Senior Wealth Management Professional

7 days ago


Orlando, Florida, United States CFA Institute Full time
About the Role

We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at the CFA Institute. As a Senior Wealth Advisor, you will play a critical role in delivering exceptional client experiences and providing personalized wealth management services to our clients.

Key Responsibilities
  • Develop and implement comprehensive wealth management plans for clients, taking into account their financial goals, risk tolerance, and investment objectives.
  • Provide ongoing investment advice and guidance to clients, ensuring that their portfolios are aligned with their goals and risk tolerance.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering tailored solutions to meet their needs.
  • Collaborate with other members of the wealth management team to ensure seamless delivery of services and exceptional client experiences.
  • Stay up-to-date with industry trends, regulatory changes, and best practices in wealth management, applying this knowledge to enhance client outcomes.
Requirements
  • CFP designation or CFA designation required.
  • Bachelor's degree.
  • Active and valid FINRA Series 7 license.
  • Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment).
  • Five or more years of advisory experience.
Preferred Qualifications
  • Five or more years working directly with clients in the financial services industry highly preferred.
What We Offer

At the CFA Institute, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.

We offer a competitive compensation package that takes care of the whole you - both today and in the future:

  • 401(k) with company match and Employee stock purchase plan.
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.


  • Orlando, Florida, United States Cube Management Full time

    Position OverviewSenior Vice President / Financial Advisor Opportunities – Ultra High Net Worth SectorOur client stands as the premier Wealth Management firm globally, recognized for exceptional Client Satisfaction. They are actively seeking experienced Wealth Management Professionals, including VPs, Managing Directors, and Senior Financial Advisors. This...


  • Orlando, Florida, United States Cube Management Full time

    Position OverviewSenior Vice President / Financial Advisor Opportunities – Ultra High Net Worth SectorOur client stands as the leading Wealth Management firm globally, recognized for unparalleled Client Satisfaction and presenting exceptional offers to prospective candidates. They are actively seeking experienced Wealth Management professionals, including...


  • Orlando, Florida, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Charles Schwab, you are encouraged to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance industry collaboratively. As a Senior Wealth Management Consultant within Schwab Wealth Advisory (SWA), you will be part of a distinguished,...


  • Orlando, Florida, United States Charles Schwab Full time

    Position Type:Are you equipped with the necessary qualifications and expertise for this role? Discover the details below.Regular Your OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance sector...


  • Orlando, Florida, United States Charles Schwab Full time

    Position Type:Are you equipped with the necessary qualifications and expertise for this role? Discover the details below.Regular Your OpportunityAt Charles Schwab, you are encouraged to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and revolutionize the finance...


  • Orlando, Florida, United States Truist Financial Full time

    Position Overview:The Wealth Private Advisor plays a crucial role in enhancing client connections related to banking, credit, and insurance for clients within the Wealth segment. This position is designed to serve as the primary liaison for the Private Client Group Financial Advisors (FAs) within designated regions. The Wealth Private Advisor will...


  • Orlando, Florida, United States CFA Institute Full time

    Position Type: RegularYour OpportunityAt CFA Institute, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance industry together.As a Senior Financial Advisory Manager within our Wealth Management division, you will be part of a premier, fee-based, and...


  • Orlando, Florida, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to challenge the status quo and transform the finance industry collaboratively.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier,...


  • Orlando, Florida, United States Charles Schwab Full time

    Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory...


  • Orlando, Florida, United States Cube Management Full time

    Job OpportunityWe are seeking a highly experienced and successful Senior Vice President to join our team at Cube Management. As a leading recruiting and consulting partner to emerging growth, mid-market, and global companies, we are looking for a talented individual to lead our financial advisory services.About the RoleThe successful candidate will be...


  • Orlando, Florida, United States Jobot Full time

    About the Role:This opportunity is presented by Jobot, a leading recruitment platform. We are currently seeking a skilled Wealth Management Attorney to become a vital part of our client's legal team, specializing in estate and succession planning.Why Consider This Position?Our client offers a competitive remuneration package along with a comprehensive...


  • Orlando, Florida, United States Senior Living, LLC Full time

    Position Overview: Sodalis Senior Living, a prominent operator of independent living, assisted living, and memory care facilities, has recently appointed Mike McClain as its new Chief Financial Officer.Professional Background: Mr. McClain brings a wealth of experience from his previous role at an investment and consulting firm, where he specialized in...


  • Orlando, Florida, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry collaboratively.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and...


  • Orlando, Florida, United States Eliteprofitpath Full time

    Position Overview:This role is designed for an individual aspiring to become a wealth management advisor within the investment banking sector. The candidate will focus on delivering exceptional results in trading precision, client engagement, and the acquisition of new capital.Key Responsibilities:- Develop personalized financial strategies that connect...


  • Orlando, Florida, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry collaboratively.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and...


  • Orlando, Florida, United States United Community Bank Full time

    WEALTH STRATEGISTWe are seeking a skilled Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and offering customized guidance to affluent clients. Your deep understanding of financial matters will be essential in assisting clients to realize their...


  • Orlando, Florida, United States United Community Bank Full time

    WEALTH STRATEGISTWe are seeking a dedicated Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and offering customized financial guidance to affluent clients. Your proficiency in financial matters will be essential in assisting clients to realize their...


  • Orlando, Florida, United States United Community Bank Full time

    WEALTH STRATEGISTWe are seeking a dedicated Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and delivering customized financial guidance to affluent clients. Your proficiency in various financial domains will be essential in assisting clients to realize...


  • Orlando, Florida, United States Orlando Senior Health Network Full time

    Job Summary: We are seeking a skilled Registered Nurse to join our team at Orlando Senior Health Network, a leading provider of senior living and healthcare services. As a Registered Nurse, you will play a vital role in delivering high-quality patient care and contributing to our mission of providing exceptional senior healthcare.Key Responsibilities:Provide...


  • Orlando, Florida, United States Regal Securities, Inc. Full time

    Job OverviewPosition: Wealth AdvisorCompany: Regal Securities, Inc.Location: Orlando, FL, United StatesRegal Securities, Inc. is a comprehensive financial services organization dedicated to serving individual clients, institutional investors, and professional entities. We are seeking a Wealth Advisor to enhance our Wealth Management division. Our vision is...