Current jobs related to Investment Advisor - Fort Lauderdale, Florida - New York Life - Fort Lauderdale

  • Senior Investment Advisor

    7 days ago

    Fort Lauderdale, Florida, United States Sands Investment Group Full time

    Sands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly motivated Senior Investment Advisor to join its dynamic team in Fort Lauderdale, FL.Focused on the Debt and Equity space, this role involves managing the full deal cycle from outreach to closure, ensuring the quality of client and capital request deliverables.Key...

  • Senior Investment Sales Executive

    2 weeks ago

    Fort Lauderdale, Florida, United States Sands Investment Group Full time

    About the RoleSands Investment Group is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a part of our new office opening in South Florida.Key ResponsibilitiesDevelop and execute sales strategies to drive growth and revenueBuild and maintain strong relationships with clients and partnersProvide...

  • Financial Solutions Advisor

    1 week ago

    Fort Lauderdale, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are seeking a Financial Solutions Advisor to join our team. As a Financial...

  • Senior Commercial Real Estate Advisor

    7 days ago

    Fort Lauderdale, Florida, United States Sands Investment Group Full time

    Sands Investment Group (SIG) is a leading commercial real estate brokerage firm specializing in investment sales properties. We are seeking a Senior Commercial Real Estate Advisor to spearhead our Industrial Investment Sales Team in South Florida. This individual will be responsible for driving business growth and expanding our market share in the industrial...

  • Senior Commercial Real Estate Advisor

    2 weeks ago

    Fort Lauderdale, Florida, United States Sands Investment Group Full time

    About the RoleSands Investment Group is seeking a highly motivated and experienced Senior Commercial Real Estate Advisor to join our Industrial Investment Sales Team in Ft. Lauderdale. As a key member of our team, you will be responsible for spearheading the sales and leasing of industrial properties in South Florida.Key ResponsibilitiesDevelop and execute a...

  • Financial Markets Specialist

    1 month ago

    Fort Lauderdale, Florida, United States Sands Investment Group Full time

    About Sands Investment GroupSands Investment Group is a rapidly growing real estate firm recognized for its success by RE Forum. We specialize in buying and selling investment properties for private investors and institutions across the US.Job SummaryWe are seeking a motivated Debt and Equity Advisor to join our team in Fort Lauderdale, FL. As a key member...

  • Investment Operations Specialist

    6 days ago

    Fort Lauderdale, Florida, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly skilled Investment Operations Specialist to join our team. This role will provide operational support to our Investment Services division, ensuring the smooth execution of daily tasks and activities.Key Responsibilities:Collect, log, and ensure filing accuracy of Financial Advisor account transaction...

  • Capital Markets Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Sands Investment Group Full time

    About Sands Investment GroupSands Investment Group is a leading commercial real estate brokerage firm specializing in the buying and selling of investment properties for private investors and institutions across the United States.With over 4,400 transactions worth more than $8.5B in 48 states, the company has established itself as a leader in the industry....

  • Capital Markets Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Sands Investment Group Full time

    About the RoleSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly motivated Capital Markets Advisor to join our dynamic team in Fort Lauderdale, FL.As a key member of our team, you will be responsible for identifying and cultivating relationships with real estate advisors, sponsors, and developers to drive capital...

  • Capital Markets Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Sands Investment Group Full time

    About the RoleSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly motivated Capital Markets Advisor to join our dynamic team in Fort Lauderdale, FL.As a key member of our team, you will be responsible for identifying and cultivating relationships with real estate advisors, brokers, sponsors, and developers to drive...

  • Financial Solutions Advisor

    2 weeks ago

    Fort Lauderdale, Florida, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through personalized...

  • Director of Capital Markets and Investments

    3 weeks ago

    Fort Lauderdale, Florida, United States UKG (Ultimate Kronos Group) Full time

    Join UKG's Global Treasury TeamUKG (Ultimate Kronos Group) is seeking a highly skilled Director of Capital Markets and Investments to join our global treasury team. As a key member of our team, you will be responsible for leading and overseeing the global treasury function as it relates to capital market matters.Key Responsibilities:Develop and implement...

  • Advisor Transition Specialist

    7 days ago

    Fort Lauderdale, Florida, United States Sound Income Group Full time

    We are seeking a highly skilled Advisor Transition Specialist to join our team at Sound Income Group. This role combines technical proficiency with exceptional communication skills to ensure smooth onboarding and ongoing support for our partners.The ideal candidate will have a strong background in investment advisory operations and a proven ability to...

  • Advisor Transition Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Sound Income Group Full time

    Job Title: Advisor Transition SpecialistWe are seeking a highly skilled and professional Advisor Transition Specialist to join our team at Sound Income Group. As a key liaison between our firm and new RIA offices, you will embody our commitment to excellence, professionalism, and expertise.Key Responsibilities:Conduct on-site training sessions at new RIA...

  • Senior Wealth Advisor, Ft. Lauderdale, FL

    3 weeks ago

    Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    OverviewAt Mariner Wealth Advisors, we're dedicated to providing exceptional wealth management services to our clients. As a Senior Wealth Advisor, you'll play a key role in helping our clients achieve their financial goals and build a secure financial future.ResponsibilitiesDevelop and implement comprehensive wealth management plans for high net worth...

  • Senior Wealth Advisor, Ft. Lauderdale, FL

    2 weeks ago

    Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    OverviewWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Mariner Wealth Advisors. As a key member of our wealth management team, you will be responsible for leading a team of wealth advisors to create comprehensive wealth plans that align with each client's goals and values.ResponsibilitiesLead client meetings to...

  • Financial Services Professional

    4 weeks ago

    Fort Lauderdale, Florida, United States Recruitnest International (OPC) Private Limited Full time

    Financial Advisor Role at Abacus Capital AdvisorsThis is a full-time hybrid position for a Financial Advisor at Abacus Capital Advisors. The successful candidate will be responsible for primarily bringing in assets and building relationships, while the firm's two portfolio managers handle the investing.Key Responsibilities:Bring in assets and build...

  • Financial Consultant

    4 weeks ago

    Fort Lauderdale, Florida, United States Staffing Ninja Full time

    Job Title: Financial AdvisorLocation: Plantation, FloridaDuration: Full Time PermanentShift: 8 Hours a day, 40 hours a weekPay range: USD According to experience Annually/Yearly + Relocation package and benefitsRole Description:This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for mainly bringing assets and...

  • Wealth Management Specialist

    7 days ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Job OpportunityWe are seeking a highly skilled Wealth Advisor to join our team at Tobias Financial Advisors. As a key member of our team, you will be responsible for managing client relationships, leading key projects, and contributing to the firm's growth.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with...

  • Financial Solutions Advisor

    2 weeks ago

    Fort Myers, Florida, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and investment advice to clientsDevelop and implement customized financial plans to meet clients' unique needs and...

Investment Advisor

2 months ago

Fort Lauderdale, Florida, United States New York Life - Fort Lauderdale Full time
Job Overview

We are in search of a knowledgeable Financial Professional to guide our clients in crafting and executing strategies tailored to their financial aspirations. The successful candidate will possess a Bachelor's degree in finance or business, demonstrate a history of fostering successful and enduring advisory relationships, and exhibit exceptional communication abilities.

Compensation:

$100,000 - $150,000

Key Responsibilities:
  • Continuously identify and engage potential clients, establishing strong relationships as their trusted financial advisor.
  • Deliver outstanding service to current clients; maintain detailed records of communications and the financial strategies provided.
  • Develop personalized financial plans that accommodate each client's unique life circumstances and evolving financial needs.
  • Analyze and present financial recommendations that align with clients' risk tolerance and financial goals.
  • Support clients in executing financial strategies involving products such as life insurance, mutual funds, and savings plans.
Required Qualifications:
  • Possession of a current professional license such as CPA or CFP, along with FINRA Series 7 and 66 licenses, is mandatory.
  • Strong mathematical, relational, communicative, and customer service skills are essential.
  • Familiarity with software tools including MS Office, Google Suite, CRM systems, and financial planning applications is preferred.
  • Knowledge of the financial sector, including products, best practices, and tax regulations, is advantageous.
  • A Bachelor's degree in finance, business administration, or a related discipline is required.
About New York Life

New York Life is a distinguished Fortune 100 organization with a rich legacy of service. For over 175 years, we have been dedicated to assisting generations of Americans in safeguarding their families and achieving their financial objectives. As a mutual company, our commitment lies solely with our policyholders, ensuring a focus on long-term value creation for our clients.