $99,500 - $209,900 a year
- Full-time
- 5 years
- Finance
- Analysis skills
Quick Apply
9d
Financial Services Cybersecurity Senior Consultant
Crowe —Miami, FL
- $80,500 - $159,300 a year
- Full-time
- Azure
- Computer Science
- HIPAA
Quick Apply
Senior Client Advisor - Brickell
Seacoast Bank —Miami, FL
- Weekends as needed
- Office
- High school diploma or GED
- Mentoring
Quick Apply
Senior Client Advisor - Kendall
Seacoast Bank —Miami, FL
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Senior Counsel
Mastercard —Miami, FL
- $154,000 - $283,000 a year
- Online Application
- 7 years
- Senior level
- Communication skills
- Paid jury duty
- Health savings account
Financial Advisor - OR, NY, NJ, FL, or CA
Current —Aventura, FL
- $150,000 - $600,000 a year
- Full-time
- Remote
- Senior level
- Banking
- Disability insurance
- Health insurance
Commercial Lines Learning Strategist
HUB International —Miami, FL
- $140,000 - $160,000 a year
- Full-time
- Bachelor's degree
- Continuous improvement
- Team management
- Health savings account
- Disability insurance
Executive Assistant / Personal Assistant
The Law Offices of Michael Shawn —Miami Beach, FL
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
12d
Sr Relationship Manager
TD Bank —Coral Gables, FL
- $148,720 - $223,080 a year
- Full-time
- Basic math
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Regional Director, Client Engagement
Christian Dior Couture —Miami, FL
- $145,000 - $155,000 a year
- Full-time
- Mentoring
- Organizational skills
- Budgeting
- Commuter assistance
- Paid holidays

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senior client advisor jobs near miami, 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

senior client advisor jobs in miami, fl

Wealth Management Client Associate

Senior Tax Associate

CCO RIA

Project Manager

Environmental Principal (Assessment & Remediation)

Billing Analyst

Banking Relationship Specialist (Senior Relationship Banker)

Forensic Accountant, Family Law

Sr. Loan Officer

Intercompany Accounting Coordinator

Financial Management Assistant Director

Financial Services Cybersecurity Senior Consultant

Senior Client Advisor - Brickell

Senior Client Advisor - Kendall

Senior Counsel

Financial Advisor - OR, NY, NJ, FL, or CA

Commercial Lines Learning Strategist

Executive Assistant / Personal Assistant

Sr Relationship Manager

Regional Director, Client Engagement

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