KnowHireMatch
1 month ago Be among the first 25 applicants
Compensation:
$100,000-$150,000 (Plus additional upside based on portfolio performance)
Locations:
Multiple offices in NY/NJ, Florida, Philadelphia, and Pittsburgh
About Us
We're a team of seasoned entrepreneurs serving fellow business owners and high-net-worth clients. Our mission is to deliver tailored, fee-based financial strategies that help individuals, families, and privately held businesses achieve their long-term goals.
What You'll Do
Build & Maintain Plans: Design comprehensive, fee-based financial plans for individuals and families Investment Advisory: Craft investment proposals, model asset allocations, and oversee portfolio construction Portfolio Management: Execute trades, rebalance portfolios, and monitor performance Client Engagement: Conduct one-on-one and team meetings—often alongside a partner—to review and update financial strategies Client Service: Address client inquiries and service requests promptly throughout the year Business Development: Drive growth by acquiring new clients and nurturing existing relationships
Requirements
What We're Looking For
Education: Bachelor's degree in Finance, Business, or related field Experience: Minimum 4 years as a personal financial advisor or planner Credentials: CFP (or similar) strongly preferred. Series 65 and insurance licenses ideal Skills: Exceptional communication and interpersonal abilities Strong organizational and computer skills Highly motivated with a track record of success
Benefits
Why Join Us?
Competitive Base Salary with performance-based upside New Business & Referral Bonuses Annual Anniversary Bonus Unlimited PTO for professional staff Flexible Work Environment to support work/life balance 401(k) Plan with company match and profit sharing Comprehensive Benefits: Medical, dental, vision, life insurance, and disability coverage Additional Perks: Critical Illness & Accident Insurance 10.5 Paid Holidays Tuition Reimbursement Annual Performance Reviews
If you're passionate about helping entrepreneurs and high-net-worth clients navigate their financial journeys, we'd love to hear from you. Apply today! Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Industries IT Services and IT Consulting Referrals increase your chances of interviewing at KnowHireMatch by 2x Get notified about new Financial Advisor jobs in
Miami, FL . Miami, FL $90,000.00-$100,000.00 1 week ago Miami, FL $80,000.00-$100,000.00 2 weeks ago Miami, FL $100,000.00-$150,000.00 2 months ago Miami, FL $80,000.00-$100,000.00 3 days ago Miami-Fort Lauderdale Area $85,000.00-$195,000.00 2 weeks ago Fort Lauderdale, FL $90,000.00-$100,000.00 2 weeks ago Financial Advisor - Endowments and Foundations
Miami, FL $100,000.00-$130,000.00 1 week ago Senior Economic and Financial Consultant
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Miami, FL $85,000.00-$172,328.00 4 days ago Miami, FL $85,000.00-$200,000.00 2 weeks ago Miami-Fort Lauderdale Area $79,928.00-$250,000.00 5 days ago Miami-Fort Lauderdale Area $24,000.00-$100,000.00 20 hours ago Fort Lauderdale, FL $143,905.00-$169,300.00 3 days ago FINANCIAL EXAMINER/ANALYST II - 43004341
Miami, FL $58,000.00-$60,500.00 1 week ago Citi Private Bank - UHNW Investment Counselor - Director / MD
Miami, FL $200,000.00-$500,000.00 1 week ago Financial Advisor (mentorship and training given)
Doral, FL $80,000.00-$200,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
$100,000-$150,000 (Plus additional upside based on portfolio performance)
Locations:
Multiple offices in NY/NJ, Florida, Philadelphia, and Pittsburgh
About Us
We're a team of seasoned entrepreneurs serving fellow business owners and high-net-worth clients. Our mission is to deliver tailored, fee-based financial strategies that help individuals, families, and privately held businesses achieve their long-term goals.
What You'll Do
Build & Maintain Plans: Design comprehensive, fee-based financial plans for individuals and families Investment Advisory: Craft investment proposals, model asset allocations, and oversee portfolio construction Portfolio Management: Execute trades, rebalance portfolios, and monitor performance Client Engagement: Conduct one-on-one and team meetings—often alongside a partner—to review and update financial strategies Client Service: Address client inquiries and service requests promptly throughout the year Business Development: Drive growth by acquiring new clients and nurturing existing relationships
Requirements
What We're Looking For
Education: Bachelor's degree in Finance, Business, or related field Experience: Minimum 4 years as a personal financial advisor or planner Credentials: CFP (or similar) strongly preferred. Series 65 and insurance licenses ideal Skills: Exceptional communication and interpersonal abilities Strong organizational and computer skills Highly motivated with a track record of success
Benefits
Why Join Us?
Competitive Base Salary with performance-based upside New Business & Referral Bonuses Annual Anniversary Bonus Unlimited PTO for professional staff Flexible Work Environment to support work/life balance 401(k) Plan with company match and profit sharing Comprehensive Benefits: Medical, dental, vision, life insurance, and disability coverage Additional Perks: Critical Illness & Accident Insurance 10.5 Paid Holidays Tuition Reimbursement Annual Performance Reviews
If you're passionate about helping entrepreneurs and high-net-worth clients navigate their financial journeys, we'd love to hear from you. Apply today! Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Industries IT Services and IT Consulting Referrals increase your chances of interviewing at KnowHireMatch by 2x Get notified about new Financial Advisor jobs in
Miami, FL . Miami, FL $90,000.00-$100,000.00 1 week ago Miami, FL $80,000.00-$100,000.00 2 weeks ago Miami, FL $100,000.00-$150,000.00 2 months ago Miami, FL $80,000.00-$100,000.00 3 days ago Miami-Fort Lauderdale Area $85,000.00-$195,000.00 2 weeks ago Fort Lauderdale, FL $90,000.00-$100,000.00 2 weeks ago Financial Advisor - Endowments and Foundations
Miami, FL $100,000.00-$130,000.00 1 week ago Senior Economic and Financial Consultant
Fort Lauderdale, FL $120,400.00-$158,025.00 2 weeks ago Financial Advisor Coach | Practice Management Consultant
Miami, FL $85,000.00-$172,328.00 4 days ago Miami, FL $85,000.00-$200,000.00 2 weeks ago Miami-Fort Lauderdale Area $79,928.00-$250,000.00 5 days ago Miami-Fort Lauderdale Area $24,000.00-$100,000.00 20 hours ago Fort Lauderdale, FL $143,905.00-$169,300.00 3 days ago FINANCIAL EXAMINER/ANALYST II - 43004341
Miami, FL $58,000.00-$60,500.00 1 week ago Citi Private Bank - UHNW Investment Counselor - Director / MD
Miami, FL $200,000.00-$500,000.00 1 week ago Financial Advisor (mentorship and training given)
Doral, FL $80,000.00-$200,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr