Certified Financial Advisor

Overview

This remote role is available to candidates located in the Miami, Florida area. The organization is seeking Certified Financial Advisors, with consideration for both Certified Financial Advisor and Senior Certified Financial Advisor opportunities.

Responsibilities

• Establish, grow, and maintain long-term relationships with clients.
• Partner with investors to help them plan for their financial goals.
• Provide disciplined investment approaches, tax management strategies, and additional financial planning support.
• Develop personalized investment strategies and deliver financial planning guidance.
• Collaborate with experienced advisors and specialists across the organization’s retail division.

Qualifications

• Certified Financial Planner® (CFP®) designation required.
• Series 7, 63, or 66 (or the ability to acquire within 3 months of assuming the position).
• Advisory experience:
  • Three years (Financial Advisor)
  • Five years (Senior Financial Advisor)
  • Experience must be specifically in advice planning, book of business management, and relationship management.
• Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.
• Experience applying trust and estate planning knowledge to help preserve clients’ wealth.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• A positive and resilient change agent who fosters collaboration as both a peer and business partner.

Compensation & Benefits

• Competitive salary.
• Performance bonus opportunities.
• Partnership Plan: an annual cash award tied to collective performance and client outcomes.
• Merit-based salary increases.
• Comprehensive benefits package designed to support financial, health, and overall well-being.

Location

• This role is designated as remote and must be performed within Florida.
• Employees are expected to maintain their primary work location within the Miami metropolitan area, with a preference for residing within a 50-mile radius of Miami, unless otherwise approved.
• Periodic in-person meetings, team events, training sessions, or other business-related travel may be required.

Special Factors

• Visa sponsorship: not offered for this position.