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Onsite associate wealth advisor Florida

11 associate wealth advisor jobs found

Mar 20, 2026  
Wealth Advisor Success Associate
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Palm Beach Gardens, FL, USA Full-Time
Mar 25, 2026  
VP, Private Wealth Management Advisor - Naples, FL
Fidelity Investments Job Description: Job Profile Summary Provide strategic leadership for the achievement of business unit objectives in line with Fidelity's overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty. Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings A sound understanding of the Broker/Dealer and RIA marketplace Bachelor's...
Professional Diversity Network Naples, FL, USA Full-Time
Mar 21, 2026  
Associate, Client Service
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Palm Beach Gardens, FL, USA Full-Time
Mar 25, 2026  
Warehouse Operator I Featured
We Are Teva We’re Teva, a leading innovative biopharmaceutical company, enabled by a world-class generics business. Whether it’s innovating in the fields of neuroscience and immunology or delivering high-quality medicine worldwide, we’re dedicated to addressing patients’ needs now and in the future. Here, you will be part of a high-performing, inclusive culture that values fresh thinking and collaboration. You'll have the room to grow, the flexibility to balance life with work, and the opportunity to better health worldwide, together. Our Team, Your Impact Under close supervision, the Warehouse Operator I is responsible for accurate processing of materials to support Companywide operations. The Warehouse Operator I is also responsible for meeting the company’s standards for safety, security and productivity. Because employees in classifications at this level may be in a training capacity, such individuals do not require significant work experience in the applicable field....
Teva Weston, FL, USA Full-Time
Mar 26, 2026  
Vice President, Wealth Planner - Sarasota, FL
Fidelity Investments Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. The Expertise We're Looking For Bachelor's Degree highly preferred CFP highly preferred FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Required: 5+ years industry experience in financial services or a related field, 10+ years preferred. Required: 3-5 years of financial planning experience, 5+ years...
Professional Diversity Network Sarasota, FL, USA Full-Time
Mar 22, 2026  
Client Services Associate
NFP Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. Job Summary: Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. This individual will also be responsible for assist with the planning and coordination of seminars J0b Accountabilities: Pre-Sale and New Business Assembles meeting preparation...
Professional Diversity Network Palm Beach Gardens, FL, USA Full-Time
Mar 21, 2026  
Senior Client Service Associate, Executive Benefits Account Management (Hyb
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...
Professional Diversity Network Palm Beach Gardens, FL, USA Full-Time
Mar 21, 2026  
Senior Client Service Associate, Executive Benefits Account Management (Hyb
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...
Professional Diversity Network Miami Gardens, FL, USA Full-Time
Mar 21, 2026  
Senior Client Service Associate, Executive Benefits Account Management (Hyb
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...
Professional Diversity Network St. Augustine, FL, USA Full-Time
Mar 12, 2026  
Director, Employment & Litigation Counsel
Five9 Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. Five9 is seeking a highly strategic Director, Employment and Litigation Counsel to partner with the People team as lead advisor on global employment and risk-related matters, as well as manage Five9's litigation and disputes and identify, assess and mitigate potential risks. Reporting directly to Five9's SVP, Legal, this role combines corporate strategy, corporate development, PMO leadership, and Chief of Staff responsibilities. The ideal candidate will be responsible for providing expert legal advice and representation in various global...
Professional Diversity Network Jacksonville, FL, USA Full-Time
Jan 23, 2026  
Sr Mgr Quality Assurance
We Are Teva We’re Teva, a leading innovative biopharmaceutical company, enabled by a world-class generics business. Whether it’s innovating in the fields of neuroscience and immunology or delivering high-quality medicine worldwide, we’re dedicated to addressing patients’ needs now and in the future. Here, you will be part of a high-performing, inclusive culture that values fresh thinking and collaboration. You'll have the room to grow, the flexibility to balance life with work, and the opportunity to better health worldwide, together. The opportunity POSITION SUMMARY This position is responsible for oversees operational aspects of the Quality Assurance Department related to the Investigations for Operations and Laboratories; CAPAs, Effectiveness Checks, Protocols and Reports from but not limited to: Analytical Method, Equipment Qualifications, Process Validations. Also, manages Change Control System, LIMS/MES/SAP changes, Electronic Document Management System for...
Teva Davie, FL, USA Full-Time