Financial Advisor
2 days ago
We 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 and investment advice to clients in the Mass Affluent segment
- Develop and implement customized financial plans to meet clients' goals and objectives
- Identify and pursue new business opportunities to grow our client base
- Collaborate with internal teams to provide comprehensive financial solutions to clients
- Stay up-to-date on industry trends and regulatory requirements to ensure compliance and best practices
- 4-year degree or equivalent work experience
- 2+ years of experience in financial planning and investment management
- Series 65 license required
- Life and Health insurance licenses required or ability to obtain within licensing and registration schedule
- Advanced understanding of wealth management business development techniques, products, and services
- Competitive salary and bonus structure
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) retirement plan with company match
- Opportunities for professional growth and development
- A dynamic and supportive work environment
If you are a motivated and experienced financial professional looking for a new challenge, please submit your application, including your resume and cover letter, to our website.
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Financial Advisor
5 days 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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Financial Professional
1 week 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 Solutions Advisor
5 days ago
Vero Beach, Florida, United States Bank of America Full timeAbout the RoleMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a Financial Solutions Advisor, you will work closely with clients to understand their needs, develop relationships, and provide tailored investment recommendations that align with their goals.Key ResponsibilitiesProvide...
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Financial Sales Advisor
1 week ago
Panama City Beach, Florida, United States Horace Mann Full timeUnlock Your Earning PotentialHorace Mann is seeking a highly motivated Financial Sales Advisor to join our team in the Panama City, FL area. As a Financial Advisor with Horace Mann, you'll have access to a vast range of retirement and wealth management solutions/platforms as an Investment Advisor Representative with HMII, a Horace Mann Company.Key...
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Financial Planner
3 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
6 days 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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Experienced Financial Advisor
16 hours 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 Solutions Advisor
3 weeks ago
Daytona Beach, Florida, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through the power of every connection. As a Merrill Financial Solutions Advisor, you will play a critical role in building and maintaining relationships with high-net worth clients, identifying their needs, and developing tailored investment strategies...
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Jensen Beach, Florida, United States Bank of America Full timeJoin Our Team as a Financial Solutions AdvisorWe are seeking a highly motivated and ambitious individual to join our team as a Financial Solutions Advisor. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.About the RoleThis is an exciting opportunity to launch...
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Financial Services Professional
5 days 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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Financial Freedom Specialist
3 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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Financial Services Professional
3 weeks ago
West Palm Beach, Florida, United States SCS Financial Full timeAbout SCS FinancialSCS Financial is a leading investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. With a strong client-aligned business model, we strive to deliver holistic client and asset management services built on a foundation of trust and exceeding expectations across generations.Job...
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Financial Representative Trainee
1 week ago
Miami Beach, Florida, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.What You'll Do:Participate in a structured...
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Financial Services Professional
3 weeks ago
West Palm Beach, Florida, United States SCS Financial Full timeAbout SCS FinancialSCS Financial is a leading investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. With a strong client-aligned business model, we strive to deliver holistic client and asset management services built on a foundation of trust and exceeding expectations across generations.Job...
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Life Insurance Sales Representative
2 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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Senior Wealth Advisor
4 weeks ago
North Miami Beach, Florida, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a highly skilled 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 ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...
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Client Advisor, Private Client Group
4 weeks ago
West Palm Beach, Florida, United States SCS Financial Full timeAbout SCS FinancialSCS Financial is a leading investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. With a strong foundation built over 22 years, our firm prides itself on a team-based approach, excellent investment performance, a powerful technology platform, and a culture of collaboration...
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Financial Services Representative
1 week 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...
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Small Business Financial Advisor
3 weeks ago
Miami Beach, Florida, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Small Business Banker to join our team at City National Bank. 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.Key ResponsibilitiesMeet the needs and expectations of customers by servicing, promoting,...
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Financial Management Specialist
16 hours ago
North Miami Beach, Florida, United States South Florida Recruiters, Inc. Full timeController Job DescriptionSouth Florida Recruiters, Inc. is seeking a highly skilled Controller to oversee all aspects of financial management for their growing accounting team. This role is based in their office, 5 days a week, and offers a range of benefits, including medical, dental, and vision insurance, 3 weeks of PTO, and a 401(k) with company...