CFP Licensed Wealth AdvisorVirtualVocations • Hialeah, Florida, United States
CFP Licensed Wealth Advisor
VirtualVocations • Hialeah, Florida, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Senior Advisor, Wealth Management Service.
Key Responsibilities
Provide exceptional onboarding experiences for new clients
Develop comprehensive financial plans tailored to clients' unique situations and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Required Qualifications
CFP or IQFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
serp_jobs.job_alerts.create_a_job
Wealth Advisor • Hialeah, Florida, United States
Job_description.internal_linking.related_jobs
Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that st...serp_jobs.internal_linking.show_more
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.
Through regular interactions with...serp_jobs.internal_linking.show_more
The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning.
Serves as a primary relationship manager for high net wo...serp_jobs.internal_linking.show_more
Financial Aid Advisor (2 positions available).STAFF - Support Non-Exempt (SNE).October 1, 2025Position Overview.The Financial Aid Advisor reviews and evaluates students’ financial aid requests and ...serp_jobs.internal_linking.show_more
A fast-growing, publicly traded, diversified financial services company, our advisors benefit from a nationally competitive platform.
You'll have access to wide-ranging, in-house capabilities includ...serp_jobs.internal_linking.show_more
Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...serp_jobs.internal_linking.show_more
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_more
Wealth Management Services Specialist Senior.The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, admi...serp_jobs.internal_linking.show_more
Aspiring Financial Advisor Program (Training & Licensing Provided) Investment Associate.People often ask us what an Investment Associate at Hennion & Walsh does.
As an Investment Associate, you wil...serp_jobs.internal_linking.show_more
Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a .In this dynamic role, you'll actively manage high-net-worth client relation...serp_jobs.internal_linking.show_more
Job Opportunity At Bank Of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsible ...serp_jobs.internal_linking.show_more
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client...serp_jobs.internal_linking.show_more At City National Bank of Florida, we invest in our people and the communities we serve.Join a team where ambitious careers and meaningful relationships thrive together.
We're entrepreneurs at heartg...serp_jobs.internal_linking.show_more 
Senior Wealth Advisor Safe Act.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the...serp_jobs.internal_linking.show_more A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized la...serp_jobs.internal_linking.show_more Senior Wealth Advisor Safe Act - Miami.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll ...serp_jobs.internal_linking.show_more 
Private Wealth Management Advisor.At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market ...serp_jobs.internal_linking.show_more Senior Wealth Advisor Safe Act.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the...serp_jobs.internal_linking.show_more 
Guerra Wealth Advisors Financial Advisor Opportunity.If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your name! With a dedicated team generatin...serp_jobs.internal_linking.show_more The Financial Advisor is a critical member of the wealth management team and is the firm's face to the market.He / she not only identifies and cultivates new clients, but maintains a close, ongoing r...serp_jobs.internal_linking.show_more
Advisor Financial Aid
Universal Technical Institute • Hollywood, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Management Client Service Associate
Morgan Stanley • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Consultant
First Citizens Bank • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Aid Advisor (2 positions available)
InsideHigherEd • Miami, Florida, United States
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor
Staffing • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor Partner
Wisepath Group • Miami, FL, US
serp_jobs.job_card.permanent
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
J.P. Morgan Wealth Management - Private Client Advisor - Pembroke Pines, Weston, Hialeah, FL
JPMorgan Chase • Pembroke Pines, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Services Specialist Senior
City National Bank • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Aspiring Financial Advisor Program (Training & Licensing Provided) Investment AssociateNewBoca Raton, FL
Hennion & Walsh, Inc. • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor with a Fast Growing Fintech RIA
Goodwin Recruiting • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - Registration Candidate - Consumer Investments - Coral Gables
Bank of America • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor III - Miami
Truist • Fort Lauderdale, FL, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Advisor Senior
City National Bank • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Wealth Advisor SAFE ACT
Citigroup • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Legal Wealth Advisor II
Truist • Miami, FL, US
serp_jobs.job_card.full_time +2
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor SAFE Act - Miami
Citigroup • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Management Wealth Advisor - CPWA, CFP, CFA
Regions Financial • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Wealth Advisor SAFE Act - Boca & Coral Springs
Citigroup • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Guerra Wealth Advisors • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor and Firm Profile Permanent Position in Miami, FL
Staffing • Miami, FL, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted