20 Best financial professional jobs in Fort Lauderdale, FL (Hiring Now!)

Financial Advisor - PNC Investments
PNC Financial Services Group —Fort Lauderdale, FL
Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and…
Financial Advisor
Thrivent —Fort Lauderdale, FL
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Up to $150,000 a year
Quick Apply
Junior Financial Advisor - Ft. Lauderdale, FL
Coastal Wealth, A MassMutual Firm —Fort Lauderdale, FL
Financial concepts: 3 years (Required). Actively engages in available training/cross-training and educational and/or professional development opportunities to…
$60,000 - $70,000 a year
Quick Apply
Experienced Financial Advisor
Coastal Wealth, A MassMutual Firm —Florida
Must be licensed to sell insurance. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such…
$24,000 - $500,000 a year
Quick Apply
Financial Advisor's Assistant
Ulin & Co. Wealth Management —Boca Raton, FL
Proficient in data entry, financial compliance, and customer service. Maintain and update client information using various digital tools in a paperless…
$55,000 - $80,000 a year
Quick Apply
7d
Financial Professional - Accelerated Path to Management
New York Life —Fort Lauderdale, FL
1 Actual income and compensation are not guaranteed and depend on a number of factors including your field management title/level, the sales results of your…
$60,000 - $150,000 a year
Quick Apply
Financial Advisor/Wealth Management
Northwestern Mutual —North Miami Beach, FL
Ability to develop lasting, meaningful relationships as well as influence others. Provide needs-based analysis to help ensure the client’s needs are met at…
$75,000 - $225,000 a year
Quick Apply
Financial Advisor
Ameriprise Financial —Boca Raton, FL
Handle unsolicited calls from prospects to schedule appointments. Be responsible for post-meeting activities including meeting summaries, financial situation…
From $70,000 a year
Quick Apply
5d
Financial Aid Representative
Miami Regional University —Miami, FL
Staff will serve as a positive role model for students, faculty and guests in the areas of customer service, respect, communication, collaboration and…
Quick Apply
Financial Advisor - Career Changer/College Grad
Coastal Wealth, A MassMutual Firm —Florida
Must be licensed to sell insurance. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such…
$24,000 - $500,000 a year
Quick Apply
Financial Services Representative
FIT Consulting Inc —Boca Raton, FL
Weekly office trainings, unlimited access to our world class training platform, including in the field experience with a certified professional.
$45,000 - $149,050 a year
Quick Apply
6d
Financial Advisor (Entrepreneurial Role/ Training, Mentorship, Licensing Provided)
Northwestern Mutual —Aventura, FL
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more. Renewal income earned for continued client support and policy management.
$82,000 - $120,000 a year
Quick Apply
23h
Financial Advisor (Sales & Entrepreneurship)
Northwestern Mutual - Boca Raton —Boca Raton, FL
*Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$78,874.01 - $161,267.62 a year
Quick Apply
7d
Holistic Financial Services Representative
New Way Consulting Corp. —Delray Beach, FL
Hello! Are you looking to enhance your leadership skills in finance? We're hiring for a special program that focuses on just that! Join us for personalized…
$32,050 - $75,505 a year
Quick Apply
6d
Patient Financial Services Representative I - PT - All Days or All Nights Available - Memorial Pembroke 24/7 Emergency Care Center
Memorial Healthcare System —Pembroke Pines, FL
Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization…
Financial Counseling Representative I - FT
Memorial Healthcare System —Hollywood, FL
Explains insurance benefits, eligibility, requirements, and estimated patient liability based upon analysis and verification of insurance benefits.
Patient Financial Services Representative I - PT
Memorial Healthcare System —Hollywood, FL
Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization…
Patient Financial Services Representative - Primary Care - FT - Days - MRH
Memorial Healthcare System —Hollywood, FL
Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization…
Estimated: $31.1K - $39.3K a year
6h
Patient Financial Services Representative - Primary Care
Memorial Healthcare System —Hollywood, FL
Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization…
Estimated: $30K - $33.8K a year
20h
Entry-Level Financial Professional
GFI Pros —Fort Lauderdale, FL
Become licensed through your state to discuss and provide our products to clients in a compliant manner. In-house online tools and training.
Estimated: $49.7K - $62.9K a year
Quick Apply

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Financial Advisor - PNC Investments

PNC Financial Services Group - Fort Lauderdale, FL

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Job Details

Full-time

Benefits

Wellness program
Health savings account
Disability insurance
Dependent care reimbursement
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Referral program
Prescription drug insurance

Qualifications

Management
Customer retention
Sales
Public speaking
Series 66
Series 7
Prospecting
Relationship management
FINRA License
Series 65
Associate's degree
RMF
Series 63

Full Job Description

Job Profile

Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Investments, you will be based in Ft. Lauderdale, FL.

Branch Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Financial advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

FINRA series 7 & 66 (or combination of series 63 / 65) and Life, Health & Accident Insurance are required

Job Description
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Work Experience Roles at this level typically require a university / college degree with
Education Associates

Certifications No Required Certification(s)

Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

For more information, please click on the following links:

Time Away from Work
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Apply Now

financial professional jobs in Fort Lauderdale, FL

Financial Advisor - PNC Investments

Financial Advisor

Junior Financial Advisor - Ft. Lauderdale, FL

Experienced Financial Advisor

Financial Advisor's Assistant

Financial Professional - Accelerated Path to Management

Financial Advisor/Wealth Management

Financial Advisor

Financial Aid Representative

Financial Advisor - Career Changer/College Grad

Financial Services Representative

Financial Advisor (Entrepreneurial Role/ Training, Mentorship, Licensing Provided)

Financial Advisor (Sales & Entrepreneurship)

Holistic Financial Services Representative

Patient Financial Services Representative I - PT - All Days or All Nights Available - Memorial Pembroke 24/7 Emergency Care Center

Financial Counseling Representative I - FT

Patient Financial Services Representative I - PT

Patient Financial Services Representative - Primary Care - FT - Days - MRH

Patient Financial Services Representative - Primary Care

Entry-Level Financial Professional

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