73 Results for

Investment Advisor Jobs in Miami, FL

Jobs

New!

Miami, FLToday

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.

New!

Miami, FLToday

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).

Coral Gables, FL13 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, FL6 days ago

$80,000–$125,000 Per Year

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New!

Miami, FLToday

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.

Coral Gables, FL13 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!

Coral Gables, FLToday

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 .

New!

Miami, FLToday

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.

Miami, FL14 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.

N Miami Beach, Florida25 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, 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.

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, FL18 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.

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.

Fort Lauderdale, 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.

Miami, FL30+ days ago

Full-time

Pembroke Pines, FL30+ days ago

Full-time

Miami, FL7 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).

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.

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.

Miami, Florida30+ days ago

$100,000–$450,000 Per Year

The role provides access to sophisticated investment platforms, global research capabilities, and the ability to build long-term advisory relationships with affluent clients. Agius & Partners LLC is partnering with top-tier banking institutions seeking experienced Financial Advisors / Wealth Advisors to join their Miami offices.

Miami, FL13 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Miami, FL30+ days ago

Remote

Progression: Business Advisor & Partnership Management (Consultant Role) Once we invest in these small businesses and they join your portfolio, your role quickly shifts to a consultant role where you act as a "board member" or trusted advisor to the business owner. Your two main functions will evolve as follows: Initial Focus: Investment / Partner Acquisition (Inside Sales) Your primary responsibility will be to qualify potential business candidates and provide a detailed, personal explanation of our unique investment model.

Miami, FL30+ days ago

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Miami, Florida30+ days ago

The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning and trust services. Will also work with RMs to identify and solicit clients that would benefit from the bank’s investment, financial and Trust products and services and to introduce clients to RM’s for depository services.

New!

Fort Lauderdale, FL5 days ago

As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.

New!

Miami, FLToday

$75,000–$125,000 Per Year

This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals.

New!

Fort Lauderdale, FLToday

$75,000–$125,000 Per Year

Greater Miami Area, FL30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Miami, FL27 days ago

Full-time

With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch. This structure enables Wealth Advisors to meet with clients and prospects throughout the day (4 - 6 meetings) while the team maintains and delivers a premium client experience.

Fort Lauderdale, FL30+ days ago

$150,000–$300,000 Per Year

Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Fort Lauderdale, FL30+ days ago

$100,000–$250,000 Per Year

Whether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Fort Lauderdale, FL30+ days ago

The Junior Advisor role is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role plays, meetings, and training. As a leader in the industry and the first to offer true sub-product type specialization, the firm's experience in net lease, retail, office, industrial, multi-tenant, self storage and shopping center transactions is unparalleled.

New!

Miami, FLToday

Capable of performing analysis of markets, interpreting data based in formal knowledge and experience and disseminating information appropriately to internal and external customers. As part of the Investments Team, contributes to IPB’s Investment Committees and increases the support to the sales force to ensure the maintenance of existing AIS accounts as well as the growth of new accounts.

Miami, FL14 days ago

$75,000–$200,000

Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.

Miami, FL27 days ago

Full-time

If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors’ most valued clients. The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships.

New!

Fort Lauderdale, FL5 days ago

The ideal candidate will be responsible for leading the creation of impactful marketing campaigns across multiple platforms and ensuring the consistent alignment of all creative materials with the company's brand and financial expertise. Campaign Development: Lead the creation of innovative and impactful marketing campaigns targeted at financial advisors, registered investment advisors, high-net-worth individuals, and retirees.

Miami, FL30+ days ago

Remote

$4,000–$5,000

The ideal candidate demonstrates strong problem-solving abilities and can independently resolve client and operational issues while effectively communicating with advisors, custodians, and internal stakeholders. A boutique, high-touch wealth management firm delivering personalized financial advisory services with a focus on exceptional client experience.

Miami, FL30+ days ago

Full-time

You will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Coral Gables, FL30+ days ago

Full-time

Assists the Managing Principal and Chief Compliance Officer with all matters relater to regulators, examiners and internal and external auditors including but not limited to FINRA and SECEnsures proper reporting of violations or potential violations to Chief Compliance Officer as appropriate and/or required. Ensure 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.

Fort Lauderdale30+ days ago

This role assists in ensuring adherence to applicable laws, regulations, and internal policies governing registered investment advisers, including SEC and state regulatory requirements. Assist in the administration of the firm’s compliance program in accordance with SEC and state investment adviser regulations, including the Investment Advisers Act of 1940.

MIAMI, FL27 days ago

Responsible for client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures. Perform daily administrative and operational duties that support the FAs, and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings.

Miami, FL30+ days ago

Full-time

Responsible for planning, developing, implementing, maintaining, evaluating and overseeing programs designed to increase the economic self-sufficiency of low-income families to reduce their need for subsidized programs and services. QUALIFICATIONSAny combination of education and experience equivalent to graduation from an accredited college or university with major course work in social work or related field and extensive office management and case management experience.

Miami, FL7 days ago

Full-time

We are looking for someone who has a proven history of successful execution of operations, and experience enabling the strategic vision of the companies by driving key transformation initiatives, while managing operational and financial risk. Develop and execute on the analysis of various business initiatives (e.g., opening new operations, asset acquisition, new product and/or service launches, disposition of non-performing areas, etc.).

Miami, FL7 days ago

$1,000–$10,000

We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across the private markets. This role is ideal for professionals already close to deal flow, including operators, brokers, intermediaries, advisors, and well-networked professionals.

Miami, FL30+ days ago

Currently pursuing or recently completed a degree in finance, economics, engineering, mathematics, or another quantitative or STEM discipline — non-traditional academic backgrounds are welcome if paired with relevant skills. • Assist with the coordination and review of Investment Committee submissions, including IC memos, supporting exhibits, and approval packages — gaining direct visibility into how project-level capital allocation decisions are made.

Miami, FL30+ days ago

The ideal candidate will possess strong communication skills, as the role requires interaction with colleagues across multiple levels of the firm, financial advisors, field supervisors, and clearing firms in order to conduct thorough investigations and resolve matters effectively. We are seeking a candidate with strong analytical and attention-to-detail skills who will be responsible for monitoring and reviewing transactions to identify potentially suspicious activity, conducting investigations, and preparing Suspicious Activity Reports (SARs) as required.

Coral Gables, Florida26 days ago

This includes onboarding reviews, Politically Exposed Persons (PEPs) reviews, sanction reviews, negative news/derogatory information reviews, potential Office of Foreign Asset Control (OFAC) match reviews, beneficial ownership reviews, and new foreign account reviews. 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.

Miami, FL30+ days ago

At Hut 8, you will have the opportunity to: Work with bright, driven peers from a range of educational and professional backgrounds including software development, energy, engineering, entrepreneurship, investment banking, private equity, and management consulting. Design and pitch new products, services, and other initiatives to a leadership team consisting of serial entrepreneurs and seasoned executives and backed by a board of directors consisting of industry veterans of energy, finance, and government.

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Investment Advisor Jobs in Miami, FL

USA Sr. Associate, Investment Supervision Santander Holdings USA Inc

Sr. Direct Private Investment Associate Santander Holdings USA Inc

Wealth Management Advisor Amerant Bank

Corporate Development Associate Jobot

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

Client Associate Amerant Bank

Commercial Relationship Manager III First Horizon Bank

Senior Business Banking Relationship Manager First Horizon Bank

Compliance Officer - Investment Advisory Stonex Group

Financial Advisor Northwestern Mutual

Compliance Officer - Investment Advisory StoneX Group

RIA Financial Advisor The Misch Group

USA Sr. Associate, Investment Supervision Santander US

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

INVESTMENT ADVISORY Larch Capital Partners LLC

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

Sr. Direct Private Investment Associate Santander US

Sr Investment Associate Northern Trust

Financial Advisor Brady Financial

Financial Advisor / Wealth Advisor Agius & Partners

Financial Advisor First Command Financial Services, Inc.

Partnership Executive/Investment Sales Fusion Growth Partners

Wealth Advisor, Ultra High Net Worth Farther

Private Wealth Advisor Senior City National Bank of Florida

Private Wealth Advisor/Client Advisor Private Bank Professions Inc

Financial Advisor - Miami, FL Coastal Wealth

Financial Advisor – Fort Lauderdale, FL Coastal Wealth

Financial Advisor Series 7, 65 or 66 San Blas Securities

Wealth Advisor ($120,000 - $250,000) Guerra Wealth Advisors

Senior Commercial Real Estate Advisor Sands Investment Group

Commercial Real Estate Advisor Sands Investment Group

Junior Commercial Real Estate Advisor Sands Investment Group

Sr. Advisor Santander US

Fund Advisor Fish Network

Senior Wealth Advisor ($200,000 - $400,000) Guerra Wealth Advisors

Creative Director The Slate Group

Client Operations Specialist (1770035824) - Remote US HireHawk

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.

General Securities Principal Officer Amerant Bank

Junior Compliance Analyst AD Mortgage

Sr. Commercial Associate Larch Capital Partners LLC

Family Self Sufficiency Coordinator Quadel Consulting & Training

Chief Business Officer GVW Group, LLC

Deal Origination Associate Initio Capital

Corporate Finance Intern Enfinity Global

Business Analyst (Non Technical, Specialty) Associate Veterans Sourcing Group

International AML CIU Compliance Analyst III Stifel

Associate, Energy Origination Hut 8

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