Top 200 Senior client advisor Jobs in Sunrise 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
Corporate & Real Estate Associate (Mid-Senior)
Beck Legal Advisors —Fort Lauderdale, FL
- $150,000 - $235,000 a year
- Email
- 5 years
- Residential
- In-person
- Health insurance
- Flexible spending account
Quick Apply
10d
Senior/Chief Engineer
Metric Engineering —Florida
- $90 - $120 an hour
- Part-time
- Remote
- Quality control
- Mentoring
- Senior level
Health Insurance Agents wanted for IMMEDIATE OPPORTUNITY
Advocate Health LLC —Fort Lauderdale, FL
- $50,000 - $150,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Flexible schedule
Quick Apply
Senior Vice President, Sales & Revenue
Micrologic Associates —Fort Lauderdale, FL
- Full-time
- Hybrid work
- Background check
- Senior level
- Leadership
- Health savings account
- Health insurance
Quick Apply
Director of Customer Experience
Confidential —Fort Lauderdale, FL
- Full-time
- Background check
- Google Workspace
- Marketing
- Health savings account
- Health insurance
Quick Apply
1d
Corporate Controller
International Payout Systems Inc. —Fort Lauderdale, FL
- From $150,000 a year
- Full-time
- CPA
- ERP systems
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
National Client Success Manager
Micrologic Associates —Fort Lauderdale, FL
- Full-time
- Hybrid work
- Background check
- Google Workspace
- Office
- Health savings account
- Health insurance
Quick Apply
3d
Senior Litigation Attorney
Aero Law Center —Florida
- $180,000 - $200,000 a year
- Full-time
- Remote
- Writing skills
- Quality control
- Mentoring
- 401(k)
- Paid time off
Quick Apply
14d
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Fort Lauderdale, FL
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
7h
Sr Counsel, Workers Compensation
Travelers —Fort Lauderdale, FL
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
Financial Aid Service Specialist, FAME
Aquila Software Group —Pembroke Pines, FL
- Remote
- School experience
- Mid-level
- Continuous improvement
Quick Apply
Senior Spend Manager
Vizient, Inc. —Broward County, FL
- $88,900 - $155,500 a year
- 5 years
- Travel
- Mentoring
Vice President Marketing - Hard Rock Cafe
Hard Rock International —Davie, FL
- Full-time
- Organizational skills
- Senior level
- Negotiation
Quick Apply
Technical Implementation Specialist
Aquila Software Group —Pembroke Pines, FL
- Full-time
- Remote
- Product management
- Travel
- Senior level
Quick Apply
Senior Client Advisor - Boca Raton
Dolce & Gabbana —Boca Raton, FL
- Senior level
Solutions Implementation Advisor
TransUnion —Boca Raton, FL
- $100,100 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Commuter assistance
- Paid parental leave
9d
Medicare Advantage Sales Agent
Senior Healthcare Advisors LLC —Deerfield Beach, FL
- $2,000 - $3,200 a week
- Mid-level
- Communication skills
Quick Apply
Financial Services Recruiter
Coastal Wealth —Fort Lauderdale, FL
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Senior Wealth Advisor
Current —Aventura, FL
- $150,000 - $600,000 a year
- Full-time
- Remote
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance

I want to receive the latest job alert for senior client advisor in sunrise 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 client advisor jobs near sunrise fl

Vice President Of Sales jobs in Fort Lauderdale, FL

Senior Counsel jobs in Fort Lauderdale, FL

Corporate Controller jobs in Fort Lauderdale, FL

Client Success Manager jobs in Fort Lauderdale, FL

Insurance Agent jobs in Sacramento, CA

Financial Advisor jobs in Aventura, FL

Director Of Customer Experience jobs in Fort Lauderdale, FL

Medicare Agent jobs in Deerfield Beach, FL

Real Estate Associate jobs in Fort Lauderdale, FL

Home Solutions Advisor jobs in Houston, TX

Home Solutions Advisor jobs in Mount Wolf, PA

Home Solutions Advisor jobs in Knoxville, TN

Financial Advisor jobs in Minneapolis, MN

Dynamic Service Solutions jobs in Houston, TX

Academic Advisor jobs in Cincinnati, OH

Home Solutions Advisor jobs in Austin, TX

Audit Associate jobs in Remote

Private Equity Associate jobs in Columbus, OH

Private Equity Associate jobs in Tampa, FL

Private Equity jobs in Greenwich, CT

Senior Transition Concierge

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

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

senior client advisor jobs in sunrise fl

Senior Transition Concierge

Corporate & Real Estate Associate (Mid-Senior)

Senior/Chief Engineer

Health Insurance Agents wanted for IMMEDIATE OPPORTUNITY

Senior Vice President, Sales & Revenue

Director of Customer Experience

Corporate Controller

National Client Success Manager

Senior Litigation Attorney

Private Equity Investment Sales Associate

Sr Counsel, Workers Compensation

Financial Aid Service Specialist, FAME

Senior Spend Manager

Vice President Marketing - Hard Rock Cafe

Technical Implementation Specialist

Senior Client Advisor - Boca Raton

Solutions Implementation Advisor

Medicare Advantage Sales Agent

Financial Services Recruiter

Senior Wealth Advisor

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected