Financial Solutions Advisor
1 day ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing comprehensive financial planning and investment advice to our clients.
Key Responsibilities:- Develop and implement financial plans that align with clients' goals and risk tolerance
- Provide investment advice and recommendations to clients based on their individual needs and circumstances
- Work closely with clients to understand their financial objectives and develop strategies to achieve them
- Stay up-to-date on market trends and economic conditions to provide informed advice to clients
- Collaborate with other financial professionals to ensure seamless delivery of services to clients
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Strong computer skills with an ability to multitask in a demanding environment
- At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
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Financial Advisor
2 weeks ago
Miami, Florida, United States First Command Financial Services, Inc Full timeJoin Our Team of Financial AdvisorsFirst Command Financial Services, Inc. is seeking highly motivated and experienced Financial Advisors to join our team. As a Financial Advisor, you will work closely with military families to help them achieve their financial goals and build a successful financial planning practice.Key Responsibilities:Directly engage with...
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Experienced Financial Advisor
7 days ago
Miami, Florida, United States Bank of America Full timeAbout the RoleWe are seeking a highly experienced Financial Advisor to join our team at Bank of America Merrill Lynch. As a key member of our wealth management team, you will be responsible for delivering comprehensive financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement personalized financial plans for...
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Financial Planner
21 hours ago
Miami, Florida, United States First Command Financial Services, Inc Full timeFinancial Advisor RoleAt First Command Financial Services, Inc., we're committed to helping military families achieve financial stability and success. As a Financial Advisor, you'll play a vital role in empowering our clients to make informed financial decisions and achieve their long-term goals.Key Responsibilities:Partner with local military organizations...
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Financial Professional
2 weeks ago
Miami, Florida, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is seeking a skilled Financial Professional to join our team in the greater Miami area.Key Responsibilities:Prospect, schedule, and conduct one-on-one appointments with plan sponsorsRecommend and...
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Financial Planner
4 weeks ago
Miami, Florida, United States First Command Financial Services, Inc Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military...
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Financial Planner
2 weeks ago
Miami, Florida, United States First Command Financial Services, Inc Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military organizations...
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Financial Advisor
1 week ago
Miami Beach, Florida, United States TD Bank Full timeJob Title: Transitional Financial AdvisorWe are seeking a highly motivated and experienced Transitional Financial Advisor to join our team at TD Bank. As a Transitional Financial Advisor, you will be responsible for providing exceptional client service and developing relationships with our Mass Affluent clients.Key Responsibilities:Provide financial planning...
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Senior Wealth Advisor
1 day ago
Miami, Florida, United States Citigroup Inc Full timeJob Title: Senior Wealth AdvisorCiti Global Wealth is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key Responsibilities:Build relationships with new clients and deepen relationships with...
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Financial Services Professional
2 weeks ago
Miami, Florida, United States First Command Financial Services, Inc Full timeAbout UsFirst Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team. As a Financial Advisor,...
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Configuration Engineer Senior Advisor
1 day ago
Miami, Florida, United States RIT Solutions, Inc. Full timeJob Title: Configuration Engineer Senior AdvisorRIT Solutions, Inc. is seeking a highly skilled Configuration Engineer Senior Advisor to support our test environments for Regional, Enterprise, and special project releases.Key Responsibilities:Assign and handle customer service requests for internal workgroups, manage and monitor environment...
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Financial Leadership Specialist
6 days ago
Miami, Florida, United States SNI Financial Full timeJob Title: Assistant Controller - Financial OperationsSNI Financial is seeking an experienced Assistant Controller to join our Finance team. As a key member of our team, you will provide financial leadership and subject matter expertise to ensure the accuracy and integrity of our financial reporting.Key Responsibilities:Ensure adherence to GAAP principles...
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Financial Advisor
1 day ago
Miami Beach, Florida, United States TD Bank Group Full timeJob Title: Transitional Financial AdvisorWe are seeking a highly motivated and experienced Transitional Financial Advisor to join our team at TD Bank Group. As a Transitional Financial Advisor, you will play a critical role in providing exceptional client service and developing relationships with our Mass Affluent (MA) clients.Key Responsibilities:Provide...
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Financial Leadership Specialist
3 weeks ago
Miami, Florida, United States SNI Financial Full timeJob Title: Assistant Controller - OnsiteSNI Financial is seeking an experienced Assistant Controller to join our team. As a key member of our Finance department, you will provide financial leadership and subject matter expertise to ensure the accuracy and integrity of our financial reporting.Key Responsibilities:Ensure adherence to GAAP principles and...
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Small Business Financial Advisor
1 month ago
Miami, Florida, United States City National Bank of Florida Full timeAbout the RoleAt City National Bank of Florida, we're seeking a highly skilled Small Business Banker to join our team. As a key member of our Commercial Banking group, you'll be responsible for providing exceptional financial solutions to small businesses, driving revenue growth, and building strong relationships with our clients.Key ResponsibilitiesDevelop...
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Financial Freedom Specialist
4 weeks ago
Miami, Florida, United States Guerra Wealth Advisors Full timeAbout the RoleWe are seeking a highly motivated and results-driven Prospect Appointment Setter to join our team at Guerra Wealth Advisors. As a key member of our sales team, you will play a crucial role in scheduling appointments with prospects and qualifying them for our financial advisors.Key ResponsibilitiesDevelop and execute a sales strategy to schedule...
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Small Business Financial Solutions Specialist
19 hours ago
Miami, Florida, United States City National Bank of Florida Full timeJob SummaryWe are seeking a highly skilled Small Business Banker to join our team at City National Bank of Florida. As a Small Business Banker, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues from $250k to $5 million. You will serve as the primary point of contact for our clients, providing...
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Senior Financial Data Analyst
2 days ago
Miami, Florida, United States INSPYR Solutions Full timeJob Title: Senior Financial Data AnalystJoin INSPYR Solutions, a national expert in delivering flexible technology and talent solutions, as a Senior Financial Data Analyst. In this role, you will lead efforts to enhance financial and operational performance by providing advanced technical guidance, strategic analytical support, and leadership to shipboard...
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Financial Services Representative
3 weeks ago
Miami, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...
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Life Insurance Sales Representative
3 weeks ago
Miami, Florida, United States Supermarket Financial Full timeAbout the RoleWe are seeking a highly motivated and results-driven Life Insurance Advisor to join our team. As a Life Insurance Advisor, you will be responsible for selling final expense insurance to seniors over the phone, working from the comfort of your own home.Key ResponsibilitiesManage incoming sales call opportunitiesConnect with new and current...
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Financial Services Representative
2 weeks ago
Miami, Florida, United States Guerra Wealth Advisors Full timeAbout the RoleGuerra Wealth Advisors is seeking a highly motivated and results-driven Prospect Appointment Setter to join our team. As a key member of our sales team, you will play a crucial role in identifying and qualifying new business opportunities, scheduling appointments with financial advisors, and building strong relationships with clients.Key...