Top 663 Senior advisor Jobs in Miramar 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
Chief of Staff
Three Score Investments LLC —Fort Lauderdale, FL
- $140,000 - $175,000 a year
- Full-time
- Background check
- Senior level
- Health savings account
- Dental insurance
Quick Apply
Manager, Finance
Seminole Hard Rock Support Services —Davie, FL
- Full-time
- Microsoft Outlook
- Writing skills
- Office
Quick Apply
Senior/Chief Engineer
Metric Engineering —Florida
- $90 - $120 an hour
- Part-time
- Remote
- Quality control
- Mentoring
- Senior level
Cyber Risk Assessor III
180 Seminole Hard Rock Support Services —Davie, FL
- Full-time
- 7 years
- Computer Science
- Master's degree
Quick Apply
CFO Advisor
Neil Jesani Advisors, Inc. —Sunrise, FL
- $175,000 - $250,000 a year
- Full-time
- Hybrid work
- CPA
- 11+ years
- Business development
- Health insurance
- Dental insurance
Quick Apply
Senior Inside Sales Advisor (Remote/Eastern Time)
A Place for Mom —Fort Lauderdale, FL
- $24.76 an hour
- Weekends as needed
- Remote
- Bachelor's degree
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Talent Business Advisor Senior Associate
Crowe —Fort Lauderdale, FL
- $59,500 - $118,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
12d
Senior Director of Career Services and Workforce Partnerships
FVI School of Nursing and Technology —Miramar, FL
- $95,000 - $115,000 a year
- Full-time
- Hybrid work
- Spanish
- 7 years
- English
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor - OR, NY, NJ, FL, or CA
Current —Aventura, FL
- $150,000 - $600,000 a year
- Full-time
- Remote
- Financial services
- Senior level
- Disability insurance
- Health insurance
Director, Servicing Compliance
Lakeview Loan Servicing —Coral Gables, FL
- $170,000 - $230,000 a year
- Full-time
- Remote
- Bachelor's degree
- Senior level
- 10 years
- Health insurance
- 401(k) matching
Clinical Advisor
Ross University School of Medicine —Miramar, FL
- $17.15 - $28.18 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
1d
Senior Advisor, Consumer Experience, Full Time, Days
Jackson Health —Miami, FL
- Full-time
- Nursing
- Hospital
- Mid-level
Quick Apply
Senior Manager, Deal Desk
Talkdesk —Miami, FL
- $115,000 - $175,000 a year
- Online Application
- Remote
- Office
- 8 years
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Area Director of Revenue Management (Remote)
Pyramid Hotel Group —Fort Lauderdale, FL
- $100,000 - $132,000 a year
- Full-time
- Remote
- Inventory control
- 5 years
- Analysis skills
- Health insurance
- Paid time off
Senior Registered Client Service Associate (Hallandale Beach, FL)
Raymond James Financial, Inc. —Hallandale Beach, FL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Senior Client Solutions Manager (Spanish)
BN, an Augeo company —Miami, FL
- $80,000 - $100,000 a year
- Full-time
- Remote
- Spanish
- 6 years
- English
- Opportunities for advancement
Sr. Registered Client Service Associate
Morgan Stanley —Fort Lauderdale, FL
- Full-time
- Writing skills
- Mid-level
- Office
Giorgio Armani - - Face Designer - Pembroke Pines, FL
L'Oreal LUXE —Pembroke Pines, FL
- $15 - $25 an hour
- Weekends as needed
- Ability to climb stairs
- High school diploma or GED
- Cleaning
High Tech Consulting Senior Manager
Accenture —Miami, FL
- $122,700 - $338,300 a year
- Full-time
- 5 years
- Bachelor's degree
- Product management
- Paid holidays
- Disability insurance
2h

I want to receive the latest job alert for senior advisor in miramar fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior advisor jobs near miramar 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.

-------

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 advisor jobs in miramar fl

Wealth Management Client Associate

Chief of Staff

Manager, Finance

Senior/Chief Engineer

Cyber Risk Assessor III

CFO Advisor

Senior Inside Sales Advisor (Remote/Eastern Time)

Talent Business Advisor Senior Associate

Senior Director of Career Services and Workforce Partnerships

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

Director, Servicing Compliance

Clinical Advisor

Senior Advisor, Consumer Experience, Full Time, Days

Senior Manager, Deal Desk

Area Director of Revenue Management (Remote)

Senior Registered Client Service Associate (Hallandale Beach, FL)

Senior Client Solutions Manager (Spanish)

Sr. Registered Client Service Associate

Giorgio Armani - - Face Designer - Pembroke Pines, FL

High Tech Consulting Senior Manager

I want to receive the latest job alert for senior advisor in miramar fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected