Top 1155 Client advisor Jobs in Opa Locka, 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
Assistant Account Manager - Employee Benefit Plans Administrator
National Employee Benefits Administrators, Inc. (NEBA) —Pembroke Pines, FL
- Full-time
- 5 years
- Writing skills
- English
- Paid jury duty
- AD&D insurance
Quick Apply
4d
Financial Advisor (Training, Licensing & Mentorship Provided) Career Changers Welcomef to Apply
Northwestern Mutual The South Florida Group —Aventura, FL
- $90,000 - $150,000 a year
- Full-time
- No experience needed
- Finance
- Business development
- Paid training
- Health insurance
Quick Apply
3d
Financial Advisor (Training, Licensing & Mentorship Provided) Career Changers Welcomef to Apply
Northwestern Mutual The South Florida Group —Fort Lauderdale, FL
- $90,000 - $150,000 a year
- Full-time
- No experience needed
- Finance
- Business development
- Paid training
- Health insurance
Quick Apply
3d
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
Client Advisor
Louis Vuitton —Aventura, FL
- $22 - $30 an hour
- Full-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance
6d
Client Advisor, Full Time
FERRAGAMO USA INC —Aventura, FL
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
7d
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
Associate Client Advisor
Bessemer Trust Company of FL —Miami, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
12d
Client Advisor, Part Time
FERRAGAMO USA INC —Bal Harbour, FL
- Part-time
- Merchandising
- Mid-level
- Computer skills
Quick Apply
Client Advisor - Sawgrass Mills Outlet
Fendi —Sunrise, FL
- $24 an hour
- Weekends as needed
- Writing skills
- Maintenance
- Mid-level
- Paid holidays
- Disability insurance
12d
PT Client Advisor - Coral Gables
Tiffany & Co. —Coral Gables, FL
- Part-time
- Microsoft Outlook
- Mid-level
- US work authorization
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
12d
Remote Contact Center Supervisor
Hotwire Communications, LTD —Fort Lauderdale, FL
- Weekends as needed
- Remote
- Mid-level
- Mentoring
- Leadership
Quick Apply
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
Senior Client Advisor - Brickell
Seacoast Bank —Miami, FL
- Weekends as needed
- Office
- High school diploma or GED
- Mentoring
Quick Apply
MCQUEEN Client Advisor, Miami Design District
Alexander McQueen —Miami, FL
- Full-time
- Merchandising
- Mid-level
- Communication skills
10d
Client Advisor - Miami Design District
Berluti —Miami, FL
- $27 - $29 an hour
- Full-time
- Merchandising
- Mid-level
- Organizational skills
- Disability insurance
- Health insurance
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

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client advisor jobs near opa locka, 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 opa locka, fl

Wealth Management Client Associate

Assistant Account Manager - Employee Benefit Plans Administrator

Financial Advisor (Training, Licensing & Mentorship Provided) Career Changers Welcomef to Apply

Financial Advisor (Training, Licensing & Mentorship Provided) Career Changers Welcomef to Apply

Banking Relationship Specialist (Senior Relationship Banker)

Client Advisor

Client Advisor, Full Time

Client Success Representative (Remote)

SAINT LAURENT Client Advisor Miami Design District

Associate Client Advisor

Client Advisor, Part Time

Client Advisor - Sawgrass Mills Outlet

PT Client Advisor - Coral Gables

Client Experience Concierge

Remote Contact Center Supervisor

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

Senior Client Advisor - Brickell

MCQUEEN Client Advisor, Miami Design District

Client Advisor - Miami Design District

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

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

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