206 Results for

Investment Advisor Jobs in Florida

Jobs

Coral Gables, FL11 days ago

Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.

New!

Miami, FL4 days ago

$80,000–$125,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Come join us as we focus exclusively on the game changing, hypergrowth financial technologies that are already diversifying markets and democratizing access to stores of value.

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Jacksonville, FL4 days ago

$100,000–$175,000 Per Year

Ranked in the top regional tier for corporate, tax, real estate, ERISA, and trusts and estates law for 2025, we focus on building businesses and protecting wealth through practical advice, meticulous document work, and strategic advocacy. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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Miami, FL5 days ago

This leader is responsible for driving new client acquisition, deepening existing relationships, and optimizing product penetration across advisory, brokerage, alternatives, lending, and cross-border wealth solutions. Collaborate with Product & Investment teams to expand offerings in wealth advisory, alternatives, international fixed income, structured notes, and cash management.

Apopka, FL12 days ago

$18–$18 Per Hour

Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Educate members about self-banking options including Online Banking, Mobile Banking, e- Statements, ATMs, and Remote Deposit Capture, as appropriate, and encourages member adoption.

South Bay, CA7 days ago

$160,000–$190,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Finance Lead – FP&A Lead – Financial Planning & Analysis Lead – Finance Manager – FP&A Manager – Financial Planning & Analysis Manager – Investment Banking – Strategic Finance – Financial Modeling – Advanced Excel.

South Bay, CA7 days ago

$160,000–$240,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The Tax Manager will be responsible for K-1s, partnerships, and acting as the main point of contact for all tax related matters in the company in conjunction with working with outside CPA firms.

Coral Gables, FL11 days ago

Full-time

Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

New!

Miami, FL4 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.

Naples, FL10 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals.

New!

Coral Gables, FL3 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .

Boca Raton, FL30+ days ago

Financial Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is expanding — and we’re looking for experienced advisorswith books of business to join our growing team. Comprehensive client solutions through our service affiliations with certified public accounting firms, integrating financial planning, investment management, and tax preparation in a seamless team-based approach.

Tampa, FL30+ days ago

Full-time

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.

Tampa, FL12 days ago

$130,000–$130,000

This is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9.You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa.

Tampa, Florida30+ days ago

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.

Tampa, Florida30+ days ago

As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

Miami, FL12 days ago

They will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Miami, Florida30+ days ago

They will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment. They will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment.

Sarasota, Florida23 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Miami-Ft. Lauderdale Area, FL22 days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Miami, Florida30+ days ago

$90,000–$500,000 Per Year

Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.

MIAMI, FL30+ days ago

Larch Capital Partners is an SEC-registered investment advisory firm focused on providing multi-family office services to ultra-high-net-worth individuals, primarily from Latin America. The Senior Investment Advisor is responsible for conducting investment analysis, performing portfolio management tasks, executing transactions, and providing advice to Clients and Relationship Managers.

Miami, FL16 days ago

Raises inquiries for suspicious trades and communication red flags, conduct research independently and deeply, and communicate in accordance with the established procedure, and ensure timely closure of identified surveillance issues. + Knowledge of Equity, FX, Credit, Structured Products, Alternatives trading and investment, and/or experience working in the front desk, risk, regulatory, legal or audit fields.

Fort Lauderdale, FL30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Tampa, FL30+ days ago

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tampa Bay area to work plan sponsor relationships in the education market. #Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit.

New!

Miami, FL5 days ago

The role involves close interaction with private market platforms, issuers, intermediaries, and Ultra-high-net-worth and high-net-worth investors, providing investment advice and transaction support across the full investment lifecycle. + Strong familiarity with U.S. equity markets and private market infrastructure, including: + Market data and analytics platforms (Bloomberg, Refinitiv, PitchBook, CapIQ, or equivalents).

Stuart, FL30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Naples, FL30+ days ago

Full-time

Boca Raton, FL30+ days ago

Full-time

Pembroke Pines, FL30+ days ago

Full-time

Sarasota, FL30+ days ago

Full-time

Miami, FL30+ days ago

Full-time

Deerfield Beach, FL30+ days ago

Full-time

Venice, FL30+ days ago

Full-time

Orlando, FL30+ days ago

Full-time

Valrico, FL30+ days ago

Full-time

Fort Lauderdale, FL30+ days ago

Full-time

Port Orange, FL30+ days ago

Full-time

Orlando, FL30+ days ago

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Orlando area to work plan sponsor relationships, in tax exempt markets and retail. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions.

Tallahassee, FL30+ days ago

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions.

Spring Hill, Florida30+ days ago

About Campbell & Company:For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and first responders across Florida with integrity, professionalism, and a deep respect for the traditions of sound financial planning. Why This Role Matters:As a CFP® Financial Advisor at Campbell & Company, you will step into a respected, established practice supported by a multi-disciplinary team of CPAs, EAs, tax strategists, and insurance professionals.

Boca Raton, FL30+ days ago

As a direct private lender—not a broker, not a bank—we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we’ve funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel’s Top Workplaces—four years running!

Boca Raton, FL30+ days ago

Full-time

Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Miami, FL30+ days ago

Full-time

The Senior Investment Associate partners closely with Portfolio Advisors (PAs) and client service teams to deliver proactive, high‑quality service to high‑net‑worth clients. This role supports the day‑to‑day workflow of PAs by preparing client‑facing materials, coordinating meeting logistics and technology, and providing analytical and operational support related to investment activity.

Punta Gorda, FL30+ days ago

Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

Tallahassee, FL30+ days ago

Education: 4 year degree in Business or other related field from an accredited college or university, MBA or other advance degree preferred; Series 7, 66, 63, 65 licenses; CFP preferred. In addition, Six Pillars Financial Advisors, LLC will engage third parties to assist it in trust and estate planning services, and other financial planning and advisory services.

Miami, FL30 days ago

Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.

Sarasota, Florida30+ days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.

New!

Fort Myers, Florida2 days ago

$60,000–$90,000 Per Year

Boca Raton, FL30 days ago

Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football. Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children.

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Investment Advisor Jobs in Florida

Wealth Management Advisor Amerant Bank

Corporate Development Associate Jobot

Commercial Real Estate Transactions Associate Jobot

US Wealth Regional Director, Miami, FL Santander Holdings USA Inc

Universal Representative Insight Credit Union

Strategic Finance Manager x 165K - 190K + stock x South Bay Vaco LLC

Tax Manager x 200K - 230K x South Bay Vaco LLC

Client Associate Amerant Bank

Senior Business Banking Relationship Manager First Horizon Bank

Business Banking Relationship Manager First Horizon Bank

Commercial Relationship Manager III First Horizon Bank

Registered Investment Advisor FINANCIAL TRUST ASSET MANAGEMENT

Investment Advisor Capital Investment Advisors

Investment Advisor #0161 Crafted Staff

Investment Counselor (Financial Advisor Alternative) Fisher Investments

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher Investments

Compliance Officer - Investment Advisory Stonex Group

Compliance Officer - Investment Advisory StoneX Group

Financial Advisor Northwestern Mutual

Senior Wealth Advisor Beacon Pointe Advisors LLC

RIA Financial Advisor The Misch Group

INVESTMENT ADVISORY Larch Capital Partners LLC

USA Sr. Associate, Investment Supervision Santander US

J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Lauderdale, FL JPMorgan Chase Bank, N.A.

Voya Financial Advisor Tampa Voya Financial Advisors

Sr. Direct Private Investment Associate Santander US

J.P. Morgan Wealth Management - Private Client Advisor - Stuart and Vero Beach, FL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Naples, FL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Greater Boca Raton, FL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Pembroke Pines, Miami Gardens and Cooper City JPMorgan Chase Bank, N.A.

J.P.Morgan Wealth Management - Private Client Advisor - Greater Sarasota JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Central Miami JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Fort Lauderdale/Deerfield Beach/Coral Springs, FL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Cape Coral/ Venice, FL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Valrico and Sun City Center, FL JPMorgan Chase Bank, N.A.

J.P.Morgan Wealth Management - Private Client Advisor - Greater Fort Lauderdale JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Volusia County and Port Orange, FL JPMorgan Chase Bank, N.A.

Voya Financial Advisors Orlando Voya Financial Advisors

Voya Financial Advisor Tallahassee FL Voya Financial Advisors

Financial Advisor (CFP) Campbell & Company, Wealth Advisors, and Certified Public Accountants

Loan Officer, Real Estate Investments LendingOne

J.P. Morgan Wealth Management - Select Growth Advisor - Boca Raton, FL JPMorgan Chase Bank, N.A.

Sr Investment Associate Northern Trust

Financial Advisor X2 Pitisci & Associates

Six Pillars Financial Advisor First Commerce Credit Union

Financial Advisor Brady Financial

Financial Advisor Associate Stifel

Financial Advisor Suncoast Credit Union

Sales Advisor - Entry Level Barish Financial - Northwestern Mutual

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