Top 97 Wealth manager 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
Wealth Management Trainee (FL)
Bankers Life —Miami, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - OR, NY, NJ, FL, or CA
Current —Miami, FL
- $150,000 - $600,000 a year
- Full-time
- Financial services
- Senior level
- Disability insurance
- Health insurance
Investment Manager
Deutsche Bank —Miami, FL
- $220,000 - $350,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Health insurance
- Work from home
Product Management, Asset & Wealth Management, Private Wealth Management - Miami / New York City
Goldman Sachs —Miami, FL
- Part-time
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Manager, Industry Solutions, Investment Wealth Management
Deloitte —Miami, FL
- $155,600 - $306,800 a year
- Full-time
- 6 years
- Up to 50% travel
- Salesforce
Entry Level - Wealth Manager
Equitable Advisors —Miami, FL
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Asset & Wealth Management, Private Wealth Advisor, Associate, Miami
Goldman Sachs —Miami, FL
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Private Wealth Management Analyst - Bilingual: Spanish/English
Morgan Stanley —Miami, FL
- Email
- Spanish
- Computer literacy
- Writing skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL
JPMorganChase —Miami, FL
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Compliance, Private Wealth Management, Vice President, Miami
Goldman Sachs —Miami, FL
- Spanish
- 5 years
- Office
- Disability insurance
- Health insurance
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Miami, FL
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Clearing & Custody Wealth Management Banker
Royal Bank of Canada —Miami, FL
- $90,000 - $200,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
J.P. Morgan Wealth Management - Private Client Advisor - Surfside, FL
JPMorganChase —Surfside, FL
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Private Bank International - Banker / Sr Banker - Brazil Coverage - Miami
Santander Bank —Miami, FL
- $112,500 - $190,000 a year
- Spanish
- Office
- Business development
J.P. Morgan Wealth Management - Market Director of Wealth - South Florida
JPMorganChase —Miami, FL
- Full-time
- Up to 50% travel
- 5 years
- Supervising experience
- Health insurance
- Tuition reimbursement
Private Wealth Management Associate - CPA
Morgan Stanley —Coral Gables, FL
- Email
- CPA
- 5 years
- Computer literacy
Sr Account Manager, Wealth Management Advisory
Northern Trust Corp. —Miami, FL
- Full-time
- Business development
- Continuous improvement
- Team management
Asset & Wealth Management, Private Wealth Management, Marketing Designer, Analyst - Miami, FL
Goldman Sachs —Miami, FL
- Office
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
5d
Senior Wealth Management Advisor
YG —Miami, FL
- $250,000 - $450,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
8d

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wealth manager 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

wealth manager jobs in miami, fl

Wealth Management Client Associate

Wealth Management Trainee (FL)

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

Investment Manager

Product Management, Asset & Wealth Management, Private Wealth Management - Miami / New York City

Manager, Industry Solutions, Investment Wealth Management

Entry Level - Wealth Manager

Asset & Wealth Management, Private Wealth Advisor, Associate, Miami

Private Wealth Management Analyst - Bilingual: Spanish/English

J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL

Compliance, Private Wealth Management, Vice President, Miami

Private Wealth Management Registered Client Service Associate

Clearing & Custody Wealth Management Banker

J.P. Morgan Wealth Management - Private Client Advisor - Surfside, FL

Private Bank International - Banker / Sr Banker - Brazil Coverage - Miami

J.P. Morgan Wealth Management - Market Director of Wealth - South Florida

Private Wealth Management Associate - CPA

Sr Account Manager, Wealth Management Advisory

Asset & Wealth Management, Private Wealth Management, Marketing Designer, Analyst - Miami, FL

Senior Wealth Management Advisor

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