Top 106 Home solutions advisor Jobs in Pompano 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
3d
Registered Client Service Associate
Stifel —Boca Raton, FL
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Account Executives
GetMeHealthcare —Fort Lauderdale, FL
- Full-time
- Computer literacy
- Office
- In-person
- 401(k)
- Opportunities for advancement
Private Banker
Morgan Stanley —Fort Lauderdale, FL
- Full-time
- Office
- Analysis skills
- Bachelor's degree
Business Sales Representative (Job ID 3020465)
ADT —Pompano Beach, FL
- $85,000 - $150,000 a year
- Clean driving record
- High school diploma or GED
- Driver's License
- Mileage reimbursement
- Disability insurance
Wood Coatings- Outside Sales Representative
Richelieu Hardware —Pompano Beach, FL
- Microsoft Outlook
- Mid-level
- Ability to lift 50 pounds
- Employee stock purchase plan
- Paid holidays
Quick Apply
Remote ACA & Ancillaries Opportunity – Leads & Training Provided!
Ideal Concepts —Florida
- $60,000 - $90,000 a year
- Contract
- Remote
- Entry level
- Work from home
Quick Apply
3h
Care Team Advisor - Entry Sales
Senior Proof Inc. —Broward County, FL
- From $45,000 a year
- Full-time
- Background check
- Organizational skills
- Communication skills
- Paid holidays
- Paid time off
Quick Apply
3d
Sales Representative
Northwestern Mutual - Lawhon Network —Fort Lauderdale, FL
- $67,000 - $89,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
2d
In-Store Lead Generator
ARS-Rescue Rooter —North Miami Beach, FL
- $18 - $30 an hour
- Weekends as needed
- Background check
- Ability to walk for extended periods
- Residential
- Paid training
- Health savings account
1d
Director, Human Resources – MEDVET Caribbean Operations
Covista —Miramar, FL
- $100,171.61 - $154,080.00 a year
- Full-time
- Hybrid work
- Office
- Master's degree
- 8 years
- Paid holidays
- Disability insurance
Quick Apply
Regional Business Account Manager
Wayfair —Fort Lauderdale, FL
- $64,700 - $140,000 a year
- Full-time
- Spanish
- 5 years
- Mid-level
- Paid holidays
- Health insurance
10d
Counter Sales Associate
Ferguson Enterprises, LLC —Tamarac, FL
- $19.62 - $32.45 an hour
- Full-time
- Computer literacy
- Mid-level
- Residential
- Paid parental leave
- Health insurance
11d
Sales Consultant (Financial Services)
TriNet —Boca Raton, FL
- $67,500 - $95,700 a year
- Full-time
- Mid-level
- Office
- Business development
- Employee stock purchase plan
- Disability insurance
Senior Technical Recruiter - Corporate
ADT Security Services —Boca Raton, FL
- Mid-level
- 3 years
Sales Consultant (Technology)
TriNet —Boca Raton, FL
- $67,500 - $95,700 a year
- Full-time
- Mid-level
- Office
- Business development
- Employee stock purchase plan
- Disability insurance
Sales Representative (Job ID 3020061)
ADT —Pompano Beach, FL
- $105,000 - $150,000 a year
- Clean driving record
- High school diploma or GED
- Driver's License
- Mileage reimbursement
- Disability insurance
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
Sales Representative
ADT Security Services —Pompano Beach, FL
- $105,000 - $150,000 a year
- Clean driving record
- High school diploma or GED
- Driver's License
- Mileage reimbursement
- Disability insurance
Registered Wealth Management Client Associate
Bank of America —Boca Raton, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills

I want to receive the latest job alert for home solutions advisor in pompano beach, 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

home solutions advisor jobs near pompano beach, fl

Sales Representative jobs in Pompano Beach, FL

Account Executive jobs in Fort Lauderdale, FL

Sales Consultant jobs in Boca Raton, FL

Sales Advisor jobs in Pompano Beach, FL

Registered Client Associate jobs in Boca Raton, FL

Director Of Human Resources jobs in Miramar, FL

Sales Representative jobs in Fort Lauderdale, FL

Private Banker jobs in Fort Lauderdale, FL

Remote Customer Service Representative jobs in Houston, TX

Customer Service Representative Remote Overnight jobs in North Carolina

Sales Representative jobs in Richmond, VA

Sales Representative jobs in Statesboro, GA

Sales Representative jobs in Worcester, MA

Sales Representative jobs in Castle Rock, CO

Customer Service Representative jobs in Port Saint Lucie, FL

Account Executive jobs in Bethlehem, PA

Account Executive jobs in Waco, TX

Account Executive jobs in New Haven, CT

Account Manager jobs in Knoxville, TN

Account Executive jobs in Sarasota, FL

Senior Transition Concierge

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
3 days ago

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 pompano beach, fl

Senior Transition Concierge

Registered Client Service Associate

Account Executives

Private Banker

Business Sales Representative (Job ID 3020465)

Wood Coatings- Outside Sales Representative

Remote ACA & Ancillaries Opportunity – Leads & Training Provided!

Care Team Advisor - Entry Sales

Sales Representative

In-Store Lead Generator

Director, Human Resources – MEDVET Caribbean Operations

Regional Business Account Manager

Counter Sales Associate

Sales Consultant (Financial Services)

Senior Technical Recruiter - Corporate

Sales Consultant (Technology)

Sales Representative (Job ID 3020061)

Field Sales Advisor | No Cold Calling | HIRING NOW!

Sales Representative

Registered Wealth Management Client Associate

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

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected