8 jobs matching your criteria
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Financial Advisor
access_time Posted 24 days ago
account_balance Guerra Wealth Advisors
location_on Miami
Relevant or adjacent certifications/licenses are a plus (CFP, CFA, Series 66, Series 7, 2-14 etc.) * Bilingual in English and Spanish with strong verbal and written communication skills in both ...
Senior Wealth Manager
access_time Posted 10 days ago
account_balance Leah Yosef International
location_on West Palm Beach
Strong planning capabilities, CFP preferred * Track record of successful business development
Financial Planner
access_time Posted 1 month ago
account_balance Levanti Wealth
location_on Boca Raton
Certified Financial Planner (CFP) certification is preferred * Excellent finance skills and experience creating and implementing wealth management strategies for clients * Experience working with ...
Regional Insurance Strategist - Remote
access_time Posted 10 days ago
account_balance Crump Life Insurance Services
location_on Miami
... CFP, etc) 9. Life Insurance licensed and FNRA registered
New Opportunity - Financial Advisor - Ft. Lauderdale, FL - 200k (base and bonus)
access_time Posted 26 days ago
account_balance Trajan Wealth LLC
location_on Fort Lauderdale
Securities licenses/Certification - Series 65 or Series 66 or CFP * Life and Annuity license * Minimum of 7 to 10-years of financial investment advisor experience * Minimum of 3-years of experience ...
New Opportunity - Financial Advisor - Miami, FL - 200k (base and bonus)
access_time Posted 26 days ago
account_balance Trajan Wealth LLC
location_on Opa-locka
Securities licenses/Certification - Series 65 or Series 66 or CFP * Life and Annuity license * Minimum of 7 to 10-years of financial investment advisor experience * Minimum of 3-years of experience ...
Wealth Management Associate
access_time Posted 24 days ago
account_balance Guerra Wealth Advisors
location_on Miami
Relevant or adjacent certifications/licenses are a plus (e.g. 2-14, CFP etc.) * Bilingual in English and Spanish with strong verbal and written communication skills in both languages * Strong phone ...
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID...
access_time Posted 1 month ago
account_balance Avantax Planning Partners
location_on Miami
CFP certification. * Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states. * Completion of ongoing Continuing Education credits is required. * A valid Driver ...
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