Personal Financial Advisor Jobs in Cooper City, FL
Wealth Management Advisor Senior
- Amerant Bank
- Coral Gables, FL (24 miles from Cooper City, FL)
- 2 days ago
- Coral Gables, FL (24 miles from Cooper City, FL)
- 2 days ago
The Senior Wealth Management Advisor (SWMA) is responsible for managing a book of business of High Net Worth and Ultra High Net Worth customers (usually $5MM and above)....
In Person- US Bank
- Fort Lauderdale, FL (9 miles from Cooper City, FL)
- 4 days ago
- Fort Lauderdale, FL (9 miles from Cooper City, FL)
- 4 days ago
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
In Person- Goodwin Recruiting
- Miami, FL (20 miles from Cooper City, FL)
- 6 days ago
- Miami, FL (20 miles from Cooper City, FL)
- 6 days ago
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management...
In PersonSenior Wealth Strategy Associate
- UBS
- Coral Gables, FL (24 miles from Cooper City, FL)
- 19 days ago
- Coral Gables, FL (24 miles from Cooper City, FL)
- 19 days ago
assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • develop customized asset allocation strategies and investment solutions...
In Person- Accenture
- Miami, FL (20 miles from Cooper City, FL)
- 27 days ago
- Miami, FL (20 miles from Cooper City, FL)
- 27 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonSenior Wealth Advisor SAFE Act
- Citigroup
- Boca Raton, FL (23 miles from Cooper City, FL)
- 30+ days ago
- Boca Raton, FL (23 miles from Cooper City, FL)
- 30+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In Person- Calamos Asset Management, Inc.
- Coral Gables, FL (24 miles from Cooper City, FL)
- 45+ days ago
- Coral Gables, FL (24 miles from Cooper City, FL)
- 45+ days ago
Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds....
In PersonSenior Wealth Advisor SAFE Act - Miami
- Citigroup
- Miami, FL (20 miles from Cooper City, FL)
- 45+ days ago
- Miami, FL (20 miles from Cooper City, FL)
- 45+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In PersonAnalyst, Financial Advisor Private Banking (XP Miami)
- XP Inc.
- Miami, FL (20 miles from Cooper City, FL)
- 45+ days ago
- Miami, FL (20 miles from Cooper City, FL)
- 45+ days ago
Sobre nos A XP Inc. e uma das maiores instituicoes financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educacao, InfoMoney, entre outras. Com mais de 4,6 milhoes de clientes...
In Person- Truist Financial Corporation
- Miami, FL (20 miles from Cooper City, FL)
- 60+ days ago
- Miami, FL (20 miles from Cooper City, FL)
- 60+ days ago
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
In Person- City National Bank of Florida
- Miami, FL (20 miles from Cooper City, FL)
- 60+ days ago
- Miami, FL (20 miles from Cooper City, FL)
- 60+ days ago
Highly organized individual with knowledge of essential systems, policy and procedures, investment products and services, including financial planning and asset allocation techniques....
In PersonMedical Wealth Advisor Associate
- Truist Financial Corporation
- Miami, FL (20 miles from Cooper City, FL)
- 90+ days ago
- Miami, FL (20 miles from Cooper City, FL)
- 90+ days ago
Has a basic knowledge of all wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong...
In PersonDemographic Data for Cooper City, FL
Moving to Cooper City, FL? Find some basic demographic data about Cooper City, FL below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Cooper City, FL
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Cooper City, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- OFAC
- Investment Banking
- Retirement Planning
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Risk Analysis
- Financial Services
- Asset Management
- Due Diligence
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills